Request Offboarding

After initiating an offboarding request, Permission Assist walks you through a series of questions. Refer to the table below for more information about each step:

Question/Option

Description

Choose who you want to offboard

In the Select an identity field, type the name of the identity or scroll down and pick the employee from the list.
Select the Next button.

When is this exit effective?

Select one of the following options:

Option

Description

Immediate

Select this option if the person needs to be off-boarded immediately.

Scheduled

Select this option if the person will be offboarding in the future. For example, if the person has given their two week notice, you can schedule the offboarding to take place in two weeks.

After selecting the Scheduled option, select the underlined date next to the calendar to select a specific date (see picture below).

NOTE: If the offboarding request is approved, deprovisioning requests can be rescheduled or the date can be changed to take place immediately, if needed.

Select the Next button.

Any Additional Instructions or explanation?

This area allows you to add any additional notes, instructions, or comments that may be helpful for the Provision Team as they off-board this person.

Within this comments area you can:

Add attachments to comments
Use "at mentions" to send email notifications to other Personnel Managers or Security and Provision Team members.

When all information is complete, select the Request Change button. The request is created.