Employee data is usually imported in the system using Excel or XML files. Users are created by adding user records for employees requiring system access.
Employee and user records
Employees have an employee record and a user record (to access the system or participate in job reviews). Employee data and user records can be added to the system by:
- Adding manually
- Importing from Excel files
- Importing from XML files (or system)
When an Ad Hoc employee is added as a participant in a workflow:
- System creates both an employee record and a user record.
- Employee is designated as an Ad Hoc Employee (employee role).
Ad Hoc employees can access the system via the external job review URL.
Employee records
The employee record contains the following details:
- Employee Information – basic employee information (personal details, organization details, contact information)
- Job and Manager Assignment – job details and manager details
- Employee Flags – additional information about the employee
- Impersonations – a person who can impersonate the employee and vice versa
- Employee Roles – standard and user-defined roles assigned to the employee
- Base and Secondary Position – base and secondary job details
User records
The user records contain the following details:
- User Information – login credentials, email address, and so on
- Flags and Options – additional details of the user account
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