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  • Which HR fields (if any) are required to be populated?
  • Which Access roles can be assigned via default and which will need to be manually assigned?
  • Will scoping need to be applied?
  • What is the preferred user log in method?
  • Will users have a notification email in the system and can therefore utilise the 'forgotten password' link to set their own password?


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Lucidity Access and HR: Manually Creating and Editing People

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MethodDescriptionAdvantagesAdditional Administrative TasksUser 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 profile
  • User first name, last name and organisational details automatically copied into Lucidity Access
  • Username automatically becomes 'FirstnameLastname'
  • Assign access roles above the standard default roles 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 profile 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 roles above the standard default roles 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 profile and adds all relevant organisational details, scoping and permissions via Lucidity Access
  • Ease of access to assign additional access roles above the standard default
  • 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
  • Users create own profile
  • No admin intervention required
  • If profile is converted, all user details are copied into Lucidity HR and completed records copied into Lucidity Competency 
  • User profile must be converted if access to additional modules is required
  • Generate own username and password

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