Identity Manager 8.0 - Web Portal User Guide

Assigning New Managers

In the People menu, you can assign new managers to your staff in their master data.

To assign an employee to a new manager

1. Open the People menu and select the employee you want to edit.
2. Select Master data and click Assign to new manager.
3. Select a new manager using the Change link.
4. Enable the option in the Assign to new manager view and set a time and date from which the new manager takes effect.

   NOTE: If the employee with the new manager already has approved requests or entitlements, they are deleted automatically on this date. If you want the employee to retain these requests or entitlements when transferring to the new manager, disable the checkbox Delete assignment on the effective date or Cancel on the effective date respectively.

5. Click Send and confirm the prompt with OK.

   Your changes are saved and the message Your manager change request has been submitted. is displayed in the employee's Master data.

   NOTE: Your request to change managers is presented for approval in the Pending Requests menu of the approver responsible.

Detailed information about this topic

• Approving New Managers Assignments
• Approval History
• Pending Requests

Creating a Passcode

If one of your staff has forgotten their password for logging into the Web Portal and the password cannot be reset with the question and answer function, you can create a passcode for them.

The passcode can only be used once and is only valid for a limited time period.

To create a passcode for an employee

1. Open the People menu and select an employee.
2. Click Passcode.

   The generated passcode and its validity are displayed in a dialog box.

3. Note or mark the code and send the it and the validity period to the employee.

Creating Reports about Employee Data

In the People menu, you can create a report with the data from one of your staff.

To create a report

1. Open the menu People.
2. Use a filter and then mark the item you want in the result list.
3. Click Create report.
4. Perform one of the following tasks.
   1. Create a report with history.
   2. Include data for subidentities.
5. Click Create report.

Viewing Information

In the My Responsibilities menu you can see all relevant information in short form in the overview of your responsibilities. This information includes, for example, people, their request, rule violations, user accounts, subidentities, assigned permissions and memberships. They are displayed in shape elements.

To view an employee's overview

1. Perform one of the following tasks.
   1. Open the People menu and select an employee.
   2. Open the System entitlements menu and select an employee.
   3. Open the Business Roles menu and select a business role.
   4. Open the System Roles menu and select a system role.
   5. Open the Department menu and select a department.
   6. Open the Cost Center menu and select a cost center.
   7. Open the Location menu and select a location.
2. Select Overview to view all the information about an employee at a glance.