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YvonneMi2
Level 4
April 22, 2021
Question

Fusion for offboarding users

  • April 22, 2021
  • 2 replies
  • 646 views

Is anyone using Fusion for offboarding users? I want to implement an offboarding process, especially when we deactivate Planners or Workers, that would look at what work is assigned to them or what projects are owned by them and then send a list to their group admin or something like that. Haven't looked into if I could have user deactivation as a scenario trigger, but that's what I'm envisioning.

Just curious if anyone else is using Fusion for offboarding, and how so :)

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    2 replies

    KatherineLa
    Community Advisor
    KatherineLaCommunity Advisor
    Community Advisor
    April 23, 2021

    We haven't been doing so yet, but the idea just went on my backlog. Thank you!

    ChrisBudgen
    ChrisBudgen
    Level 5
    April 28, 2021

    We are using a custom field "Termination Date" on the user and check for that every night. A process grabs all the timesheets after that date and if there are no hours encoded on them, they get deleted otherwise, the local admin team gets informed. We also delete any auto-created hours (e.g. Public Holidays, PTO) after the termination date. If everything is clear we de-activate the user.

    I like the idea to also do a sanity check on assigned work items that are still active as well as checking if the user is still set as project owner/sponsor on any active projects and have just added this our backlog ;-)

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