Setting up a Self Service User

For an employee to be able to access their work records, employee records and more via their computer, they would need to be set-up as a 'Self Service' user. 

This is its own licence and is separate to being a mobile or admin user. 

To have an employee set-up as a self service user you would need to follow the below steps:

1. Access the settings via the cog in the top-right corner.
    

   

2.  Navigate to 'Organisation' then 'Users'
    

   

3.  Locate and double-click on the existing user for the employee or, select 'Add User'. 
    

   

4.  Select the relevant employee under the 'Is Employee' drop-down. This should pre-populate some information in the e-mail fields.
    

   

5.  Ensure that 'Self Service' is ticked, along with any other user types that apply.
    

   

6.  After ticking 'Self Service' another tab will appear along the top of 'Self Service'. Select this and there will be various options you can select to limit various features within the employee's self service.
    

   Disable Clocking Options: This will prevent the employee from being able to clock in/out via this service.

   Disable Sick/Absence Entitlement: This will prevent the employee from seeing their sick or absence entitlements.

   Enable Visitor Button: This will allow that user to have a new button within their Self Service which means they can create visitors similar to the 'Visitor Module'.

   Disable Change Requests: This will prevent the employee from requesting changes to their personal information.
    

   

7.  Providing all the information is correct and valid, click 'Save' which will then allow that user to log-in via their PC/Laptop.
   
   Please note: Selecting 'Send Welcome E-mail' will e-mail that employee with their log-in details.