Request Order Guide

Hire2Retire IGA integrates with ServiceNow to simplify and automate the process of requesting multiple related services through Order Guides. This is especially helpful during employee onboarding, where several resources, like equipment, access, and accounts, need to be provisioned at once.

Request Order Guide

The Order Guide action in Hire2Retire IGA allows you to automatically trigger an order guide in ServiceNow based on lifecycle events, such as onboarding or role change.

Policy Configuration

You can specify condition(s) based on user's AD attributes and group memberships to process the Order Guide action. The action will be processed if the user has been added or removed from the specified groups or if certain attributes match the given conditions.

Figure 1. Define Policy to create Order Guide

Configuring Order Guide

When a new employee is onboarded, the Onboarding Order Guide in Hire2Retire can be automatically triggered. For instance, as soon as the onboarding event is recorded in Hire2Retire, the system uses the predefined order guide to submit a request in ServiceNow. This request may include setting up the employee’s laptop, creating their email account, assigning security access, and provisioning the necessary software, all in a single, streamlined process.

You can provide the order guide summary and select the available attributes. You can also map the values to populate the attributes. You can also add any additional attributes apart from the default attributes using + sign. Refer to the example workflow images available below.

Note: Hire2Retire currently does not support Order Guides that require variables or additional configurations.

Figure 2. Creating an Order Guide

Figure 3. Select Order Guide

Figure 4. Defining the Requested for attribute

Figure 5. Configuring Order Guide