When onboarding a new employee, it’s important to make sure they have access to all the necessary systems in Access Evo. This process starts in SelectHR, where the employee record and user account are created.
Follow the steps below to set up a new employee correctly and ensure their Access Evo account and invites are generated as expected.
Create the employee record in SelectHR
Firstly, when you have a new employee added to the system, create a new employee record. You can do this via the Create Employee workflow, found on any HR menu set in SelectHR.
At the end of the workflow, you will be prompted to create a user account.
This is going to give the user access to the SelectHR system via menu sets which are allocated during the creation of their account.
Most users only need to have the self-service menu set assigned to them, but in the cases of managers or new HR administrators, you need to consider adding the relevant manager or HR menu sets also.
📌 Note: If you have created employees via a data import, you will need to create the user accounts manually.
Members Integration
If you have members integration enabled, you do not need to send out Access Evo invites manually.
You can find out if members integration is enabled by following these steps.
Click Configuration, then Configuration.
Click Access Evo Settings and check if the enabled checkbox is selected.
As long as the employee has a user account and email address, the Members Integration creates a user account in Access Evo automatically and sends out the invite. The desktop Access Evo invites are processed by a batch job in SelectHR if members integration is enabled.
Mobile invites are not sent as part of this functionality, so you will need to send them manually.