Overview

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

Figure 1. Walkme 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 thee Group memberships in AD to define Roles. For example:In Figure 2, user(s) with Department "Product Development" 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, and you have selected to deprovision using Hire2Retire, user will be deprovisioned from Walkme.

Figure 2. Provision users with following rule definitions

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

• Roles in Walkme are a way to group together users who have similar responsibilities. They are similar to profiles, but they are more abstract and are typically used to define the permissions and responsibilities of a specific role in an organization, rather than the permissions and settings of a specific group of users.

Figure 2.1. Rule to Licence Mapping

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

Process All Employees

All user(s) will be provisioned on Walkme.

Figure 3. 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 3.1. Configure lifecycle operations for Walkme

Map attributes on Walkme

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

Figure 4. Select Walkme attributes