Add HR Specialist

Add an HR specialist to your 人力资源管理 portal.

You must be an IT Admin or an HR Admin to manage HR user roles in Spectrum人力资源管理 (hr.viewpoint.com). You also must be an Enterprise Admin in Trimble Construction One (team.viewpoint.com). For more details about HR roles, see HR User Roles and Access Levels.

Watch the following video for an overview of HR Role Management and the HR Forms Role.

  1. In Spectrum人力资源管理, navigate to HR Role Management.
  2. Use the search bar to locate the users you want to make an HR Specialist.
  3. In the user's column, double-click the Role cell.
    A dropdown menu appears.
  4. Select Specialist.
  5. In the TC1 Access column, select Get TC1 Access.
    If the user is already set up in Team, they are automatically granted access. If not, they will receive an invitation email will . The user needs to accept the invitation before you can proceed.
  6. Navigate to team.viewpoint.com.
  7. Select your name in the upper right corner and select Admin Center.
    Note: If you don't see Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.

    If you have more than one enterprise, select it from the Admin Center list.

    The selected Enterprise Info tab appears.
  8. Select the User Management tab.
  9. Select Edit next to the user's name whose access you want to update.
  10. In the HR Forms Role and select Specialist.

  11. Select Save.
    A confirmation message displays.
  12. For your HR specialists who have been assigned the HR Forms Role, assign those users Profile Admin permissions for their assigned profile groups:
    1. In Trimble Construction One, select in the upper left corner of the home page, and then select HR Management > Hiring Setup.
    2. Select the Manage Profile Groups tab.
    3. Select Add Specialist.
    4. Select the user(s) you want to add to the profile group.
    5. Select Add Specialists.
      The user(s) are added to the profile group.
    6. Enable the desired permission toggles:
      • Invite: can invite new hires to onboard.
      • Manage New Hires: can access the New Hire Dashboard.
      • Initialize: can send data to Spectrum
      • Profile Admin: can use Process Builder, Manage Custom Tasks, and Manage Lookups. For more information, see Manage HR Forms for 新人引导.
    7. Select Save.
  13. To give an HR Specialist access to HiringThing, see Add Recruiters to HiringThing.
  14. To give an HR Specialist access to view and/or approve employee data, add them to a permission group with the appropriate Personal & Employment Info settings. For instructions, see Create Permission Groups
The user is added as an HR Specialist.