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IT Onboarding and Offboarding Process

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jandelakruz11
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79 views

IT Onboarding and Offboarding Process

Uploaded by

jandelakruz11
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Project Worker(s) Transferring to another project – (Flex workers)

1. Create a Change Project Access ticket with the following details:


Title: Change Project Access - Project Name
Category: IT Project Support
Subcategory: Project Name
2. Attach the list of project workers in Excel(.xlsx) or Comma Separated Value(.csv) format
with their first and last names on separate columns.

New Hire / NON-flex Project Worker(s) – On-boarding

1. Create an onboard ticket with the following details:


Title: Onboard New Project Worker - Project Name
Category: IT Project Support
Subcategory: *Project Name
2. Attach the list of project workers in **Excel(.xlsx) or Comma Separated Value(.csv)
format with their first and last names on separate columns.

Terminated/Resigned Project Worker(s) – off-boarding

1. Create an offboard ticket with the following details:


Title: Offboard Project Worker - Project Name
Category: IT Project Support
Subcategory: Project Name
2. Attach the list of project workers in Excel(.xlsx) or Comma Separated Value(.csv) format
with their first and last names on separate columns.

Projects without tasks after the conclusion of their current project

1. ***Create a suspend access ticket with the following details:


Title: Suspend Project Worker Access - Project Name
Category: IT Project Support
Subcategory: Project Name
2. Attach the list of project workers in Excel(.xlsx) or Comma Separated Value(.csv) format
with their first and last names on separate columns.

Important:
- Before creating the Samanage ticket please ensure that the project has been registered
through the IT new project request from, to create a profile for the project.
o IT project request form

- *Project name must be selected under the subcategory drop-down list field. If the name
of the project is not on the list, that means there is no project profile created yet for the
project. New Project Request Form must be filled and submitted.
- **The first and last names must be on separate columns and in Excel or CSV format,
otherwise the automation will not be able to read the names properly and the accounts
must be created or transferred manually which adds to the turnaround time of request
completion.

- ***We have set an automation that automatically creates a suspend access ticket
request on the project end date based on UTC time and date (a day after, PH Time).
Project Requester (person who filled and submitted the New Project Request Form) will
receive an automated message via Teams asking to confirm the suspension of the
accounts. If the the project requester did not respond or make a selection, project
support team will proceed in suspending the accounts.

Please note
- That for non-flex contributors Offboarding and onboarding will still need to be followed,
through Samanage.

UPDATE:

Samanage > Request Service > IT Project Support > On-Site Project Support -
Transfer Project Workers

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