Review

Hire2Retire supports two run modes: Autopilot and Supervised Mode. By default, the workflow will run in Autopilot mode, where the HR/ATS record will be synced to the Identity Provider without the user approval. In Supervised mode configuration, the workflow owner will be able to review and approve/reject employee profile changes before they are synced to the identity provider. Hire2retire supports the request/approval model that is analogous to manual employee lifecycle management.

The main purpose of Supervised Mode is to enable Hire2Retire to support the request/approval model, a common practice in manual employee lifecycle management. This functionality enhances customer confidence by allowing them to validate the Hire2Retire workflow thoroughly before transitioning to autopilot mode.

Steps to configure Supervised Mode

Go to the Deployment and Runtime Management Settings page.

Figure 1. Deployment and Runtime Management Settings Page

In the Run Mode configuration section, you will find options for Autopilot and Supervised mode.

Figure 2. Run mode expansion on Deployment Settings Page

To start using Supervised mode, select it and then choose your desired time interval for receiving notifications for any pending event. You will be able to set the notification interval for a reminder about pending events, with options of 2 hours, 4 hours, 6 hours, 8 hours, 12 hours, or 1 day, with the default set to 2 hours.

You can choose which lifecycles to run in supervised mode. Events related to the selected lifecycles will appear on the review page for approval, while all other events will be processed automatically without requiring approval. In the 'To Recipient(s)' field, enter the email ID(s) that should receive notifications for pending approval events. Finally, deploy the flow.

Figure 3. Form to configure supervised mode

You can also configure Supervised mode from Review Page.

Figure 4. Enable Supervised Mode from Review page

Select the desired lifecycles and deploy the workflow to apply the changes.

Figure 5. Configure Supervised Mode on Review Page

Review Page

When Hire2Retire process events, users should review and Approve or Reject the changes before syncing the data with the identity provider in supervised mode. In autopilot mode, no data will be displayed on Review Page.

Figure 6. Hire2Retire - Review Page

To approve or reject all the events click on the checkbox present in the table header as shown below. You can then choose to approve or reject by selecting the button just above the checkbox.

Figure 7. Approve or reject bulk events

Figure 8. Confirmation for bulk review

The Review page shows all pending events and allows users to review and take action. Click Review to view the data that will be synced to the identity provider. A dialog box opens displaying the proposed changes.

After reviewing the details, users can approve or reject the changes using the buttons at the bottom of the dialog box (highlighted in blue). If an event is rejected, it can be approved later using the Re-approve button. Users can move between events using the left and right arrows (highlighted in red).

Figure 9. Review pop up which will show all the data that will be written to IdP (Identity Platform).

You can receive the report in your desired format at your email address. Click on the logo for export on top right corner. A pop up will appear, provide additional receptionist(s), select format and type of information you want, it can be detailed or just a summary. After filling the pop-up form, hit Send.

Figure 10. Export Options

Review on ServiceNow

The "Review on ServiceNow" button allows users to quickly access pending review events in Hire2Retire IGA on ServiceNow.

Figure 11. Review on ServiceNow