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Request offboarding

When someone is leaving your organization or an identity needs to have its access removed, an offboarding request ensures that all of their access is properly revoked and documented. Permission Assist identifies every application the person currently has access to and creates the necessary requests to remove that access.

Note

Before you begin, you must initiate a personnel event, select Offboarding, and then select Start.

Step 1 — Select the employee

  1. In the Who is being offboarded? field, select the employee who is leaving the organization.

    Tip

    Start typing the name of the employee to filter the list.

  2. Select the Continue button. The "When is this effective?" section is displayed.

Step 2 — Choose when to start

  1. Select one of the following options:

    Option Description
    Immediate Select this option to start the offboarding process as soon as possible
    Scheduled Select this option to schedule the offboarding for a future date and time. For example, if the employee has given a two-week notice, you can schedule the work to be completed two weeks from today. After selecting this option, select the date and time link next to Needed by, then select the date and time the work needs to be completed. Use the slider to select the time (see example below)
    Calendar slider example

  2. Select the Continue button. The "Any additional instructions or explanation?" section is displayed.

Step 3 — Add comments and submit

  1. (Optional) In the comment area, enter any additional notes or instructions that may be helpful for the Provision Team as they offboard this person. When offboarding employees, it can be very helpful for the team to know the exact day and time the employee will be leaving. You can also add attachments to comments and use @mentions to send email notifications to other Personnel Managers, Security Team, or Provision Team members.

  2. Select the Continue button.

  3. Verify the information.
  4. Select the Submit button. The offboarding request is created.

What happens next

After the offboarding request is created, it moves through the personnel event workflow. An authorized person must approve the request. After the event is approved, it moves to the provision stage where Permission Assist automatically creates access requests for the Provision Team to remove the employee's access from all applications. For more information, see How personnel events work.

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