4. Invite Employees to MyPay
- Infinet Support (Unlicensed)
Overview
As a MyPay Administrator, you have the ability to invite/add Employees to your MyPay organisation. When you invite an Employee, they will receive an email with a unique link which they use to setup their MyPay login. You can invite multiple Employees from your organisation in a single step.
Before You Start
Before you invite people to your MyPay organisation, make sure you have completed the necessary steps in the Setup Assistant on your Home Dashboard.
- The second step in the process is the Discover the EMPLOYEE Role.
- The EMPLOYEE role provides out-of-the-box permissions for a user group to perform Leave, Time and Expense activities.
- As an ADMIN it's important to understand the role permissions to support users, when required.
Setup Assistant
1. ADD EMPLOYEE ROLE
From the Setup Assistant, click on the Set and Switch Role button to add the EMPLOYEE role automatically to the ADMIN user profile.
2. EMPLOYEE ROLE OVERVIEW
Notice the additional role in the profile drop-down in the top right of the screen and the EMPLOYEE Home Dashboard. Also note the EMPLOYEE role menu options.
3. BACK TO ADMIN
Switch back to the ADMIN role to unlock the next steps of the Setup Assistant.
Invite Employees to MyPay
Invite Employee and Self-Registration will create login/password for the employee to direct login to MyPay.
DO NOT USE Invite Employee nor Self-Registration if you plan to use SSO authentication provider (Okta, Azure, OneLogin).
1. ADMIN REGISTRATION
I. As an ADMIN on the main menu bar, choose: Administration → Employees
I. Mark the checkbox next to the Employee(s) you would like to invite and click the Invite to My Pay button in the top right-hand corner of the screen.
II. Select a role and click Invite Employees to MyPay. All employees will receive an email with a link to sign up and set-up their own login.
2. SELF-REGISTRATION
If an employee has Access enabled and they are active, they can self register on following URL : https://mypay.management/register
When self-registering, they will need to use the same email address as is currently stored in NetSuite and MyPay.
Active Users
Navigate to Administration > Active Users to view a list of active users.
Use the Invite Employees button to navigate back to the Employees list where enabled users can be selected and invited to join MyPay.
Active Roles
Navigate to Administration > Active Roles to view a list of active users and roles.
Use the Invite Employees button to navigate back to the Employees list where enabled users can be selected and invited to join MyPay.