Managing Groups Questions for HRSD - How to do this

[Danielle10]

Good day!

How should this be implemented? What is a good way to help manage groups for non-IT users? A record producer with an approval flow?

We could create a Record Producer Form for the Portal that has a flow behind it to get approval from the manager and then add the person.

Does anybody care to help me figure out how to do this? Do you start by creating the Flow or do you first create the simple Record Producer form for the Portal?

Thank you so much for your help!

[The Machine]

From what I've seen, usually there is a catalog item (not a record producer) with a flow tied to it, that goes through some type of approval process, and then once its approved create a record on the sys_user_grmember table using the Create Record.  However something to keep in mind for HR groups if there are HR roles tied to them you might run into issues because you need to have I believe the HR Admin role in order to give a person an HR role.  If they don't have the role they will run into errors.

So to avoid that.  I created a service account with the HR admin role (web access only), that calls the table API and inserts the record.  Things can get hairy when it comes to adding HR roles to users.

Good Luck.