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Employee Completes FERPA Training & Signs the HR Confidentiality Agreement
Ensure the employee has completed the two required tasks for Salesforce HRI provisioning:FERPA Training: In Percipio, take complete the CU: FERPA for CU-SIS Access course. This course takes around 45 minutes.
HR Confidentiality Agreement: This agreement is required for all new HR employees (whether they are using the Salesforce HRI or not). If it hasn’t been filled out during the employee’s onboarding, you can download the agreement here.
Manager Requests Provisoning
The manager must make the provisioning request by emailing hrihelp@colorado.edu. Please include the following information:Employee’s Name
Employee’s EID
FERPA Training Date
Attach the employee’s Confidentiality Agreement (if if hasn’t already been sent to HR Records)
Any other information related to the provisioning (ie: special permissions, urgent request, etc.)
Salesforce Team Provisions New User
The HR IT team will receive the provisioning request, and they will work with the Salesforce team to provision the new user. This usually only takes a day or so.Employee Starts Using the HRI
Once the employee is provisioned, the HR IT team will update the manager. The new user will be able to log into the Salesforce HRI following the normal steps:Ensure you’re on the VPN
Single Sign-On
Duo Multi-Factor Authentication
You’re in!
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