Recipe Highlight: Automated Compliance Auditing for Employee Off-boarding

This recipe automates the compliance audit process triggered by employee profile updates in Namely. By integrating Namely, Google Vault, and Slack, it handles terminated employees’ legal requirements seamlessly, creating necessary legal holds, notifying compliance teams, and streamlining communication. This end-to-end automation eliminates the need for manual tracking and ensures that no critical steps are missed during employee off-boarding.

How the automation works:

The automation begins by monitoring employee profile updates in Namely. If the job title indicates the employee is no longer active, the recipe triggers actions to create a new matter in Google Vault for compliance auditing. A legal hold is applied to preserve the employee’s data, and their account is added to the hold. Once complete, the compliance team is notified in the designated Slack channel with detailed information about the matter and hold. In case of errors, they are logged for review, ensuring full visibility and accountability throughout the process.

Why this automation is impactful:

Maintaining compliance during employee terminations is critical to protecting sensitive company data and meeting legal obligations. Manual processes often lead to delays or errors, which can result in penalties or litigation risks. Automating these workflows ensures timely legal holds, preserves necessary data for compliance audits, and frees up valuable resources, allowing teams to focus on strategic priorities instead of repetitive tasks.

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Feel free to check out the recipe here for a ready-to-use version that you can easily duplicate and implement.