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Video: Lucidity Access and HR: Manually Creating and Editing People

Method (use links for full workflows)

Description

Advantages

Additional Administrative Tasks

User Log in Method

HR Integration

  • Users are created and managed in the system automatically via an overnight feed from the business external HR or payroll system

  • Users automatically created, details updated and terminated

  • Administrators will rarely need to edit the users HR account

  • User first name, last name and organisational details automatically copied into Lucidity Access

  • Username automatically becomes 'FirstnameLastname'

  • Assign access profiles and scoping above the standard general user in Lucidity Access

  • Password can be automatically created

  • Username = FirstnameLastname

  • Password: utilise the 'forgotten password' link to generate password OR provided by admin

OR 

  • DOB and Payroll number via Lucidity Competency

Manual creation via Lucidity HR

  • Administrators create the users account and add all relevant HR details via Lucidity HR

  • Username automatically becomes 'FirstnameLastname'

  • User first name, last name and organisational details automatically copied into Lucidity Access

  • Assign access profiles and scoping above the standard general user in Lucidity Access

  • Create passwords for users with no notification email

  • Username = FirstnameLastname

  • Password: utilise the 'forgotten password' link to generate password OR provided by admin

OR

  • DOB and Payroll number via Lucidity Competency

Manual creation via Lucidity Access

  • Administrators create the users account and adds all relevant organisational details, scoping and permissions via Lucidity Access

  • Ease of access to assign profiles and any additional access roles above the standard

  • Ease of creating username and password

  • Additional HR details need to be added via Lucidity HR, including DOB and payroll number if user log in method is via Lucidity Competency

  • Username = FirstnameLastname

  • Password: utilise the 'forgotten password' link to generate password OR provided by admin

OR

  • DOB and Payroll number via Lucidity Competency

Self-Registration via Lucidity Induction

Self-Registration via Lucidity Induction (inc Conversion)

  • Users create own account

  • No admin intervention required

  • If account is converted, all user details are copied into Lucidity HR and completed records copied into Lucidity Competency 

  • User account must be converted if access to additional modules is required

  • Assign additional profiles and scoping

  • Generate own username and password


Refer to the specific module user guide for full details:

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