Human Resources

Assign a User Login to an Employee

All employees should be loaded onto Nucleus Service, but only those using Nucleus Service will be assigned a User ID, which is linked to their employee details.

  • It is important to ensure that all users are correctly linked to their employee details.
Ribbon Access: Finance / HR Employees

  • The Employees listing screen will open.

    • Select Employee

    • Select the row of the employee to whom you wish to assign a User ID.
    • Click on Edit.

    Search for User ID

    • The Edit Employee screen will be displayed.
    • Click on the search button in the User ID field.

    Select User ID

    • The Select the User screen will be displayed.
    • Select the row of the UserName that you would like to allocate to this employee.
      • In this example, Eden Rowan is selected.
    • Click on OK.

    Note: A User Name / ID cannot be assigned to more than one employee. Ensure that a unique User ID and Login has been set up in the Configurator before you attempt to link a User ID to an employee.

    Save User ID/Login Details

    • The new User ID / Login is now assigned and displayed in the User ID field.
    • Click on Save to keep the User ID detail.

    • A message box will pop up advising the following:
      • Employee: [ ] has been saved.
    • Click on OK.

    • You will return to the Employees listing screen.