Employee management > Employees > Create employee login

Create employee login

When new employees are added to Spend Dynamics (either via the application online or via a human resources (HR) interface file upload), they do not have login rights to the system. To issue the employee a username and password, you can upload the details via the user identification (UI) interface file or do it manually within the application.

To create a new user login:

1. Click the Employees button on the Administration Overview diagram (Employee view).

   The Employee Administration screen appears.

2. Click Search at the top-right of the screen.

   The Employee Search window appears.

3. Check the No checkbox beside System Login Rights.
4. Click Search.

   The Employee Administration screen re-appears, displaying all employees without login rights.

5. Click to the right of the employee's name on the report.

   The Create New Username window appears.

6. As a security measure, type your administrator password in the top field.
7. Type the employee's username.
8. If automatic welcome emails are configured and active, and the user has an email address, the password will be system generated. Otherwise, type a password.

   Note: The password must comply with the standard password rules.

9. Click Save.

   Note: If you select a username that is already issued within Spend Dynamics to another user, a message will appear advising you of this and you will need to select an alternative username, e.g. incorporate a middle initial into the username.

10. If you want to edit the employee record further, you need to re-perform the employee search and thereby refresh the employee's data in the system.

Note: Once you have issued a new employee their login username and password, you must map the employee to an account supplied by an issuer. The account can be manually mapped online or via a card mapping (CM) interface file upload.