NERM Capabilities

[sunnyajmera]

Hello everyone, I’m wondering if anyone here is familiar with NERM and could verify whether the product offers the following features either out of the box or with customization:

1. NERM must have the capability to display all terminated contractor identities, providing a pick list for rehire.
2. NERM should enforce that contractor transfers are approved by the previous Supervisor.
3. NERM ought to automatically reassign any contractors reporting to a terminated user to that user’s supervisor.

[ZackTarantino-Woolson (Zachary Tarantino-Woolson)]

Hi Sunny,

In general, these will all require some kind of customization - either being new Workflows or modifying what comes with the baseline configuration of NERM.

1. Assuming “Contractor Identities” are a NERM Profile Type- You can do this using Batch Workflows. The Batch Workflow scope would be set to look for Profiles that are of the “Contractor Identities” type and have a status of “Terminated”. When the Batch Workflow is run, it will give you a table of Profiles that match said scope. From there, you can check off which Profiles you want to continue with and process their Rehires.

2. This is certainly possible with the Approval Form Action in workflows. In the configured Rehire or Transfer workflow, you can add an Approval Form action that must be performed by the “Supervisor”. It may make the most sense to store the User that is the Supervisor in a Contributor Search attribute, and use the “Selected Contributor” options in the Approval Form Action for the “performer”

3. This one may be the trickiest to do purely within NERM, but it should be doable with Automated Workflows. This would require that the Contractor’s Profile have a value stored on it that relates to the status of the User they report to. If that is available, we can set up an Automated Workflow to check for any Contractor Profiles that have the User status value as “Terminated”. If it is Terminated, we can run the actions necessary to change the User the Contractor reports to, to that User’s Supervisor.

   • Those actions could be REST API actions to our /user_managers API endpoint, if you are utilizing the user-manager relationships in NERM
   • Or, other API calls to other systems to retrieve data for that User’s Manger and then update the value on the Contractor Profile.

[edmarks]

1. NERM must have the capability to display all terminated contractor identities, providing a pick list for rehire.
   We’ve had multiple clients ask about this and there are a couple of rudimentary, but not elegant, solutions for this. The two we normally used are:

• Finding the “People Profile” and then doing a “Rehire” Workflow related to it similar to a “Change” or “Terminate”.
• Leveraging the “Duplicate Checking” functionality to have it identify existing records when entering a new record.

2. NERM should enforce that contractor transfers are approved by the previous Supervisor.

• We’ve done this with a client and basically created a “Transfer” workflow for the assignment (not the identity because multiple assignments could have different managers). Part of the workflow was an approval by the current manager and then a followup step was acceptance of the transfer by the new manager.