Manage HR User Roles

View or modify HR user roles, determine which employee records a user can view, and enable or disable a user's access to your portal.

You must be an IT Admin or an HR Admin to manage HR user roles. For more details about HR roles, see HR User Roles and Access Levels.
Important: HR admins or specialists who configure your hiring process builder, manage custom tasks, or manage lookups for onboarding forms must be assigned an HR Forms Role in Trimble Construction One. See Manage HR Forms for Intégration for details.
Tip: You will continue to invite or add users from your ERP from the User Management page in Équipe. A button is available in the upper right of the HR Roles tab to allow quick access to Équipe User Management as needed.
  1. Select HR Role Management from the main menu or from the User Management section of the home page.
  2. Select the HR Roles tab.

    The HR Roles page opens, showing a list of all users currently in the system and their assigned role.

    Note: The Name field may be blank for the majority of your users. Look for enhancements to this field in a future release.
  3. To search for a specific user, use the Search field at the top of the page.
  4. To filter the grid by user role, select the dropdown field at the top of the page.

  5. To assign or modify a user's role, select the Role field for that user. Then select the appropriate role from the dropdown: Admin (HR Admin), Specialist (HR Specialist) or Employee. For details on each role, see HR User Roles and Access Levels.

  6. To determine which employee records the user can access, select the Linked Employees field for that user.
    Note: Users without a linked employee (0 records) will not be able to see their employee data.

    This opens the Linked Employees page where you can view the employee name, company code, employee code, and account status for each employee record linked to the user's email address. For more details about employee status, see How Employment Status Impacts User Access.

  7. To import an employee's Trimble ID information into hr.viewpoint.com, select the Get Trimble ID in the Has Trimble ID column.
    Note: When an Enterprise Admin in Équipe creates an invite for a new user, the hr.viewpoint.com system will check every 15 minutes for a 24 hour period if that user has accepted their invite and successfully created a Trimble ID.

    After 24 hours, the HR System checks if the user has created a Trimble ID daily at 1 am PST.

  8. To enable or disable a user's access to hr.viewpoint.com, select either Enable or Disable in the HR Access column for that user.
    Note: You can only enable or disable access for users who are attached to an employee record. Users who are not attached to an employee record cannot view any data in your portal by default.

  9. To go to the User Management page in Équipe where you can invite and add users as usual, select the Équipe User Management button in the upper right of the page.

  10. To download a report showing each user's email address, role, system status, and linked employees, select the Download CSV button in the upper right of the page. You can open and view the file in Microsoft Excel or Google Sheets.