The Self Service Launch Tool
From Subscribe-HR Wiki Help
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| − | + | =Using the Self Service Launch Tool= | |
The Self Service Launch Tool is designed to help make it easier and faster to get your employees setup and using self service. | The Self Service Launch Tool is designed to help make it easier and faster to get your employees setup and using self service. | ||
<br> | <br> | ||
| − | + | HR Managers can now enjoy a single click design and the Employee is setup in Self Service mode with an email sent with login details. | |
| − | + | ==Pre-requisites== | |
| − | + | * <b>Employee Self-Service</b> and <b>Line-Manager Self-Service</b> security groups should be setup before accessing the Launch Tool. | |
| − | * | + | |
| − | + | ==Accessing the Launch Tool== | |
| − | # After logging into Subscribe-HR, select the Settings link.<br>The Settings link is located in the top right next to Log out, Help and Contact us. | + | # After logging into Subscribe-HR, select the <b>Settings</b> link.<br>The Settings link is located in the top right next to <b>Log out</b>, <b>Help</b> and <b>Contact us</b>. |
| − | # Select the | + | # Select the <b>Self Service Launch</b> SubTAB |
| − | # In the Self Service Launch Tool you should see a list of all Employees. They are grouped by department. You will also see Employee Name, Email, and an Active check box column. | + | # In the Self Service Launch Tool you should see a list of all Employees. They are grouped by department. You will also see <b>Employee Name</b>, <b>Email (Username)</b>, and an <b>Active</b> check box column. Any employee who does not have an email address setup in the system will have a text box present, allowing for an email address to be added on the go. This email address will be saved to the Employee Masterfile. |
| − | # Check the | + | # Check the <b>Active</b> check box next to any employee that you wish to invite to use Self Service. |
| − | # Select Yes from the Enable Self-Service drop down. | + | # Select <b>Yes</b> from the <b>Enable Self-Service</b> drop down. |
| − | # You can either select a Default ESS Group which if selected will be used for all ESS Users. You can the also select individual Group definitions by selecting an option from the drop down box on the right, next to the | + | # You can either select a <b>Default ESS Group</b> which if selected will be used for all ESS Users. You can the also select individual Group definitions by selecting an option from the drop down box on the right, next to the <b>Active</b> Checkbox. |
| − | # Tick the Check Boxes | + | # Tick the Check Boxes <b>Active</b> of the accounts you want to activate. |
| − | # Select the | + | # Select the [Save] button. |
# Employees will receive an email advising them that an account has been created for them, and invites them to activate their account. | # Employees will receive an email advising them that an account has been created for them, and invites them to activate their account. | ||
# When an Account is activated, the account with be marked in green to Signify that the Launch has been completed. | # When an Account is activated, the account with be marked in green to Signify that the Launch has been completed. | ||
# When an employee is sent an activation e-mail, they will be asked to click on a link to Activate your account. There will be no password in this e-mail as you will be prompted to enter your password on activation. | # When an employee is sent an activation e-mail, they will be asked to click on a link to Activate your account. There will be no password in this e-mail as you will be prompted to enter your password on activation. | ||
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| − | + | ==Automatically Creating the User== | |
| − | + | After utilising the Launch Tool to select the employee and activate self service.<br> | |
| − | + | ||
| − | + | ||
| − | After utilising the Launch Tool to select the employee and activate self service | + | |
| − | <br> | + | |
The employee is automatically created as a user. | The employee is automatically created as a user. | ||
| − | # Select the Maintenance | + | # Select the <b>Maintenance</b> option from the left hand navigation. |
| − | # Select the Users | + | # Select the <b>Users</b> Folder.<br> |
| + | # You will now see all the Users in the system. | ||
| − | + | <br><br>[[File:subscribehr_logo.gif]] | |
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| − | [[File:subscribehr_logo.gif]] | + | |
Latest revision as of 08:16, 3 October 2019
Contents
Using the Self Service Launch Tool
The Self Service Launch Tool is designed to help make it easier and faster to get your employees setup and using self service.
HR Managers can now enjoy a single click design and the Employee is setup in Self Service mode with an email sent with login details.
Pre-requisites
- Employee Self-Service and Line-Manager Self-Service security groups should be setup before accessing the Launch Tool.
Accessing the Launch Tool
- After logging into Subscribe-HR, select the Settings link.
The Settings link is located in the top right next to Log out, Help and Contact us. - Select the Self Service Launch SubTAB
- In the Self Service Launch Tool you should see a list of all Employees. They are grouped by department. You will also see Employee Name, Email (Username), and an Active check box column. Any employee who does not have an email address setup in the system will have a text box present, allowing for an email address to be added on the go. This email address will be saved to the Employee Masterfile.
- Check the Active check box next to any employee that you wish to invite to use Self Service.
- Select Yes from the Enable Self-Service drop down.
- You can either select a Default ESS Group which if selected will be used for all ESS Users. You can the also select individual Group definitions by selecting an option from the drop down box on the right, next to the Active Checkbox.
- Tick the Check Boxes Active of the accounts you want to activate.
- Select the [Save] button.
- Employees will receive an email advising them that an account has been created for them, and invites them to activate their account.
- When an Account is activated, the account with be marked in green to Signify that the Launch has been completed.
- When an employee is sent an activation e-mail, they will be asked to click on a link to Activate your account. There will be no password in this e-mail as you will be prompted to enter your password on activation.
Automatically Creating the User
After utilising the Launch Tool to select the employee and activate self service.
The employee is automatically created as a user.
- Select the Maintenance option from the left hand navigation.
- Select the Users Folder.
- You will now see all the Users in the system.
