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User profile uploads, HR Feeds and Delegate uploads provide clients the ability to manage their user accounts with ease.

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Benefits

Benefits

  • HR Feed - Allows clients to maintain user profiles/accounts on a daily, weekly or bi-weekly basis

    • It is highly recommended to have an HR feed if the client has SSO or Open Expense enabled

  • Profile upload - Available as a one-time upload

    • Upload at anytime to create, terminate or update user accounts/profiles

      • Used when onboarding user accounts

      • Mass updates to profile reporting fields

      • Mass updates to items within a group of user profiles

  • HR feed/Profile upload is customizable

    • You can remove and add columns, allowing for easy upload and clarity

  • Delegate upload - Allows clients to associate delegates to user profiles

    • Note: Best used as a one-time Delegate - User profile association, before going live

      • Best practice: allow delegates and users to assign associations within their profile settings, once the site is live

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