Onboarding and Offboarding

  • 18 January 2022
  • 5 replies

Userlevel 1
Badge +1

On of the key audit points for us is the JML (Joiner Mover Leaver) process, we need to show that we are secure (e.g. removing AD access on the day of leaving) and we are managing costly licenses effectively.

The Onboarding module is working well, but in order to Offboard people I have had to use clever tricks in Service Catalog items and a number of Automated workflows - it works but as a Global company it is not the slickest of processes. Currently, the least said about the Movers process the better.

How are other people managing and @Freshworks, is there an Offboarding module in the near future?

Steve - IT Service Manager

5 replies

Userlevel 7
Badge +14

Hello @steve.calder-macphee. I am right there with you brother! Anxiously awaiting an Offboarding module that works in conjunction with Onboarding. Bumping this in hopes to get some visibility. @sanofar.allahpichai Any news if this is coming?

Take care!

Hi @steve.calder-macphee, just made an account to make this very request. Well said.

Was a little surprised that the onboarding module was so well designed only for there to be no offboarding module. 

@sanofar.allahpichai adding to the cheerful clamour!


Userlevel 3
Badge +7

Same here! Desperately need the same functionality as Onboarding into Offboarding.


Userlevel 1
Badge +4

Since the Onboarding module is really just one individual or group that you designate to select what you are going to take action on, in the “onboard” instance it is select the role, then it alerts the department and is set up however you may have with whatever service items you may have attached depending on what role you may have selected, Is there any reason it can’t just be a second instance of it, just with the same being “off-board” and the service items be marked as “remove” in front of the service items listed in the list?  

This is my attempt at trying to gain a way to accomplish the same thing, because we need the breakdown by role of what items/services they need to be removed from as well, and the listing is by role in Onboarding, but there is no way to duplicate at all through any other process in Freshworks.  I looked through all of the automation items, and unless you want to set up sub tasks when a role is mentioned, which is not how we manage our system, there is no way to add additional items through the automation route.

Such an extensive system, and this seems like such a basic need.  

I spoke with my FS contact in December and they appear to be aware of the need. Like Steve, I currently use a set of workflows to make this happen. Basically, it is a SR bundle with child tasks sent to each service group after the parent is validated. I also take advantage of the Scheduled Workflow Automations to get my child tasks routed in a timely manner.

That said, I agree that cloning the Onboard for Offboard would be wonderful.