The manual Jira user offboarding checklist
Eight steps, in the order that avoids rework. Time estimates assume one leaver of ordinary tenure on a site with a few dozen projects. Long-tenured leavers and large sites run longer.
01
Reassign their open issues
20 to 60 min
Find everything still assigned to them and not yet done:
assignee = "leaver" AND statusCategory != Done ORDER BY project
- Use bulk change from the issue search. Jira Cloud bulk operations handle up to 1,000 issues at a time, so a long-tenured leaver means multiple batches.
- Different projects usually need different successors, so run the JQL per project and batch per successor.
- The successor needs the Assignable User permission in each project. When they lack it, the bulk change fails for those issues and you go fix the permission scheme first.
- Consider adding a comment to each reassigned issue explaining why it moved. Without one, the new assignee sees work land on their plate with no context.
- Leave closed and Done issues alone. Reassigning finished work rewrites history and ruins reporting.
02
Transfer their saved filters, including private ones
15 to 40 min
Go to Jira Settings → System → Shared filters, search by owner, and change the owner of each filter, one at a time.
- Do not stop at shared filters. Jira Cloud lets site admins surface and manage filters the leaver never shared from the same admin page, and those private filters matter more than they look: they encode triage queries, team rituals and report logic the successor will want.
- Check what depends on each filter before transferring: boards, filter subscriptions and dashboard gadgets all break differently when a filter's owner goes stale.
- There is no bulk change-owner in the UI. Each filter is its own trip through the dialog.
03
Transfer their dashboards
10 to 30 min
Go to Jira Settings → System → Shared dashboards, search by owner, and use Change owner on each dashboard, one at a time.
- Review this admin page carefully: it is also where site admins can review dashboards the leaver never shared with anyone. No Jira API can list those, so this page is the only place they surface at all.
- Check for wallboards. A dashboard driving a TV in the team room is exactly the kind of thing owned by whoever set it up years ago.
04
Change component leads
30 to 90 min
This is the slowest step, because Jira's UI has no cross-project search for "every component this person leads." You walk every project: Project settings → Components, scan the lead column, change each one.
- While you are there, check each component's Default assignee setting. If it is set to Component lead and the lead is now inactive, issue creation in that component can fail outright.
- The change itself takes seconds. The cost is the walk across dozens of projects, and the certainty that you missed one.
05
Change project leads
10 to 20 min
Easier than components: the admin Projects list shows the lead for every project, so scan it for the leaver and update Project settings → Details on each hit.
- Same default-assignee trap as components: a project whose default assignee is an inactive project lead will fight you on issue creation.
- The project lead also shows up in permission schemes as a role-like grant. Changing the lead can change who holds those permissions, so pick the successor deliberately.
06
Record and re-grant group memberships
15 to 30 min
Before the account is removed from your directory, open admin.atlassian.com → Directory → Users and record every group the person belonged to. Screenshot it, export it, paste it into the leaver ticket: anything permanent.
- Groups drive permission schemes and product access. The successor usually needs some of the leaver's access, and the only way to grant it deliberately is to know what it was.
- Re-grant group by group, on purpose. Never blanket-copy a leaver's groups onto a successor, especially admin groups.
- Groups managed by your identity provider (SCIM sync from Okta or Microsoft Entra, for example) must be changed in the IdP, or the change silently reverts on the next sync.
- This snapshot doubles as audit evidence: it answers "what could this person access on their last day."
07
Handle JSM agent work and the agent license
10 to 20 min
If the leaver was a Jira Service Management agent, their service desk issues need an agent as successor. Assigning a JSM issue to someone without an agent license fails.
- Check their queues before reassigning, and pick a successor who holds an agent license for those projects.
- After the work is transferred, reclaim the agent seat. Agent licenses are priced separately, and a seat held by a deactivated account is money spent on nobody.
08
Assemble the audit evidence
30 to 60 min
The step most often skipped, and the one an auditor or security reviewer will actually ask about: who took over this person's work and access, who made the transfer, and when.
- Export the step 1 JQL results to CSV before you start, and again after, so you can show before and after.
- Record each step of this checklist in the leaver ticket as you complete it: what moved, to whom, by whom, when.
- Attach the group membership snapshot from step 6.
- Store it somewhere retention rules apply. A spreadsheet on someone's desktop is not evidence, it is a liability with a filename.
Total, done honestly: roughly two to five hours per leaver. The transfers themselves are quick. The hours go to hunting: finding every component across every project, every private filter, every dashboard, and writing it all down so you can prove it happened.