Associate Provisioning Item to a Process

Onboarding administrators can associate items to an onboarding process so that the items are available for Onboarding owners to select when launching a new hire.

Navigation: Settings > Processes

  1. On the Onboarding Process Settings page, select a process.
  2. On the Onboarding Process Details page in the Provisioning section, select Add/Remove Items .
  3. Select which items to add to the process, and then select Update Selections.

    Onboarding Provisioning Settings. Image displays the Provisioning Items section with various provisioning items listed as examples. Checkboxes are shown next to each provisioning item and the option to Update Selections or Cancel at the bottom.

    Selected items automatically appear when an Onboarding owner launches a new hire with the associated process. For each item, the Onboarding administrator can select if the item is Requested By Default.

    Onboarding Provisioning Settings. Image displays the Provisioning section of the Onboarding Process Settings page with the selected provisioning items displayed. The options to make items a default option, remove items, save, and cancel are all shown.

  4. Select Save.
Related Topics
Parent topic: Provisioning

Last Updated: 11/8/2024 6:45:51 p.m.