This page (revision-50) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
50 26-Nov-2021 10:22 1 KB kparrott to previous HOW_DO_I_ADD_A_HEADER_OR_FOOTER_TO_A_SCREEN ==> HOW TO ADD A HEADER OR FOOTER TO A SCREEN
49 26-Nov-2021 10:22 1 KB jmyers to previous | to last
48 26-Nov-2021 10:22 3 KB jmyers to previous | to last
47 26-Nov-2021 10:22 4 KB jmyers to previous | to last
46 26-Nov-2021 10:22 5 KB jmyers to previous | to last
45 26-Nov-2021 10:22 5 KB jmyers to previous | to last
44 26-Nov-2021 10:22 6 KB jmyers to previous | to last
43 26-Nov-2021 10:22 7 KB jmyers to previous | to last
42 26-Nov-2021 10:22 9 KB jmyers to previous | to last
41 26-Nov-2021 10:22 10 KB jmyers to previous | to last

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At line 139 added 39 lines
;Employee Access:
When the employee needs to access the Self Service application for the first time, they will go through the following steps:
# Go to into Self Service.
# In the Last Name field, they will enter their last name. In our example, myers
# In the Person Code field, they will enter their employee number. In our example, 4112
# In the PIN Number field, they will enter the generic password. In our example, P123
# The employee may then change their PIN by going to Employee Self Service > My Self Service > My Self Service PIN
!Q:HOW DO I CREATE A ROLE?
A:
# Access the Create Roles form through the Web Site Administrator main menu, or through the Navigation tree. You will be presented with a list of roles.
# Click the Add icon found at the bottom of this list. A blank row will now appear in the list.
# Ensure your cursor is on this row. Directly beneath the list are fields that allow you to define the role you wish to create.
# Enter the role’s Name and Description.
# Select Role Type (e.g. Executions)
# If you wish to indicate that this will be the default role outside of the Professional world, indicate YES for Default Role and assign a Password in the next field.
# At this point you may also define the role’s Preferences and assign Users.
# Save the file.
!Q: HOW DO I ASSIGN A USER TO A ROLE?
A:
# Access the Create Roles form through the Web Site Administrator main menu, or through the Navigation tree. You will be presented with a list of roles.
# Locate the role to which you would like to assign a user.
# Place your cursor on that role and highlight it.
# Go to the User tab and from the User drop down menu, select the user to which you would like to assign the role.
# Save the file.
!Q:HOW DO I ASSIGN A ROLE TO A USER?
A:
# Access the Assign Roles to Users form through the Web Site Administrator main menu, or through the Navigation tree.
You will be presented with a list of users.
# Click the Add icon found at the bottom of this list. A blank row will now appear in the list.
# Ensure your cursor is on this row. Directly beneath the list are fields that allow you to define the role you wish to create.
# From the User Name pop-up menu, select the user to whom you would like to assign a role.
# From the Role Name pop-up menu, select the role.
# Complete the Role Sequence.
# If you wish to indicate that this will be the default role outside of the Professional world, indicate YES for Default Role. Only one Professional role (not Self Service) per user may be assigned as a default role.
# Save the file.