You can create two types of people records:
This topic describes the following:
Before creating users, configure the following settings:
|Person type||Actions > System Settings > Application Settings > Menus > Modify Person Type||Configuring menus|
|Salutation||Actions > System Settings > Application Settings > Menus > Modify Salutation||Configuring menus|
|Site Name||Actions > System Settings > Locations > Sites||Configuring location|
|Organization Name||System Settings > Foundation > Organizations||Configuring company organizational structure|
|Department||System Settings > Foundation > Organizations||Configuring company organizational structure|
|Group||System Settings > Foundation > Groups||Adding groups and roles|
Submit mandatory and optional details on the tabs in a People form:
|This tab contains mandatory details that you must complete, so that you can save a people record. For more details, see Complete Request Details.|
This tab displays only if you set Case User flag to YES on the Request Details tab. This tab contains mandatory details that you must complete, so that you can save a case user record. For more details, see Complete Case Login options.
This tab displays an option for selecting a manager from the Manager Name drop-down list. Only one manager can be defined for an employee.
All manager details (email, phone numbers, and ID) are automatically filled in with the data from a profile of the selected person.
Some of the user details, such as National ID, or annual salary are considered confidential, and can be viewed only on the Confidential Data tab.
The data available on the Confidential Data tab can be accessed only by:
For more details, see Add confidential data.
You might need to add challenge questions so that HR agents can verify the users for whom you add these details by phone. You can add as many challenge questions as you need.
The questions and answers to these questions that you add, can be later used for verification of self-service users by phone. Thus, while an HR agent opens a case based on a phone request, he must verify that the person who is calling is the right person. An HR agent opens Challenge Questions tab, and asks questions that are available on this tab. If a person answers the questions correctly, he can be verified.
You can add multiple challenge questions, modify, or delete them when necessary.
Follow these steps to add a challenge question:
On the Related Items tab of a user profile, you can view and add the following types of items related to a user:
Follow these steps to add a related item:
On this tab, you add professional skills. To add a skill:
The following table explains details on the Request Details tab:
Complete mandatory basic details:
The email must be unique. The system does not allow to create users with an email that had ever been used, and then was deleted from the BMC HR Case Management.
(Optional) Complete identity details:
Review the default values for the following fields, and make changes if necessary:
In the 4.6-4.7, the Receive Notifications field is available on the Case Login tab.
The following table explains details on the Case Login Details tab:
|Case Login Details||Complete the following fields:|
|Default Groups||Select a group for:|
Set the Receive Notifications flag to YES, so that the user receives email notifications about the updates in related cases.
Note: In the 4.6-4.7, the Receive Notifications flag is available on the Case Login tab.
Case Admin Functions
Define which of the Case Admin functions you would like to enable for this person:
|Permissions and Groups||Select one or more groups to add an employee into the selected group(s).|
The following table explains details on the Confidential Data tab:
Date of birth
Age and Years automatically calculate employee age if the DOB is completed.
|DOH||Date of hire|
To add more than one spoken language:
To add a salary value:
When you no longer need a people record, you can delete it from BMC HR Case Management by selecting it from the people list in the People console, and clicking Delete.
When you delete the case user people records, keep in mind that: