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Employee Offboarding

Primary Department Supported: Internal PS/All

Description: How to de-activate LMS user accounts for user's no-longer employed or need access to the system

Super Powers Needed? – NO

Developer Support Needed? - NO

Context and Common Situations
HR will sends over requests to de-activate individuals from LMS. 
Important Considerations & Best Practices

  • Pay attention to the Scheduled for section of the request: Don't de-activate anyone until the date and time listed. You may de-activate if this sections implies the individual is already gone.

  • Do not remove anyone's Business Roles or User Account Roles
Instructions: 

1. Mark the Contact Card Inactive

  1. From LMS Menu:

  2. Select Organizations

  3. Select Contacts

  4. Filter or Locate by name or email - click to open details

  5. Uncheck the box for "Is Active"

  6. Save and close

 

2. Deactivate and Lock User Account

From LMS Menu

  1. Select Systems

  2. Select Users

  3. Filter by name or email - click to open details

  4. Checkmark "Is Inactive"

  5. Checkmark "Is UserAccount Locked"

  6. Save and Close