<< Click to Display Table of Contents >> Mass creation users with Self-service access only |
Access: User management > Mass creation of users > Create self-service users
Important : To create a user profile for your employee to access Self-service, the SIN must be different than “0” or “000000000”.
1Under Creation type, check the Mass email transmission for self-service registration box. For more information, click here
▪Employees who already have a user code will be excluded for the process. |
2Select Filters to narrow down the list of employees.
If your business has more than one company and you wish to mass create self-service users |
3Under Criteria, if applicable, enter the hire or rehire date(s).
If you have started the self-registering process for Self-Service for certain employees, check the box Exclude employees in the process of self-registering. |
4Under Sort, specify the Employees sort order.
5Click on Next.
If you manage the user within your business, click here. If this condition does not apply, go directly to step 6.
a)Under Function access definition, select “By role” in Function assignment. b)Select the desired role. c)Click on Save and go to step 8. For more information on user roles, see Role management. |
6Under Function access definition, select “By selection” in Function assignment.
7Under Function access list, select “Complete access” for Self-service.
▪“Complete access” to grant access to all functions.
▪“Select by function” to limit access to certain functions.
✓Users of the Human Resources or the Time Management solutions grant access to functions related to the solutions used (Time sheet, Work hours and attendance rules, Personal information, Attendance calendar, etc.).
Important ▪Complete access to the Pay stubs and Tax slips functions is granted by default and cannot be modified. ▪Complete access to the Personal information and Emergency contacts functions is granted by default but can be modified. ▪If “Select by function” is chosen, for each function you must then select: o“Complete” to grant full access (data that can be edited can be modified by the user); o“Read-only” to grant read-only access (data that can be edited cannot be modified by the user); o“None” to deny access to this function. |
8Click on:
▪Batch simulation, to produce a report and verify the number of users that will be created and deleted. To view this procedure, click here.
a)Click on Batch simulation to produce a report. You will be redirected to the Mass creation results screen. b)Under the List of batch jobs, click on the Simulation type under Self-service users. c)If the results are satisfactory, click on under the Criteria. d)In the Criteria for the creation of self-service users for the YYYY/MM/DD window, click on Recover these criteria for a new mass creation. e)Click on Next, then on Batch save. |
▪Batch save, to go directly to mass creation of users. To view this procedure, click here.
a)Click on Batch save. b)In the Self-service users creation confirmation window, click on OK. You will be directed to Mass creation results. c)Under the Results column, click on the Execution type under Self-service users. d)Print the report and send each employee their welcome letter so that they can access the application.
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Things to remember Upon the mass creation of users, the cell phone number entered in an employee’s Personal information is automatically copied in the Cell phone field of their User profile. |
For more information