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While thoroughly onboarding new employees is important for granting access and the tools they need to begin contributing, taking care to correctly offboard a user at the end of their tenure is critical. Done incorrectly, offboarding could mean losing the volume of data–including documents, emails, contacts, and events–that a user created during their time at your organization. Recreate your custom checklist and use sentence logic to create a workflow that automates user offboarding and ensures you never make a critical error.
Create templates for users in certain departments or roles to onboard with appropriate access and information in minutes.
Enforce best practices, both in actions and in order, to fully on and offboard users without risking data loss.
Both automate away human error and reduce response times to ensure quick and secure management of critical points in employees’ lifecycles with the organization.
Hide User from Directory, Reset Passwords, Set Up an Email Autoresponder, Automate Email Delegation, Transfer File Ownership, Transfer Site Ownership, Transfer Calendar Events, Revoke Third-Party Apps and App-Specific Passwords, Transfer Group Ownership and Membership, Suspend Account, Automate User Deprovisioning, Add Users to Groups, Add Users to Organizational Units
Five Ways to Automate Routine Tasks & Focus on Higher-Value Work provides tips for IT pros who want to become assets to their organizations. To move strategic projects to the front burner, you first need a way (and new tools) to reduce the amount of time you’re spending on routine maintenance and updates.
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Georgetown Day School relies on BetterCloud for cloud IT automation and security. The Workflows engine powers their seamless onboarding and offboarding processes, easily handling heavy workloads related to the academic year.
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