Figure 6 Choose item that you want to use and click on return value 5. Figure 7 The employee number and name of the new user will be completed in the Principal Name 6. and Name field The Active From date will be completed automatically as the date when the user 7. registration document is completed. If the person is on a contract basis, the Active To date field must be completed otherwise it 8. can be left blank. Click on and then on to collapse the User Registration tab again. 9. Access to Chart of Accounts and Membership tab Figure 8 Click on to expand the Access to Chart of Accounts and Membership tab. 1. Type in the Organization(s) to which the person must have access to. 2. If the person must have access to certain specified roles, that roles must be mentioned in the Membership(s) field. 3. Click on to collapse the Access to Chart of Accounts and Membership tab again. 4. Ad Hoc Recipients tab Figure 9 Click on to expand the Ad Hoc Recipients tab. 1. Complete or lookup the employee number of the person who must authorize the registration of the new user. 2. That staff member could be the Director/Head of the department. 3.
Figure 6 5. Choose item that you want to use and click on return value Figure 7 6. The employee number and name of the new user will be completed in the Principal Name and Name field 7. The Active From date will be completed automatically as the date when the user registration document is completed. 8. If the person is on a contract basis, the Active To date field must be completed otherwise it can be left blank. 9. Click on and then on to collapse the User Registration tab again. Access to Chart of Accounts and Membership tab Figure 8 1. Click on to expand the Access to Chart of Accounts and Membership tab. 2. Type in the Organization(s) to which the person must have access to. 3. If the person must have access to certain specified roles, that roles must be mentioned in the Membership(s) field. 4. Click on to collapse the Access to Chart of Accounts and Membership tab again. Ad Hoc Recipients tab Figure 9 1. Click on to expand the Ad Hoc Recipients tab. 2. Complete or lookup the employee number of the person who must authorize the registration of the new user. 3. That staff member could be the Director/Head of the department.
User%20Registration%20in%20KFS%20%282015-04-09%29%202.docx