Adding new employees using a manager or employee administrator
You can also attest new users if new employees are added in the Manager or if a manager in the Web Portal adds a new employees. Specify the required behavior with the configuration parameter QER | Attestation | UserApproval | InitialApprovalState. This configuration parameter has the default value 0. This gives each new employee the certification status Certified. Automatic attestation is not carried out.
To automatically attest new users
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In the Designer, enable the QER | Attestation | UserApproval | InitialApprovalState configuration parameter and set the value to 1.
All employees added to the database from this point on are given the certification status New. This means automatic attestation of these employees is carried out.
The sequence is different for internal and external employees.
Attestation sequence:
- Enter the new user's main data and assign a manager to them.
For detailed information about adding employees, see the One Identity Manager Identity Management Base Module Administration Guide and the One Identity Manager Web Designer Web Portal User Guide.
The certification status corresponds to the value of the QER | Attestation | UserApproval | InitialApprovalState configuration parameter. If the configuration parameter has the value 1, certification status is set to New.
The employee is activated by default. They can therefore log in to One Identity Manager immediately. To ensure that the employee cannot log in to One Identity Manager until their main data has been attested, deactivate the employee.
- Once the employee main data has been saved, attestation starts.
Attestation policy used: New user certification
- Attestors are found.
Effective approval policy: Certification of users
-
If the External option is set for the employee:
Attestation takes place as described in the Self-registration of new users in the Web Portal section, steps 4 to 5.
- If the External option is set for the employee:
- One Identity Manager checks whether you have assigned a manager to the employee.
-
If you have assigned a manager to the employee, the case is immediately passed on to them for approval.
-
If you have not assigned a manager to the employee, the case is assigned to the employee administrators for approval.
- An employee administrator checks your main data and also assigns a manager to you.
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The employee administrator assigns a manager and approves attestation. The attestation case is assigned to the manager for approval.
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If the employee administrator does not assign a manager and approves attestation, the attestation case is closed. Your employee properties are updated in the database.
Table 51: Properties of an employee with approved attestation
|
Certification status |
Certified |
|
|
External |
Not set |
|
|
Disabled permanently |
Not set |
|
|
No inheritance |
Not set |
Company resources are inherited. |
-
If an employee administrator denies attestation approval, the attestation case is closed. Your employee properties are updated in the database.
Table 52: Properties of an employee with rejected attestation
|
Ceritifcation status |
Rejected |
|
|
External |
Not set |
|
|
Permanently disabled |
Set |
|
|
No inheritance |
Set |
Company resources are not inherited.
User accounts are not created automatically. |
- The manager can deny attestation approval if he is not the manager in charge of the employee.
-
The manager can assign another person as manager. The attestation case is immediately assigned to this manager.
-
If the manager does not know who your manager is, approval is returned to the employee administrators. These can
- If the manager approves attestation, the attestation case is closed. Your employee properties are updated in the database.
Table 53: Properties of an employee with approved attestation
|
Certification status |
Certified |
|
|
External |
Not set |
|
|
Disabled permanently |
Not set |
|
|
No inheritance |
Not set |
Company resources are inherited. |
NOTE: Only employee administrators can ultimately deny attestation approval. If a manager denies attestation, the case is returned to the employee administrators for approval in any case.
Related topics
Importing new employee main data
You can request attestation of new employees if the main data is imported from other systems into the One Identity Manager database. To ensure that new employees are automatically attested, you must set the employee’s certification status to New (Person.ApprovalState = '1'). There are two possible ways to do this:
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The QER | Attestation | UserApproval | InitialApprovalState configuration parameter is evaluated for certification status. If the configuration parameter has the value 1, certification status is set to New.
Prerequisite: The import does not alter the Person.ApprovalState property.
NOTE: The QER | Attestation | UserApproval | InitialApprovalState configuration parameter has the value 0 by default. This gives each new employee the certification status Certified. Automatic attestation is not carried out.
If you want to attest new employees immediately, change the value of the configuration parameter to 1.
- The import sets the Person.ApprovalState property explicitly.
-
The import sets ApprovalState='1' (New).
The employee is automatically sent to the manager for attestation.
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The import sets ApprovalState=’0' (Certified).
Imported employee main data has already been authorized. It should not be attested again.
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The import sets ApprovalState=’3' (Denied).
The employee is deactivated permanently and is not attested.
Attestation of new users is triggered when:
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The QER | Attestation | UserApproval configuration parameter is set
-
New employee main data was imported into the One Identity Manager database
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The certification status for new employees is set to New
-
No Import data source is stored with the employee.
If the External option is not set for an employee, attestation takes place as described in the Adding new employees using a manager or employee administrator section, step 5.
If the External option is set for the employee, attestation takes place as described in the Self-registration of new users in the Web Portal section, steps 4 to 5.
The New user certification attestation policy is run.
Related topics
Scheduled attestation
Users are also attested when the certification status for an employee is set to New at a later date (manually or through import). The Daily schedule is assigned to the New user certification attestation policy for this purpose. Attestation of new users is started when the time set in the schedule is reached. This process determines all employees with the certification status New and for whom no attestation cases are pending.
You can assign a custom schedule to the attestation policy if required.
Detailed information about this topic
Limiting attestation objects for certification
IMPORTANT: In order to customize the default New user certification attestation policy, you must make changes to One Identity Manager objects. Always use a custom copy of the respective object to make changes.
It may be necessary to limit attestation of new users to a certain group of employees, for example, if only employees in a specific departments should be attested. To do this, you can extend the condition attached to the attestation policy. Create a custom attestation policy for this.
The following objects must be changed so that attestation of new users can be carried out with this attestation policy. Always create a copy of the respective object to do this.
- New user certification attestation policy
- VI_Attestation_Person_new_AttestationCase_for_Certification process
- VI_Attestation_AttestationCase_Person_Approval_Granted process
- VI_Attestation_AttestationCase_Person_Approval_Dismissed process
IMPORTANT: In order for attestation to run correctly in the Web Portal, the default Certification of users attestation procedure and the default Certification of users approval policy must be assigned to the attestation policy.
The default attestation procedure, the default approval policy, and the default Certification of users approval workflow must not be changed.
To customize default attestation of new users
-
Copy the Certification of users attestation policy and customize it.
Table 54: Attestation policy properties
|
Attestation procedure |
Certification of users. |
|
Approval policies |
Certification of users. |
|
Editing conditions |
Copy the default condition without modification so that the correct attestation object is selected.
To limit the number of attestation objects, you can add additional partial conditions to the database query. |
-
In the Designer, create a copy of the VI_Attestation_Person_new_AttestationCase_for_Certification process from the Person base object and customize the copy.
Table 55: Process properties with changes
|
Create attestation instance |
WhereClause |
Replace the UID of the New user certification attestation policy with the UID of the new attestation policy. |
-
In the Designer, copy the VI_Attestation_AttestationCase_Person_Approval_Granted process of the AttestationCase base object and customize the copy.
Table 56: Process properties with changes
|
Pre-script for generating |
Replace the UID of the New user certification attestation policy with the UID of the new attestation policy. |
|
Generating condition |
-
In the Designer, copy the VI_Attestation_AttestationCase_Person_Approval_Dismissed process of the AttestationCase base object and customize the copy.
Table 57: Process properties with changes
|
Pre-script for generating |
Replace the UID of the New user certification attestation policy with the UID of the new attestation policy. |
|
Generating condition |
For detailed information about editing processes, see the One Identity Manager Configuration Guide.
Detailed information about this topic
