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Tech

Efficient Strategies for Smooth User Onboarding and Offboarding Using Provisioning Tools

By KathyNovember 14, 2023Updated:November 20, 20236 Mins Read
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Efficient Strategies for Smooth User Onboarding and Offboarding Using Provisioning Tools
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Setting up and removing employee accounts is important for companies. Doing this effectively impacts productivity, security, costs, and the employee experience. Most companies understand the significance of onboarding and offboarding. But many still do it manually, which takes a lot of time and can cause mistakes. It’s also hard to scale manually.

Advanced IT tools can fix this by automating parts of user account management. When used correctly, the tools create smooth, secure, and personalized onboarding and offboarding.

Streamlining Onboarding With Automated Account Setup

Manually creating user accounts could be faster and more efficient. IT teams must create email addresses, grant access to needed systems, and set permissions based on the new hire’s role.

Provisioning tools can automate most of these tasks through role-based access control. Common roles and permissions are pre-configured in the system. When a new employee joins, their account is automatically set up based on their assigned role. This saves IT teams tons of time and speeds up account creation.

According to Gitnux.com, companies with automated onboarding can save up to 34% on costs. The time and effort saved allowed IT teams to focus on more strategic tasks. 

Personalized Onboarding Experiences Improve Retention   

While automation handles back-end account setup, the employee experience also matters. Studies show good onboarding raises retention by 50% (Gitnux.com).

Provisioning tools let you customize parts of onboarding for each user. Based on role and preferences, you can provide:

  • Welcome kits with custom guides and resources
  • Targeted training content within the platform
  • Mentorship and onboarding buddy programs
  • Real-time support from team leaders

This personalization makes new hires feel valued. It starts building loyalty and engagement from day one.

Integrating Security and Compliance into Onboarding

For regulated industries like healthcare and finance, security and compliance are crucial. Any failure can lead to huge fines and loss of customer trust.

The good news is modern provisioning tools have strong security protocols built in. Instead of manually enforcing policies, you can automate

Contextual Access Policies Set Availability of Files Based on Factors such as Department and Location

Contextual access policies control the availability of data and documents. This sets who can view or edit files based on factors like department, location, device, and more. Sensitive data is better protected.

Multi-Factor Authentication Requires Extra Login Verification Beyond Just a Password

Multi-factor authentication requires extra login verification beyond just a password. Employees may need to enter a code sent to their phone or use biometrics. This prevents unauthorized access by hackers.

Single Sign-On Portals Control and Track Access to All Apps Through One Gateway

One secure portal controls access to all company apps and systems. Activity can be tracked and audited through this single gateway for each user.

Automation allows you to apply security policies consistently and receive alerts about issues more promptly. Manual policy enforcement tends to be slower and prone to gaps over time as employees join and leave. Provisioning tools give you guardrails to securely manage access.

Offboarding Strategies for Minimal Business Disruption

Smooth offboarding processes are vital for security and business continuity. When an employee leaves, you need to quickly disable their access while ensuring a clean transition of duties.

Provisioning tools allow you to set up structured offboarding workflows:

  • Deactivate accounts and remove data access automatically
  • Digitally track the return of company assets
  • Schedule and record exit interviews
  • Automatically reassign permissions to others

With templates tailored to different user types and roles, offboarding can be streamlined for minimal business disruption. Accounts and data are swiftly secured while responsibilities transfer to the right people.

Microsoft Entra demonstrates how automating identity and permissions management with provisioning tools enables secure, seamless offboarding. As soon as an exit is initiated, accounts can be disabled. Data can be retained or deleted per policy. Rights can be transferred to other users with zero business disruption.

The offboarding modules in provisioning tools allow you to create structured offboarding workflows. You can:

  1. Automate Account Deactivation and Data Actions

These modules enable the automatic deactivation of employee accounts and deletion or transfer of their data when they leave. This removes access and cleans up information without manual work.

  1. Digitally Manage the Return of Company Assets

The tools help manage the return of assets like laptops and phones. You can schedule reminders for employees to return items on their last day. Or digitally track when something is marked as returned.

  1. Schedule and Record Exit Interviews

The workflows can auto-schedule exit interviews with HR when an employee resigns. The meetings can be digitally recorded in the system for easy review and sharing later.

  1. Automatically Transfer Assigned Permissions to Others

When an employee leaves, they often have permission to certain systems. The tools can automatically assign their access to new people. This smoothly transfers duties with no interruptions.

Such streamlining makes offboarding predictable while lowering risks and bottlenecks.

Personalized Lifecycle Transitions

Provisioning tools enable custom transitions across the full user lifecycle – from onboarding to offboarding. You can:

  • Automate processes while maintaining personal touches
  • Provide self-service options with governance guardrails
  • Develop role-based learning paths
  • Maintain security without compromising the experience.

By combining automation and personalization, you can create efficient yet human-centered experiences.

Understanding Needs, Mapping Journeys, and Connecting Tools

Provisioning platforms give companies important features to make onboarding and offboarding strategic difference-makers. There are key steps organizations should take to succeed with automated provisioning.

  • Finding Out Your Needs

Doing assessments helps companies fully understand their specific requirements and top priorities for onboarding new hires or offboarding departing staff. Assessments allow organizations to identify their biggest onboarding and offboarding issues to fix.

  • Drawing User Journeys

Mapping out user journeys lets organizations see all the steps and touchpoints involved when onboarding new hires or offboarding departing employees. Seeing the journey drawn out makes it easier to spot process hold-ups and chances to improve.

  • Integrating Tools Into HR Workflows

Connecting automated provisioning tools to a company’s existing HR workflows and systems is important. This integration streamlines onboarding and offboarding by digitalizing processes and minimizing manual work. HR no longer has to do many tasks by hand.

Bottom Line

Onboarding and offboarding are very strategic processes that impact workforce continuity, productivity, and security. Transitioning to automated user provisioning brings much-needed consistency, control, compliance, and oversight while still facilitating personalized journeys.

For modern companies looking to truly enhance user lifecycle management, now is the time to adopt and connect these automated features. The benefits are big.

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Kathy

Meet Kathy, the mindful mind behind the words at minimalistfocus.com. With an innate ability to distill the essence of life down to its purest form, Kathy's writing resonates with those seeking clarity in a cluttered world.

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