The joining flow
When a new person arrives, the device should be ready, accounts open and the right applications installed. That happens when the HR record triggers the technical flow; every manually built step introduces delay.
- The flow is triggered by the HR record
- Role determines which applications are installed
- Devices arrive ready to set up out of the box
- The day-one checklist verifies itself
Role change and device replacement
The changes in between are what gets skipped most. When someone moves role and old permissions do not close, permissions accumulate; when a device is replaced and data does not follow, work stops.
- A role change closes the old permissions as it opens new ones
- Data and settings move with a device replacement
- A loaner flow exists for faulty devices
- Changes are tracked against one record
Leaving and reclaiming
The leaving flow matters more than the joining one. Access should close the same day, the device should come back and corporate data on it should be wiped — and none of those three should wait on the others.
- Access closure is tied to the leaving date
- Device return is tracked separately
- Corporate data can be wiped remotely
- Accounts that failed to close are reported weekly
Compliance and inventory accuracy
No control is trustworthy while the inventory misrepresents reality. Device records are reconciled with actual use, and a device absent from the record does not join the network.
- Inventory is reconciled with devices actually connecting
- An unregistered device receives no access
- Encryption and patch state are visible per device
- Unused licenses are reclaimed