Create an account for a manager

Step-by-step plan

1. Log in to the ZekerArbo Online portal.
2. In the menu on the left, select Customer users.
3. In the portal, click the Add user button.
4. Enter the personal details (preferred name, initials, name prefix, surname and gender).
5. Enter the contact details (mobile number, email address and job title).
6. Under Roles, select the correct role for this user. You can choose from the following options:
   Roles for Administrators (Employer or Head of HR):
   • 1 WG - No integration: Choose this option if you manually maintain absence records in ZekerArbo Online.
   • 3 WG - Integration via system: Choose this option if your company has an automatic integration with its own HR or absence management system.
     Roles for Managers:
   • 2 LG - No integration: Choose this option for a manager if you report absences manually via ZekerArbo Online.
   • 4 LG - Integration via system: Choose this option for a manager if your company has an automatic integration with ZekerArbo.
7. Under Start date, enter the date from which the account may be active (or select it in the calendar).
8. Click Save.

Please note: Are you choosing a manager role (2 LG or 4 LG)? Then do not forget to link the correct employees via 'Authorisations' after creating the account. Without this link, the manager will not see any employees or cases in the system.

authorisations-assign-manager