Manager Topic

User Record - Add

The Add New User page enables administrators to create a new user in the system and set the details of the user's record. Administrators are only able to view and set fields based on their permissions. If an administrator does not have permission to view or edit a field on the user record, then the field is not visible to the administrator.

To add a new user record, go to Admin > Tools > Core Functions > Users. Then, select the Add User link.

Note: Users can also be added in bulk using the Data Load Wizard. See Load User Data - Step 1 - Get Started.

Options

The following options may be available from the Options drop-down menu:

  • Expand all sections - This option is available by default, regardless of whether there are any collapsed sections on the User Record. Select this option to expand all sections on the User Record. Once this option is selected, the Collapse all sections option becomes available.
  • Collapse all sections - This option is available after the Expand all sections option is selected, regardless of whether there are any expanded sections on the User Record. Once this option is selected, the Expand all sections option becomes available.

General Information

The General Information fields are available at the top of the user record, which include basic information about the user, such as name, photograph, and user name. See User Record - General Information.

Sensitive Information

The Sensitive Information section is only available on the User Record when Encrypted Sensitive Information is enabled in the portal, and this functionality is only available to organizations using Cornerstone HR. This section enables organizations to view and edit Sensitive Personally Identifiable Information (SPII) fields. See User Record - Sensitive Information.

Contact Information

The Contact section contains all of the user's contact information, such as address, phone, and email address. This section should be used to store the user's professional contact information. See User Record - Contact.

Settings

The Settings section contains all of the user's system settings, such as display language, time zone, signature font, and required training approvals. See User Record - Settings.

Organizational Structure

The Organization Structure section contains all of the user's organizational information, such as manager, approver, division, position, and location. See User Record - Organization Structure.

E-Commerce

The E-Commerce Information section contains a user's override amount and value added tax (VAT) number. See User Record - E-Commerce.

User Type and Employment Status

The User Type and Employment Status section contains the user's type (e.g., Employee, Intern, Contractor), user status (e.g., Working, On Leave, Terminated), and additional information regarding the user's status. See User Record - User Type and Employment Status.

User Record Custom Fields

Each User Record custom field category that is defined in Custom Field Administration appears as a section on the User Record. All user record custom fields that are associated with that category appear within the section, which can be expanded and collapsed as with other sections. See User Record - User Record Custom Fields.

Save User Record

To save a new user record, select the Save button in the dark grey floating action bar at the bottom of the screen. The administrator is navigated back to the User Records Administration page. See User Records Administration.

Depending upon the Password Preferences, you may be required to set a temporary password for the new user. After setting the temporary password, click Save. This triggers the New User Created (via Add User Page) email, if configured in Email Administration.

 

Last Published: 10/11/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand