For current employees, create their user accounts on the website. For non-employees, create their user accounts in the Admin Tool.
If you have members integration to Access Evo, you will be prompted to create a user account at the end of the New Employee Wizard when you first create the new employee.
Create user account for current employees
To create a user account on the website for current employees, follow the steps below.
Under Configuration, click User & Group Management.
Click Create Users.
Select either the individual employee record or a bulk selection of employee records relevant to the user accounts you wish to create.
Click Next.
Select whether they send login details to the appropriate users or not.
📌 Note: If the employees don't have a work email address, they receive the email to their personal email address.
Click Complete/Finish.
🤓 Tip: We recommend to add the users to a group, such as the Everyone group, so that they have a default menu set assigned to them.
Create a user account for non-employees
When you add individuals via the Admin Tool, you can perform the following actions:
Select multiple menu sets.
Create a custom password.
Give admin permissions.
Create temporary user access.
As a SelectHR admin, to create a user account, follow the steps below.
In the Admin Tool, click User Accounts.
Click Create a new user, then enter the following information:
Username: You can only amend this in the Admin Tool.
Person: This links a person record to the user account.
If the user account is for a person without a record in the SelectHR system, then select <None>.
Group Memberships.
Menu Set(s) and Role Filters.
🤓 Tip: If you want to make your user an administrator with access to the Admin Tool, ensure you select all the relevant permissions.