How Do I Identify which Employees Need User Accounts?

How Do I Identify which Employees Need User Accounts?

As the user administrator, you can create Self-Service accounts and send Self-Service users emails which contain their usernames and password. When a user first logs into Self-Service with the emailed password, they are prompted to change their password to one of their own choice. Each new user is automatically assigned one or more roles, depending on how they are set up.

To identify users

  1. Login to Self-Service as the User Administrator.
  2. Within the Users menu, click Create Users. The Create Users - Select Employees page appears. 
    Note: In order for the employee to have an account, they need to have an active employment record and have no existing user account.
  3. Search for the desired employee(s).
    1. Enter the employee's name in the Search bix. They appear in the Employees with no User Account pane.
  4. Transfer the desired employee(s) to the User Accounts to Create pane.
  5. Click the Next button. The employee record(s) appear listed in the Create Users - Setup Accounts page. 

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