Overview

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

Figure 1. CertifyExpense Application on Hire2Retire

Define Role Definition

Provisioning Type

Define Role(s)

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 the rules are defined on the basis of Department (Contains). If the rules are passed then only user(s) will get provisioned. If no rule passes and the user(s) is present in CertifyExpense then deprovisioning is performed for the user(s).

Figure 2. Provision users with following rule definitions

Map the rules defined in first table with the Roles provided by CertifyExpense.

Figure 3. Role to CertifyExpense Role Mapping

You can also select default roles in CertifyExpense. For if and only if 'Developer' Role is passed and it is not mapped in the second table then the selected default CertifyExpense Roles will be assigned to the user(s).

Figure 4. Default Role in CertifyExpense to add to rest roles

Process All Employees

All user(s) will be provisioned on CertifyExpense.

Figure 5. Process All Employees

Provision User

You can decide to either provision or deprovision user(s) 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 6. Configure lifecycle operations for CertifyExpense

Map attributes on CertifyExpense

You can populate a user's profile in CertifyExpense by mapping attributes incoming from the AD. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.

Figure 7. Select CertifyExpense attributes