Over the last few weeks, we had been putting up explainers on how to automate user provisioning, user provisioning by importing CSV file and more. If you had missed it, click here to catch up on it.

This week's post will take you through through the steps to automatically create user accounts whenever new records are added in HR applications like Workday, BambooHR, Zoho People.

Keeping employee information in sync across directories in an organization is now made simple with ADManager Plus integrating with HR applications like UltiPro, BambooHR, Zoho People and Workday. These integrations provide automated and dynamic user provisioning, modification and deprovisioning experience.

How to configure the ADManager Plus and HR application integration?

1.  Navigate to Admin> System Settings> Integrations.
   
2.  Choose the HR application to be integrated. 
   
3.  Configure the required settings like HR account credentials, web service URL, etc.
   
4. The Data Source - LDAP Attribute Mapping tab has settings that allow you to map the Active Directory attributes to the predefined Database Column name provided in the HR application database. For example, if you want to map the 'givenName' attribute in Active Directory to the 'First_Name' attribute in the HR database, you can do so by selecting them under the respective drop down menu on either side of the '=' in the Attribute Mapping tab.
   
5. ​Click Test Connection and Save.
   

How to set up an automated HR driven user provisioning using ADManager Plus?

1. Navigate to Automation tab > Automation > Create New Automation
   

2. Configure the following settings.
   

   • Automation policy Name and Description - Enter a suitable name and description for the automation process.
     

   • Automation Category - Choose User Management.
     

   • Domain - Choose the domain and OUs where the task should be run in.
     

   • Automation Task/Policy - From the 'Automation policy' list, select the 'user provisioning' policy.
     

   • Location of CSV - Click this tab and choose Data from HR application you require.
     

   • Implement Business Workflow - Enable this option if you wish that the user creation be carried out after approval. This option will automatically create a user creation request; once it is approved by the appropriate technician or user mentioned in the workflow, the user accounts will be created in AD.
     

   • Select the Execution time and Frequency at which you want the automated user provisioning to be done.
     

   • Enable the Notification option if you wish to be notify the technician every time the automation gets executed.
     

3. Click Save.
   

Tune in next week, for the fifth part of this series to know how to delegate user provisioning to help desk technicians!