Create Talent without an Email

Sometimes your talent might not have an email address, but you still need the ability to create the talent user and send Onboarding Tasks.  With this feature, you are able to create talent without an email and send documents for them to complete.

 

CHAPTERS

Things to Know
Create Talent
Set Default Password
Reset Password for Talent
Sending Onboarding with proper Settings

 

 

Things to Know

  • UI/UX changes to talent profile and onboarding/talent management process include the following:
    • Note passwords generated via this reset will ALWAYS be random
    • Any HCM user will have the ability reset passwords without needing Utilities / User Account access
    • Login information under the talent's picture
    • New "Create User" button under the Quick Actions menu if a user record doesn't exist for the talent yet (allows for a migrated talent to get access to the talent portal without having to send onboarding tasks or start them on a job)
    • The login ID can be customized (provided it's not already in use) at the time of user creation but cannot be edited after the fact. Existing users with login IDs that were randomly generated cannot be changed at this time.
    • The system will generate a non-functional email for talent if they do not already have an email address listed
    • The talent is required to have an email address or mobile phone number (to support future MFA features), so they may want to consider requiring a phone number as part of the required fields for a new talent (and configure their application verification accordingly)
    • There are new prompts and visibility to login information for talent users when sending them onboarding tasks
    • The ability to reset a talent's password is done by clicking the edit icon on the talent's picture widget, then clicking the reset password button
  • We added the ability for talent to use a login ID and/or login email to access the talent portal
  • We added the ability to set a default talent password via the table editor so all new users have the same default temporary password when logging in the first time
    • This is not turned on or active by default, it must be configured and activated by someone with table editor access
  • For users without real email addresses, self-service for resets isn't possible. Recruiters will need to help facilitate password resets, etc.
  • Nothing will stop people from sending emails to a talent that have a "dummy" email address generated for them. These emails go nowhere and cannot be accessed by anyone (they are auto-deleted).

 

 

Create Talent

This feature needs to be activated prior to use.  Please contact your Account Manager for more information on activation.

  1. Log in

    mceclip3.png

  2. Click the Talent Tab
  3. Click Add New Talent

    mceclip30.png

  4. Create a New Talent, without an Email address
    1. Note: They must use a Mobile Phone number
      1. This can be setup as a Requirement;
        1. Information on the Table Editor.

          mceclip11.png

  5. Click Submit Applicant button
    1. Then you’ll be brought to the new Talent just added

      mceclip12.png

  6. Under Quick Actions, click Create User.
    1. If you don't see this option, click the "down arrow" to see the option.
      Note: This must be done prior to sending Onboarding Tasks.

      mceclip33.png

  7. Add a Username.
    Note: This must be unique and not used by any other type of user in the system.  If you receive a message that the Username is already in use, then please try making changes to the Username and try again.

  8. Click the Create User button.
      1. You should see a message about the individual not having an email address (at the top).

        mceclip14.png

  9. Write down / copy the information.
    1. Provide this information to the Talent.  The Talent can sign in with the Email or Username provided.

  10. Click Close.

    mceclip15.png

  11. Refresh the page.
    1. Click the Refresh icon or press the F5 key.

      mceclip16.png

  12. Notice that under the Talent Info Section, the Username and Email should show.
    1. An automatically generated Email should also be inserted under "Contact Information."

      mceclip17.png

 

 

Set A Default Password

This can be helpful for making sure the initial passwords are all the same.  Password requirements need to be met; these include at least 8 characters and 1 number.

  1. Click on Account & Settings
  2. Click Table Editor

    Account Settings - Table Editor.gif

  3. In the Search Tables field, type "PASSWORD"

    mceclip36.png


  4. Locate the Talent section
  5. Click on Default Talent Password

    mceclip35.png

  6. Enter in the new default password for Talent
    1. It must be a minimum of 8 characters and 1 number.

      mceclip37.png

      Note: You will be able to save a default password without meeting complexity criteria (8 characters and 1 number).
      However, once the Active checkbox is turned on (to force the default password for new users), the password must meet the complexity criteria.

      mceclip39.png

  7. Click the Active checkbox
  8. Click the Save button

    mceclip40.png

  9. Once you've saved the change, you'll see a "Save Successful" message.
  10. Click Close

    mceclip43.png

 

 

Reset Password for Talent

  1. Go to the Talent's profile you'd like to reset the password for.
  2. On the profile picture section, click the Edit icon

    mceclip44.png

  3. Click the Reset Password button

    mceclip45.png

  4. There are a few different options

    mceclip46.png

    1. Reset without Email
      1. Click the Set Password button
      2. The pop up window will close

        mceclip48.png

    2. Welcome Email
      1. The Welcome Email template will be sent
      2. The pop up window will close

    3. Standard Email
      1. The Standard Email template will be sent
      2. The pop up window will close

 

 

Sending Onboarding with proper Settings

Addendum: On Attempting to Send Onboarding Tasks Without the Associated System Setting

If a client does not have "Allow Contractors without Emails" checked in System Settings, they will experience the following expected behavior:

 

When clicking "Send Onboarding tasks", if the Talent does not already have a user created, Recruiters will experience the following:

  1. A pop-up saying "Create User". Click "Create & Send Email" to proceed.
  2. The next view of the pop-up will inform the Recruiter that the new user has been created and will show a username/email as well as a password that the Talent can use to log in.
    • If logging in with a temporary password, they will be prompted to set a permanent password, in the same way as if they clicked the password link in their email as normal.
    • If the Talent does not have access to their personal email while they're in the office, the recruiter can copy the password down and give it to them without the Talent needing to access their email to set their password.
    • Talent can log in with either the system-generated username or their email address, but we recommend using Email for ease of use.
    • Talent will still receive an email that their user has been created and the ability to set their permanent password via email.
  3. After Closing the pop-up, you can proceed with initiating Onboarding tasks, and Talent Task emails will send out as expected.
  • On the Talent profile, underneath the Talent's status, their portal Username and Email will display for easy reference. If the Talent has not yet had a user created, this information will not display.

Note: Portal login username/email on record cannot be hidden to Recruiters once the user is created.

 

 

 

Articles in this section

Was this article helpful?
0 out of 1 found this helpful
Share