Create Account Request

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Create a Create Account Request

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Prerequisites

• You must have an active employee account.
• The employee must already exist in HR. Their name and emails are filled in from the employee record.

1

Navigate to Requests Module.

2

Click Add Request.

3

Select Create Account as the request type.

4

Complete the required information.

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Request Information

Field	Description	Required	Example
Subject	A short title describing the request.	✓	Create Account - New Hire John Doe
Due Date	The expected completion or review date for the request.	✓	October 9, 2026
Priority	Indicates the urgency of the request.	✓	Medium
Description	Additional details or reason for the request.		Create a system account for a new hire starting next week.

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Create Account

Field	Description	Required	Example
Employee Name	Employee who needs the account.	✓	John Doe
First Name / Middle Initial / Last Name	Employee’s name from the employee record.	Auto	John Doe
Personal Email / Work Email	Employee’s emails. The work email is used to sign in.	Auto	john.doe@company.com
Role	One or more roles that set what the account can access. New Hire is included for new employees.	✓	HR Manager, New Hire
Account Type	Tenant, User, Partner, or Candidate.	✓	User
Status	Whether the account is Active or Inactive when created.	✓	Active

5

Click Add to send the request for approval.

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Review a Create Account Request

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Manage the Create Account Business Process