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Help Center › User Management

User Management

User Management

  • Adding a New user
  • Quick Add Users
  • Send Welcome Email
  • Bulk Import Users
  • Changing the Work Email or Login Name of a user
  • Reusing the Login Email
  • Delegate Users
  • Copy Profile to Other Users
  • Manage Teams
  • Reset Passwords Manually
  • Custom Fields
  • Create New Users by Copying an Existing User
  • How to change the Manager / Supervisor of a User
  • Finding Users
  • User list page
  • Filters in User List page
  • Find a specific user and go to their details page
  • Identify users who haven't logged in before
  • Inactive users: How to find them
  • Updating User
  • How to find and update users with missing employee IDs?

Deactivate and Rehire

  • How to deactivate/terminate an employee
  • How can I rehire an old employee?

Permissions

  • Permissions Explained
  • Managing User Roles
  • Assigning Access Roles to a User
  • Mass Update: Assign Roles to Placeholders
  • Employee Segments
  • How do I identify employees who belong to a particular employee segment?
  • User Permissions

Bulk Updates

  • Importing User emergency contacts
  • Import User Teams
  • Creating a User Template file for bulk update
  • How to Fill Out and Upload User Data Templates for Bulk Updates
  • Importing User Dependants

Employee Reports

  • How can I download employee dependents and emergency contacts?
  • How can I download our employees' data?
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