Employee Offboarding Process Automation

[Kunal_Jain]

Employee Offboarding Process Automation

Use Case Description

To have an Automated model is a time saving and successful mark for any organization. The Organizations spend huge amount for the support applications, wherein it also requires human efforts which needs to respond for any incident as quickly as they can. Which is not possible for anyone to be online 24/7.This is where Automation help us and the present Bot helps the organization to reduce the offboarding process for any employee.
The Bot will automatically check the present scenarios of the employee after entering the details of the employee. Based on the details entered by the user, the Bot will check the employee details and also will check if all the necessary information and signatures are taken by all the departments or not and if not then the mail will be send for the completion of the process.
The bot can also be leveraged to make the employee exit process easier. The exit process is equally important for the organizations brand value as the exiting employee is the ambassador for the organization to the outside world.

• Automate the Employee offboarding processes
The manual offboarding processes can be sometime hectic and time consuming and can cause errors also. So automating it is also a best solution to reduce the pain of errors, where employee does not need to worry about getting different departmental signoffs, deleting the accounts and details etc. This will ease the employee exit process and also speed up the process of Offboarding.
• Get employee account disabled in the various end systems.
The bot can automatically disable the account for the employee in various end systems. This is important from the security and compliance perspective. This will also safeguard the company’s policy and will ensure to maintain the privacy of information safe.

1. Bot will check if the employee resignation is accepted and after the resignation acceptance it will check the notice period date.
2. After that it will also check for the approval by the departments that is required at the time of offboarding.
3. If the approval is given by the respective departments it will check for the accounts present in the respective end-systems.
4. If accounts are present the bot will automatically Delete All the Accounts Linked with the Employee Details. If not the bot will Inform the HR Department and also Mail the details to the IT Team.
5. At the end of this the Bot will automatically generate one mail and will inform to the team about the offboarding of the Employee.

Other information about the use case
Industry categories for this use case: Customer Service, Information Technology and Services
Skill level required: Intermediate
UiPath Products that were used: UiPath Studio, UiPath Assistant, UiPath Orchestrator
Other applications that were used: Outlook/Mailbox,

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

Industry categories for this use case: HR, Information Technology and Services

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath AI Center, UiPath Apps, UiPath Assistant

Other applications that were used: -

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency