Understanding the Employee Lifecycle & Automation Tools

Before you automate, you need a clear map of the steps involved:

  1. Request to Onboard → Provision identity → Grant licenses → Notify user → Order hardware → Notify manager → Track shipment
  2. 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