Create a User
- Navigate to “System” > “Users”
- Click “➕ Add User”
- Enter the required details in the right-hand panel, including name, email, password, and password confirmation
This password should be treated as temporary. New users should reset their password after their first login.
- Click “Save”
After saving, update any additional information and ensure roles and permissions are assigned. See Manage Roles & Permissions.
Modify a User’s Information
(Including Banking Details, and Updating Their Password)
- Navigate to “System” > “Users”
- Select the user you want to edit
- A slide-over panel opens on the right with two tabs: “Basic Information” and “HR Information”
- “Basic Information” includes name, title, password, and basic HR details. Performance analytics are also available from this tab
- “HR information” includes employment details, emergency contact information, and pay and banking details
- Click “Save”, “Change it”, or “Update” depending on the information being adjusted
To modify a user’s role or permissions, see Edit & Manage a User’s Permissions.
Deactivate a User
- Navigate to “System” > “Users”
- Select the user you want to deactivate
- In the slide-over panel, click “Deactivate” at the bottom of the page
- Click “Confirm Deactivate”
Reactivate a User
- Navigate to “System” > “Users”
- Click “Filters” and enable “Include Deactivated Users”
- Select the user you want to reactivate
- In the slide-over panel, click “Reactivate” at the bottom of the page
View Performance Reports
There are two types of reports available: Employee Performance and Personnel Performance
- Navigate to “System” > “Users”
- Click “Reports”
- Select the report you want to generate
- Confirm the report date range and any exclusions
- Click “Open Report”
Employee Performance focuses on a specific user, while Personnel Performance provides high-level KPIs across all users (for example total billable hours and utilization rate).