Adding a new identity (page description)
To open the Add a New Identity page go to Responsibilities > Governance Administration > Identities > Add a new identity.
On the Add a New Identity page, you can add a new identity by providing its main data (see Adding your own identities).
Enter the following main data.
Table 824: Identities main data
|
Personal data |
|
Last name |
Enter the identity's last name. |
|
First name |
Enter the identity's first name. |
|
Middle name |
Enter the identity's middle name. |
|
Date of birth |
Enter the identity's date of birth. Click the  (Calendar) to do this and use the date picker to select the date of birth. |
|
Personnel number |
Enter the identity's personnel number. |
|
Gender |
In the menu, select the identity's gender. |
|
Central user account |
Enter the name of the identity's central user account. |
|
Default email address |
Enter the identity's default email address. |
|
Organizational information |
|
Primary cost center |
Click Assign/Change and select the identity's primary cost center. |
|
Primary department |
Click Assign/Change and select the identity's primary department. |
|
External |
Select the check box if this is an external identity. |
|
Employee type |
In the menu, select what type of identity this is. For example, an identity of this company or a trainee. |
|
Entry date |
Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date. |
|
Leaving date |
Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date. |
|
Manager |
Shows you the identity's manager.
|
|
|
Primary location |
Click Assign/Change and select the identity's primary location. |
|
Building |
Enter the building where the identity works. |
|
Floor |
Enter which floor the identity works on. |
|
Room |
Enter the room the identity works in. |
|
Street |
Enter the road where the identity works. |
|
Zip code |
Enter the zip code of the identity's work location. |
|
City |
Enter the city where the identity works. |
Identity (page description)
To open the Identity page go to Responsibilities > Governance Administration > Identities > click an identity.
On the Identity page, you can perform various actions on the identity you selected beforehand.
To do this, click on one of the tiles:
Overview – Identity (page description)
To open the Overview - Identity page go to Responsibilities > Governance Administration > Identities > click an identity > Overview.
On the Overview - Identity page, you can see all the information relevant to the identity summarized in an overview (see Displaying identity overviews).
This information is displayed as shapes. For more information, click on the links inside one of the shapes.
Main data – Identity (page description)
To open the Main data - Identity page go to Responsibilities > Governance Administration > Identities > click an identity > Main data.
On the Main data - Identity page you can perform the following actions:
The following tables give you an overview of the various features and content on the Main data – Identity page.
Table 826: Controls
|
Assign to new manager |
This opens the Assign to new manager page .
You can use this button to transfer the responsibility of the identity to another manager (see Assigning other managers to identities). |
|
Generate report |
Opens a dialog.
Use this button to generate a report about the identity's data (see Creating reports about identities). |
|
Save |
Use this button to save the changes to the main data. |
You can change the following main data.
Table 827: Identities main data
|
Personal data |
|
Last name |
Enter the identity's last name. |
|
First name |
Enter the identity's first name. |
|
Middle name |
Enter the identity's middle name. |
|
Date of birth |
Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth. |
|
Personnel number |
Enter the identity's personnel number. |
|
Gender |
In the menu, select the identity's gender. |
|
Central user account |
Enter the name of the identity's central user account. |
|
Default email address |
Enter the identity's default email address. |
|
Organizational information |
|
Primary cost center |
Click Assign/Change and select the identity's primary cost center. |
|
Primary department |
Click Assign/Change and select the identity's primary department. |
|
External |
Select the check box if this is an external identity. |
|
Employee type |
In the menu, select what type of identity this is. For example, an identity of this company or a trainee. |
|
Entry date |
Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date. |
|
Leaving date |
Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date. |
|
Manager |
Shows you the identity's manager.
|
|
Temporarily disable until |
Select the check box to activate the identity at a later date then click the (Calendar) and use the date picker to select the date to activate the identity. |
|
Locational information |
|
Primary location |
Click Assign/Change and select the identity's primary location. |
|
Building |
Enter the building where the identity works. |
|
Floor |
Enter which floor the identity works on. |
|
Room |
Enter the room the identity works in. |
|
Street |
Enter the road where the identity works. |
|
Zip code |
Enter the zip code of the identity's work location. |
|
City |
Enter the city where the identity works. |
