UMA | Employee lifecycle automation

Available

Turn employee changes into completed access work.

UMA starts when a change is recorded in your HR or payroll system. It applies your role and location rules to connected applications, completes supported access actions, and assigns the remaining work to a person with follow-up and confirmation.

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Illustration of UMA coordinating employee access changes across connected systems
Illustrative overview; available actions depend on each connected system and configuration.

The workflow

Start with the employee record. Follow each step to confirmation.

UMA is for growing businesses and multi-location organizations that want employee changes to trigger clear access work without replacing the HR and identity systems they already use.

01

Receive the change

A new hire, role change, location change, or departure is recorded in your connected HR or payroll system.

02

Apply your access rules

UMA uses the employee’s role, responsibilities, location, and status to determine which connected-system actions and tasks apply.

03

Complete or assign the work

UMA completes supported account and access changes. When an application or physical task needs a person, UMA assigns an owner, due date, and instructions, then follows up and escalates overdue work according to the configured process.

04

Verify and record

UMA records attempted actions and confirmations. Where an application exposes readable access data, UMA can check it against the approved rules and route or correct supported differences.

Try the interactive workflow example

Switch between New hire, Role change, and Departure to see automatic actions and assigned tasks side by side.

Explore UMA workflow examples

Systems and setup

Keep your HR source. Connect the applications where access changes happen.

Your HR or payroll platform remains the employee system of record. UMA uses supported integrations to coordinate downstream access; exact actions depend on each application’s API, plan, permissions, and your configuration.

HR and payroll sources

  • Paycor
  • BambooHR

Available access connections

  • Google Workspace
  • Slack
  • FieldRoutes
  • Open Dental
  • ClientTether

Connection methods vary. Supported applications may use SCIM, SSO, APIs, or another supported method. For example, Slack SCIM actions depend on the Slack plan and authorization. A method’s availability does not mean every action is supported.

When an access integration isn’t ready

After the system of record is connected, supported manual workflows can assign an owner and due date, send instructions and reminders, escalate overdue tasks, and record confirmation while an access integration is being built. Confirm which manual workflows are available for your required applications during scoping.

Optional onboarding connections

Background checks and learning management system connections can coordinate screening and required training. Confirm the provider, supported steps, status return, and any required licenses during setup.

Compare fit

UMA can complement an identity platform—or fill a different workflow role.

These products overlap in lifecycle automation, but differ in their source of truth, scope, and delivery model. Compare them using the same HR event, applications, access changes, manual exceptions, and evidence of completion.

Okta Lifecycle Management

Okta describes lifecycle management for importing identities from HR systems and automating joiner, mover, and leaver actions across its application ecosystem. It may fit organizations standardizing identity lifecycle and authentication around Okta. UMA focuses on coordinating HR-driven access work across its supported operational-app connections, including tracked manual work. UMA does not currently have a native Okta endpoint integration.

Okta Lifecycle Management

Microsoft Entra

Microsoft Entra Lifecycle Workflows automate tasks for Entra users and can be extended with Logic Apps. They may fit teams whose lifecycle processes are centered in Entra and its governance licensing. UMA can sit alongside an existing identity provider, but does not currently have a native Microsoft Entra endpoint integration; confirm how employee events and app actions would connect in your environment.

Microsoft Entra Lifecycle Workflows

Rippling

Rippling presents a broader HR and IT platform with employee-data-driven access, device, and workflow products. It may fit organizations looking to consolidate those functions. UMA is focused on coordinating access from an HR or payroll source across selected connected applications, including integrations Workmind builds for agreed customer requirements.

Rippling IT

BetterCloud

BetterCloud presents SaaS management, application workflows, and user onboarding/offboarding automation. It may fit teams seeking broad SaaS administration and workflow controls. UMA focuses on HR-triggered lifecycle work, selected operational-app access, and completion tracking for assigned tasks.

BetterCloud platform

Competitor descriptions summarize their current official product pages, reviewed November 13, 2026. Features, packaging, licenses, and integrations vary; confirm the exact configuration with each provider.

Pricing and implementation

Per-location pricing, with integration work scoped separately.

UMA is $200 per location per month. Annual prepayment includes the published 15% discount. Integration builds are scoped separately and depend on access, platform capabilities, permissions, and agreed actions.

  • Access integration$400 per integration · typically about one week
  • System-of-record integration$1,500 per integration · typically about two weeks

Rule configuration can take a few hours once requirements are organized.

Schedule a demo See shared pricing and policies

Questions to resolve before rollout

UMA FAQs

Does UMA replace our HR system or identity provider?

No. Paycor or BambooHR remains the employee system of record. UMA can work alongside an existing identity provider, but it does not currently have native Okta or Microsoft Entra endpoint integrations.

Does UMA automate access in every application?

No. Available actions depend on the application’s API, plan, permissions, and your configuration. Confirm each required action during scoping.

What happens when an action needs a person?

Where a supported manual workflow is available, UMA assigns the task and owner, sends instructions and follow-up, and tracks confirmation. The specific manual path and escalation rules are confirmed during setup.

Are contractors managed by UMA today?

UMA Native contractor records and access workflows are planned, not currently available.

See UMA against your employee-change workflow.

Bring your HR source, applications, role rules, and one example of a task that still needs a person.

Schedule a demo