3 Workflows for User Provisioning and Deprovisioning

Every IT team — whether in a large-sized enterprise, mid-size business, or a rapidly growing startup; struggles to keep pace with lifecycle management as employees join, change positions, and leave the organization. However, the IT department often becomes a bottleneck in larger organizations due to high-volume employee onboarding and offboarding. 

Is there a way that allows you to provide access on the first day of the new hire, minimize security risk by removing that access when needed, and let you eliminate the identity lifecycle chores that slow things down?

With technology advancing regularly, IT teams did streamline the account provisioning and deprovisioning process. But is that core automation sufficient? Certainly Not. That's because managing the identity lifecycle often extends beyond "add an account" or "deactivate an account" actions. This leaves IT teams muddle through manual, error-prone tasks to create or revoke accounts entirely.

New hires may get annoyed when they need to be given the required app access they need to work. Meanwhile, any delay in removing access for those who have left the organization creates security risks. 

Therefore, if you still manage most of the identity lifecycle with spreadsheets or email checklists, you will soon need help with audit compliance. To avoid this, look for ways to streamline the entire lifecycle management process in just a few clicks. 

That's what we are here for. This blog mentions all such workflows that can help you automate all the phases of an employee, i.e., onboarding, mid-lifecycle transitions, and offboarding.

Different Lifecycle Management Workflows

It's an everyday routine of an organization where either an employee joins or leaves the workplace. This scenario makes the IT teams need help with how to efficiently and consistently manage employee movement.

However, the task doesn't end there; it includes setting up different in-app entitlements for each application or transferring files for deprovisioned users. All these tasks are unique to each organization and, as such, are unsupported by most solutions in the marketplace today.

So, what is the ideal solution? At Zluri, we realized that IT teams want to avoid getting stuck in maintaining custom code or scripts. So, here we are with a no-code automation platform called Zluri lifecycle management workflows. This innovation allows anyone to stitch together app-specific provisioning and deprovisioning tasks easily.

1. Onboarding Workflow

Would you prefer spending hours or even days to onboard employees? Hopefully, no. Does that mean a better way of onboarding exists? Definitely, Yes.

With Zluri, the new hires no longer have to wait for weeks to access the tools they need to do their job, leading to frustration and a drop in productivity. Instead, they will get everything they need on their first day by automating the onboarding process. Is that all?

No, Zluri doesn't stop there. It also provides contextual app recommendations based on the employee's department and the role and in-app suggestions that help you add them to the channels, groups, or projects they'll be working on. So what makes all this possible? Can all this happen in just a few clicks? 

Here's how Zluri's onboarding workflow works:

• On Zluri's main interface, go to the Workflows module and select onboarding.

• Further, click on New Workflow and select the user.

• Based on the employee department and role, Zluri would display some recommended apps. Choose any of those, and take the required action for each selected application.

• Further, click on Edit Action and proceed by entering the required details. You may also schedule the action to run the workflow on the onboarding day. Once done, click on Add Task.

• Also, it allows you to add in-app suggestions, i.e., you can add users to relevant channels or send an automated welcome message. The actions can vary for different applications and are mentioned under recommended actions.

• Further, click on Save as Playbook. A dialogue box appears stating to name the playbook before saving. Once saved, you can use it as a playbook.

Note: You can do this for multiple users simultaneously. 

Zluri is not only restricted to creating new workflows; you can also create 'playbooks' (collections of recommended apps for automation) for different roles, so you can easily onboard new hires with just a few clicks. So whether you're a content writer who needs Slack, Trello, and Grammarly or someone in a different role with different tools, Zluri has you covered. 

2. Mid-lifecycle management of employees with Zluri

Imagine being promoted to a new role within your organization. Exciting, right? But with that new role comes new responsibilities and tasks, which means new SaaS tools to help you get the job done. The problem is, gaining access to those tools can be a real hassle. First, you must wait for IT to approve your access; it can take days or weeks to have the tools you need to do your job.

But what if there was a way to streamline this process? Enter Zluri's LCM solution. This innovative solution provides immediate SaaS access to employees, ensuring a smooth transition into their new roles. And if that wasn't enough, Zluri also offers an "employee app store" option, allowing employees to choose the specific SaaS tools they need to do their job effectively.

With Zluri, there's no more waiting around for IT approval or struggling to find the right tools. Instead, you can focus on what matters - getting the job done and excelling in your new role. So, if you're looking for a way to make employee transitions smoother, Zluri is the way to go.

Zluri has a Self-Serve Model for giving quick access to SaaS tools

Imagine being able to choose from a virtual "store" of software and tools that are tailored to your specific job needs. That's exactly what Zluri's "Employee App Store" offers. With this innovative self-service model, employees can browse and select the SaaS apps to help them be more productive and efficient. No more waiting for approvals or dealing with complicated licensing procedures. 

With Zluri, the process is streamlined and automated, giving employees instant access to the tools they need to complete their work. And if any issues do arise, the on-demand model ensures a faster response time for solving SaaS-related problems. It's a game-changer for the modern workforce.

The EAS allows for easy budget tracking and cost management. For example, IT managers can set spending limits for each employee or department and receive real-time notifications when an employee approaches their limit. This ensures that organizations stay within budget while providing the necessary tools for their employees to succeed.

With Zluri's Employee App Store, organizations can also easily track the usage and adoption of their SaaS apps. This allows them to see which apps are used the most and which may need to be replaced or removed. This helps organizations save money on unnecessary subscriptions and licenses and ensure their employees use the most effective tools.

3. Offboarding workflow

With Zluri, offboarding employees has been more accessible and more efficient. Imagine a world where you no longer have to spend countless hours manually revoking licenses for every departing employee. With Zluri's advanced deprovisioning technology, you can say goodbye to those tedious tasks and hello to a smooth and seamless offboarding process.

But it's not just about revoking licenses. Zluri also provides convenient data backup for your applications, giving you peace of mind that important information is securely stored for future reference. Plus, the tool allows you to transfer ownership of ongoing SaaS app licenses or data, making the transition for the next team member a breeze.

But that's not all. Zluri also offers integrations with cloud directories, allowing you to store, use, and share data using cloud services. This offboarding procedure restricts further app use and secures your organization from potential data breaches.

In today's fast-paced business environment, time is of the essence. Save time on manual offboarding tasks. Trust Zluri to handle it all for you and focus on what really matters - growing your business.

Creating an offboarding workflow for employees:

• On Zluri's platform, navigate through to the Workflows module, being presented with two options: Onboarding and Offboarding.

• Choose the latter and then click on the "New Workflow" option, where you can design a seamless offboarding process for your departing employees.

• After clicking on the new workflow, select the user (s) you want to offboard from the organization.

• Next, please select all the necessary apps and take the necessary actions to offboard the users from them.

• And, if you need help, take advantage of the offboarding playbooks for a hassle-free experience. 

Following the above steps would be manageable. So why not make the most of your offboarding process with Zluri?

Implement Zluri- An Intelligent LCM Platform At Your Workplace

Zluri's Lifecycle Management offering is a game-changer for organizations looking to streamline and automate their processes. Its customizable automation capabilities allow you to easily create workflows that fit your needs and replace manual tasks. 

Additionally, with its in-app suggestions and over 1000 automated actions, you'll have everything you need to efficiently onboard new employees and ensure their smooth integration into your organization. And when it's time for them to leave, Zluri's offboarding features will make the process a breeze, protecting your company's data and revoking access to all necessary apps and systems. 

It is like a virtual assistant for your IT team, making their lives easier and more efficient and ensuring your employees have the tools they need to do their best work. In addition, this eliminates the need for employees to navigate through a complex and confusing software landscape, freeing up their time to focus on what they do best — their work.

But Zluri's benefits continue beyond there. The platform's built-in ticketing system allows for seamless request management and progress tracking, making it easy for IT teams and users to keep track of essential tasks. 

Don't believe us? Explore Zluri yourself! Request a demo here.