Overview
This job aid shows you how to:
Before you start
- Obtain the nine-digit campus solution ID of the person you are adding.
- Have the user roles list ready.
Add a new user to CHRS
The fastest way to add a new user with appropriate permissions is to copy an existing user with the desired permissions, then edit those permissions.
Step 1: Navigate to CHR Copy User Profiles page.
- Menu > PeopleTools > Security > User Profiles > CHR Copy User Profiles
Step 2: Enter the user ID of the profile that you want to copy.
- To add new users for Employee Self Service only, each campus has an account template with the format [campus code]+[campus name]. \
- For example: 50Fullerton. You can copy this user profile for your new user.
Step 3: Complete the New User Information fields:
- New User ID
- Description
- Password
- User IDs format: [campus code]+[campus solution EmplID].
- For example, if you are at Fullerton, your campus code is 50. If the campus EmplID is 123456789, then the user ID is 50123456789.
- Users authenticate with single sign-on, so a password is not required.
Step 4: Click Save.
- The General Page opens on the User Profiles component.
Complete the General Page
Step 1: Clear the Account Locked Out setting.
Step 2: Click Edit Email Addresses.
- The Email Addresses window opens.
Step 3: Complete the Email Addresses fields:
- Check Primary Email Account.
- Select the Business email type.
- Enter the email address.
- Click OK.
Complete the ID page
On the ID page, you associate the user ID with the Empl ID.
Step 1: Click the ID tab.
Step 2: Click the Search icon to search for the user’s CHRS Empl ID.
- CHRS Empl ID is not the same ID as campus Empl ID.
Step 3: Click Advanced Lookup.
Step 4: Enter the search criteria, then click Look Up.
Step 5: Select the appropriate employee ID.
- The Empl ID and employee’s name are displayed in the ID Types and Values section.
Edit the user Roles
Step 1: Click the Roles tab.
Step 2: Click the Plus and Minus buttons to add or remove roles.
Step 3: To add a role, click the Search icon.
Step 4: Use Advanced Lookup to find the user role to add.
Step 5: Enter a role name and then click Look Up.
- You can use percent sign (%) as a wildcard in searches.
Step 6: Select the role to add to the user.
Complete the Workflow page
Step 1: Click the Workflow tab.
- The Workflow page opens.
Step 2: Check the option to Email User.
Step 3: Click Save.
- The new user profile is saved. You do not need to open any other pages.
Update a user profile
Use this procedure to update an existing user profile.
Step 1: Navigate to CHR Copy User Profiles page.
- Menu > PeopleTools > Security > User Profiles > Distributed User Profiles
Step 2: Use Advanced Search to find the User ID.
Step 3: Select the user profile from the search returns.
- The User Profile page opens.
Step 4: Edit the User Profile
- Edit the field values as needed.
Step 5: Click Save.
- The new user profile is saved.
End of Article
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