Automated offboarding process for contractor and staff exits

Purpose

1.1. Automate all contractor and staff exit processes in oil and gas exploration corporate settings, encompassing asset reclamation, access revocation, knowledge transfer, and compliance reporting.
1.2. Automatedly ensure security, data retention, legal, and operational continuity requirements are met during offboarding events.
1.3. Automates HR hand-offs, IT ticket generation, exit interview scheduling, equipment recovery, payroll finalization, and regulator notification throughout the automated workflow.

Trigger Conditions

2.1. Automated trigger by HRIS status change marked “exit,” contract end-date, manual HR input, or managerial alert.
2.2. Automator may listen to Active Directory user status, project management system change, or DMS (document management system) updates.
2.3. API webhook or scheduled event automates initiation of the offboarding automation sequence.

Platform Variants

3.1. Microsoft Azure Active Directory
• Feature/Setting: Automate user account disablement and license deprovisioning via Microsoft Graph API with POST /users/{id}/blockSignIn.

3.2. Google Workspace
• Feature/Setting: Automator disables SSO and revokes access with Admin SDK Directory API (“users.update” – set suspended).

3.3. Okta
• Feature/Setting: Automate user suspension and group removal via Okta API (POST /api/v1/users/{id}/lifecycle/deactivate).

3.4. ServiceNow
• Feature/Setting: Automates IT asset reclaim and ticket closure using Table API (POST /api/now/table/sc_req_item).

3.5. BambooHR
• Feature/Setting: Automator triggers via “Employee Status” API (POST /api/gateway.php/{domain}/v1/employees/{id}/status).

3.6. Workday
• Feature/Setting: Automate HR actions via Workday REST APIs (Terminate Worker API endpoint).

3.7. Slack
• Feature/Setting: Automate deactivating user and posting notifications using “users.admin.setInactive” and “chat.postMessage”.

3.8. DocuSign
• Feature/Setting: Automator sends exit document for e-signature with “Envelopes: create and send envelope for signature” API.

3.9. Salesforce
• Feature/Setting: Automator removes user licenses and reassigns accounts using User API (PATCH /sobjects/User/{id}).

3.10. SAP SuccessFactors
• Feature/Setting: Automates termination event via Employee Central OData API (POST to EmpJob entity).

3.11. Zendesk
• Feature/Setting: Automate deactivating user and ticket reassignment via Zendesk Users API (PUT /api/v2/users/{id}.json).

3.12. Jira
• Feature/Setting: Automation to reassign open issues and disable account with Jira REST API (“PUT /rest/api/3/user”).

3.13. Trello
• Feature/Setting: Automate removing from boards/lists via Trello API (“DELETE /1/boards/{id}/members/{idMember}”).

3.14. Box
• Feature/Setting: Automate user deprovision with Box Users API (“DELETE /users/{user_id}”).

3.15. Dropbox Business
• Feature/Setting: Automate removal and transfer of ownership via Dropbox Business API (POST /team/members/remove).

3.16. Zoom
• Feature/Setting: Automates user license removal and data archival via Zoom Users API (“DELETE /users/{userId}”).

3.17. Amazon Web Services (AWS IAM)
• Feature/Setting: Automator disables IAM user and rotates/deletes credentials via AWS CLI/API (“DeleteUser”).

3.18. Oracle PeopleSoft
• Feature/Setting: Automates HR offboarding entries via eProfile API (“Remove Employee Action”).

3.19. Gusto
• Feature/Setting: Automate payroll endpoint to process final payment and benefits closure (“terminateEmployee” API call).

3.20. Mailgun (email)
• Feature/Setting: Automates removal from mailing groups using “domains/{domain}/routes” API to update rules.

3.21. Asana
• Feature/Setting: Automate user deactivation and task reassignment with Asana API (“DELETE /users/{user_gid}”).

3.22. QuickBooks
• Feature/Setting: Automator triggers final expense processing and reconciliation via QuickBooks Online API (POST /v3/company/{companyId}/employee).

Benefits

4.1. Enhances security by automating credential and access revocation.
4.2. Automated tracking establishes compliance with industrial and regulator standards.
4.3. Automates HR throughput, reducing delays in asset recovery and documentation.
4.4. Minimizes manual errors and ensures full audit trails via automated logs.
4.5. Scalable automatable solutions for multiple exits, supporting business growth.
4.6. Reduces risk of intellectual property loss by automating tasks end-to-end.
4.7. Reduces operational costs by streamlining manual offboarding tasks into fully integrated automation.