Access: User management > Add a user
Important To create a user profile for your employee to access Self-service, the SIN must be different than “0” or “000000000”. For clients who process their payroll with the payroll application note that it is possible to create a user code with a SIN set to zero for self-employed individuals who do not have a SIN, or foreign workers who do not yet have their temporary SIN. |
1Under Identification, select the Type of use “User – access to self-service only”.
2Under Associated employees for self-service access, click on Add.
If you are creating a user using the Hire function, go to step 4 and click 
here for details.
▪The Access to self-service box is already checked. ▪The Last name, First name and Sex at birth fields are auto populated. ▪The Associated employees for self-service access section is auto populated. If your business has multiple companies, all employees with the same Social Insurance Number and date of birth will be displayed. |
3The Choose an employee window opens. Select an employee.
▪To allow the user to access their pay stubs, you must associate the user with an existing employee file.
▪ An employee file cannot be associated with two separate user codes. If an employee is already associated with a user code, the existing association must be deleted before a new code can be associated with this employee.
▪If you selected an employee by mistake, click on 
to delete the employee, and then select a new employee.
4Enter the desired User code.
▪The user code must contain between 6 and 10 alphanumeric characters.
5Under Telephones, data entry is optional. However, if you enter a Cell phone number, it will be automatically copied in the employee’s Personal information.
6Under the Communication settings, select the communication language.
7Click on Next.
If you manage the user within your business, click here. If this condition does not apply, go directly to step 7.
a)Select “By role” in Function assignment. b)Select the desired role. c)Click on Next and continue to step 9. For more information on user roles, see Role management. |
8Under Functions access list, select:
▪“Complete access” to grant access to all functions.
▪“Select by function” to limit access to certain functions.
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. |
9Click on Next.
10Carefully read the information on the screen, then click on Print letter to produce a letter containing the password and the user code that you will provide to the new user.
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The temporary password is valid for 30 days. |
11Click on Finish to complete the creation.
▪If you omitted to print the letter, select the new user from the User list (User management > User list) and reset the password using the Password function (User management > User profile). The Print letter button will be displayed, allowing you to access the information to transmit to your employee.
For more information