HOW DO I ADD A NEW HR STAFF/HR ADMIN?

Create a New HR Staff/HR Admin Account

To create a new account for HR Staff/HR Admin within the system, follow these steps:

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to the Create New Account Page

• Find the list of HR Admins or HR Staff, depending on the applicable group to which the user should be added. There are two methods:

  1. On the HR Administrator or HR Staff panels, click the applicable “Create New” button.

  2. Locate the Staff menu at the top of the page and click on it. In the dropdown list, select HR Accounts. On the View HR Accounts, select the “Create a New User” button.

Step 3: Fill Out Basic Information

• After completing one of the two ways listed above you will be taken to a basic information page where you can enter the following information about the new user.

  • First Name

  • Last Name

  • Email Address

  • Username

  • Password

Admin Tip: You should create a unique Username for your new user. If you type in a Username that has already been used you will see a warning alert that says “The username provided is unavailable. Please enter another username.” The software will automatically generate a password for you. But you can choose to create your own password if you prefer. The user’s email address is a popular option.

Step 4: Add a Role

• After entering the new user’s information, scroll down and you will now be able to assign roles to them. In the “Selected Roles” box on the right side the software populates the new user as one of these roles. Click “Remove” to change that status.

• To assign the new user as HR Staff or HR Admin choose the respective role under the “Add A Role” box. For HR Staff, a dropdown panel will appear where you can choose the division(s) to which they need access.

Step 5: Create the Account

• When you have filled out and selected all necessary information, click “Create”. This will send an email notification to the user with their username and temporary password to login and activate their account.