Within many organizations, there is a need to prevent automated processes from touching a particular person's account. This may be the account of the CEO, principal, or someone who needs their account data to adhere to different standards.
HelloID helps you accommodate these exclusions on both a manual and automated basis. This article will show you how to manually flag a person for exclusion, as well as exclude them within the source data mapping.
Manually exclude a person
Option 1: Persons Overview
Follow these steps to exclude one or more persons from processing on an ad hoc basis from the Persons Overview.
- Navigate to the Persons Overview.
- In the list of persons, select the one whom you wish to exclude from all HelloID provisioning processes.
- Under that person's Information tab, click the Exclude button.
- If you wish to include the person again, click the Include button.
Option 2: Exclusions Overview
Follow these steps to exclude one or more persons from processing on an ad hoc basis from the Exclusions Overview.
- Navigate to Business Rules > Exclusions.
- In the Included Persons list, find the person whom you wish to exclude from all HelloID provisioning processes.
- Next to their name, click the Exclude button.
- If you wish to include the person again, find them in the Excluded Persons list and click their Include button.
Automatically exclude a person
If you wish to automatically exclude persons from processing based on data from the source system, you may do so with the Excluded field in the source system mapping.
Important: If you are using a field or complex mapping, the expected data type is a Boolean (true or false) value.
When a person has been excluded based on their HR data, this fact is reflected on their Persons Overview page. Next to the word "Excluded", you'll find the abbreviation "HR". This denotes that the person was excluded automatically within the source system, based on their data mappings.
What happens to existing entitlements?
If you exclude a person who already has entitlements (e.g., accounts and memberships) issued to them by HelloID, those entitlements will be left alone while the person is excluded from processing. This is true even if the person in question no longer qualifies for the business rules that grant those entitlements.