How-To: Trigger an Onboarding in Lumos

Background

You've created rules for onboarding and now you want to trigger onboardings for your users!

Steps

If you want to run an onboarding one-off....

1. Go to the Users table and search for the user you want to onboard!

2. Click "Start Onboarding"!

You'll be given two options, the option to Onboard Now or Schedule. If you want to schedule, you will be prompted to select a date as well. 

3. View your onboardings (In Progress, Scheduled, Completed) on the Onboarding page. 

You will be able to see the progress of onboardings, and you'll have the ability to reschedule or cancel currently scheduled onboardings in this view as well.

If you want to create an automated policy...

1. Go to the Employee Lifecycle Settings page

2. Enable Automated Onboarding

3. Set your Onboarding Policy

You'll be able to create a policy that will run onboardings n days after account creation in Lumos. You can alternatively set this to run on or before the Start Date, mapped and ingested in from your Source of Truth settings. 

Onboardings will run at 9am ET/6am PT. This means that depending on when Lumos pulls in this account, it may not run until the day after. This is also the time of day that our job will run to check and see if there are any new accounts with start date that need to have onboardings scheduled - you should see any scheduled onboardings on this page!

FAQs

Can we customize the time that Onboardings run?

We are looking to support this eventually, but for now onboardings will run at 9am ET!

I mapped Start Date in my Source of Truth settings, but it's not populating. 

You may still need to sync the data (& wait for it to complete), which you can do by clicking the Refresh button at the top right of the page. 

Otherwise, please check your date format - Lumos only supports ISO Date formats!