Manage HR Forms for Onboarding

HR admins or specialists who configure your hiring process builder, manage custom tasks, or manage lookups for onboarding forms must be assigned the HR Forms Role in Trimble Construction One.

You must be an IT Admin to manage HR user roles in Trimble Construction One (team.viewpoint.com). For more details about HR roles, see HR User Roles and Access Levels.
Important: The HR Forms Role is specific to forms and does not provide access to admin settings in HR Management. See Manage HR User Roles for details.

Watch the following video for an overview of HR Role Management and the HR Forms Role.

  1. If you haven't already, log in to Trimble Construction One.
  2. Select your name in the upper right corner and select Admin Center.
    Note: If you don't see Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.

    If you have more than one enterprise, select it from the Admin Center list.

    The selected Enterprise Info tab appears.
  3. Select the User Management tab.
  4. Select Edit next to the user's name whose access you want to update.
  5. In the HR Forms Role, select the level of access you want to give to the user: Admin or Specialist.

    • Admin: Can access the Process Builder, Manage Custom Tasks, and Manage Lookups in Onboarding.

    • Specialist: For the profile groups where they are assigned Profile Admin permissions, these users can access the Process Builder, Manage Custom Tasks, and Manage Lookups in Onboarding.

  6. Select Save.
    A confirmation message displays.
  7. For your HR specialists who have been assigned the HR Forms Role, assign those users Profile Admin permissions for their assigned profile groups:
    1. In Trimble Construction One, select in the upper left corner of the home page, and then select HR Management > Hiring Setup.
    2. Select the Manage Profile Groups tab.
    3. Assign the user Profile Admin permissions for each profile groups where they should have access to the Process Builder, Manage Custom Tasks, and Manage Lookups.

    4. Select Save.
The user's access is updated.