Mass creation users with Self-service access only

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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

2Select Filters to narrow down the list of employees.  

3Under Criteria, if applicable, enter the hire or rehire date(s).

Warning 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 hmtoggle_plus1 here. If this condition does not apply, go directly to step 6.

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 hmtoggle_plus1here.

Batch save, to go directly to mass creation of users. To view this procedure, click hmtoggle_plus1here.

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

Users Management - Additional information