Creating a new user account

Modified on Mon, 24 Apr 2023 at 04:00 PM

To add a new user to the system, go to the Users page (under Settings in the menu bar). Then, simply press the Add User button at the top-right of the page.

You will then be taken to the user creation page. The only fields that are absolutely required are first name, last name, e-mail address. If this person's manager is already in the system, now is a good time to assign them.

If necessary, you can also assign any privileges to the user's profile using the checkboxes displayed in the screenshot below.

You can also add:

  • Job Information
    • Job type
    • Job title
    • Job Level
    • Location
    • Division
    • Department
    • Job description
    • About
  • Directory Information
    • Work phone
    • Mobile phone
    • Twitter username
    • Skype name
    • LinkedIn profile URL
  • Personal Information
    • Home phone
    • Home address
    • City
    • Country
    • State/Province
    • ZIP/Postal Code
    • Date of birth
    • Gender
    • Ethnicity
  • Employment Information
    • Employee ID
    • Hire Date
    • Exit Date
    • Resume
    • Compensation
  • Employee Documents
    • Upload any relevant documents to this user's profile (i.e. training certifications)

Once all the information you wish to include has been entered, be sure to press the Save button at the bottom of the screen.

At this point, you can decide whether you want to send an account confirmation email to the user or wait until later. It is not required to send an account confirmation message as the user can simply do this when they are invited to participate in their first review.

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