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How to deal with Exiting Employees
#1
How are people currently dealing with employees who have left your company with in easy vista.  We have employees being imported via AD but I am looking for a way to similarly remove employees and have assets moved to inactive  status and the clients named removed.
jvolltrauer, proud to be a member of EV CONNECT FORUM since Apr 2018.

#2
(10-26-2018, 03:46 PM)jvolltrauer Wrote: How are people currently dealing with employees who have left your company with in easy vista.  We have employees being imported via AD but I am looking for a way to similarly remove employees and have assets moved to inactive  status and the clients named removed.

Hello,
You can create a scheduling alert that catch employees that didn't update since 5 or 10 days and then trigger a business rule that :
- archived employee
- moved asset to status and delete employee linked

P.ABBE
ABBE Philippe, proud to be a member of EV CONNECT FORUM since Nov 2015.

#3
If your AD sync marks employees that have left, they should have a departure date. Your alert can look for departed dates and trigger a business rule that sets the assets to a different status and change the employee name.

We are doing something similar.
jhendrix, proud to be a member of EV CONNECT FORUM since Apr 2016.






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