The Essentriq how-it-works library

Six steps,
one verified change

Request, plan, approve, execute, verify and record the evidence: each step on the actual screen, what Essentriq applies today versus hands to a person, and the practical answers buyers ask for.

Full shelf

17 items

  • Essentriq work queue: open cases with employee, type, stage, operator and status columns
    Product screenshot: Work queue
    1

    Request

    Every joiner, mover, leaver or access request becomes one case, with the person's record attached.

    Who acts
    HR system, manager in the portal, or IT analyst
    Systems
    Workday, BambooHR, HR feed, portal, ServiceNow or Jira
    Recorded
    Case created; source and requester logged
  • Essentriq New Hire workflow: five steps from uploading the HR form to recording verification evidence, above the case list
    Product screenshot: Lifecycle workflow
    2

    Plan

    Essentriq turns the request into a concrete plan of accounts, groups, licences and tickets, checked before anyone approves it.

    Who acts
    Essentriq, from your role profiles
    Systems
    Role profiles, naming rules, policy, live directory
    Recorded
    Plan version and the checks it passed
  • Essentriq approvals: cases awaiting decision with Review plan, Reject and Approve buttons
    Product screenshot: Approvals
    3

    Approve

    Approvers read a plain-language brief and decide. They never apply the change themselves.

    Who acts
    Manager, application owner or data steward
    Systems
    Approval policies, separation-of-duties rules
    Recorded
    Each decision with who, when and why
  • Essentriq Reconciliation screen: directory execution mode (off, sandbox, Entra ID, Okta) and drift scan controls
    Product screenshot: Secure Apply
    4

    Execute

    Changes are applied in order with a live log. Anything without a connector arrives as a checklist with the exact values.

    Who acts
    IT operator through Secure Apply, or automation
    Systems
    Entra ID, Okta, Microsoft 365; ServiceNow, Jira, ServiceDesk Plus
    Recorded
    Operator intent and a SHA-256 hash per change
  • Essentriq case page: verification passed, expected and found values for account, title, department and groups
    Product screenshot: Case verification
    5

    Verify outcome

    The directory is read back after every apply. Expected versus actual, field by field; mismatches go to Exceptions.

    Who acts
    Essentriq, automatically
    Systems
    Directory read-back: account, status, title, groups, licence
    Recorded
    Before and after state, verification result
  • Essentriq audit log: external RFC 3161 timestamps with receipts above the write-once log of actions
    Product screenshot: Audit log
    6

    Evidence

    The full trail for the case, a chain check you can run yourself, and a CSV export for your auditor.

    Who acts
    Anyone with audit access
    Systems
    Hash-chained log, RFC 3161 timestamps, export
    Recorded
    Chain verified and anchored to a public timestamp authority
  • Automated vs guided

    Entra ID, Okta, Microsoft 365

    Applied and read back

  • Automated vs guided

    Workday, BambooHR, HR feed

    Intake

  • Automated vs guided

    ServiceNow, Jira, ServiceDesk Plus

    Tickets created and updated

  • Automated vs guided

    Active Directory (on-premises)

    Preview. Connector agent protocol live; guided manual steps until an agent is connected

  • Automated vs guided

    Exchange (on-premises)

    Guided manual step. Agent coming soon

  • Questions

    What does the interface look like?

    A work queue of cases, a case page that walks through plan, approval, apply and verification, and admin screens for profiles, connectors and audit. The step cards on this page show those screens.

  • Questions

    What happens after HR submits a change?

    The change becomes a case, Essentriq builds the access plan from the role profile, and the case waits for the approvals your policy requires. Nothing is applied before that.

  • Questions

    How do approvals work?

    Approval policies decide who must sign off for each kind of change. Each approver gets a brief, and separation-of-duties rules stop the same person from requesting, approving and applying.

  • Questions

    How does it connect to Active Directory, Microsoft 365 and ServiceNow?

    Entra ID, Okta and Microsoft 365 connect through their APIs. ServiceNow, Jira and ServiceDesk Plus receive and update tickets. On-premises Active Directory is in preview through a connector agent that runs inside your network (Professional and Enterprise plans); Exchange is a guided manual step until its connector ships.

  • Questions

    How do I know the action completed?

    Essentriq reads the directory back after every apply and compares it with the plan. A case closes only when the read-back matches; otherwise it lands in Exceptions.

  • Questions

    Where is the evidence?

    In the audit log: every step is hash-chained, the chain tip is anchored to a public timestamp authority, and you can verify the chain and export it without our help.

Run one change through it yourself.

Start a workspace, connect a directory, and follow a joiner from request to verified evidence.