Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add New User

Follow these steps to add a 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 that the following effective dated fields are not visible to Core HR Administrators (Organizational Unit, Location, Hire Date, Manager, and Job Title).
    Note:

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

    • 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. See Managing Positions.

    • Skipping a User in an Approval Chain: If you are using Approval Chains and there are employees who should not be included in the approval process, select the Skipping a User in an Approval Chain option for those employees.

      If the user is included in an approval chain (due to reporting structure or job title), the Approval Chain will bypass the user and continue with the next approver in the list. If the user is the last approver in the chain or the only approver selected, the approval process is marked as completed in the application. The user will be marked as (Skipped) when this scenario occurs.

    • 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.