1.Monitors new request intake
Integrate Jira Service Management and ticketing systems to capture each incoming request to the checklist mapping fields.
Create offboarding task list and link ticket automatically
Automatically monitor new request intake across Jira Service Management and related workflow tools. Create and update offboarding checklists when termination requests arrive or offboarding tickets created or HR-related fields appearβso you can create checklists, post checklist links, and set due dates without manual follow-up.
How this automation accelerates your offboarding checklists
When termination requests arrive without a checklist, offboarding tasks stall and ticket owners lose time. This automation creates templated checklists and posts checklist links back to Jiraβso your team can execute tasks promptly.
Jira Service Managementor swap with your favorite app
2.Filters qualifying termination requests
Integrate Filter by Zapier and workflow rules to continue only for termination requests matching the configured request type.
Filter by Zapieror swap with your favorite app
3.Creates checklist from template
Integrate Process Street and checklist templates to create the offboarding checklist and set its due date to seven days.
Process Streetor swap with your favorite app
4.Adds comment with checklist link
Integrate Jira Software Cloud and ticket collaboration to post a comment containing the checklist link back to the issue.
Jira Software Cloudor swap with your favorite app
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- Apps: Jira Software Cloud, AI by Zapier, Code by Zapier, Delay by ZapierSwap with your favorite apps.
Activate new hire accounts and add to team groups
Your onboarding issues lack a provisioned directory account, delaying access and blocking new hires from essential tools. It activates accounts and grants group access so hires can start same day.
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Add new hires to company groups and notify IT
Your onboarding sheet leaves group memberships inconsistent and delays new hire access. It updates group membership and sends verification alerts so IT can confirm access same day.
- Apps: Google Drive, Google SheetsSwap with your favorite apps.
Add new onboarding and offboarding files to team dashboard
Onboarding and offboarding files land untracked in Drive, delaying IT and compliance access provisioning. These entries feed an operations dashboard for faster triage and same-day processing.
- Apps: Notion, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add new user account requests to provisioning spreadsheet
Your account requests sit in a task database and need manual export, causing missed or delayed provisioning. Get requests appended to your provisioning sheet automatically so IT begins setup same day.
- Apps: Cognito Forms, Zendesk, Microsoft Entra ID, Microsoft Office 365Swap with your favorite apps.
Assign IT offboarding tasks and disable access on termination
You get termination forms with no consistent IT offboarding, leaving credentials active and devices uncollected. It creates IT offboarding tickets and disables accounts so access is revoked same day.
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Assign workspace license, notify IT, and update onboarding record
Your new user accounts without assigned licenses stall onboarding and block tool access for hires. It assigns licenses, updates the onboarding record, and notifies IT so provisioning completes same day.
- Apps: Webhooks by Zapier, Code by Zapier, Formatter by Zapier, Delay by Zapier, AsanaSwap with your favorite apps.
Auto provision user accounts and update onboarding task
Your onboarding tasks miss provisioning updates and leave accounts unready. Tasks are updated with provisioning status and schedule so accounts are enabled before start dates.
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Block terminated user, remove access, and notify HR
Your offboarding board creates manual deprovision tasks that leave licenses and mailing memberships uncleared. Automating block and license removal gives HR payroll a confirmed notice same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Google CalendarSwap with your favorite apps.
Create access shutoff calendar events for departing staff
Your termination notices lack calendar events, causing missed deprovisioning and delayed access revocations. IT gets scheduled shutoff events to complete deprovisioning before offboarding deadlines.
- Apps: Schedule by Zapier, Formatter by Zapier, Google Sheets, Paths by Zapier, SlackSwap with your favorite apps.
Create account alerts for scheduled join and leave dates
Your join and leave roster entries miss owner follow-up, creating orphaned accounts or delayed provisioning. Get daily reminders so owners act ahead of the effective date.
- Apps: Google Sheets, Gmail, Trello, Jira Software Cloud, SlackSwap with your favorite apps.
Create and update onboarding tasks from hire requests
Your new-hire equipment sheet entries don't create an IT task, delaying provisioning. It makes tracked onboarding tasks and notifies IT and HR so equipment ships before start date.
- Apps: Webhooks by Zapier, Formatter by Zapier, Google CalendarSwap with your favorite apps.
Create calendar reminder to remove access after offboarding
Your offboarding records arrive without scheduled tasks, leaving account removals untracked and access lingering. Get calendar reminders for each departing employee so IT can remove accounts same day.
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Explore all IT onboarding & offboarding automations
Simplify employee access changes with automated account provisioning, ticket routing, and deprovisioning tasks
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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