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pageManaging Users

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There are several methods which can be used to create users in the Lucidity System. Each organisation will need to develop internal

...

processes to determine the best option to suit business needs.

In all cases, the following needs to be considered:

  • Which HR fields (if any) are required to be populated?

  • Which Access

...

  • profiles need to be 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?

Tip

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

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  • 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:

Lucidity Access

Lucidity HR

Lucidity Induction