To grant consultants or auditors admin access to your PeopleHR system without creating employee records, ensure you have an active licence for the Consultants module.
To allow a third-party user to have full admin access to your system, follow the steps below:
Click Access Button
then click HR Admin.
Click Settings then click Consultant.
Click the plus icon, then enter your consultant's information.
Click Save.
The consultant receives an email with a link to create their password.
What can consultants access?
When you add a consultant user, they access PeopleHR as an admin so they can see and do everything in PeopleHR that admins can. By default, they can only access PeopleHR in Access Workspace and no other Access products.
If you need a consultant to access other Access products through Access Workspace, follow the steps below.
In Access Workspace, click the Members
icon then select the consultant.
Click Actions then click Manage Roles.
Select the product and level of access they need then click Save Changes.
Can I see what changes a consultant makes?
Any changes that a consultant makes appear in the same way as any other user.
Remove a consultant
To remove a consultant, follow the steps below.
Click Access Button
Go to Settings then click Consultant.
Next to the relevant consultant, click the X icon.