To connect your WebHR account to this application you must set up a new admin user. Please follow the instructions below.
Before you start
In order to complete the instructions below, you will need to be an administrator. Before you begin, you will need to contact your HR team to assist or grant you access.
Instructions
1. Log into WebHR with an administrator account.
2. Go to Employees > Add Record.
3. You'll be taken to the Add New Employee page. Please make sure that all drop-down fields are filled out in the Employee Information section. Feel free to select categories that are similar to the ones displayed below.
4. Please allow Employee Login and allow Employee Mobile Login, and enter in a user name, password, and email address. Make sure to securely send this password to the email address provided in Finch Connect.
5. Under Employee Personal Information, enter the First Name and Last Name provided in Finch Connect.
6. Enable both selections under Send Employee Credentials and click Save.
7. You'll then need to assign this new account admin privileges. Go to Organization > System Settings > System Administrators and click Add System Administrator.
8. You will then see a drop-down list. Select the username of the account you just created.
9. Your new admin account should now be ready to use.