Managing client users in iSolved

Tips & Tricks

Managing client users in iSolved

Following the recommended practices below can help ensure your organization maintains security of your iSolved HCM system.

  1. Only create client users for administrative users
    Supervisors and managers can access information, approve timesheets and approve workflows for their direct reports through Employee Self-Service (ESS) without being designated as a client user.
  2. Assign the minimum number of roles necessary for the client user to perform their job function in iSolved HCM
    Don’t give client users access to parts of the system they don’t really need for their role.
  3. Disable client users as a standard part of your employee termination process
    When you terminate an employee in iSolved HCM, it is recommended that you check the client user section and disable any accounts for that employee.
    Terminating an employee in iSolved will NOT automatically disable their client user account.
  4. Don’t delete client users
    If a client user has been active in iSolved HCM, you should not delete their account. Instead, you should disable their account to remove their access. If you delete a client user, all their logged activity history will be deleted, and you will no longer have a record of their access to the system.