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I'm creating documentation that describes both the process of onboarding new team members (e.g. creating accounts for required resources, locating, installing and configuring required software, finding the right person to talk to for a particular request), and also the process of offboarding departing members (e.g. revoking access to resources, ensuring completed work is stored in an appropriate location).

Ideally I'd like to arrange this documentation in a hierarchy, where these two processes seem to naturally sit under headings of "onboarding" and "offboarding," or in simpler English, "joining" and "leaving."

I'm looking for something that would be a top-level (umbrella) term to place both these headings under - descriptiveness is more important than brevity.

I'd rather avoid things like "HR Processes" as these contain things that the new team members, and other team members need to do that don't really feel to me like they fit under human resources' purview.

Obviously I could just use a heading like "Onboarding/Offboarding" but if there's a suitable umbrella term I'd much rather use that.

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  • Resource assignment?
    – Lawrence
    May 17 '17 at 15:06
  • That's an interesting suggestion, thank you - I like where that's heading because we're dealing with more than just human resources
    – sharkey
    May 17 '17 at 15:07
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    I've never come across onboarding, offboarding before. What's wrong with using English rather than "managementese" (i.e. - just use joining, leaving)? May 17 '17 at 15:08
  • Granting access? May 17 '17 at 15:08
  • FumbleFingers - that would be fine, really. Onboarding/offboarding are pretty common in the context we're using them, but joining and leaving make good sense. I still can't think of a decent umbrella term, though :( Yoseph - there are more activities than just granting or obtaining access - I'll update the question to reflect that, sorry.
    – sharkey
    May 17 '17 at 15:18

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