Create Users

During implementation, you can use the Create User task to create test application users. By default, this task creates a minimal person record and a user account. After implementation, you should use the Hire an Employee task to create application users.

The Create User task isn't recommended after implementation is complete. This topic describes how to create a test user using the Create User task.

Sign in and follow these steps:

1. Select Navigator > My Team > Users and Roles to open the Search Person page.

2. In the Search Results section, click the Create icon.

   The Create User page opens.

Completing Personal Details

1. Enter the user's name.

2. In the Email field, enter the user's primary work email.

3. In the Hire Date field, enter the hire date for a worker. For other types of users, enter a user start date. You can't edit this date after you create the user.

Completing User Details

You can enter a user name for the user. If you leave the User Name field blank, then the user name follows the enterprise default user-name format.

Setting User Notification Preferences

The Send user name and password option controls whether a notification containing the new user's sign-in details is sent when the account is created. This option is enabled only if notifications are enabled on the Security Console and an appropriate notification template exists. For example, if the predefined notification template New Account Template is enabled, then a notification is sent to the new user. If you deselect this option, then you can send the email later by running the Send User Name and Password Email Notifications process. An appropriate notification template must be enabled at that time.

Completing Employment Information

1. Select a Person Type value.

2. Select Legal Employer and Business Unit values.

Adding Roles

1. Click Autoprovision Roles. Any roles for which the user qualifies automatically, based on the information that you have entered so far, appear in the Role Requests table.

2. To provision a role manually to the user, click Add Role. The Add Role dialog box opens.

3. Search for and select the role. The role must appear in a role mapping for which you satisfy the role-mapping conditions and where the Requestable option is selected for the role.

   The role appears in the Role Requests region with the status Add requested. The role request is created when you click Save and Close.

   Repeat steps 2 and 3 for additional roles.

4. Click Save and Close.

5. Click Done.