BCEL1014e: What Is My Offboarding Trigger for Namely?

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Why Select Namely?

If an organization is using Namely as their source of truth, this would mean making them as Inactive in Namely would be BetterCloud’s trigger to begin the offboarding tasks. Integrating an HRIS is a great way to see your users in BetterCloud and ensure users are offboarded properly as they leave your organization.

OPTION: Users Status Changes + Status is Inactive (BetterClouders Most Common Method)

With Namely, there is only one possible trigger for offboarding in BetterCloud. When the user is set as Inactive, either via Namely or through BetterCloud, offboarding for this user can begin. It is important to check how marking the user as Inactive in Namely could potentially impact other applications, though unlike with Okta, SSO should not be an issue here.

Pros

 

Cons

 Quick action, taken from the directory

 

 Possible impact on other apps

 Can be taken by HR 

 

 

 Syncs from On-Prem AD (if set up)

    

Why Wouldn’t You Select Namely?

If Namely does not sync user data to an IdP, it would be prudent to consider using the IdP if it is the source of truth. Admins should ask themselves “where do I start my offboarding work if I were to take action manually?” If the first action is to deactivate employees in an IdP, this would be the logical place to start. However, it’s likely that IT or HR will mark employees as inactive in Namely as the very first step in the onboarding process, so all parties involved should be consulted.

 

Are There Other Options?

As mentioned above, if an IdP is in use, and manual offboarding begins in that system, check if the IdP app is integrated with BetterCloud and can be used to start a Workflow. 

What Should I Keep In Mind / Review Once My Workflow Is Created?

When an employee is marked as inactive in Namely, consider how it pushes actions to other applications. Does marking a user inactive also deactivate the user in any other application such as Google, Okta, or Slack? When adding steps to an offboarding workflow, make sure they follow a logical process, always thinking about the order in which actions would be performed manually. Also, consider what applications will need an account to be active in order for actions to be performed (specifically Google when it comes to email forwarding, delegation, and things of that nature).

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