Webinar: Build a Non-Employee Onboarding Workflow in NERM

:bangbang: The archive of this livestream can be found here:

SailPoint’s Non-Employee Risk Management helps you track and manage non-employees and their lifecycles within your company. In this session, you will learn to build a non-employee onboarding workflow. Usage of available workflow actions like Duplicate Prevention, Approval Form, Rest API, and Notification will be covered.

Join this webinar to learn:

  • How do I build an onboarding workflow for my non-employee?
  • What approval types are supported in NERM workflows?
  • What workflow actions are supported by Lifecycle workflows?
  • How can I assign a risk score to my Profile?
  • How do I assign values to attributes?
  • How to hide/show elements on form?
  • What notifications can be sent out?

2025-03-05T16:00:00Z2025-03-05T17:00:00Z

We are in the middle of a NERM implementation, are form field validations possible in NERM? We would like to prevent users from entering the same person for both sponsor and approver. Currently, we are only able to just post a message at the top instructing users NOT to use the same person for both, but we are not able to prevent them from doing so.

Thank you.

Hi @ecothran,

Please try using Conditions in your workflow to prevent the profile creation.

We are looking for the NERM form to immediately prompt the user to not choose the same person for both sponsor and approver, since it is an HTML form. The user should have to select either a different sponsor or approve and select “Submit” button again.

Why does the workflow have to check a condition later that completely fails the profile creation?

I am not sure if other orgs are having similar issues.

Implementing form validation like this are a challenge in NERM and these validations are not runtime, the requester has to submit the form to invoke the validation which isn’t ideal user experience. Due to these limitations, the recommended approach is to provide guidelines in the FORM (which you are already doing) and training the requester to help avoid such issues or request getting failing. This is how I have been doing it.

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I’m not seeing the link to join webinar

Can data validation be done on multiple attributes e.g. for Start and End Dates, End Date should not be more than 1 year from the Start Date? Or that an Approver should not be the same as the Sponsor?

Can multiple/combined criteria be used for Duplication checks?

can you please share some of experience/issues with Multiple assignment for a contractor and how it is being handled across the enterprise ? and how NERM support multiple assignments ?

There was a registration link in the event. Now that the event has concluded, stay tuned until we post a link to the recording.

Where can we access this recording ?

@Prashanth0707, a link to the recording will be posted above in the next day or 2.

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Thank you @christina_gagnon

@christina_gagnon : I tried several times to access the same link which you are mentioning here. That link was just to route to registration form and after registration we are not getting any invite email. I don’t know what is happened but I tried almost 3-4 times to get into session. Please help out for the next session. I also tried to download calendar file.

Yes, for the date fields you can always add a condition in the workflow like below:

image

For Approver and Sponsor check it might be dependent on the way its configured and the attribute type. In general i believe the system wouldn’t allow auto approvals unless skippable approval was selected from the configuration.

@LearningStar, so sorry to hear that you didn’t get the email invite for the webinar. Did you check your spam/junk mail folder? Try adding [email protected] <[email protected]> to your safe sender list for next time.

A link to the webinar recording has been posted above :point_up_2:

And for anyone who missed @sharvari’s first livestream on NERM, you can find the recording here :backhand_index_pointing_down:

Yes you can have multiple attributes in duplicate check but those will be treated as an “Or” condition. Incase you need to have it as an “And” maybe its better to use Condition block.