When a new member joins your team and needs access to the Salesforce HRI, please follow the below steps:
Ensure the employee has completed the two required tasks for Salesforce HRI provisioning:
FERPA Training: In Skillsoft, search for “FERPA” and complete the CU: FERPA for CU-SIS Access. If you are already logged into Skillsoft, you can follow this link.
HR Confidentiality Agreement: This agreement should already be filled out for all new HR employees, so this is just a double-check in case it hasn’t. You can download the agreement here.
The manager must make the provisioning by emailing hrihelp@colorado.edu. Please include the following information:
Employee’s Name
Employee’s EID
FERPA Training Date
Confidentiality Agreement (if you haven’t already sent to HR Records)
Any other information related to the provisioning (ie: special permissions, urgent request, etc.)
The HR IT team will receive the provisioning request, and they will work with the Salesforce team to provision the new user. This generally only takes a day or so.
Once provisioned, the HR IT team will update the manager that the employee has been provisioned in the Salesforce HRI. The new employee will be able to log in following the normal steps:
Ensure you’re on the VPN
Single Sign-On
Duo Multi-Factor Authentication
You’re in!