Overview
This article covers how to add a new Employee and User to the HEMS solution. See the article on Accessing The HEMS Solution for details on how users can access different applications.
To create new Employees and Users, a user must have control permissions for creating new Employees and Users, and menu permissions that grant access to Information Lists | Employees.
How To
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Navigate to the Employees module by clicking the hamburger icon -> Information List -> Employees
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Click the Add New icon
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Define employee information, including Initial and First + last name. Also ensure the correct check boxes are checked. Check the Eng Emp checkbox for engineering staff. This is what allows the employee initials to appear in the drop-down tables for employee labor entries, work order assignment, and equipment assignment. Check the Vendor if this is a vendor. Check Shared if this employee will be working out of more than one Service Area.
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Define the information on the Address tab. It is important to define the email for the employee to receive email notifications out of the system.
- Add Attachments and Certificates if desired on their respective tabs.
- On the user tab, click Add User. The User Name will be the User Name that the user will use to login to the system. If using SSO, ensure that this matches their SSO name. If using HEMS Security, define a password, otherwise leave this field blank. Next, select the Default Service Area. This will be the service area the user lands in when they initially log in. Finally define the users Control and Menu permissions. Once complete, click the save icon.
- Share the username (and password if not SSO) with the user. If any issues arise, please have your organizations authorized contact reach out to support by emailing support@eq2.com. In this email, include the employee name, initials, and username.