Manage HCM Role Provisioning Rules

Role provisioning rules ensure that users automatically receive the correct job roles when they're created. Without these rules, new users will not have access to data or functions and can't perform tasks in the application. By setting up rules, you can map resource roles (such as Field Service Mobile Worker) to the corresponding job roles (such as Field Service Mobile Worker job role). This way, when you add a new user and assign them a resource role, the application automatically grants the matching job role and permissions. Automatic provisioning makes the process more efficient and consistent.

Navigation: Navigator > My Enterprise > Setup and Maintenance > Users and Security

To add a role provisioning rule:

1. Click Manage HCM Role Provisioning Rules.
2. On the Manage Role Mappings page, click Create to create a provisioning rule.
   The Create Role Mapping page appears.
3. In the Mapping Name field, enter a descriptive name that identifies the mapping (for example, Field Service Mobile Worker).
4. In the Conditions section, enter these conditions:
   1. Resource Role: Select the relevant resource role (for example, Field Service Mobile Worker).
   2. HR Assignment Status: Select Active. This ensures that the roles are removed automatically if the user is terminated in Global Human Resources.
5. In the Associated Roles section, click Add to specify the job roles to provision. (For example, the Field Service Mobile Worker job role.)
6. For each job added, select the appropriate role-provisioning options:
   1. Requestable: Qualifying users can provision the role to other users. A 'qualifying user' is one that satisfies the rule conditions.
   2. Self-Requestable: Qualifying users can request the role for themselves.
   3. Autoprovision: Qualifying users can receive the role automatically (default).
7. Click Save and Close and then Done to return to the Functional Areas task list. Repeat the process for each resource role you want to assign.

   After creating or editing role mappings, run the Autoprovision Roles for All Users process.

8. To do this, go to Navigator > Tools > Scheduled Processes. Search for and run the Autoprovision Roles for All Users process. This evaluates all users and updates their role memberships per the latest rules.

   For more information about role provisioning, see the Role Management topic of the Using Global Human Resources guide.

   For more information about the processes including the Autoprovision Roles for All Users process and the Send Pending LDAP Requests process and how they impact one another, see the Best Practices for Scheduled Processes guide.