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Overview

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

Monday.com Application on Hire2Retire

Figure 1. Monday.com Application on Hire2Retire

Define Provisioning Criteria

Provisioning Type

Provision Employee 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, the rules are defined on the basis of Department (Equals) and Job title (Equals). If the rules are passed then only user(s) will get provisioned. If no rule passes and the user(s) is present in Monday.com then deprovisioning is performed for the user(s).

Monday.com ScimManager Table1

Figure 2. Provision users with following rule definitions

You can enable the "Do not deprovision app access upon change of profile or role" checkbox to prevent users from being deprovisioned on Monday.com due to a role mismatch.

Monday.com ScimManager checkbox

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

Process All Employees

All user(s) will be provisioned on Monday.com.

Monday.com Process All Employees

Figure 4. Process All Employees

Provision User

You can decide to either provision or deprovision user(s) using Access.

  • Provisioning - You can provision one or more user(s) to Monday.com according to the requirement. User(s) can be created, updated, or reactivated in provisioning operation.

  • Deprovisioning - You can deprovision one or more user(s) according to the requirement. User accounts will be deactivated on Monday.com upon deprovisioning.

Monday.com Form Operations

Figure 5. Configure lifecycle operations for Monday.com

Map Attributes on Monday.com

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

Monday.com Form Attributes

Figure 6. Select Monday.com attributes