To ensure a new employee has access to everything they need in Access Evo, you need to set them up in the order below.
Create 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 going to SelectHR, Configuration, Configuration, Workspace Settings and checking for the Enabled checkbox being 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.