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Instructions

Create a user in Staffing CompleteAn employee will need access to (1) the Carvin Software Server and (2) Staffing Complete. The below instructions will show you how to set up a user in staffing complete. This is considered the 2nd log in. Log in information may be different for each log in. For more information about setting up server access, see How To: Set up a Windows Remote Desktop Connection for Server Access.

Instructions

1. Navigate to the Setup Module

2. Click on the User tab

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3. Click on the User Account tab

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4. Click Insert at the top of the page

5. Complete all required fields on the general General tab

   1. Enter the desired user name

      1. We recommend using a standard schema (I.E. firstname.lastname or firstnamelast initialfirstname.lastinitial)

      2. The username and password are what’s used for logging inwill be used to log into the software

   2. Enter the desired password

      1. You can use a generic password and click the box “User must change password at next logon.

      2. The

      username and

      1. password

      are what’s used for logging in

      1. will be used to log into the software

   3. Enter the Users Full Name

      1. the full name is what’s displayed for displaying user related actions

   4. Select the Home Office from the drop down

      1. The home office is the office they’ll default and possibly be restricted to

   5. Select the Time Zone

      1. The time zone is set for schedule related functionality

   6. Enter the Check Amount Limit

      1. This will limit the check amount this user can cut in the payroll module. If there is no limit, check the box unlimited

   7. Daily TXTs

      1. If you would like the user to have a limit on how many texts the user can send daily, enter that here. If there is no limit, check the box unlimited

   8. Weekly TXTS

      1. If you would like the user to have a limit on how many texts the user can send weekly, enter that here. If there is no limit, check the box unlimited

   9. Send TXT Cap

      1. If you would like the user to have a limit on how many texts the user can send, enter that here. If there is no limit, check the box unlimited

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6. Some fields that are not required, but are mentionable:

   1. If a security code is entered here, the user will be required to enter the code when cutting checks in the payroll module

   2. Link personnel in order to take advantage of time clock functionality

   3. If this user has a role assigned, you will want to assign it here. Note: If a role is assigned here, the role permissions will supersede the individual permissions set in the individual user account.

7. Click save

8. Switch to the Module tab

9. Check all boxes next to the modules you would like the user to have access

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10. Click save

11. Switch to the Permissions tab

12. Go through each sub tab and check the boxes next to the permissions you would like the user to have.

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13. Click Save

14. Switch to the Defaults tab

15. If there is a default Ticket printer, enter the printer name here

16. If there is a default Check printer, enter the printer name here

17. If there is a default Report printer, enter the printer name here

18. If there is a default Invoice Printer, enter the printer name here

19. If you do not want any printers selected as default, leave the fields blank

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20. Click Save

21. Switch to the Reminders Tab

22. Right Click in the white space

23. Click Add Reminder

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24. Select the reminder you would like to add to the user

25. Repeat this process for all reminders for this user

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26. Click Close

27. Click Save

28. Switch to the Reports tab

29. Right click in the white space

30. Select

    1. Add All – to add all reports for user access

    2. Add – to add individual reports for user access

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31. If adding individually, double click on the report to add

32. Repeat the process as many times as needed

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33. Click Close

34. Click Save

35. Switch to the Schedule tab

36. Make sure the work schedule radio button is set to on

37. Select the work schedule for this user

    1. Note: by adding a work schedule it will restrict the user to only be able to clock in during their schedule.

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38. Click Save

39. Switch to the Remote Access tab

40. If you would like to restrict access to certain remote IP address,

    1. Click the only allow software access from the following white-listed IP address

    2. Check the box next to the approved IP addresses

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41. Click Save

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