SIMS Role(s)

[Homer3334]

Hi All, Here's a weird one, its probably a silly question but we've discovered that when one of our clients creates a new staff member in SIMS, there "Role" (such as Employee, Teacher, user) doesn't come up as 'Employee' automatically. We are trying to add the "employee" role to these teachers, but can't find it anywhere. Anyone know where to go? Feels like its should be straightward but we just aren't finding it! Please see attachment for the bit i mean,Thanks

[Steve21]

Normally that means they didn't add them with the right name/dob etc, as it should auto link the two together when the sysman style login is created.

 

I know a lot of HR add a fake dob and then modify it after etc but that won't link them

 

Steve

[Esteban_Child_of_the_Sun]

When a person is created in SIMS they are given their initial role, if they only have a role of User, then they were created in system manager and don't have a personal record yet. All you need to do is go into the personnel screen and add someone with the same forename and surname, this should bring up a Matched People screen where you can select the person with a role of User and this will give them a role of employee too.

[Homer3334]

When a person is created in SIMS they are given their initial role, if they only have a role of User, then they were created in system manager and don't have a personal record yet. All you need to do is go into the personnel screen and add someone with the same forename and surname, this should bring up a Matched People screen where you can select the person with a role of User and this will give them a role of employee too.

 

This is exactly what we were after! thanks very much for your help

[Hansmoleman]

When a person is created in SIMS they are given their initial role, if they only have a role of User, then they were created in system manager and don't have a personal record yet. All you need to do is go into the personnel screen and add someone with the same forename and surname, this should bring up a Matched People screen where you can select the person with a role of User and this will give them a role of employee too.

 

 

This worked perfectly for adding the 'Employee' role, thanks very much. I think the problem is when the users were initially set up, they were created individually on System Manager and via Personnel, so they are duplicated.

The Personnel version has all the correct roles - 'User, Employee, Teacher'. The System Manager version now has User and Employee.

Is there any way to merge the two together so they are not duplicated?

[Esteban_Child_of_the_Sun]

Ask your SIMS support team for Patch 18632 and the accompanying documentation and DBDiag script. This will let you merge 2 staff.

[coolhands]

Ask your SIMS support team for Patch 18632 and the accompanying documentation and DBDiag script. This will let you merge 2 staff.

 

Esteban - I asked my support company and they could not find any reference to this patch. Is there an actual name for it? Eg I have a person in Manage Users with a SIMS role of User, but the HR record of the person has not been linked to that version (we've had new HR staff who have done things not in prescribed order). So then in this situation you can get stuck.

[Esteban_Child_of_the_Sun]

SIMS Database Employee Merge Utility.pdf ESS changed the patch number to 25628, you can request it to be released on SOLUS. I've attached the handbook that goes with it.

The process is rather simple (though the document isn't particularly easily readable), you make a duplicate staff member linked to the system manager user account, rename the existing staff record to prefix the forename with zz and run the DBDiagscript to check it is all OK then if it is run the patch.

[coolhands]

fantastic thanks. I just did a little investigation. I've got 14 (real looking ie not Temp Supply or something) staff in the User area who are 'active' yet do not have any HR record. Some (probably all) may be old / not here I guess although we only had sims since 2018. Should I just delete them if they've never logged in? (ie it lets me). What if they have logged in so it won't let me delete them? Will bug me.

[Esteban_Child_of_the_Sun]

yes you can delete the ones who have never logged in. The others you can check the user access log to see if they are still used this term and if not deactivate them (which should be done when the staff member leaves for security reasons anyway)