Adding/Activating Users

***Reminder***
Once a user is activated, a user will automatically receive a Greetings Email from TriNet Perform to set up his or her account. Please have users check their Spam box.

In order to receive login credentials, a new user will need to be activated by an Admin or Company Owner.

Go to the Directory tab. 

Click "Add User". 

An "Add a New User" pop-up window will display. Fill in the employee's information. Under Role, there are three options (Admin, Admin/Billing, and Employee). For additional information about roles, please refer to Types of Roles. Click "Save" when you have entered all the information. 

To activate the user, find the recently added user in the Directory list.

Move the dial to the left.

A pop-up window will display. Click "Activate". 

If the activation of the user is during a Review process, you will be prompted to add that user to the Review. To add the user to the Review, click on the box next to the Review name. Then, click "Yes" to complete the activation of the user. 

You cannot add a user to a 360 Review that has been started. In order to add a review when activating a user, the review due date must not have passed and the user must be in the department(s) that were chosen within the review template.   

Now, the user has been activated. Within the Directory tab, all activated users will display a white dial moved to the left hand side.