How Do I Set Up a Generic User or User Profile?#

This procedure is a two step process. There are a set of instructions on how to create and assign the Generic User (Group, Shared) or User Profile to multiple employees. Following those instructions are the steps the employee must do when they first enter the application.

Be careful to follow these steps exactly. Create and Assign Generic User or User Profile

1. Create a generic user profile through Create Users (IMUS) in the Self Service application as specified in How do I create a User Name? For example, EMPLOYEE_PT.
2. Leave the Self Service application
3. Access the application.
4. Go to the Define Identity Information (IEID) form.
5. From the list of employees, pick the employee to whom you would like to give the new User Profile. For example, Michael Winter.
6. Click on the User Name field; found in the Access section on the bottom right corner of the form.
7. Enter the name of User Profile you created in Self Service. As Admin and Self Service are on the same database, any data created in Self Service may be called up in Admin. In the example we are using, you would enter EMPLOYEE_PT. IMPORTANT - at this point you must save the form before you go anywhere else.
8. Make note of the Person Code. For example, # 4112.
9. Access the Reset Pin Number (IMRE) form.
10. Type in the Person Code. In our example, 4112.
11. In the New PIN# field, type in the PIN you want to set for this employee. The PIN must include one digit and one alpha character. For example, P123
12. In the Confirm PIN# field, re-type in the PIN you want to set for this employee
13. When you are finished, click OK. You will receive a prompt to tell you that the password has been reset.
14. Click OK. You will be brought back to the IMRE form.
15. Click Cancel to close the form.
16. If the IEID form was left open, you will notice that the PIN number field is still blank. You may re-query (F8) or exit and re-enter the IEID form for that employee, to see the PIN number field is filled.

Employee Access

When the employee needs to access the Self Service application for the first time, they will go through the following steps:

1. Go to into Self Service.
2. In the Last Name field, they will enter their last name. In our example, winter
3. In the Person Code field, they will enter their employee number. In our example, 4112
4. In the PIN Number field, they will enter the generic password. In our example, P123
5. The employee may then change their PIN by going to Employee Self Service > My Self Service > My Self Service PIN

---

Frequently Asked Questions - Web Site Administrator Self Service#

---

Notes #

Click to create a new notes page