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Onboard People

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:

  1. 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.

  2. 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.

  3. Create Person From Another Mode: This innovative approach enables you to create a new person using another individual's information as a template.

Procedure

  1. Navigate to the portal for the Resource Admin app in your environment.

  2. In Resource Admin, select People and then select the Workflows tab.

  3. Click Onboard a New Person.

     

    This initiates the Onboard Person workflow.

     

  4. Select the desired creation mode and follow the wizard to onboard the new person.