Onboarding / Offboarding Risk Check

Overview

This workflow is intended to catch access-change risk when contact or ticket activity suggests onboarding, offboarding, or department changes.

When to use

Use it when identity and access follow-up may be hidden across contacts, tickets, or recent client activity.

How to use

1. 1.Copy the prompt from the action panel.
2. 2.Replace [Client Name] and any bracketed inputs with the client or review details.
3. 3.Run the prompt in an assistant connected to ScalePad MCP.
4. 4.Review and confirm any creates or updates before records change in Lifecycle Manager.

Expected output

• Likely personnel-change signals.
• Unresolved access-change work.
• Draft action items tied to identity and access goals.