Description of the MS Excel template for the creation of the identities repository.
Click here to download a template example.
All tabs contain a column Command only used at a later stage to modify (massively) identity data.
See the
Update Identities in Bulk
topic for additional information.
User - Required
An identity is split into two parts, the first one being the parent resource called User which
represents the user's identity card. It contains the few attributes which shall not change during
the identity's lifecycle. See the
Identity Management topic for
additional information.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| ConsentPhotoUsage (optional) | Boolean | |
| IsDraft (optional) | Boolean | |
UserRecord - Required
An identity is split into two parts, the second one being the one or several child resources called
UserRecord which represent the user's positions. Records belong to users and help materialize:
- several positions at once;
- validity periods for positions/assignments unrelated to the user itself;
- position changes.
In other words, records represent the lifecycle of a user inside the company, i.e. multiple
contracts, mutation, etc.
Thus, the UserRecord tab usually holds users' information that might change over time, while the
User tab groups all records of a given user around its identifier.
| Attribute | Type | Description |
|---|
| RecordIdentifier (recommended) | String | Identifier of the Records. See the Position Change via Records . Note: it can be the same as PositionIdentifier when users can have no more than one contract simultaneously. Note: required when using records. |
| User (required) | ForeignKey | Identifier from the User tab. |
| EmployeeId (recommended) | String | |
| Gender (optional) | ForeignKey | Identifier from the Gender tab. |
| PersonalTitle (optional) | ForeignKey | Identifier from the Personal Title tab. |
| FirstName (recommended) | String | |
| LastName (recommended) | String | |
| BirthName (optional) | String | |
| BirthDate (optional) | DateTime | |
| Email (recommended) | String | |
| EmailAliases (optional) | String | Outdated, or any other email address associated with the user. This is used to prevent the re-assignment of a previously used address. |
| Login (optional) | String | |
| PhoneNumber (optional) | String | |
| MobileNumber (optional) | String | |
| VIP (optional) | Boolean | True to specify that the user is special/important. |
| ContractIdentifier (required) | String | |
| ContractStartDate (required) | DateTime | Start date of the user's contract in the company. |
| ContractEndDate (recommended for permanent contracts, required for fixed-term contracts) | DateTime | End date of the user's contract in the company. |
| AccessesExpirationDate (optional) | DateTime | Date when the user will be deprived of their access rights. |
| UserType (required) | ForeignKey | Identifier from the User Type tab. |
| Subsidiary (optional) | ForeignKey | Identifier from the Subsidiary tab. |
| ExternalCompany (optional) | ForeignKey | Identifier from the External Company tab. |
| PositionIdentifier (required) | String | |
| PositionStartDate (optional) | DateTime | |
| PositionEndDate (optional) | DateTime | |
| Organization (recommended) | ForeignKey | Identifier from the Organization tab. |
| Manager (recommended) | String | Line manager. Identifier from the User tab. |
| IGAManager (optional) | String | Validator of IGA requests. Identifier from the User tab. |
| JobTitle (optional) | String | |
| Title (optional) | ForeignKey | Identifier from the Title tab. |
| Site (optional) | ForeignKey | Identifier from the Site tab. |
| Office (optional) | ForeignKey | Identifier from the Office tab. |
| OfficeNumber (optional) | String | |
| IsMainPosition (optional) | Boolean | |
| Suspended (optional) | Boolean | |
| StartDate (optional) | DateTime | Start date of the record, used for changes that aren't related to contract and position information, for example a scheduled name change. |
| EndDate (optional) | DateTime | End date of the record, used for changes that aren't related to contract and position information, for example a scheduled name change. |
See the Template Description topic for additional information.
Recommendations:
- There is no absolute need for a unique identifier, because Identity Manager can compute one in the
next steps.
- Be aware of the difference between a hierarchical manager and an IGA manager who approves
entitlement requests. They aren't necessarily the same person.
UserType - Required
User types represent users' contract types, such as permanent contract, fixed term contract,
interim, contractor, trainee, etc.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| Category (required) | ForeignKey | Identifier from the User Category tab. |
| EmailSuffix (optional) | String | Suffix to concatenate to the email string (immediately before the @ character). |
| IsExternal (required) | Boolean | |
| LoginPrefix (optional) | String | |
| LoginSuffix (optional) | String | |
| UniqueIdentifierPrefix (optional) | String | |
| UniqueIdentifierRangeEnd (optional) | Int32 | Used to partition users' identifiers. For example, UniqueIdentifierRangeEnd set to 9999 means that no unique identifier should be greater than 9999. |
| UniqueIdentifierRangeStart (optional) | Int32 | Used to partition users' identifiers. For example, UniqueIdentifierRangeStart set to 1000 means that no unique identifier should be less than 1000. |
| UniqueIdentifierSuffix (optional) | String | |
UserCategory
Categories constitute an additional layer to organize users who can be sorted by types and then
further by categories, and categories can be transverse or not.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
Subsidiary
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| EmailDomain (optional) | String | |
ExternalCompany
Including external workers into the workforce repository requires listing external companies.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
Organization
A company is divided into organizations, also called departments, such as the board of directors,
corporate banking, call center, USA operations, France operations, treasury, etc.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| Manager (recommended) | ForeignKey | Identifier from the User tab. |
| Assistant (optional) | ForeignKey | Identifier from the User tab. |
| Parent (optional) | ForeignKey | Identifier of another organization. |
| Type (optional) | ForeignKey | Identifier from the Organization Type tab. |
OrganizationType
Organizations can be categorized into organization types, if relevant.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
Title
Each position can be represented by a title which names said position, such as architect, CEO,
purchasing manager, recruiter, etc.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| JobCategory (optional) | ForeignKey | Identifier from the Job Category tab. |
JobCategory
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
Country
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| ISOCode (optional) | String | |
Region
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| Country (optional) | ForeignKey | Identifier from the Country tab. |
Site
All positions specify a working site.
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| Name (optional) | String | |
| StreetNumber (optional) | Int32 | |
| StreetName (optional) | String | |
| StreetType (optional) | String | |
| Floor (optional) | Int32 | |
| PostalCode (optional) | Int32 | |
| City (optional) | String | |
| Region (optional) | ForeignKey | Identifier from the Region tab. |
| PreferredLanguage (optional) | String | |
| TimeZone (optional) | Int32 | |
| Latitude (optional) | Int64 | |
| Longitude (optional) | Int64 | |
| Url (optional) | String | |
Office
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
| Site (recommended) | ForeignKey | Identifier from the Site tab. |
PersonalTitle
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
Gender
| Attribute | Type | Description |
|---|
| Identifier (required) | String | |
| DisplayName (recommended) | String | |
ReservedEmail
| Attribute | Type | Description |
|---|
| Description (recommended) | String | |
| Value (required) | String | |
ReservedIdentifier
| Attribute | Type | Description |
|---|
| Description (recommended) | String | |
| Value (required) | String | |
ReservedLogin
| Attribute | Type | Description |
|---|
| Description (recommended) | String | |
| Value (required) | String | |