Refer to this article if your version is above 7.4.1

An organization may have a tool in place to store all employee data but may lack the ability to assign role-specific functions or activities within the tool. It is crucial for an organization to centrally store data of its employees, and at the same time, it is equally important to assign user-specific duties to ensure all activities are allocated seamlessly. As an example, The Payroll Manager may be categorized as an employee who has the privilege to view employee salary and wage data, but a Head of another department may not have clearance to view such data. Not only is OrangeHRM perfectly equipped to manage this instance but is capable of much more.

Once the employees are added to the system using the PIM module, the Admin user needs to create a user account for each employee, Alternatively, the admin user can create a user account whilst adding an employee in the PIM module.

Admin users can assign a specific work role to an employee which will enable the employee to perform certain tasks but will be restricted to others. Below steps will take you through on how this could be achieved in the system.

To access this feature, go to:   Admin-> User Management-> Users. The ‘Users’ screen is displayed as follows. 

Step 1 – Click the ‘Add’ button which is located at the right-hand corner of the ‘Users’ screen. The ‘Add User’ screen is as follows.

Step 2 – Guidelines to fill the required details

Step 3 – Once done, click ‘Save’ The newly created user will be visible in the ‘Users’ List. 

If you wanted to create a regional admin role in the organization once you have created the user role settings you can select the region by clicking the "Modify Region" icon. 

Step 4 - Click "Modify Region"

Step 5 - Select the Region/s and the locations for this specific user role and click Save.   

Filter User

For the convenience of the admin user, OrangeHRM is equipped with a filter option to search for user/s as and when required. This is an ideal option if your organization has a large number of employees. 

Step 1 – Click the   button on the top right corner of the screen. The ‘Filter Users’ screen is displayed as follows

Step 2  - Fill the following filtering criteria. 

Step 3 – Click the 'Search’ button. Use the available fields to narrow your search or to filter the result.

Edit User

The admin user can also edit the created ‘Users’ by clicking    button which is located at the right-hand corner of the created ‘Users’. The ‘Edit Users’ screen is displayed as follows. 

Step 1 - Complete the following fields of the above screen.

Delete users

The user can delete the created users by clicking     Refer the following to get an idea about deleting an item :

How to delete an incorrect Item from a List?

User List configuration

The user can configure the ‘Users’ list by clicking   and selecting the 'Configure' option. The ‘Users List Configuration’ screen is displayed as follows. 

After marking the desired configurations through checkboxes, the user can then click ‘Save’. This concludes the ‘Users’ configuration list screen according to business requirements.

When an admin attempts to create a user account for an employee who is terminated or re-hire an employee to the organization by adding the previously used username from the "Username" field, the system will not allow this request with an error message "User already exists”. This is due to the status is being set as "Enabled" by default. To change this, select "Disabled" from the status field and filter.