See How Hire2Retire Can Drive Success for Your Organization |18th July 2025|

Streamline Access Management for Role Changes with Transition Periods in Hire2Retire

Three days ago, Phil was celebrating a well-earned promotion. However, his company’s access management policy set him up for failure.

After being promoted from senior engineer to manager, Phil was ready to start planning his first new product launch. However, when he logged into Jira, he discovered his engineering tool access had been immediately revoked. Without his existing access, the launch was delayed.

The problem that caused this was entirely avoidable, but too many companies fail to effectively implement identity and access management (IAM) policies that smoothly transition employees between jobs.

But don’t worry; Hire2Retire has solved this issue for good with the Phase 8.5 release by adding transition periods that seamlessly transfer employee access and privileges and prevent IAM failures.

How Transition Periods Solve IAM for Role Changes

Transition Periods make access management a breeze; When a role change event happens in Hire2Retire, the employee changing roles will retain access tied to their previous role while also immediately gaining role-based access to the new one.

After the transition period ends, the non-essential access from the old role is automatically revoked.

This overlap gives teams breathing room while employees get settled in their new roles, preventing chaos in the wake of role changes and providing a smooth landing pad for newly promoted employees to be more productive in less time.

How to Set Up Transition Periods in Your Hire2Retire Workflow

You can set up transition periods in the “Lifecycle Business Rules” section of your Hire2Retire workflow.

A drop-down menu in the “Change of Profile or Role” lifecycle lets you customize the length of transition periods, ranging from 0 days up to 180 days.

In addition, you can create Excel-style tables to set different transition period lengths based on employee’s old job attributes. Former directors need a 180-day transition period to help train their replacement after being promoted, while a manager may only need a 60-day transition.

Hire2Retire also logs the end of transition periods as events on the “Observe” page, letting you see exactly when existing system access privileges are revoked.

What Role Changes Look Like with Hire2Retire

Let’s go back to Phil’s story.

This is what his promotion looks like, but now Phil’s company uses Hire2Retire with a 60-day transition period for access management:

Day 0: Phil’s promotion is processed. He retains access and privileges for his old engineering tools and gets access to his new managerial dashboards.

Day 1–60: Phil wraps up his engineering tasks, helps train the employee stepping into his old job, and immediately begins planning the sprint for his new product launch.

Day 60: The product launch goes off without a hitch, and Hire2Retire automatically revokes the non-essential privileges for Phil’s old engineering tools.

The transition is seamless: Phil and his new team are more productive, IT isn’t involved, and the business objectives are already being met.

That’s the power of automating access management with Hire2Retire.

Solve Identity and Access Management Now with Hire2Retire

If you’re ready to fully automate IAM with ABAC & RBAC, book a free one-on-one discovery call with a Hire2Retire expert now!

Transition Periods aren’t the only new feature that’s making Hire2Retire Phase 8.5 the best identity and access management experience yet! Check out the full Phase 8.5 blog post to see the rest.

Need to dive even deeper into the new features and enhancements in Hire2Retire Phase 8.5? See details on every change made by reading the Phase 8.5 release notes.

Cameron Macaulay

Cameron Macaulay is a Marketing Associate with RoboMQ. Cameron graduated from Syracuse University with a major in Broadcast & Digital Journalism, and a minor in Professional & Technical Writing. Cameron combines his skills in technical writing with a passion for storytelling.

Cameron Macaulay

Cameron Macaulay is a Marketing Associate with RoboMQ. Cameron graduated from Syracuse University with a major in Broadcast & Digital Journalism, and a minor in Professional & Technical Writing. Cameron combines his skills in technical writing with a passion for storytelling.

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