Adding/Editing Users for Onboarding

When adding a user to the Onboarding module to view/manage the module, make sure that the username, email address, first name, and last name match across all other modules in use, such as the Applicant Tracking System, Learning Management System, etc. 

If you are also using our Core module, it is best to set up the user and username in Core first, as Core is the "source of truth" for other modules and allows your employees to navigate between Arcoro modules with a single username. 

If you are using Core HR or ExakTime Connect, then only the Username has to match.

1. Click Add Users or click ... and click Edit for an existing user.
   
2. A pop-up will appear. Fill out new user information (e.g., username, email, first and last name, role, permission, company, location, etc.)
   • Username - The username that the user will use to log in to the Onboarding platform.
     • If the user is using other Arcoro modules, the username should match the other usernames entered for the user.
     • The username also needs to be unique among the entire Arcoro system. For best practice, we advise using the user's email address as the username, as it is generally unique. 
   • Email - Typically a work email address, so the user can receive notifications about new hires.
   • First and Last Name - The first name and last name should be the user's legal name, as their name can populate W-4s.
   • Preferred Name - Intended to be for a nickname or a preferred name.
   • Work Phone # - The work phone # can populate some state W-4s.
   • Job Title -  The Job Title is pulled through on W-4s, so the formal job title should be entered. 
   • Roles:
     • Administrator - Allows the user access to the Admin menu for setup purposes, but cannot be assigned as a hiring manager for new hires.
     • Manager - Allows the user access to new hires as a hiring manager, but cannot access the Admin menu.
     • Manager/Admin - Has access to all features and can be assigned as a Hiring Manager.
     • Kiosk - If Kiosk Mode is enabled for your account, the Kiosk role will be available. The Kiosk rule allows the user access to hiring templates that are enabled for the locations they are assigned to. They do not have access to the Admin menu and cannot navigate to other areas of Onboarding. 
       • If a user must have the Kiosk role, but perform other actions, they will need another user login and role to accommodate this.
   • Permissions - Enable or disable various permissions for the user. Some permissions are only available to specific roles.
   • Business Units - If business units are enabled for your account, you can specify which business units the user has access to.
   • Locations - The locations the user can access if they are a manager or kiosk user.

   

3. Click Add/Save.

   

4. A verification email will be sent to the email address of the user to verify their email address and create their password if they have not verified their login before.