Entra ID
Connect isolved People Cloud to Entra ID
Turn isolved People Cloud hires, changes and departures into account updates in Entra ID. Follow the setup steps, preview changes with a dry run, then go live.
isolved People Cloud record
08:02:14
Noah Bergström
3315
- Job Title
- Software Engineer
- Department
- Engineering
- Location
- Austin
- Supervisor
- D. Okafor
- Hire Date
- Nov 10, 2026
- Employment Status
- Active
Entra ID
eng-austin
- accountEngineering (administrative unit)
- userPrincipalNamenoah.bergström@northwind.com
- mailnoah.bergstrom@northwind.com
- jobTitleSoftware Engineer
- managerD. Okafor
- memberOfEng-All
- memberOfLicense-M365-E3
2.3s
- isolved People Cloud fields mapped
- 12
- Steps to go live
- 9
- Employee records stored in our cloud
- 0
Joiners, movers and leavers
How isolved People Cloud updates Entra ID
HR updates isolved People Cloud. ezOnboard updates accounts based on your rules.
Joiner
An account before day one
A new hire is added in isolved with a hire date and Active employment status.
- Account created in the tenant, disabled until the start date
- Name, email, title, department, office and manager set from isolved People Cloud
- Account added to its administrative unit and groups, with group-based licenses assigned
- Account enabled on the start date, with a Temporary Access Pass for first sign-in
Mover
Access for the new role
A job title, department, location or supervisor changes in isolved’s Jobs or Organizations screens.
- Title, department, office and manager updated
- Account moved to the administrative unit your rules specify
- Groups and group-based licenses updated to match the new role
Leaver
Offboarding on schedule
A termination date and Terminated status are set in isolved.
- Account disabled on the termination date, never deleted
- Sign-in sessions revoked
- Direct licenses recovered and account removed from managed groups
Before you start
What to have ready
Work with a isolved People Cloud admin and a directory admin to complete the setup.
- In isolved People Cloud
- isolved client administrator access and help from your service bureau or isolved representative to enable the API user
- A work email or employee number for each person in isolved to match them to their account
- In Entra ID
- A server running Windows Server 2019 or later; no domain join required
- A Global Administrator to grant consent to the ezOnboard application
- Outbound HTTPS to the HR system, ezOnboard, graph.microsoft.com and login.microsoftonline.com
- Administrative units and groups for ezOnboard to manage, and Temporary Access Pass enabled in your authentication methods policy
Step by step
Set up isolved People Cloud with Entra ID
Start in isolved People Cloud and on your server. Then finish in the ezOnboard portal with our implementation team.
01
isolved People Cloud
Grant access to your client
Security → Partner Users → Client Access
isolved creates API users at the partner level. Ask your service bureau or isolved Customer Service Representative to enable ezOnboard. If Security → Partner Users isn’t available, they can complete this step for you.
Under Partner Users, filter by isolved HCM Rest API and select ezOnboard. On Client Access, choose Add Client, enter your client code and save. No other access is needed. Run Production Utilities → Refresh System Data to apply the change.
Client Access tab. Add your client code to the ezOnboard partner user.
02
isolved People Cloud
Save the client code and API credentials
Security → Partner Users → ezOnboard
isolved registers the ezOnboard API application and generates a client ID and secret for your environment. Your service bureau or isolved provides them after enabling the partner user. Request secure delivery and store them safely.
Note the client code you added on Client Access. You’ll need it, the client ID and the secret in step 5.
API application. Your service bureau or isolved sends you the client ID and secret.
03
Your server
Install the ezOnboard agent
The agent runs as a Windows service on your server with Windows Server 2019 or later. No domain join is required. It connects to isolved People Cloud, ezOnboard and Microsoft Graph over outbound HTTPS. No inbound firewall rules are needed.
Download the signed MSI and enrollment bundle from the portal. Save the install code. The portal shows it only once. Run the MSI and enter the code. The agent uses a local virtual account by default, with no password to manage. The installer checks outbound access and the clock before making changes. Domain and LDAP checks show “not needed”.
Installer screen with the setup requirements.
04
ezOnboard portal and Microsoft
Connect your tenant and grant admin consent
Add a Microsoft 365 connection in the portal. Choose the Directory and Licenses capabilities, then continue to Microsoft. Sign in as a Global Administrator and grant consent. The portal shows which capabilities have access. You can grant missing permissions later.
ezOnboard uses application permissions, not an administrator account or password. Revoke consent in Entra ID to remove its access. Each tenant connects to one organization.
- Directory: manage users, managers, group memberships and administrative units
- Licenses: read subscriptions, assign licenses and recover unused licenses
- Sign-in: revoke sessions for leavers and issue a Temporary Access Pass to new hires
Connection page showing which capabilities have access.
05
ezOnboard portal
Add isolved People Cloud as an HR source
In the portal, add isolved People Cloud as an HR source using the client ID, client secret and your client code. Your credentials are encrypted with your organization’s key and sent to your agent. The agent reads isolved People Cloud from your network. Nobody at ezOnboard can read the credentials.
Choose a field to match people across both systems, usually work email or employee ID. The agent checks isolved People Cloud every five minutes and catches up on any missed changes.
HR source. Your agent uses these credentials to read isolved People Cloud.
06
ezOnboard portal
Map isolved People Cloud fields to Entra ID attributes
Choose which isolved People Cloud fields update each directory attribute. Start with the defaults below, add custom fields or combine values. For example, build a display name from first and last names, format a job title or look up an office address by site.
Blank isolved People Cloud fields leave directory values unchanged unless you configure the mapping to clear them.
Field mapping. See the full list of defaults below.
07
ezOnboard portal
Set rules for accounts, administrative units and groups
Rules define who gets an account, which administrative unit it belongs to, how it’s named and which groups it joins. They also control offboarding. Use isolved People Cloud fields, such as department and site, to make those choices.
Our implementation team helps you write the rules. With approvals enabled, your team must approve each rule change before the agent uses it.
Rules page with the placement rule open.
08
ezOnboard portal
Preview changes with a dry run
Run a dry run for your whole workforce. The agent matches isolved People Cloud records to existing accounts by employee ID, then work email, and previews changes without applying them. If two accounts match one person, that action stops for review.
Review the planned changes and the rules behind them in the portal. Adjust your rules and repeat the dry run until the results match your expectations.
Dry run. No changes are applied while dry run is on.
09
ezOnboard portal
Go live
Turn off dry run to apply changes. If a run would disable or move more accounts than your safety limits allow, it stops and alerts your team before making changes. We review the first runs with you.
HR continues working in isolved People Cloud. Your rules handle new accounts, updates and offboarding on schedule. Get alerts by email, in the portal or by webhook when a run stops, the HR feed stops updating or the agent stops reporting. An inactive feed never triggers offboarding.
Reports with account activity, tickets avoided and agent uptime.
Field mapping
isolved People Cloud fields and Entra ID attributes
Start with these defaults and adjust any mapping. Dates and lifecycle status control when accounts are created, enabled or disabled.
| isolved People Cloud field | Entra ID attribute | How it’s used |
|---|---|---|
| First NameEmployee Maintenance › General | givenName | Sets the first name at account creation and keeps it up to date. |
| Last NameEmployee Maintenance › General | surname | Keeps the last name up to date. Also updates the logon name if your naming rule uses it. |
| Preferred NameEmployee Maintenance › General | displayName | Uses the preferred name for the display name and email. Uses the first name if blank. |
| Work EmailEmployee Maintenance › General | mail, userPrincipalName | Sets the email address and sign-in name. A mail rule can also generate them from the person’s name. |
| Employee NumberEmployee Maintenance › General | employeeId | Added to new accounts and used first to match existing accounts. |
| Job TitleEmployee Maintenance › Jobs | jobTitle | Keeps the job title up to date and sets groups based on your rules. |
| DepartmentEmployee Maintenance › Organizations | department | Keeps the department up to date. Rules can use it to choose account placement and groups. |
| LocationEmployee Maintenance › Organizations | officeLocation | Keeps the office up to date. A lookup table can also fill in the street, city and country. |
| SupervisorEmployee Maintenance › Jobs | manager | Links to the supervisor’s account to keep approvals and org charts in sync with isolved. |
| Hire DateEmployee Maintenance › Employment | accountEnabled | Sets when the account is created and enabled. You choose how many days before the hire date to create it. |
| Employment StatusEmployee Maintenance › Employment | accountEnabled | Active keeps the account enabled. Terminated disables it when no other record keeps the person active. |
| Termination DateEmployee Maintenance › Employment | accountEnabled | Sets the date for disabling the account and starting offboarding. Your rules set the time. |
Frequently asked questions
- Does ezOnboard write to isolved?
- No. ezOnboard only reads isolved through its partner user. Grant access to your client code and make any corrections in isolved.
- Which isolved permissions does the API user need?
- The ezOnboard partner user needs your client code on its Client Access tab under Security → Partner Users. Your service bureau or isolved adds it. No client user, role or edit access is needed.
- Do we need isolved’s Entra ID integration or SCIM?
- No. ezOnboard reads isolved’s API and uses your rules to manage accounts in Active Directory or Entra ID. Its agent runs on your network and can also manage Exchange.
- Do we need a server for Entra ID?
- Yes. Use a Windows Server with outbound HTTPS to isolved People Cloud, ezOnboard and Microsoft Graph. No domain join or inbound firewall rules are required. The agent runs as a local virtual account by default and keeps employee data on your network. It doesn’t store tenant administrator credentials.
- What permissions does ezOnboard need in Entra ID?
- A Global Administrator grants consent to the ezOnboard application. Permissions are grouped by capability, such as managing users or assigning licenses. You can grant additional capabilities later. Revoke consent in Entra ID to remove access.
- How quickly does a isolved People Cloud change reach Entra ID?
- The agent checks isolved People Cloud every five minutes and usually applies changes within seconds of finding them. Scheduled changes follow your rules: accounts are created before the start date, enabled on that date and disabled on the termination date at the time you choose.
- How does isolved People Cloud trigger offboarding in Entra ID?
- On the termination date, the account is disabled and its sign-in sessions are revoked. Direct licenses are recovered. The account is removed from managed groups, releasing their licenses. The account is never deleted. Every step is recorded for audit.
- How do new hires sign in?
- With a Temporary Access Pass issued when their account is enabled on the start date. ezOnboard emails it to their manager or an address set by your rules. Enable Temporary Access Pass in your authentication methods policy and provide an Exchange Online mailbox to send from.
- Which guide should we use for a hybrid directory?
- Use the Active Directory guide if your accounts sync to Entra ID through Entra Connect. The agent updates on-premises accounts and manages licenses and mailboxes in the cloud. It won’t change cloud attributes owned by Entra Connect. This guide covers cloud-only accounts.
Get a demo
See isolved People Cloud connected to Entra ID
Get a demo for your isolved People Cloud and Entra ID setup. For questions, email sales@ezonboard.io.