6.3.1 Guidelines on Performing Provisioning Operations
These are the guidelines that you must apply while performing provisioning operations.
Provisioning attributes required to create User account.
To create User provisioning operation, following values are required:
- Account Type: : This will specify the Account Type (User)
- UserName: The user’s Username.
- First Name: The user's first name.
- Last Name: The user's last name.
Attributes required to be updated in the parent form of User account.
- UserName: The user’s Username
- Display Name: The user’s Display name
- External Id: The user’s External Id
- Work Email Address: The user’s work email address
- First Name: The user's first name.
- Last Name: The user's last name.
Provisioning attributes required to create Worker account.
To create Worker provisioning operation, following values are required:
- Account Type: This will specify the Account Type (Worker)
- Last Name: The worker’s Last name
- Worker Type: Worker type of worker account
- Action Code: Action Code Specifies the action performed on the record. For example: HIRE, ADD PENDING WORKER, and so on.
- Legal Employer Name: A legal employer is a legal entity that employs workers.
- Legislation Code: The LegislationCode is an attribute used to specify the legislative data group for a particular country or region.
- BusinessUnitId: A business unit is a unit of an enterprise that performs one or many business functions that can be rolled up in a management hierarchy.
- Projected Start Date: This field indicates the anticipated start date for the new employee. (This is required to provision Pending Worker)
- Proposed User Person Type: This field specifies the intended user person type for the new employee. (This is required to provision Pending Worker)
Attributes required to be updated in the parent form of Worker account.
- Last Name: Worker’s Last name.
- First Name: Worker’s First name.
- Work Email Address: Worker’s work email address
- Primary Phone Type: This will specify the phone type of worker’s primary phone number.
- Primary Phone Number: This will specify the primary phone number of worker.
- Address Line1: This will be first line of worker’s address.
- Address Line2: This will be second line of worker’s address.
- Floor: This will specify floor number of worker's address.
- Town Or City: This will specify the City or Town of workers' address.
- Region1: This will specify the Region 1 of workers' address.
- Region2: This will specify the Region 2 of workers' address.
- Region3: This will specify the Region 3 of workers' address.
- Postal Code: This will specify the postal code of workers' address.
Note:
- Upon provisioning, immediate reconciliation is necessary to obtain the ‘workerId’. This ‘workerId’ is required for all update operations on worker accounts.
- Reconciliation is needed after modifying child data to fetch phoneId and emailId for each update operation of Phone and Email.
- Manager, Job and departments are not reconciling to OIM for pending worker type.