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As an alternative to a direct integration with your HR or identity governance (IGA) system, you can set up an automated report that is sent to imper.ai on a recurring schedule. This option gives your team full control over the data shared with imper.ai, and is a good fit when a direct integration is not available or not preferred. imper.ai reads the new hires from each report and automatically sends them their enrollment email.
This approach works with any source that can produce a scheduled export - an HR system, an IGA system, a data warehouse, a custom script, or a simple spreadsheet export.
How It Works
Your source generates a report of new hires on a recurring schedule.
The report is delivered to imper.ai automatically.
imper.ai reads the new hire records and schedules each enrollment email to be sent on the employee's start date.
On the morning of their first day, the new hire receives the email and verifies their identity and sets their corporate password on their own.
Report Fields
Each row in the report represents one new hire. The report must include the following fields:
| Field | Type | Description | Mandatory |
|---|---|---|---|
| Work email | string | The employee's corporate email address. Used to apply credentials to the correct account. | Yes |
| Personal email | string | The employee's personal email address. The enrollment link is sent here before their first day. | Yes |
| Start date | date | The employee's first day. imper.ai schedules the enrollment email based on this date. | Yes |
NOTE
Only employees who have not yet been enrolled need to appear in the report. imper.ai automatically ignores records it has already processed.
Setting Up the Automation
The exact steps depend on your source, but the automation generally follows the same pattern:
Step 1: Build the Report
In your source system, create a report or query that outputs the three required fields above for new hires - for example, all employees with a start date in the upcoming period.
Step 2: Schedule It
Configure the report to run automatically on a recurring schedule (for example, daily). A regular cadence ensures new hires are picked up in time to receive their enrollment email before their start date.
Step 3: Deliver It to imper.ai
Configure the delivery method agreed with imper.ai during onboarding so each scheduled report reaches imper.ai automatically.
What Happens Next
Once reports are arriving on schedule, no further manual work is required:
imper.ai ingests each report and identifies new hires.
Each enrollment email is scheduled to be sent on the employee's start date.
HR and security teams can track progress on the Enrollments page and monitor verification activity on the Dashboard.