Personnel managers guide¶
Note
This section of Permission Assist documentation only applies to customers that have purchased the IAM Operations module. If you would like to know more about IAM Operations, contact Support.
Personnel Managers initiate personnel events such as onboarding, offboarding, role transitions, and leaves of absence. Personnel Managers can also track the progress of an event as it moves through each step of the process. Anyone assigned to the Personnel Managers group in System Configuration > System Authentication is a Personnel Manager.
For an overview of event types, the step-by-step workflow, scheduling, and how personnel events create access requests, see How personnel events work.
In this section¶
| Topic | Description |
|---|---|
| How personnel events work | Overview of event types, the step-by-step workflow, scheduling, access models, and tracking progress |
| Initiate a personnel event | Start a new personnel event such as onboarding, offboarding, role transition, or leave of absence |
| Request onboarding | Set up access for a new person joining your organization |
| Request offboarding | Remove access for someone leaving your organization |
| Request role transition | Update access when an employee changes job title or position |
| Edit a pending onboarding event | Change identity details, organization information, or access model selections for an onboarding event that has not yet been approved |
| Edit a pending role transition event | Change identity details, organization information, or access model selections for a role transition event that has not yet been approved |
| Request leave of absence | Temporarily suspend access for an employee on extended leave |
| Request a change to user permissions | Request a one-off permission change for a specific user account within an application |
| Change the scheduled start date | Adjust the scheduled start date of a personnel event when the original date needs to change |
| Generate a detailed personnel event report | Generate a summary report of a personnel event and the status of each access request |
| Generate a personnel event audit package | Generate a comprehensive audit package with detailed reports for the event and every access request |
| Add attachments to comments | Upload supporting documents and files to personnel event comments |
| Use @mentions to send email notifications | Use @mentions in comments to notify others by email |