Step 5 - Setting up Identity for your organisation

alethea.barlow@oneadvanced.com Updated by alethea.barlow@oneadvanced.com

Inform employees and managers they can login using OneAdvanced Identity 

If, as part of enabling OneAdvanced Identity, you need to send out the welcome emails to all employees and managers, please refer to the Identity help guide “Onboarding new users with welcome emails”. 

Note that the “Refresh email and sync data” button will refresh the “Email Summary” and “Synchronisation Status” statistics only and not start the sync process. 

Disabling OneAdvanced Identity 

Should you need to stop using the OneAdvanced Identity login page on the web and mobile app, you can unset the Enable OneAdvanced Identity option. The system will then use the login option configured. 

Synchronisation Status 

The synchronisation status provides you with an overview of employee and manager records that have been successfully synced to OneAdvanced Identity and those that have failed. 

  • Once the Enable Identity flag has been set any employees and managers that have failed synchronisation will not be able to login to the web/mobile app. 
  • You can use the View Details links to see why they failed to sync to OneAdvanced Identity. The sync process will attempt to sync the employee or manager again after the record has been updated. 
  • You can refresh this data at any time by clicking the Refresh email and sync data button. This button does not start the sync process. 
OneAdvanced Identity Welcome email 

When OneAdvanced Identity is enabled in Time and Attendance and a new Single Sign-On account is created in OneAdvanced Identity (either through the creation of a new employee or manager, or updating an associated email address), OneAdvanced Identity will automatically send a Welcome email to the user. This email provides details on how they can set a password for their new Single Sign-On account if you have set up non-federated authentication. Once the user has completed this step, they will be able to login to the Time and Attendance web/mobile app. 

You can control the content of those welcome emails within OneAdvanced Identity. Please see the Identity help sections below: 

Adding custom content to welcome emails 

Note that welcome emails are not sent out to employees and managers when you use the optional synchronisation process to sync all employees and managers before enabling Identity. However, once you are happy that all the employees/users are synced, you can still send Identity welcome emails by using the 'Sending welcome emails to multiple users' feature, use this link to access the help page for more instructions. 

Bulk import of users to OneAdvanced Identity 

It is possible to import users directly to OneAdvanced Identity, rather than using the Time and Attendance sync process. A pre-defined csv file layout should be used, and this controls the various user settings, such as enable MFA, send welcome email, requires email verification etc. 

Please see the Identity help section “Creating and managing users” for more information. 

Was this article useful?

Step 4 - Setting up Identity for your organisation

Step 6 - Setting up Identity for your organisation

Contact