Add maintain user Profile

Updated on Jun 17, 2024

Overview

This job aid shows you how to:

Add a new user profile to CHRS
Update a user profile

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

image navigation button

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.

image of search criteria page

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.

image of copy user profiles fields

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.

image of general page

Step 3: Complete the Email Addresses fields:

Check Primary Email Account.
Select the Business email type.
Enter the email address.
Click OK.

image of email address page

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.

image of Employee ID search field

Step 3: Click Advanced Lookup.

image of search fields advanced lookup tab

Step 4: Enter the search criteria, then click Look Up.

image of look up attribute page

Step 5: Select the appropriate employee ID.

The Empl ID and employee’s name are displayed in the ID Types and Values section.

image of example employee ID search

Edit the user Roles

Step 1: Click the Roles tab.

Step 2: Click the Plus and Minus buttons to add or remove roles.

image of plus and minus buttons

Step 3: To add a role, click the Search icon.

image of user roles field

Step 4: Use Advanced Lookup to find the user role to add.

image of search by role fields

Step 5: Enter a role name and then click Look Up.

You can use percent sign (%) as a wildcard in searches.

imag of role name fields

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.

image of workflow tab and fields

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

image of navigation button

Step 2: Use Advanced Search to find the User ID.

image of advanced search tab

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

0 Comments

Add your comment

Next Article Find Object Navigation