Manage HR User Roles with Unified User Management

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 新進員工導入 for details.
  1. Select HR Role Management from the main menu main menu icon 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.

    Tip: To search for a specific user, use the Search field at the top of the page.
  3. To filter the grid by user role, select the dropdown field at the top of the page.

  4. 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.
  5. HR Admins and HR Specialists who use 新進員工導入 need Trimble Construction One Access (https://team.viewpoint.com). Follow these steps to set up a new HR Admin or HR Specialist with TC1 Access.
    1. Change the user's Role to HR Admin or HR Specialist.
    2. Select either Get TC1 Access or Not Required in the user's TC1 Access column.
      The user is sent an invitation.
    3. Prompt the user to accept the invitation and log in with their Trimble ID. Once they do, they will have access to 新進員工導入.
    4. In https://team.viewpoint.com, navigate to Admin Settings > User Management.
    5. Find the user and change their HR Forms Role to HR Admin or HR Specialist.
  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 enable or disable a user's access to hr.viewpoint.com, you must update the user in Traqspera User Management page.
    Select Traqspera User Management in the upper-right of the HR Role Management page to access it.
  8. 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.