Onboard People

EmpowerID provides a comprehensive wizard workflow called "Onboard Person" to simplify and streamline the process of manually onboarding individuals. This wizard offers various options to accommodate different needs and preferences:

Create Person Simple Mode: Designed for ease of use, this option requires only essential information to create a new person, such as their First Name, Last Name, Primary Business Role, and Location.
Create Person Advanced Mode: Catering to more complex requirements, this mode provides additional configuration options and demands further details, such as assigning the new person to one or more Management Roles and groups.
Create Person From Another Mode: This innovative approach enables you to create a new person by using another individual's information as a template.

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.

Step 1 – 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.

Parameter	Description

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.

To configure workflow parameters, do the following:

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.

Step 2 – Run the workflow

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.