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User Profile Setup Process

Summary

 The user profile setup process involves four main steps: Documents, Details, Assign to, and Invitation. These steps allow you to upload documents, enter user information, assign settings, and send invitations, ensuring the user’s profile is complete and activated correctly.

In this article

  • Before you begin
  • Step 1: Documents
  • Step 2:  Details
  • Step 3: Assign to
  • Step 4: Invitation
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Admins with appropriate permissions can complete these steps for user profiles.
  • Each step helps build and activate the user’s profile, allowing you to customize it according to the organization’s requirements.

Step 1. Documents

  1. Upload Documents to Personal Folders
    • Attach relevant documents (CV, resume, offer contract, letters, etc.) to the user’s Personal Folders.
    • These documents can be used to pre-populate the user's basic details or contract specifications.
    • Folder Selection: If you select a folder, the document will automatically save to that folder after attaching it.
  2. Adding Multiple Documents
    • You can upload multiple documents if needed, ensuring all required files are available for reference and pre-population.

Step 2. Details

  1. Enter Basic Information and Job Details
    • In this step, fill out basic details, job information, and contract specifications.
    • Some fields are mandatory, while others are optional.
    • The information you provide will be saved to the user’s profile.
    • You can complete additional details later if necessary.

Step 3. Assign to

  1. Assign Profile Settings
    • Activate Assign To: This step allows you to assign specific settings to the user.
    • If you enable the Global Settings Toggle, the system will automatically pull data from the user’s profile and pre-assign available options (e.g., allow users to access certain features).
    • The settings you choose will be automatically added to the user’s profile.

Step 4. Invitation

  1. Send Sign-Up Invitation
    • Send Now: You can choose to send the sign-up invitation immediately.
    • Send on Start Date: You can schedule the invitation to be sent on the user’s start date.
    • Scheduled Invitation: Alternatively, schedule the invitation with a specific date, time, and time zone according to the user’s preferences.

Frequently Asked Questions (FAQ)

1.Can I upload multiple documents for a user?

 Yes, you can upload multiple documents to the user’s Personal Folders, and they will be saved automatically in the selected folder.
 

2. Are all fields in the Details step mandatory?

 No, only a few fields are mandatory. The rest can be filled out according to the organization’s requirements.

3.What happens when I activate the Global Settings toggle in the Assign to step?

Enabling this option will automatically apply available settings from the user’s profile and assign them certain permissions or access based on the pre-configured settings.
 
 

4.Can I schedule the sign-up invitation for a later date?

 Yes, you can choose to send the invitation immediately, on the user's start date, or schedule it with a specific date, time, and time zone.

This article outlines the steps involved in setting up a user profile, from uploading documents to sending invitations. Let me know if you need further clarification or any adjustments!