Manage Employees

The maintenance of employees and their user accounts will depend on if your business has an integration. Bellow details the user provisioning options:

Option

Maintain Employee Data

Maintain User Data

Update SiQ Role

Option 1 – SCIM Integration and User access via SSO 

Maintain the Employee data via SCIM. Maintain the User data via SSO Identity Provider. User logins via SSO
Option 2 – Multiple SCIM Integrations and User access via SSO  Maintain the Employee data via SCIM. Maintain the User data via SCIM. User logins via SSO

Option 3 – Custom SCIM Integration and SSO

Maintain the Employee data via SCIM.

Maintain the User data via SSO Identity Provider.

User logins via SSO

Option 4 – SCIM Integration and User access via Manual Login

Maintain the Employee data via SCIM.

The employee's email address is used as part of the user's credentials.

User logins manually.

Option 5 – Employee data transfer via SFTP and User access via SSO

Takes Employee data via SFTP.

For how to set up SFTP, see SFTP Employee Import.

Maintain the User data via SSO Identity Provider. User logins via SSO

Option 6 – Employee data manually imported and User access via SSO

Takes Employee data from manual upload.

For how to complete a manual import, see Add or Remove Employees via an Employee Import

Maintain the User data via SSO Identity Provider. User logins via SSO

Option 7 – Employee data manually imported and User access via Manual Login

Takes Employee data from manual upload.

For how to complete a manual import, see Add or Remove Employees via an Employee Import.

The employee's email address is used as part of the user's credentials. SiQ User logins manually

Note: If you have Auditors or short-term Contractors that have a requirement to be seated you will need to include these people in SiQ. However, the Add or Remove a Temporary Employee Manually procedure only applies when your Employee data is transfer via STFP or upload via Manual Import.

 

Manage User Roles

Update your Employee's User Role

By default, every new employee added to the system is assigned the Viewer role; this is the role with the fewest permissions in SiQ. If needed you can update the employee's role, see Update the Employee's User Role.

Update your Department Admins or Location Admins

You can set up employees to be either a Department Admin who manages a specific department or a Location Admin who manages a specific location. Find out how to: 

If you have an employee leave your business then you can replace them as a Department Admin or Location Admin. It is important to remember to complete this before they leave the business.

Employee Import History

The Employee Import History screen displays the statistics for all imports and their processing status. For more details, see Employee Import History.

Backup and Restore After a Manual Import

You may need to restore an Employee Backup file when an employee import file was mapped incorrectly. When this happens, it often leads to employees being unintentionally unseated or deleted from SiQ. For more details, see Backup and Restore.