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In order to customize the user experience during the onboarding process, the workflow offers several adjustable parameters. This article will walk you through the steps of modifying these parameters and running the workflow in each mode.
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Step 1
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– Configure workflow parameters
The Onboard Person wizard workflow incorporates numerous customizable parameters, allowing you to modify the fields displayed to users running the workflow and to determine whether human approval is needed before EmpowerID fulfills the request and provisions the person. The table below lists these parameters. By customizing these parameters, you can tailor the onboarding experience to best suit your organization's needs and preferences. In this example, we set the SendForApproval parameter to false.
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On the navbar, expand Low Code/No Code Workflow and select Low Code Workflows.
Select the Workflow tab and search for Onboard Person.
Click the Display Name for the workflow.
On the View One page for the workflow, expand the Request Workflow Parameters accordion and search for the SendForApproval parameter.
Click the Edit
button for the parameter.
Change the Value to false and click Save.
Follow the above steps to change other parameter values as needed.
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Navigate to the portal for the Resource Admin app in your environment.
In Resource Admin, select People and then select the Workflows tab.
Click Onboard a New Person.
This initiates the Onboard Person workflow.
Select the desired creation mode and follow the wizard to onboard the new person.
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