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.&nbsp;</span></p><p><span>Login and go to the contact record requesting the login account.</span></p><p><span>Click on&nbsp;<b><i>ACTIONS&nbsp;&nbsp;</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&nbsp;<span class=""><i><b>civihr_staff</b></i></span>

You have the option to select&nbsp;<b><i>Send welcome email?</i></b><i></i>&nbsp;<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&nbsp;</span><span>Onboarding</span><span>&nbsp;</span><span>wizard</span><span>&nbsp;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>


The message <span class=""><i><b>Updates Saved</b> </i>with the corresponding detail information is displayed.</span>

Now go to the&nbsp;<span class=""><i><b>Self Service Portal</b></i> to see the created user account.<br><b><br></b><i>Click&nbsp;<b></b></i><b><i>Self Service Portal</i></b><b><br></b><br>&nbsp;</span>

Go to the&nbsp;<b><i>Cog icon</i></b><i></i> and click on&nbsp;<b><i>Manage Users</i></b><i></i> to see the created user account.<br><i style=""><b><br></b></i>Click&nbsp;<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&nbsp;<b><i>Add User</i></b>&nbsp;button&nbsp;and filling in the form that opens up.&nbsp;<br>

Fill in the form<b><i>.</i></b>

All required fields are filled.

Click&nbsp;<b><i>Create new account</i></b>

To manage user login from the People's Page, click <span><i><b>Edit</b></i>&nbsp;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&nbsp;<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&nbsp;<span class=""><i><b>View</b></i></span>

Click on&nbsp;<span class=""><i><b>View contact record</b></i>&nbsp;displayed in blue.</span>

The <b><i>Contact Summary</i></b> page is displayed<b><i>.</i></b>