User Management
Help your users with Atlas
By Hayley1 author35 articles
- How do I add a user in Atlas?Adding a user to Atlas
- How do I upload employee's in bulk to Atlas?Add multiple employees into Atlas with simple upload
- How do I remove a user in Atlas?Removing a user from the Atlas Platform
- How do I bulk update multiple employee records?How to update employee records in bulk
- How do I set a probation period for a new employee?Adding a probation period for a new starter
- How do I update a probation period for an existing employee?How to Update the Probation Period for an Existing Employee in Atlas
- How do I activate an Employee record?
- How do I copy a standard working day profile?Copying a standard profile
- How do I create a custom working day profile?Setting up a custom working day profile for unique working patterns
- How do I customise working days and hours?Customising hours and days in a profile
- How do I assign working day profiles to employee's?Assigning and managing working day profiles for Employees
- How do I add or remove an employee record?How to Add or Remove an Employee in Atlas
- How do I view or edit an employee record?Updating an employee record in Atlas
- Where is my team?When a manager cannot see their team
- How do I move an employee between Teams/Departments?How to move a team member to a different department
- How can I manage and access archived employee accounts and records in Atlas?
- How can I update an employee’s salary so it reflects in their employment contract in Atlas?
- How can I reassign and manage email accounts during employee transitions in Atlas?
- How do I see which employee's have signed their contracts?Learn how to easily check and report on employee contract acknowledgements and signatures in Atlas for a clear online audit trail.
- How can I personalise employee contracts and manage employee groups in Atlas?
- How do I mark an employee as a leaver in Atlas?Use this article when an employee leaves your company and you need to mark them as a leaver in Atlas.
- How do I reinstate a leaver in Atlas?Reinstating a former employee to Atlas upon their return.
- How can I resolve duplicate or existing user account errors in Atlas?
- How do I upload and manage leaver documents in Atlas?How to manage leavers documentation in Atlas
Password & Credentials
Resetting passwords, managing login credentials, and updating usernames for your team
- How do I change a username to an email address in Atlas?
- How do I reset passwords for multiple users at once?Completing the bulk password reset
- How do I reset an employee's password?Resetting an employee's password with a username log in
- How do I bulk reset passwords for users that don't have an email?
- How do I manage user accounts and credentials as an administrator?Updating your staff details in the platform
- How do I manage user credentials for my team?Review and update login details for team members you manage in Atlas.
- How can I troubleshoot and resolve login issues in Atlas?Resolving login issues with Atlas
Permissions & Delegation
Controlling user access, editing permissions, and delegating department management
- How do I edit a user's permissions?How to edit a user's permissions
- How do I change the manager of a department/team?Updating your department structures
- How do I use delegation to manage department access and permissions?Using delegation to manage permissions
- Can you have a manager overseeing two departments?Setting up and using delegation to oversee departments