Want new employees to be able to create their own accounts to sign into the Avanti Self-Service Portal? Set up Create Account to allow employees to create their own account. For more information on Create Account, check out the ASSP & Avanti Go Sign-In Overview.
Additional Information
Once you move to the latest ASSP, Self Service Registration becomes Create account. Regardless of which you’re using, you can set this up using the information below.
There’s two ways to have employees confirm their identity:
Add questions
Choose which information employees will use to create their accounts. You’ll make your own text to guide employees through creating their accounts.
Use a username, password, and postal code
Employees are prompted to enter their username and password, along with their postal code, to confirm their identity. Their username can be a combination of information found on their employee profile. The password is their SIN, preceded by whatever information you wish.
You can also create your own success message once users successfully create their accounts. Then, all that’s left is to turn on Create Account.
Additional Information
Are you looking to change or remove one of your previously created questions? Skip to adjust your questions or remove a question.
How to Create Questions
Create Account uses information from the employee’s profile to confirm the new employee’s identity. You can adjust the information employees must match to suit your organization’s needs and information-gathering process.
Additional Information
In addition to your questions, employees need to enter their employee number to create an account.
Be sure to choose information already in their profile before the employee creates an account.
Step 1: Open Avanti Self-Service Portal Security Settings and select the Registration Questions tab on the Avanti Desktop.
By default, you can find this in Web Services >> Installation & Maintenance.
Additional Information
The questions which are currently active will be displayed here.
Step 2: Select Insert to add a question.
Step 3: Select the Magnifying glass to find the list of available questions.
Step 4: Enter a Question that displays when an employee creates an account.
Step 5: You’ll also need to enter a French Question.
Step 6: Select the Sort Order to determine where this appears in the list of questions.
Additional Information
Questions set to zero will appear on the list beneath the employee number; larger numbers appear below.
Step 7: You can test the question against data from the Employee Profile by selecting Test.
Step 8: Select OK.
Step 9: Repeat Steps 2 to 8 for each question you want to add.
Step 10: Select OK to save your changes.
If you’re just adding new questions, you’re all done.
If you’re setting up Create Account for the first time, skip to Message After Account Creation. Don’t want to create a success message? You’re ready to Turn on Account Creation.
How to Use Password, Username, and Postal Code
You can use the employee’s username, password, and postal code to create an employee’s account. You can tailor the username and password to suit your organization’s needs.
Already set up questions? Skip to Message After Account Creation.
Additional Information
This username is for creating their account only; it won’t become their permanent username. We’ll prompt employees to create a username once their identity is confirmed.
We recommend using questions to confirm your employee’s identity. Questions give you more flexibility to choose which information is used. You can also create your own text to help guide employees through creating their accounts. Go to How to Create Questions for more details.
Creating the Username
You’ll need to decide which usernames your employees will use to create their accounts. You can set this up so employees can enter one of two usernames.
You can create these usernames using their:
Employee number
First name
Last name
If you’re using their first or last name, you can choose to include only the first portion of their name.
Additional Information
Employees only use this username to create their account; it isn’t their username once their account is created.
Step 1: Open Administration Settings in ASSP.
By default, this can be found in Administration.
Step 2: Use the search bar to locate InitialPasswordPrefix.
Step 3: Select Edit for InitialPasswordPrefix.
Step 4: In Value, enter what employees need to enter before adding their SIN.
For example, if you want employees’ passwords to be YourPay followed by their SIN, enter YourPay in Value.
Step 5: Use the search bar to locate LoginNameMask.
Step 6: Select Edit for DefaultLoginNameMask.
Step 7: In Value, enter their username from the following options, then select Save:
Empno for employee number
FirstName for first name
Lastname for surname
If you want to use only the first portion of their first or last name, add square brackets with the number of characters you want to use, such as [4].
For example, if you want their username to be the first four letters of their surname, enter LastName[4] for Value.
Step 8: Want employees to have another option for usernames? Continue to Step 6. If not, go to Message After Account Creation.
Step 9: Select Edit for AlternateLoginNameMask.
Step 10: In Value, enter another choice for the username from the following options, then select Save:
Empno for employee number
FirstName for first name
Lastname for surname
If you want to use only the first portion of their first or last name, add square brackets with the number of characters you want to use, such as [4].
For example, if you want their username to be the first four letters of their surname, enter LastName[4] for Value.
Step 11: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
Message after Account Creation
Want to display some additional information after an employee creates an account? You can craft the message employees see after successfully creating an account.
Step 1: Open Administration Settings in ASSP.
By default, this can be found in Administration.
Step 2: Use the search bar to locate SuccessfulMessageForRegistration.
Step 3: Select Edit for SuccessfulMessageForRegistration.
Step 4: In Value, enter the message that displays when an account is created.
Step 5: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
How to Turn on Account Creation
Now that you’ve finished making your other selections, it’s time to turn on Registration/Account Creation.
Step 1: Open Administration Settings in ASSP.
By default, this can be found in Administration.
Step 2: Use the search bar to locate DisableEmployeeSelfRegistration.
Step 3: Select Edit for DisableEmployeeSelfRegistration.
Step 4: Deselect the checkbox beside Value if it’s selected, then select Save.
Step 5: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
Now, new employees can create an account on ASSP.
How to Update a Question
Are your employees struggling to answer a question? You can change the wording by updating the question.
Additional Information
Do you want your employees to answer a different question? You can remove the question and add another.
Step 1: Open Avanti Self-Service Portal Security Settings and select the Registration Questions tab on the Avanti Desktop.
By default, you can find this in Web Services >> Installation & Maintenance.
Additional Information
The questions which are currently active will be displayed here.
Step 2: Select the question you want to change, then click Modify.
Step 3: Update the text you want to display in Question and French Question.
Step 4: Select OK to save your changes.
How to Remove a Question
Step 1: Open Avanti Self-Service Portal Security Settings and select the Registration Questions tab on the Avanti Desktop.
By default, you can find this in Web Services >> Installation & Maintenance.
Additional Information
The questions which are currently active will be displayed here.
Step 2: Select the question you no longer want, then click Delete.
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Step 3: Select OK.
