Tag: User

User Documentation

The online User Documentation can be accessed anytime either by clicking on the question mark at the top of the page or by clicking on your name in the top menu bar and choosing Help Docs.

You can type in a search word to help find articles about your topic.

After viewing a particular article, you can print it by using the Print feature in your browser to print to paper or to PDF.

How do I set up a new user?

There are three things to do:

  1. The user’s computer will need the FileMaker software installed if it is not already there.  If you need to purchase an additional FileMaker license, contact your PeopleWerksHR support person.
  2. In the User Management area of PeopleWerksHR, you need to change the user’s access level to the required group, make sure that the System ID is correct for the login, and make any changes needed to the detail permissions.
  3. Let your tech person know to set the user up in the Active Directory with the same Access Level.  The System ID and the Access Level in PeopleWerksHR must match the data set up in the Active Directory.  If not, the user will receive an error message upon logging in.