Use the following checklist as guidance for the steps you should take when an employee is no longer with the company:
Microsoft 365:
Log the person out from Microsoft 365 on all devices, block their Microsoft sign-in, reset the Microsoft 365 password and/or delete the user: Force Sign-out of All Devices in Microsoft 365 Portal.
If you are not reusing the Microsoft 365 license, let your license provider know to remove it and stop the billing.
Gardiant:
Deactivate the former employee's Gardiant profile: [Admin] [Notes] How to deactivate a user in Gardiant Works.
Delete their fax number: [Admin] Delete a Fax Number.
If the person was CC-ed on new claim or employer email notifications, please contact Gardiant Support to remove them and replace their email with somebody else's, if necessary.
Reassign the Account Manager for all accounts where the former employee was assigned.
Other:
Remove CAC permissions.
Remove their access from any other accounts.