Recipe Highlight: Secure and Efficient Employee Offboarding with Automated Group Management

Employee Offboarding and Departmental Group Management
Offboarding doesn’t have to be stressful or time-consuming. With this automation, you can ensure every departure is handled smoothly, securely, and professionally. From revoking access to shared tools to sending a thoughtful farewell email, this recipe takes care of the details so you can focus on what matters—keeping your team running smoothly

How this automation works:

Step 1: Securely Remove Access with Azure Active Directory

When an employee is marked for departure in HiBob, the recipe automatically deletes their data from Azure Active Directory, revoking access to sensitive company systems.

Why it matters: Protects organizational data and ensures compliance with security protocols.

Step 2: Step 2: Adjust Permissions Based on Employee’s Department

The recipe dynamically evaluates the employee’s department (e.g., HR, Sales, Finance) and updates their group memberships accordingly. For example:

• If department = Sales: The recipe removes the employee from the Sales group in Microsoft Entra ID (e.g., shared tools or files specific to Sales).
• If department = HR: The recipe removes the employee from the HR group, revoking access to resources only used by HR.
• If department = Finance: The employee is removed from the Finance group, ensuring they no longer have access to financial documents or systems.

Why it matters: By automating these steps, the recipe ensures that access to departmental resources is revoked immediately and accurately, reducing the risk of security gaps or unauthorized access.

Step 3: Notify Teams with Tailored Slack Messages

A personalized farewell message is sent to the team via Slack, keeping everyone informed of the departure in a professional manner.

Why it matters: Ensures transparent communication and fosters a collaborative work environment.

Why Automating Offboarding Is Critical

• Protect Data: Automatically revoke access to secure sensitive information.
• Save Time: Eliminate manual offboarding tasks, freeing up HR and IT resources.
• Maintain Consistency: Standardize the offboarding process for all employees.
• Foster Transparency: Keep teams informed and engaged during transitions.

Start Automating Your Offboarding Process

Get started with the Employee Offboarding and Group Management recipe by accessing the ready-to-use template in Workato’s Community Library. Customize it to meet your organization’s needs and start automating today.