User - adding a new user (employee)

This article includes the following topic:

  • Adding a new user

When would this feature be used

This feature could be used when a new employee starts working for your company, or when adding users to the system during initial configuration.

Why use this feature

This feature could be used to create a user account for an employee. Creating a user account can then allow you to roster shifts for the employee, update availability, grant online access for the employee, and so on.

How to add a user to easyemployer: 

1. Click on the Organisation tab

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2. Click Users

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3. Click on Create user buttonnewuser.PNGon the right top corner of the Users Page

4. It will pop up a Create User Window. Depending on your permission within the organisation, this screen could appear as:

  • Organisation level permission user (Click the Load Groups button to load the Areas/Roles group tree)

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  • Group level permission user

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5. Enter Given Name

6. Enter Surname

7. Both above mentioned fields are mandatory

8. Enter Email address 

9. Click Email correspondence box for email correspondence with the User (Email address is required)

10. Enter Mobile Number 

11. Click SMS correspondence box for email correspondence with the User (Mobile Number is required)

12. Click Online account access if you would like the user to have online access (Email address is required)

13. Click on Payroll Entity to add roles to the user (if required ). It will open the tree as shown under

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14. By clicking on sites and areas, they will keep expanding and you will be able to see roles

15. Select Multiple roles for the user in same or different sites if Applicable 

16. To enter more information about the user Click on Organisation tab at the top of the page

17. Click on User

18. Click on the recently added user

19. Update information 

 

Disclaimer : Group level managers are required to assign an area or role when creating a user. This is to ensure that the new user is within their control once they have been created in the organisation

 

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