Understanding the Employee Lifecycle & Automation Tools
Before you automate, you need a clear map of the steps involved:
- Request to Onboard → Provision identity → Grant licenses → Notify user → Order hardware → Notify manager → Track shipment
- Request to Offboard → Disable identity → Remove licenses → Archive assets → Recall hardware → Notify parties → Track shipment
Key Automation Tools
- Dataverse – Store employee records and drive data‑backed triggers
- Power Automate – Orchestrate flows that talk to Azure AD, Planner, and more
- Microsoft Planner – Manage task lists for HR, IT, and hiring managers
- Power Platform Approvals – Collect manager sign‑offs before proceeding
- Adaptive Cards & Email – Send rich notifications to stakeholders