Enterprise use case · Workday + Okta + OpenAI
Leaver summary for handover
Employment and identity records are reviewed separately, leaving uncertainty about what must be handed over or checked. Handover owners receive a source-linked summary of known responsibilities and recorded access before departure actions are approved.
Systems involved
What each system contributes
66 actions
- Employee12
42 actions
- User Management14
- Groups12
- Roles11
- Events5
25 actions
- Chat Completions8
The model step runs against the AI provider you choose, including Anthropic, Google Gemini or a model you host yourself. Anything outside a pre-built action runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.
Architecture
One governed run
How it starts: An authorized HR owner confirms a departure or releases its handover preparation in Workday.
Step by step
How the process runs
- 01
Establish the departure scope
Read the permitted Workday employment details, manager and effective date for the approved handover purpose.
- 02
Gather recorded access
Read the relevant Okta user, group, role and event context available to the authorized workflow.
- 03
Summarize responsibilities
The selected model organizes the available records into handover topics, recorded access and unresolved questions, citing the source for each item.
- 04
Validate with the owner
The manager reviews the proposed handover list and adds responsibilities or open work that the connected records cannot establish.
- 05
Release approved identity work
A separate Okta step applies only the access changes approved for the specified identity and effective time.
Control
Human decision and exception path
Human decision
The named manager validates the handover scope, and the authorized identity owner approves each access change. The model cannot decide which account to disable, who inherits access or whether an unlisted application has been removed.
Exception path
- Ambiguous worker-to-identity matches hold the file before any access action.
- Missing responsibilities or application coverage are listed as unknown, not evidence that no work or access remains.
- Changed departure dates or cancelled leaver events return the related handover and access plan for review.
Evidence
What gets audited
- Approved departure event and effective date.
- Permitted Workday and Okta references used by the model.
- Summary, explicit coverage gaps and manager corrections.
- Access approvals and the corresponding Okta responses.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- Workday-Okta integration
Integration pattern · Employee lifecycle changes become governed identity and access changes.
- Workday connector
66 pre-built actions
- Okta connector
42 pre-built actions
- OpenAI connector
25 pre-built actions
- Governed self-service
Requests with policy and approval built in.
- Order to cash across CRM, ERP and billing
Another enterprise use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- An authorized HR owner confirms a departure or releases its handover preparation in Workday.
- What if a step is not covered by a pre-built action?
- The model step runs against the AI provider you choose, including Anthropic, Google Gemini or a model you host yourself. Anything outside a pre-built action runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.
- Does the summary cover every file, application and open task?
- No; it covers the records available in the approved scope and asks the manager to resolve gaps rather than implying a complete asset discovery.
- Does a departure automatically disable the account?
- Not in this use case; the identity change requires the designated approval and is executed by a separate workflow step.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.