Employee Onboarding and Offboarding Automation for Azure Automation

Give new starters the access they need on day one, remove leaver access on time, and reduce the service desk workload with a ready-built Kelverion automation solution for Azure Automation.

The Kelverion Employee Onboarding and Offboarding Solution is a ready-built automation solution for Azure Automation that helps organisations manage starters, movers and leavers through secure self-service requests, governed approvals and consistent automated fulfilment. It uses the Kelverion Automation Portal for request capture and tracking, Azure Automation for execution, and Kelverion Runbook Studio for low-code, graphical runbook authoring and extension.

Managers, HR teams or approved users can submit onboarding, mover or offboarding requests through a simple portal without being given direct administrative rights to Active Directory, Microsoft Entra ID, Microsoft 365 or other IT systems. Automation then carries out the approved actions in a repeatable way, with logging and status updates throughout the process.

The Challenge With Manual or Partially Scripted Onboarding and Offboarding

Employee onboarding and offboarding are among the most visible IT service processes in any organisation. When they work well, new employees are productive quickly and departing users are removed cleanly and securely. When they rely on manual tasks, disconnected scripts or ticket-by-ticket fulfilment, delays, errors and security gaps quickly appear.

• New starters can wait for email, Microsoft 365, Teams, SharePoint, VPN, application access, devices and service desk updates before they can be productive
• Leavers may retain access after their final working day, increasing security, compliance and commercial risk
• Service desk and infrastructure teams must coordinate sequential and parallel tasks across Active Directory, Microsoft Entra ID, Microsoft 365, service management, collaboration, cloud and line-of-business systems
• Senior administrators are often required to complete routine actions because the requester does not have the privileged access needed to perform them directly
• Partially scripted processes can automate individual steps, but they often lack secure self-service, approvals, logging, orchestration, integration and supportability

Typical Automation Scenarios

• New Employee Onboarding
  Create user accounts, assign Microsoft 365 licences, add group memberships, provide Teams and SharePoint access, allocate application permissions and update the service desk ticket
• Role Moves and Department Changes
  Adjust access when an employee changes team, location, manager or role, including group changes and application access updates
• Employee Offboarding
  Disable sign-in, remove licences, remove group memberships, revoke access, preserve required mailbox or compliance settings, and schedule follow-up deletion steps
• Temporary Worker Lifecycle Management
  Automate fixed-term access, contract end-date disablement and delayed account removal
• Service Desk Fulfilment
  Trigger automation from approved requests and update ticketing systems as actions are completed

Benefits at a Glance

• Faster Time to Value
  Start from ready-built onboarding, mover and offboarding frameworks rather than a blank automation canvas
• Lower Manual Effort
  Reduce repetitive service desk and administrator tasks across account creation, group membership, licensing, access assignment and deprovisioning
• Consistent Execution
  Run the same approved process every time, reducing human error and improving supportability
• Secure Delegation
  Allow approved business users to request employee lifecycle actions without granting them privileged access to underlying IT systems
• Better Auditability
  Record requests, approvals, automation activity and outcomes to support operational governance
• Low-Code Extensibility
  Use Runbook Studio to adapt and extend runbooks graphically, supported by version control and team collaboration
• Integration Flexibility
  Connect with service desk, Microsoft 365, cloud, identity, collaboration and enterprise management tools through Kelverion Smart Integration Modules

Key Capabilities

• Self-service Automation Portal for starter, mover and leaver requests
• Role-based access, approvals and request tracking
• Azure Automation runbooks to execute IT actions consistently
• Pre-built framework runbooks and action runbooks for common onboarding and offboarding tasks
• Low-code and no-code graphical runbook design in Kelverion Runbook Studio
• Smart discovery and supported integrations for enterprise systems and service desks
• Support for hybrid and cloud environments, including identity, Microsoft 365, service management and infrastructure platforms
• Extendable architecture so customers can add organisation-specific systems, approvals and business rules

Why Kelverion?

Kelverion specialises in Microsoft automation and helps organisations deliver practical IT operations automation using Azure Automation, Runbook Studio, the Automation Portal and supported integration modules. The Employee Onboarding and Offboarding Solution gives customers a proven starting point for one of the highest-impact service desk automation use cases, while still allowing the process to be tailored to each customer’s systems, controls and business rules.

Ready to simplify employee onboarding and offboarding? Speak to Kelverion about a no-obligation automation workshop, request a demonstration, or explore Kelverion solutions in the Azure Marketplace to see how quickly your team can move from manual fulfilment to secure, repeatable automation.