Integrity Data_Set Up Employee Self Service – integrity-data

From the HR Admin Dashboard > Employee > Self Service Set Up

• Setup default settings for new self-service users

• TFA – Two Factor Authentication Active

• Send Welcome Email
  • An auto generated email that will contain information about logging in to the system including changing their password
  • This section will only send out a welcome email to the employees that are being set up with the self service
  • If you have an employee that never logged into the system and will need the initial welcome email sent out to them again or need a link to reset their password
    • Navigate back to the HR Dashboard > Company > User List
    • Select the email icon to resend the welcome email
    • Select the arrow icon to send the reset password

• Time Zone
  • All the employees in the group will be set to one time zone, if you have employees that are on different time zones, you will want to remove them from the set up and send them their delete them and then re-open the self-service setup menu and send out the other employee(s) that are on a different time zone separately

• Any employees that are located within a different time zone, or will receive a different welcome letter

• Assign a Role
  • Base Anonymous (Level=0)
    • This level is used for applicants login to the Applicant Tracking System

• Base User (Level=10)
  • Assign this level for anyone who was not assigned a role

• You will be able to update the security level after the employee self-service setup is complete by navigating to: HR Admin Dashboard > Security > Maintenance > Assign Users to Roles

• Base Manager (Level=25)
• Slim Base Manager (Level=25)
• Base Admin (Level=50)

• Employees will show in the bottom left green section that need to be set up with Self-Service

• Any employees that you delete from the set-up group, will appear in the bottom pink section to the right

• Once you have verified the employees that you want to set up for self-service select the self-service button below

• Your employees will receive a success notification once the process is complete.

Questions / Resources
If you have questions or comments please email support@integrity-data.com.
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Last Review: 05/26/2022