The User Preferences page enables administrators to manage preferences for the User Record. Administrators can configure which Reasons for Change, User Types, User Subtypes, User Statuses, On Leave Types, and Termination Reasons are available when modifying the User Record.
The Reason for Change functionality is only available if Effective Dating is enabled for the portal.
To access the User Preferences page, go to .
Permissions
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| User Preferences - Core Information: View | Grants ability to view the User Preferences administrator page. This permission does not allow administrators to modify the preferences. This permission cannot be constrained. This is an administrator permission. | Core Administration |
| User Preferences - Leave Types: Manage | Grants ability to manage Leave Types on the User Preferences administrator page. Administrators must also have the User Preferences - Core Information: View permission to access the User Preferences page. This permission cannot be constrained. This is an administrator permission. | Core Administration |
| User Preferences - Reasons for Change: Manage |
Grants ability to define and configure Reasons for Change on the User Preferences administrator page, which may be used when modifying the user record. The administrator must also have the User Preferences - Core Information: View permission to access the User Preferences page. This permission is also required to view and set the Reason for Change field when editing a user record. This permission cannot be constrained. This is an administrator permission. |
Core Administration |
| User Preferences - Termination Reasons: Manage | Grants ability to manage Termination Reasons on the User Preferences administrator page. Administrators must also have the User Preferences - Core Information: View permission to access the User Preferences page. This permission cannot be constrained. This is an administrator permission. | Core Administration |
| User Preferences - User Statuses: Manage | Grants ability to manage User Statuses on the User Preferences administrator page. Administrators must also have the User Preferences - Core Information: View permission to access the User Preferences page. This permission cannot be constrained. This is an administrator permission. | Core Administration |
| User Preferences - User Types and Subtypes: Manage | Grants ability to manage User Types and Subtypes on the User Preferences administrator page. Administrators must also have the User Preferences - Core Information: View permission to access the User Preferences page. This permission cannot be constrained. This is an administrator permission. | Core Administration |
Reasons for Change
Reasons for change enable organizations to track the reasons that can be selected when modifications are made to employee data. These are intended to provide an explanation as to why a change was made. Reasons for change are pre-defined with default names and types so that specific functionality can be associated with reasons within the system. Although the system uses pre-defined reasons for change, administrators can configure the reasons for change names to match their organization's terminology. See User Preferences - Reasons for Change.
User Types
User types enable organizations to designate different types of workers within their organization. All user types are pre-defined with default names and categories so that specific functionality can be associated with user types within the system. Additional user types cannot be created. Although the system uses pre-defined user types, administrators can configure the user type names to match their organization's terminology. See User Preferences - User Types.
User Subtypes
User types enable organizations to designate different types of workers within their organization. All user types are pre-defined with default names and categories so that specific functionality can be associated with user types within the system. Additional user types cannot be created. Although the system uses pre-defined user types, administrators can configure the user type names to match their organization's terminology. See User Preferences - User Subtypes.
User Statuses
User statuses enable organizations to track an employee through different employment life-cycle statuses. All user statuses are pre-defined with default names and categories so that specific functionality can be associated with user statuses within the system. Additional user statuses cannot be created. Although the system uses pre-defined user statuses, administrators can configure the user status names to match their organization's terminology. See User Preferences - User Statuses.
Termination Reasons
Termination reasons enable organizations to track the reasons why employees are terminated, including whether the employee left the organization voluntarily or involuntarily. Termination reasons are pre-defined with default names and categories so that specific functionality can be associated with termination reasons within the system. Although the system uses pre-defined termination reasons, administrators can configure the termination reason names to match their organization's terminology. See User Preferences - Termination Reasons.
On Leave Types
On leave types enable organizations to track when employees are excused from work or duty and the reason for their leave. All leave types are pre-defined with default names and categories so that specific functionality can be associated with on leave types within the system. Although the system uses pre-defined on leave types, administrators can configure the on leave type names to match their organization's terminology. See User Preferences - On Leave Types.
Done
Click to save any changes to the User Preferences and return to the Core Preferences page.
