Add a User Account

Anyone who wants to logon to AptaFund must have a user account — even if they have an employee record in Human Resources > Manage Employees.

If an employee doesn’t have a user account — in other words, you don’t find an employee in the list in the Manage User window — you can add a user account here.

Add a user account

1. Select Security, then Manage Users, from the Administration menu. The Manage Users window opens.

2. Click the Add button at the bottom of the window, and the User Details window opens.

3. Check the Send Invite box to send an email invitation to register for a user account.

4. Check or uncheck the This user is an Employee box.

• If checked, the HR Employee Name pull-down list will contain the names of all employees in the system.

• If unchecked, the user isn't an employee, and you'll need to complete the User Name fields.

5. Complete the fields as described. Required fields are marked with a red asterisk (*).

   • HR Employee Display Name: If the employee is already in the system in the HR module, select the HR display name to link this user account to the employee record. Selecting an employee here causes the User Name fields to be automatically completed.

   • User Name Last, First, MI, Other: Complete these fields for non-employees. Only first and last names are required.

   • Email: This information is required for the employee to be able to register for a logon account.

   • Address 1 & 2, City, State, & Zip: This information is optional and might only be used if the employee isn’t in the HR module.

   • Home, Work, & Other numbers: This information is optional and might only be used if the employee isn’t in the HR module.

6. Click Save. The user account is saved, the invitation is sent, and additional tabs are displayed. Note: The user account is automatically enabled when it’s saved.

Continue to:

• Give the user access to the desired parts of AptaFund through

• • security templates, or

  • individual permissions

• Add the user to an account code security group

• Read about user permissions

Return to Manage Users Overview

Return to Security Overview

Return to ESS Administrators Overview

Return to Employee Self-Service Overview

Return to AptaFund Overview