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How HR Admin creates a user account
To create user accounts successfully, HR Admins should ensure that each staff member has a valid and unique email address added into their CiviHR record. This email will be used to send them their welcome and password reset emails.
<span><p><span>As the HR administrator, you will receive an email notification to create an account for a staff. </span></p><p><span>Login and go to the contact record requesting the login account.</span></p><p><span>Click on <b><i>ACTIONS </i></b>button.</span></p></span>
Click <span class=""><i><b>Create User Account</b></i></span>
On the Create User Account Page, the name and email address of the staff is displayed. Select the User Roles to add to the user account. <br><br>For this tutorial, the role is <span class=""><i><b>civihr_staff</b></i></span>
You have the option to select <b><i>Send welcome email?</i></b><i></i> <br><br>For this tutorial, the option is selected, and a welcome email with a link to the staff onboarding wizard will be sent.
<span>The </span><span>Onboarding</span><span> </span><span>wizard</span><span> is meant to help you collect / update staff data without additional data entry. It is a one-time process. All staff will see it when they log in, but will not see it again after they submit it once</span>
Click <b><i>CREATE</i></b>
The message <span class=""><i><b>Updates Saved</b> </i>with the corresponding detail information is displayed.</span>
Now go to the <span class=""><i><b>Self Service Portal</b></i> to see the created user account.<br><b><br></b><i>Click <b></b></i><b><i>Self Service Portal</i></b><b><br></b><br> </span>
Go to the <b><i>Cog icon</i></b><i></i> and click on <b><i>Manage Users</i></b><i></i> to see the created user account.<br><i style=""><b><br></b></i>Click <b><i>Manage Users</i></b><i style=""><b><br></b></i>
The user account has been created on the <b><i>People's Page</i></b>.
You can also set up a new self service login by clicking the <b><i>Add User</i></b> button and filling in the form that opens up. <br>
Fill in the form<b><i>.</i></b>
All required fields are filled.
Click <b><i>Create new account</i></b>
To manage user login from the People's Page, click <span><i><b>Edit</b></i> against this account.<br><br><br></span>
Here, you can change the Roles (permission level) assigned to a user.
After you finished editing, click <span class=""><i><b>Save</b></i></span>
The message <span class=""><i><b>The changes have been saved</b></i> is displayed.</span>
You can also view the contact record from the edit page by clicking on <span class=""><i><b>View</b></i></span>
Click on <span class=""><i><b>View contact record</b></i> displayed in blue.</span>
The <b><i>Contact Summary</i></b> page is displayed<b><i>.</i></b>