Lifecycle Management Settings

Lifecycle Management settings control when onboardings and offboardings run. In the Lumos UI, you can set universal onboarding and offboarding timing, schedule onboardings one-off, and edit scheduled onboardings.

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Universal settings

You can set all onboardings and offboardings to run automatically at times relevant to your company’s operations. Decide the following before setup:

• Onboarding, ask yourself:
  • Do you want onboardings to be automatically triggered?
  • If so, should onboardings trigger off the account creation date or the employee’s start date? With the start date trigger, you also choose the time of day and how many days before the start date. With the account creation trigger, onboardings run a set number of days after the account is created, at the time it was created.
  • Are there any groups of employees you’d like to exclude from this automatic onboarding trigger?
• Offboarding, ask yourself:
  • Do you want offboardings to be automatically triggered?
  • If so, do you want the offboarding to occur immediately after deactivation or after the employee’s end date?
  • What apps should always be included in these offboardings?

After you decide, complete the following steps to automate the onboarding and/or offboarding process:

1. Go to the Lifecycle Management tab in your UI.
2. Click Onboarding or Offboarding, depending on which workflow you’re targeting.
3. Toggle on Onboarding and/or Offboarding, depending on your team’s preference.
   
4. Enter your preferences on timing for the onboarding and/or offboarding, and any other specifications surrounding group membership.

You can map Start Date and End Date to attributes in your Source of Truth settings page: For “Apps to Include,” there are three options:

• Approved Apps
• Apps with App Admins
• Select Specific Apps (use this option for testing, not for long-term offboarding management)

5. The settings save automatically and apply to your company’s next onboarding or offboarding.

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Offboarding triggers

There are two available auto-offboarding triggers, Immediately After Deactivation and After End Date: Immediately after Deactivation triggers an offboarding when a user’s Status is updated to “Inactive” and/or “Suspended” in Lumos, as shown below. The Status syncs to the user from their User Source app. After End Date uses the user’s End Date attribute (configured in the Default Attributes in the Source of Truth) to trigger an offboarding, as shown below.

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Scheduling onboardings

In addition to automatic onboardings, you can schedule user onboardings one-off.

1. Go to the Identities tab
2. Click Onboard on the user’s row
3. Specify a date and time in your (the Admin’s) local timezone
   

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Editing scheduled onboardings

After you click Schedule Onboarding, you can still edit the timing. Follow these steps:

1. Navigate to the Employee Lifecycle > Onboarding tab
2. Click on Scheduled
3. Click the three dots to the right and then click “Edit Onboarding”
4. From there, pick a new time and click Reschedule Onboarding, or click Run Onboarding to run it now.