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The workflow used to onboard people is the OnboardPerson workflow. This workflow has a number of parameters that you can configure to alter the fields that appear when onboarding people, as well as settings that determine whether human approval is required before EmpowerID fulfills the request and provisions the person. These parameters are listed in the below table.

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nametitle	OnboardPersonWFParametersView Parameters

Parameter	Description
CreationModeListDataItemTypeName	This is a list that contains the available modes for onboarding people.
EmailMessageIdForMgtRoles	Integer that specifies the email message to be sent to all members belonging to the target Management Roles.
EmailMessageIdForNewPerson	Integer that specifies the email message to be sent to the newly onboarded person.
EmailMessageIdForPersonManager	Integer that specifies the email message to be sent to the manager of the newly onboarded person.
IsAssignGroupMembership_IsVisible	Boolean value that determines whether the Assign Group membership section of the workflow is visible to users.
IsAssignMgmtRoleBundleMembership_IsVisible	Boolean value that determines whether the Assign Management Role Bundle Membership section of the workflow is visible to users.
IsAssignObjectVisibilityAccessRoles_IsVisible	Boolean value that determines whether the Assign Visibility Access Role section is visible to users.
IsAssignPreApprovedMgmtRole_IsVisible	Boolean value to determine whether the Assign Pre-Approved Management Roles section of the workflow is visible to users.
IsAssignRbacOperationAccessRoles_IsVisible	Boolean value to determine whether the Assign RBAC Operation Access Roles section of the workflow is visible to users.
IsAssignSecondaryRoleAndLocation_IsVisible	Boolean value to determine whether the Assign Secondary Role and Location section of the workflow is visible to users.
IsAssignUIAccessRoles_IsVisible	Boolean value that determines whether the Assign UI Access Roles section of the workflow is visible to users.
IsAutoGeneratePassword_IsVisible	Boolean value that specifies whether the Auto Generate Password option is visible to users.
OnboardPersonCreationMode_ItemSetName	Specifies the List Item Set Name containing the creation modes presented to users running the workflow.
OnboardPersonPropertiesToClone	Specifies the properties to clone from a selected person to the new person when running the workflow in `Create Person From Another` mode. Default properties include: LastName FirstName Address.City Address.State
PersonPropertiesToClone	Specifies the properties to clone from a selected person to the new person when running the workflow in `Create Person From Another` mode. Default properties include: Name Address ManagerInfo PrimaryLocationAndRole OrganizationBasicInfo OrganizationContactInfo
SendForApproval	Boolean value that specifies whether the onboarding request needs to be routed for human approval before the systems provisions the new person.

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{"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <p class = \"bd-callout bd-callout-info\">If the person being created is assigned to a Business Role and Location where a Resource Entitlement is in place, the person will receive all resources specified by the policy.</p>","javascript":"","css":""}

Step 1: Configure workflow parameters

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{"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://kit.fontawesome.com/59759af5bf.js\" crossorigin=\"anonymous\"></script>\r\n<style>\r\n.nav {\r\n border: 1px solid #C1C1C8;\r\n border-style: none none none none;\r\n padding: 0;\r\n margin: 12px 0 32px;\r\n display: flex;\r\n flex-wrap: nowrap;\r\n overflow: auto;\r\n \r\n}\r\n .nav-link {\r\n background: transparent !important;\r\n color: gray\r\n}\r\n.nav-link.active {\r\n background: aliceblue ghostwhite !important;\r\n color: blue !important;\r\n border-bottom: 2px solid #1662DD !important;\r\n border-radius: 0px !important; \r\n}\r\n.tab-content {\r\n background: aliceblueghostwhite;\r\n margin-top: -15px16px;\r\n}\r\n</style>\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <ul class=\"nav nav-pills mb-3\" id=\"pills-tab\" role=\"tablist\">\r\n <li class=\"nav-item\" role=\"presentation\">\r\n <button class=\"nav-link active\" id=\"pills-first-tab\" data-bs-toggle=\"pill\" data-bs-target=\"#simple\" type=\"button\" role=\"tab\"><i class=\"fa-sharp fa-solid fa-person-simple\"></i> Simple Mode</button>\r\n </li>\r\n <li class=\"nav-item\" role=\"presentation\">\r\n <button class=\"nav-link\" id=\"pills-second-tab\" data-bs-toggle=\"pill\" data-bs-target=\"#advanced\" type=\"button\" role=\"tab\"><i class=\"fa-sharp fa-solid fa-person-burst\"></i> Advanced Mode</button>\r\n </li>\r\n <li class=\"nav-item\" role=\"presentation\">\r\n <button class=\"nav-link\" id=\"pills-third-tab\" data-bs-toggle=\"pill\" data-bs-target=\"#another\" type=\"button\" role=\"tab\"><i class=\"fa-sharp fa-solid fa-people-arrows\"></i> From Another Person</button>\r\n </li>\r\n</ul>\r\n<div class=\"tab-content\" id=\"pills-tabContent\">\r\n <div class=\"tab-pane fade show active\" id=\"simple\" role=\"tabpanel\">\r\n <ol>\r\n <li>Select <b>Simple Mode</b> and click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectSimpleMode.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Enter the following information in the form:</li>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Primary Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional)</li>\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardAdvancedOptionsRedux.png\" style=\"padding: 10px;max-height: 300px\"/></p> \r\n <li>Review the summary and click <b>Submit</b> to onboard the person.</li> \r\n </ol> \r\n </div>\r\n <div class=\"tab-pane fade show\" id=\"advanced\" role=\"tabpanel\">\r\n <ol>\r\n <li>Select <b>Advanced Mode</b> and then select the following <b>Advanced Options</b>:</li> \r\n <ul>\r\n <li>Do you want to Auto-Generate a Password? Yes or No</li>\r\n <li>Do you want to Assign Management Role Bundle Memberships? Yes or No. <em>Please note that you must have access to add the person to the selected role bundles.</em></li>\r\n <li>Do you want to Assign Pre-Approved Management Roles? Yes or No. <em>Please note that you must have access to add the person to the selected roles.</em></li>\r\n <li>Do you want to Assign Group Memberships? Yes or No. <em>Please note that you must have access to add the person to the selected groups.</em></li>\r\n <li>Do you want to Assign Secondary Role and Locations? Yes or No\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>On the <b>Person</b> tab, fill in the general identity information for the person.</li>\r\n <br />\r\n <h5>Person General Details</h5>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Initials – Initials of the person (Optional)</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Display Name – Name of the person that displays to users in the Web interface</li>\r\n <li>Login – EmpowerID login for the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Primary Business Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional). <em>If the manager has an email address registered in the system, EmpowerID sends that person an email notification of the new person. </em></li>\r\n </ul>\r\n <br />\r\n <h5>Person Password</h5>\r\n <p>This section of the form appears when you have opted to <b>not</b> have the system generate a password for the person.</p>\r\n <ul>\r\n <li>Password – Password for the person</li>\r\n <li>Confirm Password – Password for the person</li>\r\n </ul>\r\n <br />\r\n <h5>About Person</h5> \r\n <ul> \r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Preferred Language – Allows you to select the language the person prefers. When selected the EmpowerID user interfaces reflect the selected preferred language for the person. If no selection is made, the system selects the default preferred language based on the locale of the person.</li>\r\n <li>Notes – Notes about the person (optional)</li>\r\n <li>About me – Can be used to provide contextual information about the person, such as their hobbies and interests (Optional)</li>\r\n </ul>\r\n <li>Optionally, select the <b>Organization</b> tab and fill in the appropriate information for the person.</li>\r\n <br />\r\n <h5>Organization Information</h5> \r\n <ul> \r\n <li>Title – Person's title</li>\r\n <li>Office – Person's office</li>\r\n <li>Location – Person's location</li>\r\n <li>Department – Person's department</li>\r\n <li>Division – Person's division</li>\r\n <li>District – Person's district</li>\r\n <li>Company – Person's company</li>\r\n </ul>\r\n <br />\r\n <h5>Address and Phone Numbers</h5>\r\n <ul> \r\n <li>Street Address – Person's street address</li>\r\n <li>Street Address 2 – Second line of the person's street address</li>\r\n <li>City – Person's location</li>\r\n <li>State – Person's state</li>\r\n <li>Province – Person's province</li>\r\n <li>Country – Person's country</li> \r\n <li>Postal Code – Code of letters and/or digits for postal delivery to the person</li>\r\n <li>Telephone – Person's secondary phone number</li>\r\n <li>Business Phone – Person business phone number</li>\r\n <li>Mobile Phone Provider – Person's mobile phone provider</li>\r\n <li>Fax – Person's fax number</li>\r\n </ul>\r\n <li>Optionally, select the <b>Advanced</b> tab and fill in the appropriate information for the person.</li>\r\n <ul>\r\n <li>Enabled – Selected by default; deselect if the person account should be disabled from logging in to the system.</li>\r\n <li>Disable Notifications – Select this option if the person should not receive email notifications from the system.</li>\r\n <li>Allow Attribute Sync – Selected by default; deselect if the person’s attributes should be synced with user accounts in systems managed by EmpowerID.</li>\r\n <li>Allow Login – Enabled by default; deselect if the person should not be allowed to log in to the system.</li>\r\n <li>Must Change Password on Next Login – Select to force the person to change their password when they log in to the system.</li>\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>If you opted to assign pre-approved Management Roles, search for and select the appropriate Management Roles and click <b>Next</b>. If you do not want to select role bundles at this time, click <b>Skip</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectManagementRoleBundles.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>If you opted to select Management Role Bundle Memberships, search for and select the appropriate Management Roles and click <b>Next</b>. If you do not want to select pre-approved roles at this time, click <b>Skip</b>.</li>\r\n <li>If you opted to select group memberships, search for and select the appropriate groups and click <b>Next</b>. If you do not want to select groups at this time, click <b>Skip</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectGroupMemberships.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Review the summary and click <b>Submit</b> to onboard the person. <br />If you do not want to onboard the person, click <b>Cancel</b>.</li>\r\n \r\n </ol> \r\n </div>\r\n <div class=\"tab-pane fade show\" id=\"another\" role=\"tabpanel\">\r\n <ol>\r\n <li>Select <b>From Another Person</b> and click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectFromAnotherPerson.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Search for and select the person you want to use as a template for the new person and click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectFromAnotherPersonSelectPerson.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>On the <b>Person</b> tab, fill in the general identity information for the person.</li>\r\n <br />\r\n <h5>Person General Details</h5>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Initials – Initials of the person (Optional)</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Display Name – Name of the person that displays to users in the Web interface</li>\r\n <li>Login – EmpowerID login for the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Primary Business Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional). <em>If the manager has an email address registered in the system, EmpowerID sends that person an email notification of the new person. </em></li>\r\n </ul>\r\n <br />\r\n <h5>Person Password</h5>\r\n <p>This section of the form appears when you have opted to <b>not</b> have the system generate a password for the person.</p>\r\n <ul>\r\n <li>Password – Password for the person</li>\r\n <li>Confirm Password – Password for the person</li>\r\n </ul>\r\n <br />\r\n <h5>About Person</h5> \r\n <ul> \r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Preferred Language – Allows you to select the language the person prefers. When selected the EmpowerID user interfaces reflect the selected preferred language for the person. If no selection is made, the system selects the default preferred language based on the locale of the person.</li>\r\n <li>Notes – Notes about the person (optional)</li>\r\n <li>About me – Can be used to provide contextual information about the person, such as their hobbies and interests (Optional)</li>\r\n </ul>\r\n <li>Optionally, select the <b>Organization</b> tab and fill in the appropriate information for the person.</li>\r\n <br />\r\n <h5>Organization Information</h5> \r\n <ul> \r\n <li>Title– Person's title</li>\r\n <li>Office – Person's office</li>\r\n <li>Location – Person's location</li>\r\n <li>Department – Person's department</li>\r\n <li>Division – Person's division</li>\r\n <li>District – Person's district</li>\r\n <li>Company – Person's company</li>\r\n </ul>\r\n <br />\r\n <h5>Address and Phone Numbers</h5>\r\n <ul> \r\n <li>Street Address – Person's street address</li>\r\n <li>Street Address 2 – Second line of the person's street address</li>\r\n <li>City – Person's location</li>\r\n <li>State – Person's state</li>\r\n <li>Province – Person's province</li>\r\n <li>Country – Person's country</li> \r\n <li>Postal Code – Code of letters and/or digits for postal delivery to the person</li>\r\n <li>Telephone – Person's secondary phone number</li>\r\n <li>Business Phone – Person business phone number</li>\r\n <li>Mobile Phone Provider – Person's mobile phone provider</li>\r\n <li>Fax – Person's fax number</li>\r\n </ul>\r\n <li>Optionally, select the <b>Advanced</b> tab and fill in the appropriate information for the person.</li>\r\n <ul>\r\n <li>Enabled – Selected by default; deselect if the person account should be disabled from logging in to the system.</li>\r\n <li>Disable Notifications – Select this option if the person should not receive email notifications from the system.</li>\r\n <li>Allow Attribute Sync – Selected by default; deselect if the person’s attributes should be synced with user accounts in systems managed by EmpowerID.</li>\r\n <li>Allow Login – Enabled by default; deselect if the person should not be allowed to log in to the system.</li>\r\n <li>Must Change Password on Next Login – Select to force the person to change their password when they log in to the system.</li>\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>Optionally, search for and select the appropriate Management Roles to assign to the person and click <b>Next</b>.</li>\r\n <li>Optionally, search for and select the appropriate group memberships for the person and click <b>Next</b>.</li>\r\n <li>Review the summary information for the person and click <b>Submit</b> to onboard the person. If you do not want to onboard the person, click <b>Cancel</b> to exit the workflow.</li>\r\n </ol> \r\n </div> \r\n</div>\r\n","javascript":"","css":""}

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name	OnboardPersonWFParameters

Parameter	Description
CreationModeListDataItemTypeName	This is a list that contains the available modes for onboarding people.
EmailMessageIdForMgtRoles	Integer that specifies the email message to be sent to all members belonging to the target Management Roles.
EmailMessageIdForNewPerson	Integer that specifies the email message to be sent to the newly onboarded person.
EmailMessageIdForPersonManager	Integer that specifies the email message to be sent to the manager of the newly onboarded person.
IsAssignGroupMembership_IsVisible	Boolean value that determines whether the Assign Group membership section of the workflow is visible to users.
IsAssignMgmtRoleBundleMembership_IsVisible	Boolean value that determines whether the Assign Management Role Bundle Membership section of the workflow is visible to users.
IsAssignObjectVisibilityAccessRoles_IsVisible	Boolean value that determines whether the Assign Visibility Access Role section is visible to users.
IsAssignPreApprovedMgmtRole_IsVisible	Boolean value to determine whether the Assign Pre-Approved Management Roles section of the workflow is visible to users.
IsAssignRbacOperationAccessRoles_IsVisible	Boolean value to determine whether the Assign RBAC Operation Access Roles section of the workflow is visible to users.
IsAssignSecondaryRoleAndLocation_IsVisible	Boolean value to determine whether the Assign Secondary Role and Location section of the workflow is visible to users.
IsAssignUIAccessRoles_IsVisible	Boolean value that determines whether the Assign UI Access Roles section of the workflow is visible to users.
IsAutoGeneratePassword_IsVisible	Boolean value that specifies whether the Auto Generate Password option is visible to users.
OnboardPersonCreationMode_ItemSetName	Specifies the List Item Set Name containing the creation modes presented to users running the workflow.
OnboardPersonPropertiesToClone	Specifies the properties to clone from a selected person to the new person when running the workflow in `Create Person From Another` mode. Default properties include: LastName FirstName Address.City Address.State
PersonPropertiesToClone	Specifies the properties to clone from a selected person to the new person when running the workflow in `Create Person From Another` mode. Default properties include: Name Address ManagerInfo PrimaryLocationAndRole OrganizationBasicInfo OrganizationContactInfo
SendForApproval	Boolean value that specifies whether the onboarding request needs to be routed for human approval before the systems provisions the new person.

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Step 1: Configure workflow parameters