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Users Marked for Onboarding/Offboarding Tab

Track and manage employees flagged for onboarding or offboarding

Users Marked for Onboarding or Offboarding

Onboarding: The Users Marked for Onboarding tab shows all employees flagged for onboarding within Zluri.

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Offboarding: The Users Marked for Offboarding tab centralizes employees flagged for exit.

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Note: Details of employees marked for Onboarding or Offboarding also appear in the Scheduled Runs page within the respective section.

Key Benefits

Onboarding:

  • Centralized Tracking – View all new hires flagged for onboarding in one location
  • Workflow Initiation – Quick access to start onboarding workflows for marked users
  • Status Monitoring – Track which users have been processed and which are pending

Offboarding:

  • Exit Visibility – Displays all employees marked for exit in a single location
  • Workflow Access – Provides direct links to offboarding workflows
  • Compliance – Ensures no departing employee is missed
  • Risk Prevention – Without clear visibility, IT may overlook users and fail to revoke access

Understanding Marked Status

Onboarding: Marking a user for onboarding indicates the employee is a new hire needing access provisioning. Once marked, automation rules can trigger predefined onboarding playbooks, or administrators can run workflows manually.

Offboarding: Marking a user for offboarding indicates the employee is leaving the organization. Once marked, administrators can:

  • Process exits manually or automate them using playbooks
  • Trigger predefined offboarding playbooks via automation rules
  • Run workflows manually for individual exits
  • Mark users as inactive in Zluri after all actions are complete

Marking Users: Step-by-Step

Step 1: Navigate to Directory

Go to IGA → Directory → Users

Directory to user page.png

Step 2: Enable the Actions Column

If the Actions column is not visible, select Modify Columns and add Actions.

offboarding_modify column_add actions column.png

The cells in the Actions column contain a three-vertical-dots menu for each user.

Useroboarding User directoiry active screen.png

Step 3: Mark User for Onboarding/Offboarding

Onboarding:

  1. From the user's row, open the 3-dot menu
  2. Select Mark for Onboarding
User marked for onboarding.gif

Offboarding:

  1. In the Actions column, select the three-dot menu for the selected user
  2. Select Mark for Offboarding
offboarding_actions_marke offboarding.png

Step 4: Configure Scheduling Details

A window will appear asking for details:

Onboarding:

User marked for onboarding.gif
  • Assign onboarding to: Choose the onboarding assignee from the search list.
  • Set onboarding Date:
    • Location: Set location timings, specifying the date and time
    • Onboarding Date: Set onboarding date for user
    • Onboarding time: Set onboarding time for the user

Note: Onboarding cannot be scheduled for past dates and times.

Offboarding:

  1. Confirm the user is marked for offboarding

    Once marked, a confirmation window opens displaying the user's name with a delete. Select Continue to confirm.

    offboarding_mark for offboarding_user names pop up.png

  2. Schedule offboarding

    Offboardfing_user marked for offboarding confirmation box 2.png

    After selecting Continue, the next window has scheduling options:

    • Assign Offboarding to → Select the assignee responsible for offboarding the user(s)
    • Set Offboard Date → Select the date, time, and location for user offboarding

Step 5: Verify in the Tab

Onboarding: The employee now appears in the Users Marked for Onboarding table. Refresh the list so the newly marked user appears.

Users marked for onboarding.png

Offboarding:

Track users marked for offboarding in the Users Marked for Offboarding tab under Workflows > Offboarding.

Offboarding_offboard user under user marked for offbparding.png

Additional Actions (Offboarding Only)

For every user marked for offboarding, a three-dot vertical icon is displayed in the same row. Select this icon to access the action menu:

Offboarding _ user marked for offboarding_ three dot icon options.png

Available actions:

  • Add App – Redirects to the Applications page under Directory menu where admin can provide access to applications for the user
  • Mark as Active – Updates the user's status to 'Active'
  • Mark as Inactive – Updates the user's status to 'Inactive'
  • Mark as Suspended – Updates the user's status to 'Suspended'
  • View Action History – Shows details of all previous actions for this user
user marked for offboarding_view histroy ankit.png
  • Remove from Offboarding – Removes the user from the offboarding list

Offboarding Processes

There are three primary processes by which a user marked for offboarding can be removed entirely from the system:

1. Manual Workflow Method

  1. In the What's Next column, select Offboard User
  2. This opens the workflow builder for the user
  3. Upon marking an employee for offboarding, Zluri automatically populates their application inventory into the workflow builder page
  4. Suggested removal actions may include:
    • Remove User
    • Revoke License
    • Deprovision Account

Example: A departing Marketing user may have Slack (Remove User), Zendesk (Revoke License if Sales), and HubSpot (Deprovision) as suggested actions. The administrator reviews and confirms these preconfigured actions before execution.

Offboard user.gif

2. Automation Rules Method

Use predefined automation rules triggering offboarding playbooks for users marked for offboarding.

3. Marking Users Inactive in Zluri

Update user status to inactive after completing all offboarding actions, maintaining accurate user records in the system.

Child page: Do not delete!

Verifying Granted App Access: Onboarding

Updated about 2 hours ago