Anonymous, bureaucrat, administrator
7,528
edits
Changes
m
=== Support catches ===
If the CDA Id isn't passed to the form the system will still work. The system will create a new record in the nominated form and add the staff Id to that record. The system performs a look up to match the CDA record will createa record where not match is found. If the CDA is passed the system will update the CDA record specified.
== Leaving employment with Retired Users ==
=== Exit process form ===
=== Security Settings ===
no edit summary
= Overview =
As a bxp user account in System Access Management is a unique identifier for a staff member it can also be tied into HR processes.
Onboarding : For a user to have a record on which to do work and a full Employee Self-Service solution, the user must be set to "Live". At this point it is possible to have work kick off in a form and be managed using bxp process management solutions.
Leaving employ : When a staff member leaves the company, their user account is set to retired. At this point there is a HR process to be followed to ensure proper exit from the business.
= Setup = == On boarding with Live Users == === OnBoarding process form === The first stage is to define an on-boarding process. This is essentially a checklist of things to do when the person becomes an employee. This can be built using a form in Form Management
The "New Account" outcome needs a URL added to it's process. The fastest setup is to copy a user as this also copies permissions. It is possible to pass information through the parameters to speed up the creation process.
A sample url would be
../security/userUser_Lookup-details.asp?strData_URL=userUser_Copy-confirm.asp&intCDA_Id=--intCDA_X_Id--&strFirstname=X&strSurname=X
=== Security Settings === The next part of the process is to configure the system to react when a user is put live. ''Main Menu > System Access Management > System Management > System Settings > HR Live user''
[[File:SAMHR_liveuser_002.png|800px]]
There are other extra settings which allow multiple fields of information to be copied into the form. The format of this is XXXX=YYYY * Where XXXX is the strCDA_X_field_y_Z of the form. * YYYY is the HR field or Client field as available from the reference tables.
* Date time replacements are also supported.
=== Usage === # A ticket or work item comes into the Form to create / make live a new person. # The outcome "New Account" is chosen.
# The Administrator chooses the account to copy
# The user adds the account and sets the user to "Live"
# The system will perform the sittings above and link the new account to the record by updating the staff field and transferring any data as necessary.
=== Usage Support catches===If the CDA Id isn't passed to the form the system will still work. The system will create a new record in the nominated form and add the staff Id to that record. The system performs a look up to match the CDA record will createa record where not match is found. If the CDA is passed the system will update the CDA record specified.
==Leaving employment with Retired Users==
===Exit process form===
===Security Settings===
===Usage===
[[Category:Topic:Security]]
[[Category:Topic:Human Resources Management]]