Employee User Management and Invitations

Capability detail

User Management software gives HR and operations teams a clear way to create company user records and control who receives employee portal access.

HR Omni keeps records and invitations organised for employees, contractors and external users.

Create Records Before Granting Access

A company user record represents a person known to your organisation. You can create the record before they have a sign-in account, accepted invitation or employment record.

This supports workforce administration for employees and for people such as external accountants who may need access without being employed by the organisation.

Invite People by Email

Send an invitation while creating a record or use bulk email invitations for several people. When someone accepts, HR Omni creates or identifies their sign-in account and links it to the company user record.

Invited users can complete their own details, helping keep employee user management clear for both administrators and the person joining the portal.

Add Employment Information Where Needed

A user record and an employment record serve different purposes. Add employment details for people who need a department, manager, schedule or access to employment-based modules.

Company user records can also support asset assignments. Relevant user and employment information is reused by the enabled modules that need it.

Control Who Can Manage User Records

Built-in Users roles control who can review or manage user records, invitations, employment details and notes. When the paid Documents module is enabled, these roles also control access to employee document spaces.

Explore Role-Based Access Control to see how read-only and read and write administration work across HR Omni.

Included in Core

User Management is included in Core at no charge, with no separate per-user fee.