Identity Details

The Details page is intended for providing the information about an Identity. It is opened with a click on an Identity in the Identities grid: Identity Automation > Identities.

Details of an IdentityDetails of an Identity

Definition of Details

The first section - the Identity section provides the following details:

Name - the name of the identity configured in the HR Source Identity Attributes Mapping Rule.

E-mail - the email address of the identity configured in the HR Source Identity Attributes Mapping Rule.

Manager - the name of the manager of the identity configured in the HR Source Identity Attributes Mapping Rule, or established manually.

Source Integration - it is the HR Source integration that the Identity originates from.

HR Source AccountID - the name of the HR Source account of the Identity.

Start Date - the date, defined by the HR Source Identity Attributes Mapping Rule.

End Date - the date, defined by the HR Source Identity Attributes Mapping Rule.

Termination Date - the date, when an offboarding workflow was triggered for the identity.

Status - one of the following statuses assigned by ObserveID to the Identity:

  • Active - this is an active, not terminated, Identity.
  • Terminated - this is a terminated Identity.

Onboarding Status - one of the following statuses assigned by ObserveID to the Identity:

  • Onboarded - the onboarding workflow has finished and the Identity was successfully onboarded.
  • Pending - the onboarding workflow has not finished for the Identity due to any of the following:
    • the onboarding workflow is executing now;
    • the onboarding workflow is pending for the Start Date to come;
    • the onboarding workflow has failed, and needs troubleshooting.
  • Rejected - the approval of the onboarding of the identity got a ‘Rejected’ decision.

Local User - the username of the Local User, if it was created for the Identity.

Two groups of Details

There are two groups of details:

  • additional properties that are updated with the Data Import task;
  • system properties that are updated with the Identities Update task.

Such system properties as: Name, E-mail, Manager, Start Date, End Date and other are configurable. On the one hand, system properties are established by ObserveID to help identity management. On the other hand, the organization can configure the system properties in alignment with corporate policies and norms.

Additional properties are excluded from any processing and populated for the identity as is, after being imported from the HR Source accounts. Additional properties of identities represent the integration data of a HR Source, aggregated for the identity with the Data Import task.

An Identity represents a real person who is an employee, and/or contractor of the organization. An account represents some access to a system in the corporate infrastructure. Both an account and an Identity are individual single entities. If an account is associated with an Identity, the Identity has access to the system via the account. However, all Identities are created from the information of the accounts of the integration that has been enabled as a HR Source. And as accounts have Details, e.g. like: EmployeeId, Language, Currency, BusinessPhones, etc., so Identities acquire those Details. The Details of the Identities are determined by the information of the accounts of the HR Source integration, and updated with the Data Import task as part of the integration data of the HR Source.