HomeEnd-of-contract or offboarding workflowFaculty & Staff ManagementEnd-of-contract or offboarding workflow

End-of-contract or offboarding workflow

Purpose

 1.1. Automate the entire faculty and staff offboarding process when an employee contract ends at a Christian college.
 1.2. Ensure compliance by automating the removal of system access, updating HR records, recovering institutional property, notifying relevant departments, scheduling exit interviews, and archiving necessary documentation.
 1.3. Reduce manual errors and risk of unauthorized access by automating deprovisioning and notifications.
 1.4. Integrate with multiple platforms for a seamless, automated workflow that addresses records management, payroll updates, benefits termination, and alumni communications.

Trigger Conditions

 2.1. Contract end date reaches or employment termination entered in HR system.
 2.2. Manual HR entry of separation, layoff, or retirement triggers automated workflows.
 2.3. API/webhook event from faculty/staff management platform indicating end of employment status.

Platform Variants

 3.1. Microsoft Active Directory (AD)
 - Feature/Setting: Automate user account disablement/removal via the Users API (e.g., PowerShell, Graph API).
 3.2. Google Workspace
 - Feature/Setting: Automates suspension/deletion of user accounts via the Admin SDK Directory API.
 3.3. Workday
 - Feature/Setting: Automate contract termination and record update via the Employee Termination API.
 3.4. BambooHR
 - Feature/Setting: Trigger automated workflows from Employee Status Change webhook.
 3.5. Okta
 - Feature/Setting: Automate deprovision via Okta Users API (Deactivate User flow).
 3.6. Salesforce
 - Feature/Setting: Automate contact record update and notifications via Process Builder/API.
 3.7. Zendesk
 - Feature/Setting: Automate agent deactivation using Users API for license reclamation.
 3.8. Slack
 - Feature/Setting: Automate user deactivation via SCIM API or admin workflows.
 3.9. ServiceNow
 - Feature/Setting: Automate IT offboarding ticket creation and closure using Incident API.
 3.10. Office 365
 - Feature/Setting: Automate mailbox and OneDrive deprovision via Graph API (User lifecycle automation).
 3.11. Dropbox for Business
 - Feature/Setting: Automate transfer/suspension of user files via Team Member File Access API.
 3.12. Zoom
 - Feature/Setting: Automate license release and user deactivation via Users API.
 3.13. Trello
 - Feature/Setting: Automate workspace removal using the Members API.
 3.14. GitHub
 - Feature/Setting: Automating removal from organization/team using Organization Members API.
 3.15. Google Calendar
 - Feature/Setting: Automate removal from team/shared calendars via Calendar API.
 3.16. SAP SuccessFactors
 - Feature/Setting: Automate user status and payroll deactivation via Employee Central API.
 3.17. Asana
 - Feature/Setting: Automate project/task reassignment and user removal via Users API.
 3.18. SendGrid
 - Feature/Setting: Automate sending HR/legal notifications via Mail Send API.
 3.19. Twilio
 - Feature/Setting: Automate SMS notifications to stakeholders using Programmable SMS API.
 3.20. Box
 - Feature/Setting: Automate content transfer and access revocation via Users and Collaboration API.
 3.21. ZoomInfo
 - Feature/Setting: Automatically update/erase former employee's professional info via API.
 3.22. DocuSign
 - Feature/Setting: Automate exit paperwork distribution and signatures via Envelopes API.
 3.23. Paychex
 - Feature/Setting: Automate payroll update and benefit terminations via API integration.
 3.24. ServiceTitan
 - Feature/Setting: Automate offboarding of employee assignments and data using Employee API.

Benefits

 4.1. Automatedly eliminates manual errors, reduces risk of unauthorized system access.
 4.2. Saves HR and IT time by automating repetitive offboarding process steps.
 4.3. Ensures legal and regulatory compliance through auditable, automated documentation.
 4.4. Improves data privacy and security by automating access removal instantly.
 4.5. Enables consistent application of offboarding policies through automation across all SaaS platforms.
 4.6. Automates notifications for departments and individuals to support coordinated exits.
 4.7. Reduces license and resource wastage by automating reclaim immediately.
 4.8. Automatable interface supports rapid scaling for fluctuating college staff/faculty numbers.

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