Once logged into CompleteEmpire you, as the System Administrator, will need to create the new user Profiles for all users who need to login into and use CompleteEmpire.
Create a User Profile by creating a new account for each staff member (if they don’t already have one).
Video - How to Setup a New Employee. Click to open video with YouTube.
In the New Account input box, enter as much information as possible with emphasis on;
- Activity - Select Employee for now, other activities can be added later.
- Create Entity for the New Account? - it is recommended that you tick to save time later, select entity type from the drop down list.
- Use the [Create New] button in the Work Area Header. Click [Create New]>{Account} to open the New Account window.
- Account Name - type in the name of the account.
- Type - select the type of account.
- Email - add email.
- Operating Location - select from the drop down list.
- Source - select from the drop down list. This is a mandatory field.
- Activity - select Employee from the drop down list, additional activities can be added later
- Create entity for the new account? - tick if you wish to create the entity at his time. A new set of fields will be presented with further options. Select from the drop down list the entity type.
- Create login for the new entity? - if you ticked Create entity for the new account? you will now have the option to create a login and also the option to Send a welcome (password reset) email to the new user?
- Send a welcome (password reset) email to the new user? - tick if required.
- Goto edit page? - tick to open the account edit view to add further information.
- Click [OK] - proceed to next step which in will automatically open the Employees - Activity Details window.
Activities
CompleteEmpire differentiates between the various roles and activities that staff may have in our organisation. You can see the full list of activities and functionality through Reports>Standard Reports>System>Authorization Report. Viewing - Exporting and Printing Reports
When adding a new activity, first select the Operating Locations relevant to the employee as this will limit their visibility and functionality to those locations selected.
Employee - Activity Details
- Operating Locations Serviced - add or change operation locations, choose from the drop down list.
- Position - type in the Employees job title/position.
- Bio - add any bio information for the employee.
- Employed - tick box got employee status.
- Click [OK] to save details.
The employees Account & Entity will now be established and ready to customise. Via the Human Resources module which will now be accessible for authorised users for each employees account on CompleteEmpire.
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