Case study
ISO-aligned leaver process in Jira Service Management
Align offboarding to ISO requirements with a carefully managed leaver process. Every step is defined, completed, and evidenced—so all artifacts are gathered in one place for audits.
- Leaver process defined and enforced per request type
- All artifacts gathered: access revocation, asset return, handover
- Full completion history and timestamps for ISO evidence
Why the leaver process matters for ISO
ISO and other frameworks expect consistent, documented handling of access and asset changes. When someone leaves, auditors want to see that access was revoked, assets returned, and handovers completed—with clear evidence, not ad-hoc notes.
Without a structured leaver process, teams often rely on checklists in spreadsheets, reminders in comments, or tribal knowledge. Steps get missed, evidence is scattered, and audit preparation becomes a last-minute scramble.
Common leaver-process gaps
- Access revocation not consistently documented or timed
- Asset return and handover steps vary by agent or department
- No single place where “all artifacts” are gathered for an audit
- Difficulty proving that mandatory steps were completed before closure
An ISO-aligned leaver process with the Checklists App
By attaching a dedicated leaver checklist to a “Leaver” or “Offboarding” request type in Jira Service Management, you ensure the process is carefully managed and every required artifact is gathered in the ticket.
- One checklist template per leaver request type
- Mandatory steps (revoke access, collect assets, handover) cannot be skipped
- Completion and timestamps recorded in Jira—no separate evidence pack
- Progress visible to HR, IT, and managers; closure only when steps are done
Ad-hoc vs. carefully managed leaver process
Moving from ad-hoc offboarding to an ISO-aligned process means turning intentions into controlled execution with evidence.
Without structured leaver checklist
- Steps tracked in emails or comments
- Evidence scattered across systems
- Process differs by team or agent
- Audit prep requires manual evidence gathering
With ISO-aligned leaver checklist
- Standardized leaver template per request type
- All artifacts gathered in the Jira issue
- Mandatory steps and completion history
- Ready evidence for ISO and internal audits
How the leaver process runs in Jira Service Management
From request creation to closure, every step is defined, tracked, and evidenced.
Leaver request created
HR or the manager raises a “Leaver” or “Offboarding” request in Jira Service Management.
Checklist attached
The request type automatically attaches the leaver checklist so all required steps are in one place.
Steps completed and evidenced
IT and HR complete access revocation, asset return, and handover; completion is recorded with timestamps.
Closure only when complete
Required steps must be done before closure. All artifacts are gathered in the issue for audits.
Frequently asked questions
- How does a leaver checklist support ISO? ISO expects consistent, documented processes for access and asset changes. A leaver checklist in Jira defines the steps, enforces completion, and keeps evidence (who did what, when) in one place, which supports audit readiness.
- What do you mean by “all artifacts gathered”? All required evidence for the leaver process—access revocation, asset return, handover, sign-off—is completed and recorded inside the Jira issue, so auditors can see the full picture without chasing multiple systems.
- Can we customize the leaver checklist for our policy? Yes. You define the leaver request type and attach a checklist template that matches your policy. Steps can include links, instructions, and mandatory completion before transition or closure.
Align your leaver process to ISO
Manage offboarding in Jira with a structured checklist and all artifacts gathered for audits.