User management
Enable a manager, team leader or administrator the relevant organisational access.
By Steve and 4 others5 authors76 articles
- Portal: Manager unable to access all employeesA manager can't access their full team in the scheduler or see an employee's leave request for approval.
- Portal: Grant HR access to a userGrant a user access to view employees and HR data in People Management.
- Portal: Add organisational roles to an employee or managerHow to amend organisational roles and enable users with approval responsibilities for specific tasks in the organisation.
- Portal: Salary not visible for approvalConfigure a salary approver to see approval requests on their dashboard.
- Escalate a support caseSteps to escalate a support case.
- Portal: Release a system lockKill a user session to release a system lock or rectify an 'incorrect lock removed' message.
- Access to salariesGrant access to the Current Salary/Salary tab on the employee record in People Management.
- Locking or unlocking a user's accountHow to disable a user from accessing the system or re-enable a locked account
- Portal: Assigning access to users to view employeesGrant permissions to access employee records from the command centre and view them on the HR administrator dashboard.
- Learn account not creatingA staff members Learn account is not creating and they are unable to login.
- Update employee bank detailsThe access required for an HR administrator to update an employee's bank details, and the process to follow when making the amendments.
- Portal: Unable to view or report on diversity dataEnable access to diversity information, such as religion or ethnicity, on employee and applicant records, or report on in PeopleXD Insight.
- Error - 'You have no access to any feature on this page'User encounters error 'You have no access to any feature on this page. This may be due to some configuration issues' when logging onto PeopleXD.
- User not receiving the password reset emailA portal user selects and completes the forgot password recovery option but no email is received.
- Portal: Link a user account to an employee recordHow to link a portal user to an HR person record.
- User has no Current Salary tab presentAn administrator cannot see the Current Salary tab when viewing an employee's record.
- Removal of system access for a leaverExpiry and removal of user account access when an employee leaves.
- Assign the Leaver Profile to an employeeHow to assign a leaver profile to an employee when ending their employment.
- Password policyHow to access the password policy and review the rules for creating a new password.
- Menu option needed to delete post sequencesThe option to remove or delete a contract amendment is not present when viewing the employee's contract.
- Portal: Self registration account activation link email not receivedA new user is not receiving the the self registration account activation link email.
- Error - 'ORA-01045: user [username] lacks CREATE SESSION privilege; logon denied'A newly set up user is unable to log into CoreHR Back Office, the message 'ORA-01045: user [username] lacks CREATE SESSION privilege; logon denied' is produced.
- Portal: 'Access Denied' message when changing passwordUsers may be unable to change their password when prompted during login. This message may also appear if a system administrator has recently updated the user's password.
- Error - 'An unknown error has occurred' on the contracts screenA user cannot view an employee's contracts on the People Management dashboard, and the message 'An unknown error has occurred' appears.
- Menu profile not automatically assigned to an employeeMenu profiles that should be assigned by the Menu Profile Matrix account provisioning rules are either not being assigned or are disappearing from the user’s account.
- Portal: Enable access to Org ChartGuidance on the menu option required to enable access to the organisation chart.
- Portal: Employees not receiving their self-registration emailSelf-registration emails aren't being delivered to new starters on PeopleXD.
- Error - 'Active Directory Synched accounts cannot change password...' when updating a passwordAttempting to reset a user's account password via User Management in Security displays the message 'Active Directory Synched accounts cannot change password - 001', or alternatively 'Active Directory Synched accounts…
- Portal: Forgotten password email not sendingEmployee requests a password reset, but the email is not being received by them. The email queue confirms the email was created but the Mail Sent to Server field is…
- Employee unable to view their contract detailsWhen an employee logs into the portal they are unable to view their contract information in My Profile.
- Search for manager and staff requests using the HR Process Administration screenHow to search for a manager request or a staff request and look at the details such as Date Submitted, Date Created, Date Approved.
- Hide an employee's salary history on My ProfileRemove salary details from appearing on My Profile on the Employee dashboard.
- Access to change a portal account passwordUser cannot reset their portal password, when they try an 'Access Denied' message is produced. Which menu option controls this?
- Managers see employees on the My Team widget that they do not have direct access toWhen managers use the My Team widget on the manager dashboard they are able to see employees that they are not a 'Reports to' Manager for.
- Back Office: Employees not receiving welcome registration email for portalNew employees are not receiving the portal registration welcome email to their inboxes. Other PeopleXD emails are sending.
- Access to sensitive departmentHow can to grant a user access to sensitive departments.
- Error - 'Page Not Found' or blank screen after logging on to the portalEmployees unable to access any dashboards on the portal as they get the error message 'Page Not Found' / blank screen.
- Portal: Self registration account activation link does not workThe account activation link from does not work when attempting to activate a portal account. Link needs to be pasted into browser to work.
- Error - 'Unable to provision account, the email address...'A user is not able to activate their portal account as they are getting the following error message. 'Error: Unable to provision account, the email address associated with this account…
- Prevent users from updating their nameDisable an employee from making changes to forename, surname, and their 'known as' name.
- Error - 'Invalid Username / Password combination' when logging inError - 'Invalid Username / Password combination' when attempting to log on, user believes credentials are correct. Error on Core AD job - 'Error General Error 10.12.1.12 on port 389…
- Back Office: Configure a CorePersonnel userSteps to configure a CorePersonnel Back Office user.
- Portal: Error - 'Invalid username or password' when ESS user logging inUser is unable to login to the portal due to an invalid username or password being entered. Message displayed 'Invalid username or password.'
- Report on user profile or menu profileReporting to review security profiles, menus, and current access to managers etc.
- Options in the personal profile select detail panel cannot be accessed by new employeeNo options in the Select Detail panel are visible when accessing an Employee's details in their Personal Profile. Only the Personal Detail option is displayed in the Select Detail Menu…
- Adjust the idle time for a user's sessionLog users out of the system after a certain time frame if they are idle. How to apply or update this setting.
- Back Office: Grant object profile accessHow to grant object profile access to a user within CoreSecurity.
- Amend a post in Post Profile MaintenanceUpdate/amend details for a post profile.
- Lock down access to employees personal informationHow to restrict manager or administrator access to employees personal data.
- Update a Sub-Department on an Employee ContractIs there any way to change the sub-department for an employee without changing the post/ending their current roles?
- Change Authentication Method in PortalWe need to change Authentication Method from AD to ESS for users in Portal
- Restrict access to update bank detailsWe noticed that employees have the functionality to change their own bank details under their profile. Is there a way to restrict employees from updating this on Portal and via…
- Employee has completed onboarding checklist but onboarding showing as not completedOnboarding tasks showing as outstanding despite being completed
- Grant training access to a userAn admin user cannot see Training data in People Management.
- Grant access to HR User Access (Basic) screenHow to add or remove access to HR User Access (Basic) screen.
- Organisational role delegation overviewAn overview of org role delegation.
- Access to assign the leaver profile via the HR task listHow to grant access to the Assign Leaver Access task in an employee/leaver record to be able to assign them the leaver profile .
- Portal: How to configure a back office accountConfiguring a back office account once it has been created.
- Portal: Create a user accountCreate a portal or back office account for a user.
- CoreTraining: Unable to view or add training candidates on specific training courseUnable to view or add employees who have been or need to be registered on a specific training course. Candidates names may also have disappeared from the events that they…
- Manager unable to view employee on team scheduler PortalThe manager is unable to view employee/employees on the Team Scheduler on the Workforce Management screen on Portal
- Manager is unable to view teamA manager is cannot see employees on their team, that they have access to, when logged into Portal Manager Dashboard
- Unlock a locked record on any PeopleXD module from the back officeRectify an 'incorrect lock removed' error.
- How to set up employee access in Personnel Back OfficeHow to provide access to new employees in personnel?
- Change a Job title for an employee Back OfficeAmend an incorrect job title.
- Give access to processes in the Administrator tab on the HR Process Administration screen - back officeEnabling access to administrator processes in the HR Process Administration screen.
- Action manager requests Back OfficeSteps to Approve and Reject Manager requests.
- Manager unable to view employee on team scheduler Back OfficeThe manager is unable to view employee/employees on the Team Scheduler on the Workforce Management screen on Portal
- Unable to view or report on diversity data - back office instructionsEnable user access to view diversity information for an employee or applicant record
- Enable/Disable two factor authenticationHow TO enable two factor authentication in Portal. Is there a way of turning two factor authentication on or off at individual level, where users can choose for themselves whether…
- Bulk adding/removing menu profiles to employeesHow to add or remove multiple menu profiles to a group of employees at once/in bulk.
- Access to the Contracts tabThere is no Contracts tab on the left side while reviewing an employee record in People Management. How can I grant access to the Contracts tab on the Employee Search…
- Getting error 'You do not have access to view this employee's salary'I am getting an error in 'Maintain HR salary amendment' screen in Back-office 'You do not have access to view this employee's salary'.
- Security: Create a menu profileCreate a new menu profile and assign menu options.
- Setting up an external userCreating a portal account for an agent or contractor who is not an employee of the client.
- Bulk update employee recordsUse default and custom bulk update templates to update multiple employee records at once.