Introduction

For most source systems you'll want to schedule recurring imports, and for most target systems you'll want to schedule recurring enforcement.

Add a schedule

1. Go to Source > Schedules.
2. Click Add (+).
   
3. Enter a Name.
   
4. Select an hourly time slot (local time) under Schedule Time for the schedule to run each day.
   
   Tip: The colors in the Schedule Time pane indicate the average server load by time slot. Selecting a green or yellow time slot means your schedule is more likely to run at the beginning of the hour, and thus to finish within the hour. However, your schedule is guaranteed to at least start during the selected time slot, even if the server load is high (red).
5. Optional: Enable the Use Specific Time Zone toggle and choose a time zone in the dropdown to tie the selected time slot to a specific time zone. If you leave this toggle disabled, the selected time slot will be tied to the current time zone setting of your browser.
   
   
   1. Optional: Set the Observe Daylight Saving (DST) toggle. When enabled, the schedule will use the DST variant of the chosen time zone during daylight savings (i.e., the schedule will automatically be adjusted +/- 1 hour to continue running at the same clock time).
      
6. Drag and drop source systems from the Available Systems pane to the Systems To Be Imported pane. Place them in the order they should be imported (descending).
   
7. Optional: Enable the Determine Person Lifecycle Events toggle to enable person lifecycle (pre-onboarding/pre-offboarding notifications).
   
8. Enable or disable the Run Evaluation and Run Enforcement toggles to determine whether the schedule will perform an evaluation, an enforcement, or both.
   
9. Optional: Repeat steps (2) - (8) to add up to two additional schedules. Additional schedules must be at least 2 hours apart from one another.
   
10. The schedule(s) will run at variable times during the selected one-hour window, depending on server load. You will receive corresponding alerts (see below).

Note: Scheduled enforcements always trigger resources in PowerShell target systems (i.e., they are equivalent to Run an enforcement with resources).

Alerts

While HelloID Provisioning is open in your browser, you are notified of scheduled activity in the Provisioning alert center:

Alerts are sent for the following events:

• A schedule is starting in 30 minutes
• A schedule has just started
• A schedule has just completed

These alerts are not available through email. They are only intended to warn you about upcoming and in-progress scheduled activity while you are logged in. This helps you avoid editing settings or manually starting imports/enforcements while scheduled activity is occurring, which may cause unexpected results in the provisioning process.

Special situations

• It is possible to schedule an evaluation and/or enforcement without selecting any source systems to import. This is useful in situations where you need to rerun entitlements without importing any new data (e.g., if you are using sub-permissions).
• It may be useful to create two separate schedules: one for evaluation, followed by one for enforcement. In conjunction with a evaluation summary notification, you can receive an email report two hours in advance of the enforcement. Thus, you can preview the changes and intervene before the enforcement if needed.
• If a scheduled import starts while a manual import is in progress, the manual import is automatically canceled. Only the scheduled import runs. To ensure that a manual import succeeds without being interrupted, you can disable the relevant scheduled import using its Enable Schedule toggle.