Forms and Workflows for Non-Employee Management
This technical demonstration explores how SailPoint's Non-Employee Risk Management (NERM) platform uses forms and workflows to manage contractor lifecycles. The session covers the core components of the NERM system: attributes (data fields like text, dropdowns, and profile searches), forms (collections of attributes for data gathering), pages (structured collections of forms), and workflows (automated business processes). The presenter demonstrates four workflow types—create, update, batch, and automated—showing how they handle common non-employee scenarios including onboarding, transfers, and offboarding. The system includes value builders that dynamically generate values like usernames and employee numbers, similar to transformer rules in IdentityIQ.
Live Demonstration of Contractor Onboarding
The demonstration walks through creating a new contractor profile using a create workflow accessible from the dashboard. The process includes gathering personal information, setting start and end dates with built-in validations (preventing past start dates or end dates beyond 365 days), selecting supervisors with department-based filtering, and choosing contractor types that trigger conditional form fields. The system automatically generates technical identifiers like usernames, worker IDs, and email addresses through value builders. After form submission, an approval workflow routes the request to the selected supervisor. Once approved, the profile is created in NERM and can be aggregated into SailPoint IdentityIQ for access provisioning.
