Creating a New User

Creating a New User

1. In the app navigation, click Administration (leadership access required). You’ll land on the Employees tab by default.
2. Click Create Employee to open the new employee form.
3. Enter the employee’s Name (example shown in the video: Bob Jones Smith).
4. Select the employee Title (this is critical because it determines the employee’s role and permissions). Example: choose RCA.
5. Enter the Employee ID (use the employee’s Paylocity ID).
6. Choose the employee’s Office location.
7. (Optional) Add a Phone number.
8. Select the employee Time zone
9. Enter the employee Email using the required format: {EMPLOYEESPAYLOCITYID}@carriageslife.com as most employees will not have a “real” email
   1. Example: 1234@carriageslife.com
10. Set the employee Password and confirm it. Use something simple they can remember, and make sure you tell them what it is.
11. Important: Do not select anything under Overriding permissions or roles (roles are already mapped to titles; only use overrides if a title has no role).
12. Click Save employee to create the employee.
13. If you see an error that the Employee ID already exists, change the Employee ID and click Save employee again.
14. Confirm the employee is saved, and do not save their password anywhere that could overwrite your own stored credentials.