• Create IT Support Case
  • Create On-Boarding Request
  • Create Off-Boarding Request
  • Create Security/Compliance Request

Create IT Support Case

Complete this form to get general tech tech support from Payzli geek squad.

Support - Create IT Support Case

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Please enter your full name.
What is the best email address to reach you at?
What is the best phone number to reach you?
Case Category*

Short description of the request or problem.
Please describe your request\problem or question in as much detail as possible.
Drop files here or
Accepted file types: jpg, png, pdf, xls, doc, docx, xlsx, ppt, pptx, Max. file size: 10 MB, Max. files: 5.
    Please send us screenshots or any files to better understand and solve your request.

    Create On-Boarding Request

    Complete this form to on-board a new employee through IT.

    Create Off-Boarding Request

    Complete this form to off-board an existing employee through IT.

    Support - Employee Offboarding

    "*" indicates required fields

    This field is for validation purposes and should be left unchanged.
    MM slash DD slash YYYY
    On what date should the user be deactivated?
    Deactivated User Information
    Primary PAYZLI Contact for this Deactivation

    This contact should know everything about how this user should be deactivated. We will keep this person updated on status and completion

    Name of Primary Payzli contact for this deactivation.
    Email address of primary Payzli contact for this deactivation. This email address will be sent a copy of these responses.
    Deactivation Details

    These questions gather details about the offboarding

    Items that will be completed by FIT by default (FYI ONLY)

    If the new user does NOT need any of these tasks completed, please note in the Additional Work question at the bottom

    • Email - Deactivate Account and Convert to a Shared Mailbox
    • Email - Remove from Distribution Lists/Groups
    • Email - Remove licenses
    • SharePoint - Remove from SharePoint site memberships
    • Teams - Remove licenses (if applicable)
    • Teams - Unallocate Phone Number (if applicable)
    • Teams - Remove from Call Queues
    Are there any pieces of software that the user needs to be removed/deactivated from? List them below, one piece of software on each line.
    Email Account Actions*

    What should be done with the user's email account?
    If 'Forward' or 'Add as a mailbox for another user' was selected above, who should the user's email be forwarded or added to? Please give a name and an email address.
    Does an auto-reply need to be setup for the user? If so, please enter the exact desired text for the auto-reply. If not, please put 'No auto-reply needed'.
    Does the user's computer data or OneDrive files need to be archived? If so, explain what data needs to be archived. The data will be stored in the usual SharePoint site (Previous User's Onedrive Archive), which Arash, Chris, Kapil, Khara and Naim can access
    Does anyone besides the above-mentioned need access to the user's computer data or OneDrive? If so, please list the person. If not, please put 'No access'. The data will be stored in a separate Sharepoint site for the deactivated user (E.g. OneDrive Archive ) and access delegated.
    Does FIT need to modify the Teams phone system in any way? If so, please specify. Examples include removal from call queues or deletion of phone numbers.
    Is there any additional work that you would like FIT to complete?

    Create Security/Compliance Request

    Complete this form for any technical security or compliance request. This is only for technology related compliance requests such as PCI documentation or review.

    Support - Compliance Request

    "*" indicates required fields

    This field is for validation purposes and should be left unchanged.
    Your Payzli merchant number.
    Your business legal name on file with Payzli.
    Short title of your security or compliance request.
    A detailed description of your security or compliance request.
    Accepted file types: jpg, jpeg, png, pdf, txt, doc, docx, xls, xlsx, Max. file size: 10 MB.
    Please attach any screenshots or other information that you think would be helpful.
    Consent*

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