A login is linked to an employee record
What moves
The employee record holds the id of the person's login, so My team, My requests, My time and other personal screens know who is asking.
Before you start
- HR in your plan
- An employee record and a login for the same person
Step by step
- Tenant adminSecurity, Access & Compliance
Creates the person's login with their roles.
You see:The account exists and can sign in.
- HR managerHR Management
Links the login to the employee record when creating or editing the employee.
You see:The employee record now names the login.
- EmployeeHR Management
Signs in and opens My requests or My team.
You see:The screens show their own data instead of an empty state.