Provision Users for Large Amounts of Employee Data

For orgs with a large number of employees, selecting employees to sync using the employee list view isn’t efficient, because in list view actions, you can’t select more than 200 items at a time. Also, due to batch-size limitations, you can import only 2,000 records per transaction with Automatic User Creation enabled. For these orgs, run the user provisioning process instead of relying on automatic user creation or manually linking user records in the employee list view.

Use User Provisioning to Create or Link User Records to Employee Records in Bulk

Create or link user records with employee records with User Provisioning. User Provisioning is helpful for dealing with many employee records. The user provisioning process can take some time depending on the number of unprovisioned employee records in your org. You’re free to move on to other tasks while waiting for the process to finish. To run the user provisioning process:

1. From Setup, in the Quick Find box, enter Employee-User Settings, and then select Employee User Settings.
2. Set the default values for these fields:
   1. For the Profile field, select the default profile you want to assign to users. A profile defines a group of settings and permissions for the user.
   2. For the Email Encoding field, select the email encoding, such as ISO-8859-1 or UTF-8, from the dropdown list.
3. In the User Provisioning section, click Run User Provisioning.
4. Click Run in the confirmation window.

Starting the user provisioning process creates a user provisioning process record that allows you to check the status of the process. To check the status of the provisioning process, click View Processes. From there, you can see the process’s progress and view any finished processes. When viewing a process, you can see how many employee records were successfully provisioned, and if there were any errors. Errors contain links that lead you directly to the affected employee record.