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Employee Offboarding - Retain & Delete

This Playbook is part of the Employee Offboarding Pack.#

Performs retention and deletion of user information as part of the IT - Employee Offboarding playbook.


This playbook uses the following sub-playbooks, integrations, and scripts.


This playbook does not use any sub-playbooks.


  • Builtin


This playbook does not use any scripts.


  • send-mail
  • setIncident
  • gvault-delete-hold
  • ad-add-to-group
  • gmail-delete-user
  • gvault-create-hold
  • ad-disable-account
  • gvault-matter-update-state
  • gvault-create-matter
  • ad-delete-user

Playbook Inputs#

NameDescriptionDefault ValueSourceRequired
UserManagerEmailThe email address of the manager of the user you are offboarding.employeemanageremailincidentOptional
OffboardingUserEmailThe email address of the user that you are offboarding.employeeemailincidentRequired
OldEmployeeGroupNameThe name of the group in the active directory that contains old employee user accounts. If a group name is specified, the user will be added to that group instead of getting deleted at the end of the offboarding process.Old Employees-Optional
PerformPotentiallyHarmfulActionsWhether to perform potentially harmful actions, such as revoking user permissions and deleting the user. Taking the actions is necessary for a more complete offboarding process, and if set to False - the actions will have to be taken manually.False-Required

Playbook Outputs#

There are no outputs for this playbook.

Playbook Image#