Overview

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

Figure 1. Workiva Application on Hire2Retire Provisioning

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, user(s) with Department "Sales"/"Product Development" and title "Manager"/"ASE" 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 Workiva.

Figure 2. Provision users with following rule definitions

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

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

Process All Employees

All user(s) will be provisioned on Workiva.

Figure 4. Provision All Employees

Provision User

You can decide to either provision or deprovision using Access.

• Provisioning - You can provision one or more user(s) to the Workiva 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 Workiva upon deprovisioning.

Figure 5. Configure lifecycle operations for Workiva

Map attributes on Workiva

You can select the attributes provided by Workiva 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 6. Select Workiva attributes