Securely onboarding and offboarding employees – best practices

Posted on  

June 26, 2023

Published by: Codemonk
Securely onboarding and offboarding employees – best practices

Written by Resmo

In the fast-paced and ever-evolving corporate and remote workforce landscape, the security of an organization's data and systems lies in the processes of employee onboarding and offboarding.  

Onboarding, the process through which new employees are integrated into an organization, is not just about paperwork and introductions. It is the first opportunity to ingrain a culture of security in the minds of new team members. Properly executed, it ensures that new employees have the access and knowledge they need without exposing sensitive information to undue risk.

Conversely, offboarding, which involves the transition of employees leaving the company, is equally critical. Without a systematic offboarding process, the risks of data leakage, unauthorized access, and compliance violations escalate dramatically. Ensuring that exiting employees' access to systems and data is revoked and managing the transition efficiently is vital for ongoing security.

In this blog post, we will delve into the essential best practices that organizations should adopt for secure employee onboarding and offboarding. Whether you’re an HR professional, IT administrator, manager, or a concerned employee, this comprehensive guide will arm you with the knowledge of offboarding and onboarding security best practices to fortify your organization against the potential security pitfalls associated with employee transitions. Let’s dive in!

What is secure employee onboarding?

Secure employee onboarding refers to the onboarding process of integrating new employees into an organization in a manner that emphasizes security best practices. This process aims to ensure that both the company's data and the employee's personal information are safeguarded from the start of the employment relationship.

What is secure employee offboarding?

Employee offboarding, from a security perspective, refers to the systematic offboarding process of safeguarding an organization's sensitive data and digital assets when an employee leaves the company. It involves deactivating access privileges, revoking system credentials, and ensuring that the departing employee no longer has unauthorized entry to confidential information. By implementing robust security measures during offboarding, organizations can mitigate the risk of data breaches, protect intellectual property, and maintain the integrity of their systems and networks.

Why onboarding and offboarding are critical for data security

Onboarding and offboarding are critical for data security because they encompass the processes that define how employees gain and relinquish access to company data and resources. Here are the key reasons why both are pivotal to data security:

Controlled Access to Sensitive Information

During onboarding, it's essential to ensure that employees have access only to the data and systems necessary for their role. This minimizes the risk of unauthorized or accidental access to sensitive information. During offboarding, it's crucial to revoke access to prevent ex-employees from accessing or manipulating data.

Mitigating Insider Threats

A structured onboarding process includes training on security policies, which helps in cultivating a security-conscious culture. This reduces the risk of insider threats, as employees are more likely to follow best practices in handling data. Proper offboarding ensures that disgruntled employees do not retain access, further reducing the risk of data theft or sabotage.

Compliance with Regulations

Many industries are subject to regulations that require controls over access to sensitive data, such as GDPR, HIPAA, or PCI-DSS. Proper onboarding and offboarding processes help ensure compliance with these regulations by managing data access according to defined standards, thus avoiding legal penalties and loss of reputation.

Reducing Vulnerabilities

Onboarding should include setting up secure credentials for system access. This ensures that default or weak passwords are not in use, reducing vulnerabilities. During offboarding, accounts should be disabled or deleted so that inactive accounts don’t become an easy target for unauthorized access. You can use tools to detect unauthorized access.

Onboarding and Offboarding Checklist for Security

1. Background Checks

Before officially hiring a candidate, conduct comprehensive background checks. These checks serve to verify the information provided by the candidate and ensure that they don’t have a history that could compromise the organization's security. Background checks can include verifying education, employment history, and checking for any criminal records.

References should also be contacted to ascertain the character and reliability of the candidate. This step is crucial in ensuring that you are bringing trustworthy individuals into your organization.

2. Security Training and Awareness

Training new employees on security policies and best practices is imperative. From day one, employees should understand the importance of security in protecting both company data and personal information.

Topics that should be covered include password policies, identifying phishing scams, the significance of software updates, and proper handling of sensitive data. Regular refresher training should also be scheduled to ensure that employees remain up-to-date on the latest security protocols.

3. Monitor for Unusual Activity for Remote Employees

Approximately 72% of technology firms have employees operating from locations other than company-owned offices.

After the remote employee has been offboarded, continue to monitor for any unusual activity that might suggest they retained access to something. This is especially important for remote employees as they might have had access to online services that are not as closely monitored.

4. Account Creation and Role-Based Access Control (RBAC)

When setting up accounts for new employees, adhere to the principle of least privilege through Role-Based Access Control (RBAC). RBAC involves giving employees only the access and permissions they need to perform their job. This minimizes the risk associated with excessive permissions and reduces the potential damage in case of account compromise.

RBAC helps maintain a scalable, systematic, and secure approach to managing network access. Unique passwords and credentials should be assigned to each employee, and strong password policies should be enforced.

5. Secure Communication

Educate new employees on secure communication methods within the organization. This involves using encrypted communication channels, Virtual Private Networks (VPNs), and secure file-sharing platforms. Encrypted communication ensures that sensitive information remains confidential and inaccessible to unauthorized individuals.  

VPNs add an additional layer of security by creating a secure tunnel for data transmission. Educating employees on the importance of secure communication is key to preventing data breaches.

6. Device Security

If employees are provided with company devices, ensure they are configured securely. This includes enabling encryption, installing firewalls, and using antivirus software. Employees should also be educated on best practices for device security, such as regularly updating software and not connecting to insecure Wi-Fi networks.  

For remote employees, additional measures should be taken to secure their home network. Device security is crucial in safeguarding company data from various cybersecurity threats.

7. Communication of Offboarding

Approximately 20% of organizations have encountered data breaches directly associated with former employees, highlighting the significance of addressing the security risks associated with departing staff members.

When an employee leaves the company, communicate the offboarding process clearly and promptly to all relevant departments. This ensures that everyone is aware of the employee’s departure and can take necessary actions to secure data and resources. HR, IT, and the employee’s manager should be closely involved in the offboarding process.  

Timely communication is essential in preventing any unauthorized access or data breaches after the employee has left the company.

8. Revoke Access and Disable Accounts

During the offboarding process, immediately revoke employee access to all company systems, networks, and resources. This includes disabling their email accounts, VPN access, and any other accounts associated with company services.

Swift action is crucial in ensuring that the departing employee cannot access any company data or systems after they have left, which can significantly reduce the risk of data breaches or unauthorized access.

9. Retrieve Company Property

Ensure that all company property is returned by the departing employee. This includes laptops, mobile devices, ID cards, and any other physical assets that may have been provided. It’s important to conduct an inventory check to ensure that nothing is missing.

Company devices should be securely wiped and reset to factory settings to ensure no data can be retrieved. Retrieving company property is vital to preventing any unauthorized access to company data.

10. Data Handling and Knowledge Transfer

Before an employee leaves, ensure that any data they have been working with is securely transferred to another employee or securely archived. This includes both digital files and physical documents. A proper handover process should be put in place so that critical information and ongoing projects are not lost or stalled.

Knowledge transfer should be documented, and any credentials shared with the departing employee that cannot be immediately changed should be altered as soon as possible. This ensures continuity in operations and minimizes the risk of data loss or leakage.

11. Conduct Exit Interviews

Exit interviews are an important part of the offboarding process. They provide an opportunity to discuss the terms of the employee’s departure, remind them of any non-disclosure agreements, and address any security concerns or feedback they may have.

It is also an opportunity to understand the employee’s experience within the company, which can be valuable for improving operations and security culture. The exit interview should be conducted in a constructive manner, focusing on the mutual benefits of maintaining security and confidentiality beyond employment.

By implementing these best practices in onboarding and offboarding processes, organizations can greatly reduce the risks associated with transitions in personnel. Keeping security at the forefront of these processes helps in protecting not only the company's data and assets but also contributes to a culture that values and understands the importance of security.

Onboard and Offboard securely with CodeMonk and Resmo

In an era where technology has revolutionized the way organizations operate, the importance of seamless and secure employee onboarding and offboarding cannot be overstated. With the blurring of geographical boundaries, it's vital for companies to embrace best practices or engage experts to ensure compliance and security.

CodeMonk and Resmo, when used in tandem, aim to foster this change in the landscape of employment and compliance. CodeMonk strives to simplify the remote hiring process, while Resmo focuses on ensuring secure offboarding. Together, they seek to create a holistic approach that covers both ends of an employee’s journey within an organization.

By utilizing both, companies can focus on building a secure environment for their evolving workforce. This not only enables the organization to manage technological aspects but also ensures a secure foundation for onboarding new talents. As organizations navigate through this new phase of global work culture, having secure onboarding and offboarding procedures can pave the way for a future where compliance and security go hand in hand with innovation and growth.

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