Description: This article highlights how automated workflows can streamline compliance training and team assignments. It also shows how SCIM and the Rules Engine work together to automate user provisioning and simplify onboarding, with migration flowcharts to illustrate the process.

SCIM + Rules Engine for User Provisioning:

The automation flow starts with updates in the Identity Provider and moves through the SCIM Connector to the LMS, where rules are evaluated to trigger specific team and training assignments. This flow enables real-time, consistent, and scalable user management.

Step 1: Identity Provider (Azure AD, Okta, etc.): The identity provider, like Azure AD or Okta, stores and manages key user information such as roles, departments, and locations.

Step 2: SCIM Connector: The SCIM connector syncs this user data with Auzmor LMS, automatically creating, updating, or deactivating user accounts based on your settings.

Step 3: Rules Engine: The Rules Engine evaluates user data (like roles and departments) and applies defined rules to automate processes, such as assigning users to specific teams or training.

Step 4: Automated Outcomes: Based on these rules, the system automatically assigns users to the appropriate teams, enrolls them in relevant training courses, and sends email notifications to keep them informed.

Automated User Onboarding Flow:

A new employee joining the organization is automatically onboarded into the LMS with no manual setup. All training assignments, team allocations, and notifications are triggered based on predefined rules.

Step 1: Create New User in Identity Provider: User attributes such as role, department, and location are defined in the Identity Provider.

Step 2: Provision via SCIM Connector: User attributes are mapped and provisioned into Auzmor LMS through the SCIM connector.

Step 3: Trigger Rules Engine: User data is evaluated against predefined onboarding workflows.

Step 4: Team Assignment: The user is assigned to the appropriate team based on organizational logic.

Step 5: Training Assignment: Required training (both role-specific and compliance) is automatically assigned.

Step 6: Due Date Configuration: The system sets appropriate due dates for each assigned training.

Step 7: Enrollment Record Creation: All training progress is tracked through enrollment records.

Step 8: Email Notifications: The user receives welcome and training emails automatically.

Outcome:

The user is fully onboarded with all required training, without the need for manual configuration or follow-up.

Automated Role Change Handing:

When an employee changes roles such as being promoted to a manager Auzmor LMS automatically adjusts their team membership, training assignments, and compliance tracking based on updated attributes.

Step 1: Update Role in Identity Provider: The employee's role is updated in the Identity Provider.
Step 2: SCIM Connector Updates LMS: The updated user attributes are reflected in the LMS.
Step 3: Trigger Rules Engine: The role change triggers a fresh evaluation of user workflows.

Outcome:

The role transition is completed automatically, with all required training assigned and tracked for compliance purposes.

Key Benefits:

1. Administrative Burden Reduction:

• Elimination of Manual User Creation: No need to manually create users in the LMS.

• Automated Training Assignment: No need to manually assign training to each user.

• Reduced Onboarding Time: From days to minutes for complete user setup.

• Error Reduction: Eliminates human error in user creation and training assignment.

• Consistent Process: Same process applied to all users regardless of who handles onboarding.

2. Compliance Assurance

• Consistent Training Assignment: All users in the same role receive the same required training.

• Automatic Compliance Training: Required compliance training never missed.

• Role-Based Training: Users automatically receive training appropriate for their role.

• Audit Trail: Complete record of all training assignments for compliance audits.

• Timely Completion: Due dates automatically set based on organizational policies.

3. Adaptability to Organizational Changes

• Role Changes: When a user's role changes, training is automatically updated.

• Department Transfers: Moving to a new department triggers appropriate training.

• Reporting Structure Changes: Manager-reportee relationships automatically maintained.

• Custom Field Triggers: Organization-specific attributes can trigger specific training.