Employee Offboarding Intent
Updated
by
Stephen Boss
Employee Offboarding Intent
The Employee Offboarding intent facilitates the process of managing user account and system access removal, as well as related offboarding tasks, when an employee departs an organization.
Use Cases
- Deactivating user accounts and access for departing employees.
- Managing data transfers and email forwarding for offboarded employees.
- Ensuring offboarding tasks are completed in a timely and secure manner.
Configuration Guide
1. Create the Intent
- Navigate to Magic AI > Agent > Catalog.
- Click Create Intent.
- Input the following details:
- Intent Name: Employee Offboarding
- Description:
A request to remove a user account and system access in the organization. This includes tasks such as deactivating accounts, removing permissions, handling email forwarding, and transferring data.
- Who can use this intent: Select All clients or adjust as needed.
2. Configure Arguments
Below is the configuration for required form fields, matching the screenshots:
Argument Name | Description | Type | Required |
Employee Full Name | Ask for the full name of the employee who is leaving. If the user already provided this information, use that. | Textfield | Yes |
Employee Email | Ask for the employee's email address. If the user already provided this information, use that. | Email address | Yes |
Effective Date | Ask when the employee's access should be removed. If the user already provided this information, use that. | Date | Yes |
Immediate Deactivation | Confirm if immediate deactivation is required. If the user already provided this information, use that. | Yes/No | Yes |
Reason for Offboarding | Identify the reason for offboarding. (Resignation, Termination, Retirement, Internal Transfer, Other) | Multiple choice (Resignation, Termination, Retirement, Internal Transfer, Other) | Yes |
Data Transfer Details | Ask if data transfer is required. Gather data transfer instructions if necessary. | Textfield | No |
Email Forwarding Address | If email forwarding is needed, obtain the forwarding email address. | Email address | Yes |
Additional Instructions | Ask if there are any additional details or special instructions. | Textfield | No |
Email Forwarding Required | Confirm if the employee's email should be forwarded. | Yes/No | Yes |
3. Configure External Reply
If applicable, configure an external reply. For this intent:
- Include steps for confirming account deactivation and email forwarding setup.
- Leave the "This is a resolution" box unchecked.
4. Configure Automation
If applicable, set up automation by specifying the appropriate API URL:
- URL for the API: Add the endpoint for offboarding request processing.
