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Provisioning workflow

  1. Add & configure one or more Source systems, which are the external systems of record which hold your organization's personnel data. (Typically, only one.)

  2. Add & configure one or more Target systems, which are the external systems/applications in which your employees need user accounts. (Typically, several.)

  3. Perform Imports of your source systems to import their raw personnel data into HelloID. HelloID combines the latest imports from each source system into Snapshots. Based on the latest snapshot, HelloID generates Persons objects. These are intermediary objects which "bridge" data from source to target systems.

  4. If needed, use Person aggregation to merge duplicate persons.

  5. Create and configure Business rules, which specify the Entitlements that persons should receive, and under what conditions. Entitlements can include target system accounts, account access, group memberships, and permissions (custom entitlements).

  6. Perform Evaluation and Enforcement to preview and apply the entitlements specified in business rules. During enforcement, changes are written into your target systems.

  7. Typically, you'll also want to configure recurring imports & enforcements. Do this with Schedules, coupled with Notifications.