Setting up users for employee self-service

Setting up employees

To give an employee access to the features of the Employee Self Service module, a user record must be created for the employee on the Users screen (SM201010) as follows:

• The user record must include login and password details.
• The “People ESS” role must be ticked on the Roles tab.
• The “People User” licence type must be ticked on the Licence Types tab.
• The employee should be linked to the user record via the Linked Entity field on this screen.

You must also set the default Pay Group for each employee—this is the pay group that will be associated with any leave requests they make. On the Employee Pay Groups screen (MPPP2250), make sure that the Default Pay Group box is ticked for the group that should be the employee’s default.

Setting up managers

To give a user access to the management features of the Self Service module, a user record, including login and password details, must be created for the manager on the Users screen (SM201010) as follows:

• The user record must include login and password details.
• The “People MSS” role must be ticked on the Roles tab.
• When using MYOB Advanced People in standalone mode, the “People User” licence type must be ticked on the Licence Types tab.
• When using MYOB Advanced People in integrated mode, the “Employee User” licence type must be ticked on the Licence Types tab.

The user should also be given access to the Approvals screen (EP503010), which they will use to approve leave requests.