Onboarding People

The Onboard Person wizard streamlines the creation of new Person objects in EmpowerID through three flexible modes designed for different onboarding scenarios and complexity levels.

Onboarding Modes

The wizard offers three creation modes:

Mode	Best For	Key Features
Simple Mode	Quick onboarding with minimal data	Requires only essential information: name, role, location
Advanced Mode	Comprehensive person creation	Includes role assignments, group memberships, detailed attributes
From Another Person	Standardized onboarding	Uses an existing Person as a template for consistent setup

Prerequisites

• Access to Identity Administration in EmpowerID
• Permissions to create Person objects
• For advanced mode: appropriate permissions for role and group assignments
• Business role and location information for the new person

Configure Workflow Parameters

The Onboard Person workflow includes customizable parameters that control the user experience and approval requirements. Configure these parameters before running the workflow to align with organizational needs.

View Workflow Parameters

Parameter	Description
CreationModeListDataItemTypeName	List containing available modes for onboarding people
EmailMessageIdForMgtRoles	Integer specifying email message sent to Management Role members
EmailMessageIdForNewPerson	Integer specifying email message sent to newly onboarded person
EmailMessageIdForPersonManager	Integer specifying email message sent to person's manager
IsAssignGroupMembership_IsVisible	Controls visibility of Assign Group Membership section
IsAssignMgmtRoleBundleMembership_IsVisible	Controls visibility of Assign Management Role Bundle Membership section
IsAssignObjectVisibilityAccessRoles_IsVisible	Controls visibility of Assign Visibility Access Role section
IsAssignPreApprovedMgmtRole_IsVisible	Controls visibility of Assign Pre-Approved Management Roles section
IsAssignRbacOperationAccessRoles_IsVisible	Controls visibility of Assign RBAC Operation Access Roles section
IsAssignSecondaryRoleAndLocation_IsVisible	Controls visibility of Assign Secondary Role and Location section
IsAssignUIAccessRoles_IsVisible	Controls visibility of Assign UI Access Roles section
IsAutoGeneratePassword_IsVisible	Controls visibility of Auto Generate Password option
OnboardPersonCreationMode_ItemSetName	Specifies List Item Set Name containing creation modes
OnboardPersonPropertiesToClone	Properties cloned in "From Another Person" mode: • LastName • FirstName • Address.City • Address.State
PersonPropertiesToClone	Properties cloned in "From Another Person" mode: • Name • Address • ManagerInfo • PrimaryLocationAndRole • OrganizationBasicInfo • OrganizationContactInfo
SendForApproval	Determines whether onboarding requires approval before provisioning

Update Workflow Parameters

1. On the navbar, expand Low Code/No Code Workflow and select Low Code Workflows.
2. Select the Workflow tab and search for Onboard Person.
3. Click the Display Name for the workflow.
4. Expand the Request Workflow Parameters accordion and locate the parameter to modify.
5. Click the Edit button for the parameter.
6. Update the Value field and click Save.
7. Repeat for additional parameter changes as needed.

Onboard a Person

1. Navigate to the Resource Admin portal.
2. Select People and click the Workflows tab.
3. Click Onboard a New Person.
   This initiates the Onboard Person workflow.
4. Select the desired creation mode and complete the workflow:

Simple Mode

Simple Mode Steps

1. Select Simple Mode and click Next.
2. Enter the following information:
   • First Name – Person's first name
   • Last Name – Person's last name
   • Email – Email address (optional)
   • Personal Email – Personal email for welcome message (optional)
   • Primary Role and Location – Click Select a Role and Location, then:
     • Search for and select a Business Role
     • Click the Location link and select a location
     • Click Select to confirm
   • Manager – Person's manager (optional)
3. Click Next.
4. Review the person details summary and click Submit to complete onboarding.

Advanced Mode

Advanced Mode Steps

1. Select Advanced Mode and configure Advanced Options:

   • Auto-Generate a Password? (Yes/No)
   • Assign Management Role Bundle Memberships? (Yes/No)
   • Assign Pre-Approved Management Roles? (Yes/No)
   • Assign Group Memberships? (Yes/No)
   • Assign Secondary Role and Locations? (Yes/No)
   note

   You must have appropriate permissions to assign roles and groups.

2. Click Next.

3. On the Person tab, complete the general identity information:

   Person General Details:

   • First Name, Initials, Last Name
   • Display Name, Login
   • Email, Personal Email
   • Primary Business Role and Location (required)
   • Manager (optional)

   Person Password: (Appears if auto-generate password is disabled)

   • Password
   • Confirm Password

   About Person:

   • Preferred Language
   • Notes, About me

4. Optionally, select the Organization tab:

   Organization Information:

   • Title, Office, Location
   • Department, Division, District, Company

   Address and Phone Numbers:

   • Street Address, City, State, Province, Country
   • Postal Code
   • Telephone, Business Phone, Mobile Phone Provider, Fax

5. Optionally, select the Advanced tab:

   • Enabled – Selected by default
   • Disable Notifications – Prevents email notifications
   • Allow Attribute Sync – Enables attribute synchronization (selected by default)
   • Allow Login – Enables system login (selected by default)
   • Must Change Password on Next Login – Forces password change

6. Click Next.

7. If selected, assign Management Role Bundles or click Skip.

8. If selected, assign Pre-Approved Management Roles or click Skip.

9. If selected, assign Group Memberships or click Skip.

10. Review the summary and click Submit to complete onboarding.

tip

Click Cancel at any time to exit the workflow without onboarding the person.

From Another Person

From Another Person Steps

1. Select From Another Person and click Next.

2. Search for and select the template person, then click Next.

3. On the Person tab, review and modify the pre-filled information:

   Person General Details:

   • First Name, Initials, Last Name
   • Display Name, Login
   • Email, Personal Email
   • Primary Business Role and Location (required)
   • Manager (optional)

   Person Password: (Appears if auto-generate password is disabled)

   • Password
   • Confirm Password

   About Person:

   • Personal Email for welcome message
   • Preferred Language
   • Notes, About me

4. Optionally, select the Organization tab and review/modify:

   Organization Information:

   • Title, Office, Location
   • Department, Division, District, Company

   Address and Phone Numbers:

   • Street Address, City, State, Province, Country
   • Postal Code
   • Telephone, Business Phone, Mobile Phone Provider, Fax

5. Optionally, select the Advanced tab and review/modify settings:

   • Enabled, Disable Notifications
   • Allow Attribute Sync, Allow Login
   • Must Change Password on Next Login

6. Click Next.

7. Optionally, assign Management Roles and click Next.

8. Optionally, assign Group Memberships and click Next.

9. Review the summary and click Submit to complete onboarding.

tip

Click Cancel at any time to exit the workflow without onboarding the person.

Results

• New Person object is created in EmpowerID
• Person receives welcome email at personal email address (if provided)
• Manager receives notification email (if manager has registered email)
• Selected roles and group memberships are assigned
• Person can authenticate to EmpowerID (if enabled)
• Attribute synchronization is configured based on settings

Related Procedures

• Creating User Accounts for People
• Inviting People
• Setting up Core Identities