Workfront Offboarding Process?

[JenniferMa10]

Hi!

Does anyone have a great offboarding process they are willing to share? Do you comb through your list of contributor licenses and remove folks who are no longer with the company? Does anyone use Fusion for this governance? 

Thank you in advance!

Jen

[skyehansen]

I've suggested to companies who are able to swing this with their security teams, to connect workfront with azure active directory via Fusion. In a company whose first action with departing employees is to deactivate their email, it can be a great tool to query workfront users against active directory, and see whose account is newly deactivated.

Lacking this, yes, we do tend to downgrade users with paid licenses who haven't logged in in the past 90 or 120 days and eventually deactivate them after some amount of time.

You haven't mentioned Blueprints, so just wanted to check and see that they have a couple of different dashboards for this kind of thing.

[JenniferMa10]

Great suggestions! Thank you so much! 

[Lyndsy-Denk]

I echo @skyehansen. For us, we don't have Fusion, but we do use SSO. When we were migrated to the Admin Console, it actually helped me in that terminated users in Azure are automatically deactived in Workfront. I didn't have to do anything in Workfront; IT controls it.

Prior to this, I would run reports from our HR system and use the VLOOKUP function to find users I needed to deactivate.

As for users who are still with the company but no longer using the system, yes, I have a report that looks at their last login and number of times they've logged in. I'll demote users to free seats if necessary.

[AK281294]

In my previous organisation, we used a dashboard to track through last login date and if there were any users who hadn't logged in for more than 90 days, we deactivated their accounts and moved the deactivated accounts to an Archive Group. For bulk deactivation, we had a fusion scenario that we ran once every 3 months and the users were deactivated with giving the admin team an update message when the deactivation was complete. 

For single/less than 5 users we did the deactivation manually.

Hope that helps!

BR,
Ankit