How To

Automating the Employee Identity Lifecycle with Hire2Retire: From Day One to Departure

Use Cases

Imagine this: “Your company parts ways with an employee who still has access to your organization’s SharePoint. Practices like this put your data at risk.” Therefore, processes like employee identity lifecycle management are crucial to set up within an organization.

In this blog, we’ll follow the journey of a company employee named “Ron.” From joining as a marketing specialist, Ron transitions to sales and eventually leaves the company a few years later. Throughout this process, we will explore some common problems and solutions to automate employee identity lifecycle management, taking the example of Ron.  

Onboarding: The Crucial First Impression

Scenario: A new employee named Ron Geller joins your organization in marketing.

Problem: But you already have two employees named Ron Geller. Due to naming conflicts, Ron Geller from the Sales department ends up gaining unintended access to all the product development tools, roadmap, and strategies that have not been disclosed to clients. Creating a security risk and hurting productivity.  

The Solution

Hire2Retire for Onboarding:

Automatically resolve name duplications using logic-based rules or unique identifiers 

Use "AND/OR" logic to manage access across domains 

Enforce compliance with built-in policies from day one 

Role Change: Navigating Internal Transitions 

Scenario: Ron changes his role from Marketing specialist to Insider Sales Representative

Problem: But his access doesn’t update. He’s stuck requesting the right permissions, causing delays and frustration.  Manual access updates during promotions or role changes slow down productivity and create friction. Hire2Retire simplifies this with automated workflows that update permissions in real time.  

The Solution

Hire2Retire for Role Change:

Decide which attributes to retain or update based on business rules   

Automatically manage group memberships tied to the new role   

Use the Transition period to manage the role change

Departure – Ensuring a Secure and Compliant Off-boarding

Scenario: Ron, now a sales Manager, is leaving the organization in two days.

Problem: His access remains active post-departure, and the clients he manages are left without proper follow-up, putting business continuity at risk.  

Unstructured off-boarding is one of the biggest sources of security breaches and losing clients. Hire2Retire automates off-boarding with precision, removing access, transferring ownership, and maintaining full audit logs for compliance.  

The Solution

Hire2Retire for Termination:

Automate scheduled or immediate terminations   

Redirect emails and delegate ownership of critical assets 

Transfer OneDrive and client data access   

Maintain an auditable trail for compliance and risk management   

Employee Identity Lifecycle Management

Ron’s experience highlights one thing: a lightweight Identity Governance and Administration product like Hire2Retire can streamline workforce identity management. The manual pain points of onboarding, mid-career role changes, and secure off-boarding are not just inconveniences; they pose significant security and productivity threats.

With Hire2Retire by RoboMQ, these challenges are transformed into automated opportunities. Secure, compliant, and efficient transitions become the new standard, ensuring a smooth and seamless journey for every employee.  Hire2Retire offers a user-friendly, no-code, ready-to-go platform at a significantly reduced cost. It does not require complex scripting or customization, nor does it need specialized identity and security skillsets to operate.

Want to learn more about how Hire2Retire can help your organization? Wondering if you can use this product for your Industry?. Reach out to us, and our team will answer all of your questions.

Ashita Modi

Ashita Modi is a Marketing Specialist at RoboMQ with over five years of professional experience. Her expertise lies in content strategy, with a focus on creating user-oriented content. Ashita holds a degree from UCLA Extension, where she pursued a specialized content design and UX research program. She effectively integrates these skills to communicate information compellingly.

Automating the Employee Identity Lifecycle with Hire2Retire: From Day One to Departure

Onboarding: The Crucial First Impression

Role Change: Navigating Internal Transitions

Departure – Ensuring a Secure and Compliant Off-boarding

Employee Identity Lifecycle Management

Ashita Modi

Ashita Modi

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Role Change: Navigating Internal Transitions 