Overview

Using the Access on Hire2Retire you can provision and deprovision users on Board. Read the official documentation of Board here.

Figure 1. Board Application on Hire2Retire

Define Role Definition

Provisioning Type

Provision Employees by Role

You can assign a Role to any user based on their AD attributes. You can define complex conditions using AND and OR logic. You can also use the Group memberships in AD to define Roles. For example: In Figure 2, user(s) with Department "Sales" and Title "Manager" will get provisioned. Only users who get a Role assigned based on the conditions, will be provisioned. If the user is unassigned from a role based on their updated profile in AD/Entra ID, and you have selected to deprovision using Hire2Retire, user will be deprovisioned from GetHarvest.

Figure 2. Provision users with following rule definitions

You can enable the checkbox for "Do not deprovision upon change of profile or role" for not deprovisioning the users on role mismtach.

Figure 3. Do not deprovision users upon change of profile or role

Process All Employees

All user(s) will be provisioned on GetHarvest.

Figure 4. Process All Employees

Provision User

You can decide to either provision or deprovision using Provisioning.

You can provision one or more user(s) according to the requirement. User(s) can be created, updated or reactivated in provisioning operation. You can deprovision one or more user(s) according to the requirement. User(s) can be terminated in deprovisioning operation.

Figure 5. Configure lifecycle operations for Board

Map attributes on Board

You can select the attributes provided by Board that you want to populate. You can map values from AD/AzureAD/Hybrid to populate these attributes. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.

Figure 6. Select Board attributes