Request onboarding¶

When a new person joins your organization, an onboarding request ensures they get the right access to the applications they need. Permission Assist walks you through the process and uses your organization's access models to automatically determine what access the new person should have.

Step 1 — Enter the employee's information¶

1. Enter the required personnel details for the person being onboarded. At a minimum, you must provide the employee's first name, last name, and identity type. See the personnel details fields below for a description of each field.

   Tip

   The more information you provide (such as department, title, and office), the more accurately Permission Assist can match the employee to the right access models.

2. Select the Continue button. The access models are displayed.

Step 2 — Review the access models¶

The employee's information is summarized at the top of the page, and the access model matching section is displayed below.

1. Review the Automatic section. If the employee's information matches one or more access models, the matched access models are displayed here. These are included automatically and determine the applications and permissions the new person will receive.

2. (Optional) Review the Optional section. If additional access models are available, you can select any that apply to this person.

3. Select the Continue button. The "When is access needed by?" section is displayed.

Step 3 — Choose when to start¶

1. Select one of the following options:

   Option	Description
   Immediate	Select this option to start the onboarding process as soon as possible
   Scheduled	Select this option to schedule the onboarding for a future date and time. After selecting this option, select the date and time link next to Needed by, then select the date and time the work needs to be completed. Use the slider to select the time (see example below)

   Note

   If you schedule the onboarding, Provision Engineers may be able to start working early based on the working window configured in System Configuration > Taskboards > Personnel Events.

2. Select the Continue button. The "Any additional instructions or explanation?" section is displayed.

Step 4 — Add comments and submit¶

1. (Optional) In the comment area, enter any additional notes or instructions that may be helpful for the Provision Team as they set up this person's access. You can also add attachments to comments and use @mentions to send email notifications to other Personnel Managers, Security Team, or Provision Team members.

2. Select the Continue button.

3. Verify the information.
4. Select the Submit button. The onboarding request is created.

Personnel details fields¶

What happens next¶

After the onboarding request is created, it moves through the personnel event workflow. An authorized person must approve the request. After the event is approved, it moves to the provision stage where Permission Assist automatically creates access requests for the Provision Team to set up the employee's access. For more information, see How personnel events work.

Related topics:

• Initiate a personnel event
• Change the scheduled start date of a personnel event
• Add attachments to comments
• Use @mentions to send email notifications