Activating Users

Activating Users

In order to provide users with access to the Vacancies and Candidates functionality in the Portal, the user must be set up in the Windows Application.

 

 

 

HR Record > Other > Office Directory > Self Service Role > RECRUIT > Click OK

You can amend the portal role of the user here. The two important settings have been highlighted below.

Self Service Role

This is a list of roles the portal user has and dictates the functionality the user has access to. As shown below, multiple roles can be achieved by separating each role by a single comma. The effect these roles have on the user’s access is dictated by the Role Settings.

Activating Portal Users with Recruitment 

In order to provide users with access to the Vacancies and Candidates functionality in the Portal, the user must be set up in the Windows Application.

Self Service Role

This is a list of roles the portal user has and dictates the functionality the user has access to. As shown below, multiple roles can be achieved by separating each role by a single comma. The effect these roles have on the user’s access is dictated by the Role Settings.

 

 

 

 

 

 

 

 

 

Role Settings

There are two options in this drop down, Combine, and Replace.

This will allow you to add additional roles (i.e. those specified in the `Self Service Role` field) on top of the user’s current roles. By current roles we are talking about Self Service (SS) and Authorised User (AU).

Despite this not appearing in the Self-Service Role field, by default, everyone is given a role of SS (i.e. allowing them to amend their personal details). Line managers usually have a role of AU (i.e. for authorising annual leave requests made by their team).

Replace:

This will replace the SS and AU roles with whatever is specified in the Self-Service Role field. If used, a user will no longer have a Self Service or line manager view of the portal (as role SS and AU have been removed),  and the only functionality that is accessible are those viewable by the roles that have been specified in the Self Service Role field.

You can return a user back to a role of SS and/or AU by changing the Role Settings back to Combine.

Non Line Managers can also be provided with access to Vacancies and Candidates in the Portal by applying the below settings in the Office Directory:

 

 

 

 

 

 

 

 

 

Line Manager Status

To set up Line Manager privileges in the Portal, navigate to:

HR Record > Employment > Duties > Self Service > Line Manager

 

 

 

 

 

 

 

 

 

 

Authorised Users

Further information with regard to setting up Authorised Users can be located here.