How To: Create a New User in Staffing Complete.
- Amber Jones (Unlicensed)
An 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
Navigate to the Setup Module
Click on the User tab
Click on the User Account tab
Click Insert at the top of the page
Complete all required fields on the General tab
Enter the desired user name
We recommend using a standard schema (I.E. firstname.lastname or firstname.lastinitial)
The username will be used to log into the software
Enter the desired password
You can use a generic password and click the box “User must change password at next logon.
The password will be used to log into the software
Enter the Users Full Name
the full name is what’s displayed for displaying user related actions
Select the Home Office from the drop down
The home office is the office they’ll default and possibly be restricted to
Select the Time Zone
The time zone is set for schedule related functionality
Enter the Check Amount Limit
This will limit the check amount this user can cut in the payroll module. If there is no limit, check the box unlimited
Daily TXTs
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
Weekly TXTS
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
Send TXT Cap
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
Some fields that are not required, but are mentionable:
If a security code is entered here, the user will be required to enter the code when cutting checks in the payroll module
Link personnel in order to take advantage of time clock functionality
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.
Click save
Switch to the Module tab
Check all boxes next to the modules you would like the user to have access
Click save
Switch to the Permissions tab
Go through each sub tab and check the boxes next to the permissions you would like the user to have.
Click Save
Switch to the Defaults tab
If there is a default Ticket printer, enter the printer name here
If there is a default Check printer, enter the printer name here
If there is a default Report printer, enter the printer name here
If there is a default Invoice Printer, enter the printer name here
If you do not want any printers selected as default, leave the fields blank
Click Save
Switch to the Reminders Tab
Right Click in the white space
Click Add Reminder
Select the reminder you would like to add to the user
Repeat this process for all reminders for this user
Click Close
Click Save
Switch to the Reports tab
Right click in the white space
Select
Add All – to add all reports for user access
Add – to add individual reports for user access
If adding individually, double click on the report to add
Repeat the process as many times as needed
Click Close
Click Save
Switch to the Schedule tab
Make sure the work schedule radio button is set to on
Select the work schedule for this user
Note: by adding a work schedule it will restrict the user to only be able to clock in during their schedule.
Click Save
Switch to the Remote Access tab
If you would like to restrict access to certain remote IP address,
Click the only allow software access from the following white-listed IP address
Check the box next to the approved IP addresses
Click Save
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Carvin Software LLC