Create Oracle HCM Cloud Users Using the Create User Task

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 use tasks such as Hire an Employee 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.

Select Navigator > My Team > Users and Roles to open the Search Person page.
In the Search Results section, click the Create icon.

The Create User page opens.

Enter Personal Details

Follow these steps:

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

Tip: If email validation is enabled, then a warning appears if the email already exists.
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 the user exists.

Enter User Details

You can either create a user account or link an existing, standalone user account.

To create a user account, you select Enter user name. If you leave the User Name field blank, then the user name is generated automatically in the enterprise default format. In this case, automatic creation of user accounts must be enabled for the enterprise. If you enter a user name, then that name is used if valid.

Alternatively, you might have created a standalone user account on the Security Console or using SCIM (REST) APIs. These types of user accounts aren't linked to person records. To link such an account to the new person record:

Select Link user account.
Click the Link icon to open the Link User Account dialog box.
In the Link User Account dialog box, search for and select the user account. Accounts that are already linked to person records don't appear here. The account can be in any status. Its status isn't changed when you link it.
Click OK to link the account.

Tip: On the Edit User page, you can edit the user details and link a different user account, if required. The link to the existing user account is removed automatically.

Set 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 for the default user category on the Security Console.
An appropriate notification template exists.

For example, if the predefined New Account Template notification template is enabled for the default user category, then a notification is sent to the user.

If you deselect this option, then you can send the notification later by running the Send User Name and Password Email Notifications process. The notification is sent to the user's work email. If the user has no work email, then the notification is sent to the user's line manager. Appropriate notification templates must be enabled at that time.

Enter Employment Information

Follow these steps:

Select a Person Type value.
Select Legal Employer and Business Unit values.

Add Roles

Follow these steps:

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.

Note: If you linked an existing user account, then any roles that were already assigned externally and manually to the account appear in the Roles section. When you click Autoprovision Roles, the user's entitlement to those roles is reviewed. If the user doesn't qualify for the roles, based on the employment information entered so far, then their removal is requested.
To provision a role manually to the user, click the Add Role icon. The Add Role dialog box opens.
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 selected 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.
Click Save and Close.
Click Done.