Merge Docs

Offboard

HRIS

Automatically remove employees when they are terminated in the third-party platform

1. Prior use case

This workflow assumes that you have already ingested Employee data with the Onboard use case.

See Use Case

2. Employee status is changed

Your user marks an employee as terminated, sets an end date (ie pending termination), or marks the employee as longer with their company in their HR system.

3. Merge syncs changed data

Merge syncs data from the third-party system, and that specific Employees’s employment_status field is marked as INACTIVE or, if there is no clear mapping, the original value is passed through, and their termination date is set.

4. Write logic based on polling

Based on the polling system you set up in Onboard Employees, on your next sync, that specific Employees record will be marked as INACTIVE.

If you have Webhook Emitters and Receivers configured, Merge will send your application a webhook that the Employees status has changed the second it is adjusted in Merge’s system.

5. Reflect changes your application

Your internal business logic should dictate that the Employee is removed from the platform, and any associated provisioning is adjusted as well.

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