Assigning Roles and Inviting Users to Omni

Last Updated: August 24, 2023

Overview:

After you have set the roles, it is now time to assign them to your users. You can do this in 2 ways in Omni HR — via the Access Level tab in employee profile, or via the the Invite access step in creating a new user.

Via the Access Level tab:

• Go to an employee profile you want to assign a role to. Make sure that the user has a working e-mail. You can check this in the HR Profile
  
  

• After checking that the user has a working email, go to the Access Level tab. Click the pencil icon to the far right of the box that says "Employee Self-Service".
  
  

• Choose "Yes" for Employee Self-service and several other fields will show up.
  
  

• In "Role Assigned", click the drop-down and choose the role you want to give the employee. Click Save.
  
  

• The user will now receive an email inviting him/her to Omni. He/she just has to click the link to be brought to a page to choose a password, then will be able to access Omni immediately.
  
  

Via the Invite access step in creating a new user:

• In the 5th step of creating a new user, you will be asked "Do you want to invite your new hire to Omni?". Click Yes.
  
  

• You will then be asked to choose a role for the new user. Click Next afterwards.
  
  

• You will see the Summary page, and after everything is already okay, click Add Employee.
  
  

• The user will now receive an email inviting him/her to Omni. He/she just has to click to be brought to a page to choose a password, then will be able to access Omni immediately.
  
  

Related Article(s):

• Configuring the Access Control - Role's access to Employee profiles
• Configuring the Access Control - Role's access to System Functions

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