Add New User

To add a new employee:

1. On the Users screen, click Add a User.
2. A form displays containing several sections to set user access levels and to collect user information, job title, location, status, organizational entity, manager, and other related fields.
3. Complete the fields on the form.

   The following details specific sections, fields, and options of the form that require more explanation.

   Note: Many of the fields displayed in the form are selected through Page Options on the Account Creation Form Management.

   Field/Option	Description
   User Access Levels	This section is where you select group associations for the new user. Group affiliation determines the areas to which a user has access and what functionality is available for the individual to use. At least one group must be selected for a user, but the user can be associated with more than one group. Only those modules enabled by your organization will display. Cross Module Groups: Those listed in this group are available regardless of which modules are enabled. Every employee should be in the Employee group regardless of which other Groups they are in (for example, Manager or Recruiter). Recruiting Groups: These groups have various levels of access to the recruiting module. Performance Groups: These groups have various levels of access to appraisals and performance functionality. Managers automatically have access to complete performance appraisals for their direct reports. Development Groups: The Executive group has access to Succession Planning functionality. Learning Groups: These groups have various levels of access to learning management functionality.
   Manager	To assign a manager to an employee, click Search for Manager. Clicking the button opens the Search for Manager window. The individual selected as a manager is automatically added to the Manager user group.
   Job Title	To place the employee into a job, click Select Job. Clicking the link opens the Select Job window that you can use to search for a job title. First, search for a job, and then complete the form displayed. When a position is created through the user’s profile, the position is added to that Job Profile.
   Copy Personal Templates & Notes	This option allows you to copy personal templates (for example, requisitions and letter templates) and notes from the internal user with other users. Clicking Search for Recipients opens the Search for Recipients window that you can use to search for employees. Upon submitting the form, the personal templates and notes are copied to the appropriate areas in the application. Since the templates and notes are copied and not shared, if the originator of the personal templates changes any of the documentation, the recipients will not receive an updated copy. This provides the recipient with the ability to personalize the templates and notes for their own use.
   Location Responsibility	This section is where you select the locations for which the employee is responsible. When this option is used, the employee will only be able to access the selected locations when creating a requisition. This section will only display if the Recruiting module is enabled.

4. Click Submit.

   After the form is submitted, the application will run a duplication check to verify that there is not an existing account found. If no duplicate is found, the new user is sent a notification containing login details.

   Tip: Auto-Generated Emails

   When you create an account in User Manager, an email is automatically generated and sent to the user. The user must follow the instructions in the email to activate their account.

   The system also sends a copy of each user’s activation email to the SaaS customer administrator. If any user is unable to locate the system-generated activation email, you can forward them the copy that you have received.