The Account tab allows you to help create a username for an employee or lock their account in Core HR.
- Expand Employee, expand Employee, and click Demographic Info from the menu.
- If already viewing an employee profile, hover over Employee and click Demographic Info.
- Click the Account Tab.
If the Employee Does Not Have a Username
If the employee does not have a username, the "Account" tab will provide a checkbox to create a username and a button to force the employee to the new hire eligibility list.
Creating a Username
Checking the "Create username when record is saved" allows you to create a username for the employee when their employee record is saved based on the username format settings in your setup properties. For information on the username format, you can refer to the following article.
After saving the employee record and the username has been created, an email will be sent to the employee's work email address to verify their email, verify their account creation, and allow them to create their password. An example of the email has been provided below:
If the username already exists within the Arcoro system, then a number will be appended to the end of the username so it is unique within the Arcoro system.
Force to New Hire Eligibility List
By default, any time an employee is added to the system, the employee will be added to the New Hire Eligibility List found on the Admin Portal Homepage. Clicking "Force to New Hire Eligibility List" will present a confirmation of forcing the employee to the appropriate list.
If Employee Has a Username
If the employee has a username, the "Account" tab will show the username of the employee, provides a checkbox to lock the account, and buttons to force the employee to the New Hire Eligibility List, resend their verification email, send an email to reset their password, and reset the 2-Factor Authentication (if enabled).
Force to New Hire Eligibility List
Clicking "Force to New Hire Eligibility List" will present a confirmation of forcing the employee to the appropriate list.