Specialists in Human Resources and Payroll Solutions

You set up new users and maintain the details of existing users by using the Administrator Functions window.

To set up a new user:

1. Access the administrator functions.
2. In the Administrator Functions window, under Setup Users, click the New button. The User Maintenance window is displayed.
3. In User ID, type the user ID for the new user. The user ID is converted to upper case.
4. In Password, type the password.
5. In Name, type the user's name.
6. In Access, select Administrator, Authoriser or Proposer from the drop-down list. If you are setting up a Jane HR Portal user for Web Services, ensure the access level is set to Administrator. For users who want to be able to use the Maintenance buttons on the Salary History window, this field must be set to Administrator.
7. In User Group, select the user group you want to assign the user to. The drop-down list displays the names of the user groups you have set up by using Jane HR. If the list is blank, you need to create the user group. If you do not want to assign a user to a user group, leave this field blank.
8. In Access Permission Setup, for each area (Menu Options, HR Record Options, and Data Items), select the settings type from the drop-down list, which is used by the system to determine access to functionality or data. For information about menu, HR Record, and data item access, refer to Menu, HR Record, and Data Item Access.
9. Under Companies Allowed, select each check box to grant access to the company for the new user. The list displays the companies you have set up.
10. In Default Company, select the default company. When the user logs in to Jane HR,  the company you select is displayed in the Company field in the Company Login window.
11. Click the Save button to save the details.The User Maintenance window is closed.
12. Click the Close button to close the Administrator Functions window.

To update the details for an existing user:

1. Access the administrator functions.
2. In the Administrator Functions window, under Setup Users, select the name of the user whose details you want to update.
3. Click the Edit button. The User Maintenance window is displayed.
4. Click the Save button to save the details.
5. Click the Close button to close the window.

To delete a user's details:

1. Access the administrator functions.
2. In the Administrator Functions window, under Setup Users, select the name of the user whose details you want to delete.
3. Click the Delete button. The User Maintenance window is displayed.
4. Click the Delete button. A message is displayed that asks you to confirm deletion.
5. Click the OK button to confirm deletion, or click the Cancel button if you decide you do not want to delete the details. After you confirm deletion, the user's details are removed from the list of users under Setup Users.