List Users

Manage Appraisal Security page would allow you to define user securities for People and Performance area.

By default, this page lists only the active users.

Tick 'Show Inactive Users' check box to view a full list of both active and inactive users.

STEP 2: The following data is displayed in this page.

Field	Description/Instructions	Mandatory/Optional
Username	Unique ID for the user.	Mandatory
Password	Password to access the user profile.	Mandatory
Position	The position of the user.	Mandatory
Organisational Link	Drop down selection of the Business Unit or Directorate that the user belongs to.	Optional
Staff Classification	Drop down selection of staff classification.	Optional
Reporting Officer	Drop down selection of the Reporting Officer of the user	Mandatory
Security	Ticking the Admin check box will enable PES Administration securities. Org. Unit Manager check box will allow the user to access all assessments and reports of users within his or her Org. Unit. When both check boxes are ticked the user will only have the operational user permissions. See Security for more information.	Optional
Active	Tick this check box to set active/inactive status for the user. By default, the system sets active status. Inactive users cannot access Individual planning area.	Mandatory
Email	Allows to specify user email address.	Optional

STEP 3: Click 'Add' to add the user to the system.

Additionally, the User List page has a built-in search for searching registered users. Click Search Criteria downward arrow at the top left of the screen to expand the Search Criteria area. Users can be filtered using User Name, Name and Position. This area is collapsed by default. Depending on the search criteria defined, the results can be quickly extracted.

STEP 4: Click 'Edit' alongside a user record to edit.

STEP 5: Make any changes to the record according to the details provided in the table above.

STEP 6: Click 'Update' to update the user record. Click 'Cancel' to leave the record unchanged.

Last revised: November 26, 2017