PeopleSoft HR Request - User Creation

On the Manage menu, click Requests. The Requests page is displayed.
Click New. A drop-down list displays a list of requests that can be created for the installed Insights.
Click PeopleSoft HR - User Creation. The page for creating a new request is displayed.

Introduction

Only one user may be created at a time. Once a new user is created, the new user password is sent to one of the following IRC accounts depending on the configuration in the User Creation option:

Note: The new user password can be generated based on the global user creation settings while configuring User Creation Options on the Configuration page (Settings -> Configuration -> Access Management -> User Creation Options). The password will be sent by e-mail to the new user, as long as the user’s e-mail is provided during request creation.

Create a PeopleSoft HR - User Creation Request

General Information

Use this panel to provide general information about the request such as the request name and other details, and the connection for which the request is created.

Provide a unique name to identify the request. This name is reflected on the Requests home page.

From the drop-down list, select the priority of the request being created.

Select the connection for which the request is being created. You can set this connection as default from Preferences page.

To select a connection, type in a part of the connection name in the autosuggest text box. All the connection names matching the search criteria will be displayed. Select the required connection.

Alternatively, browse and select the required connection and click OK. The selected connection appears in the Connection field.

Note:

This request type does not support multiple connections.
In case of secured connections, users signed into IRC will be able to view and use only those connections that they have access to.

Specify the new user ID to be created. A pop-up assistance is displayed below this field that displays the conditions to define the new user ID. Specify the new user ID according to the conditions displayed in the pop-up assistance.

The User Creation Request is created only if all the conditions are fulfilled and an icon is displayed next to all the conditions in the pop-up.

Note: Each new user is assigned a unique password by IRC. The generated password is mailed to the Requestor or the new user, depending on the options configured through User Creation options (Settings -> Configuration -> Access Management -> User Creation Options).

Provide the name of the IRC user who will be the approver for the current request if the user’s manager is unable to approve the request. For example, if the approval template has Manager of User as the approver at one or more stages but the manager is out of office, then the Approval Manager will approve the request.

Note: The Approval Manager field will be enabled only if the option Allow Users to Redirect Request is selected on the Configuration page (Settings -> Configuration -> Access Management -> Approval Options -> Allow Users to Redirect Request ).

To select an approval manager, type in a part of the user name in the autosuggest text box. All users matching the search criteria will be displayed. Select the required user.

Alternatively, browse and select the desired user and click OK.

Provide the name of the user whose roles are to be assigned to the new user.

To select a user, type in part of the user name in the autosuggest text box. All users from the selected connection and matching the search criteria will be displayed. Select the required user.

Alternatively, browse and select the desired user and click OK. The user appears in the Assign roles as this user field.

The roles belonging to the selected user are displayed on the New Roles to be Assigned panel.

User attributes can be configured for the connection in which the user is present and should be enabled through the AdditionalUserAttributes_PSFTHR.xml file so that they are displayed on the request creation page.

For details, refer to the PeopleSoft - Configuration Settings Guide.

New Roles to be Assigned

This panel enables you to add new roles to the user and remove unwanted roles assigned to the user.

This panel enables you to assign new roles to the selected user. If you selected an existing user in the Assign roles as this user field, the roles belonging to that user will be listed here and you have the option of removing roles that are not required.

To assign new roles to the selected user, type in a part of the role name in the autosuggest text box or browse for the role. All role names from the selected connection and matching your search criteria are displayed. Select the required role. The selected role marked with an icon appears in the New Roles to be Assigned field.

To remove a role assigned to the user,

Select the check box next to the role to be removed and click Remove.

More Details

Comments are mandatory if the Requestor Comments option check box is selected in the approval template global settings on the Configuration page (Settings -> Configuration -> Access Management -> Approval Options -> Requestor Comments).

This tab enables you to send email notifications to request participants or other users at specific stages of a request.

Select any of the request status check boxes next to a user. Email notifications will be sent to that user when the request reaches that status. The option Approval Email Notification ensures that a user is notified whenever a request is posted to that user’s Inbox.
Select the check box Display comments in email notifications, if you want the application to display comments in the notification.
Other users can be notified by selecting the option Others. Provide the email address for the other users in the Other emails text box and click the Add icon.

Note: Email settings are enabled and may be changed only if the check box Override this Option is selected in the Options panel of the Approval Process Templates page.