HR> Utilities> Generate Web Users

Generate Web Users

Summary

The Generate Web Users tool is used to mass generate web user accounts for existing Springbrook users.

Click here for information on Form Maintenance.

Step by Step

Open the Generate Web Users window (HR> Utilities> Generate Web Users).
Select a Notification Type for the generate tool.
- If None is selected, the web user accounts will be created but the employees will not be notified.
- If Email is selected, the generate tool will send an email notification to each employee selected.
  - Click the Notification Template field label to select an email template for the notification. Email templates are general email message templates that use merge fields to pull customer-specific information into the message.
  - Email templates are created and maintained on the Email Template Maintenance window (SS> Maintenance> Email Template). Click here for information on Email Template Maintenance.
- If Letter is selected, the generate tool will create a printable form letter notification for each of the employees selected.
  - Click the Notification Template field label to select a form letter for the notification. Form letters are Microsoft Word documents that use merge fields to pull customer-specific information into the letter.
  - Forms are created and maintained on the Form Maintenance window (SS> Maintenance> Form). Click here for information on Form Maintenance.
Click the Add icon to add existing Springbrook users to the generate tool. This will open the HR Employee Selection window.
- Enter the desired employee details in the Search Criteria tabs and click the Refresh icon to filter the employees displayed in the window.
- Highlight the desired employees and click the Confirm icon to add the selected employees to the Generate Web Users tool.
  - Press the CTRL key while selecting to select multiple employees. Press the SHIFT key while selecting to select a range of employees.
The Email column will automatically populate with the email address attached to the selected employee's record. Edit this field if desired.
Click the Confirm icon to generate the web users.

Springbrook Software

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