Once an employee has been created, you can link the employee to the respective user account, allowing the employee to use their user portal, book leave, and punch in/out remotely.
For more information on the difference between a user and an employee click here.
To link an employee to a user account, either select the employee and link the respective user account or the user and link the respective employee.
- Method 1: Select the employee and link the respective user account
- Method 2: Select the user and link the respective employee
Method 1: Select the employee and link the respective user account
Step 1: Launch the WorkForce People module
Step 2: Click on Employees, then on List from the left-hand side menu
Step 3: On the left-hand side of the profile in the section User Information you can press ‘Link User’
Step 4: A pop-up box will open and then you can click on ‘Link to an Existing User’.
Method 2: Select the user and link the respective employee
Step 1: Open your user management page by clicking on Product Switcher>WorkForce, and then click on the Manage Users tab from the left-hand side menu
Step 2: Click on the tick box under the heading ‘Employee Link’ next to the User you want to link.
Step 3: Click on Existing Employee and select the name of the employee.
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