Once an Employee Record exists in Core HR, that Employee can be given Administrator access, allowing permissions to manage the software, make changes, update Employee records, etc. This is typically necessary for Admins or Human Resources staff who are managing their Employee data within the Core HR module.
We also offer a video training for this topic on Arcoro Learning.
Username/Employee Account Not Required Immediately
Only the Employee Record needs to exist. The employee's username/employee Account does not need to be generated yet, allowing you to set up their user profile before they use it.
Setting Up An Administrator
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Search for the employee whose homepage you want to view.
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Hover over 'Utilities' and click General.
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Click Set Employee as Administrator from the General page. You cannot set an Administrator back to an employee.
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Expand Setup and click Administrators from the menu.
- Look for the Administrator in the employee list. Click the
eye icon under the Actions column.
- Click Edit to put the user's profile into edit mode, where you can update their information, access, and permissions.
- Make sure the Administrator has a work email in the 'General' tab.
- Click Access & Permissions.
- Make sure the admin has a username in the 'Arcoro Account' section.
- Click Core HR from the menu on the left-hand side.
- Enable "Administrator" under "Admin access".
- Go through the Settings as appropriate. Once the settings are configured, click Save Settings. Details of each Settings tab are described here.
- After making any changes to a user's permissions, they should log out and log back in to see their updated permissions.
You can learn more about the Arcoro Unified People menu here.