The transfer process is the process where IDM updates the user profile attributes when the user has Transfer status in the HRMS system and then reconciles the changes into corresponding Target Systems.
|Brief Description||The transfer process is initiated when an employee or contractor record displays Transfer status in HRMS. IDM considers those users as Transfer status whose company code changes and employee type remains the same. IDM reconciles all such users from HRMS and updates the record in IDM and corresponding target systems|
The basic flow for the update process is explained in the below activity diagram:
- The user Transfer process triggers the conversion process which runs in parallel.
- Certification date intervals shall be flexible and can be adjusted as needed by an IDM Administrator.
User Transfer Certification Process Failure Remediation
1-> Validate Event listeners before the execution of User transfer Certification job
if event listeners are missing
a)Add event listeners using API(feasibility check required) or Create a task to manually handle
2-> Filter out missing certifications by comparing updated users(job, company, department, manager) with a list of certification generated in WFTask then create user transfer certification for the missing ones using API(feasibility check required)
The diagram below illustrates the basic flow for the transfer process.
-HR updates the user record in HRMS
-IDM receive the user record from HRMS into IDM
|Trigger event should be more specific like- "IDM received updates for user's company, job, department or managers"|
Events to trigger TRANSFER PROCESS:
|Basic Flow||What should be the Certification expiration date?||30 Days|
|Basic Flow||After how many days manager will receive a notification related to access revocation corresponding to the certification?|
"System should be able to handle changes in notification interval date ranges.
|Basic Flow||Where we get all the related notification templates detail? Template detail should be part of the required detail.|
"System should be able to easily update notifications - no hard coding required.
The template can be changed at any time without affecting the process."