User records are created to provide system access to the employees. You can add user records while adding new employees or by updating existing employee details.

To add a user record

1. Navigate to the Employee Administration tab.

2. Use the search and filter options to find the desired employees.

3. Select the employee for which you wish to add the user record.

4. Double-click the row or click the Edit icon.

This displays the Edit screen:

5. Click Add User Record.

This displays the Edit User Record screen:

The Emplid, First Name, Last Name, Email boxes are populated from the employee record.

The Logon Account is the user id of the employee.

6. Edit these details, if required.

Phone, Password, and Confirm Password are not required while creating the user record. Users can complete the registration, set a password and other details on the main page.

7. Click the Flags and Options tab.

8. Select the following checkboxes:

User is allowed to logon to the system – To grant or revoke user access to the system.
Account is locked out (too many logon attempts) – To lock the user account after a particular number of attempts. Enter the number of attempts in the Retries box.
Password must be changed when user logs on – To prompt the user to change the password after the first login.
Registration has been completed – To confirm the user registration.