If you want to test self service (and specifically if you want to test timesheets and expenses) then you will need to add employees and users to your account; A user is linked to an employee file so you will have to set the employee's information up first.

Before setting up users, you should ensure that your employee files contain a valid work email address for those you wish to create accounts. Failing to do so means that email notifications will not have a designated destination therefore, the system will exclude them from the Company Users list.

When viewing the employee card, if you click on 'Edit' and go to the third tab (Job details), this will allow you to change the work email. You may wish to do this for the employee and their manager - you can see who the employees' manager is on the employee card. Clicking on the manager name will take you to their card where you can repeat the above work email process.

Once you have entered the work email(s) you can then add users. To do this, go to:

People -> Users

Then, click on 'Add'.

Once the 'Add' screen loads you will see a drop-down which will show all the employee(s) in the company - you should choose the employee whose file you edited to add a work email address. Then you need to enter a login name (we strongly recommend using their work email address) and set their password. Next set the status to 'active' and choose Employee (or Manager) from the user group.

Once you have done this you can then login using these details to view the system as an employee or manager would and also add timesheets and expenses and continue your evaluation of self service.