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eSS Registration Overview - How to Setup & Register eSS Users

Before getting started with registering your team for eSS, it is a good idea to read our Overview of Employee Self Service and go through our Checklist to Getting Started with Employee Self Service.

NOTE: Employees will need to have either an email address or Employee ID stored against their Employee Record to be able to register for eSS. 

There are two main ways that you can set up an eSS User, both will require your workers to register themselves and create a password. The way you do it will depend on your particular scenario and where you are on your journey with Citation HR Software. 

NOTE: Registration for eSS is slightly different for a management user, as they only need one set of login credentials to access both the management and employee side of Citation HR Software. If they already have credentials to login to the main application, they will either need to register for eSS using one of the options outlined in this article, or have their settings updated to provide access without registering.

Use the information below to identify your scenario and which method you should you use to register your employees for eSS. 

New clients - launching Self Service to all of your workers for the first time

1. eSS Registration for workers via a Checklist Task 

If you are planning to initiate an eSS enabled checklist as part of your launch plan, you can use this to register your workers for Self Service. When a worker is assigned a task/s from an eSS checklist, but they are not yet an eSS User, the worker will receive a system generated email asking them to complete their eSS Registration, as well as the task that was initiated. Follow the steps in this article to register your workers for eSS through a checklist.

2. eSS Registration For Workers Via Your Unique URL 

If you will not be using an eSS enabled checklist as part of your launch plan, you should send out your unique URL link to your workers via your usual communication method to enable them to register for Self Service. Follow the steps in this article to register your workers for eSS through your unique URL.

3. Existing Management User

An existing User of Citation HR Software can be setup to login to Self Service using the same credentials. You can either use one of the two methods above so they can register themselves and understand the process for the rest of your employees, or you can make some adjustments to the current settings on their User. 

 

Existing clients - launching Self Service to your new workers

1. eSS Registration for workers via a Checklist Task

How you launch Self Service to new workers may depend on which areas of the system you are using. For clients using our standard Pre-Employment or Induction checklists, your new workers will register via a checklist task. Follow the steps in this article to register your workers for eSS through a checklist.

2. eSS Registration For Workers Via Your Unique URL

If you are not using our eSS enabled checklists, you will need to register your new workers for eSS through your unique URL.

3. A New Management User

This will depend on your use of Citation HR Software and whether they need to be an eSS User or a Management User first.