Onboarding-Offboarding-Widgets

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Onboarding and Offboarding Dashboard Option

This User Tab Contains Widgets:

  1. User Management

These widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to the Widgets Widgets.

User Management

This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked.

Field Name Description
User Group Assign Clicking this option will display all employees who have been assigned a User Account. Their associated user groups will display and you can quickly perform actions from this view.
No User Group Clicking this option will display all employees who have not been assigned a User Account. You can use the Action dropdown to assign this.
User Group Only Clicking this option will display all Users in the system who do not have an employee profile linked. You can use the Action dropdown to create an employee record.
Employee Name (Under "User Group Assign" tab) The name of the employee.
User Group (Under "User Group Assign" tab) Assigned group permissions will display under here. Number in brackets represent the Group ID number.
Action (Under "User Group Assign" tab) You can use this dropdown to deactivate user access, update employee's user group permissions, change username/email address, reset password, update timezone and update currency details.