HR Performance Solutions Knowledge Base

How to Reset a Password and Unlock a User

On occasion, users forget their passwords. They may use the "Forgot Password" function on the login screen to reset their password on their own. However, if they are having difficulty with it, an Administrative User may reset the user password for them.  Passwords are stored in Performance Pro as encrypted data.

Note:

If the Unit Admin Administration feature is activated in System Setup, Unit Admins can also reset passwords and unlock users in their assigned units. (See bottom section of this article for information on setting up Unit Admin Administration.)  

 When selecting a password, consider the following require­ments. Passwords must:  

  • Be between 8 and 12 characters in length.
  • Contain at least one upper and lower-case letter, as well as one digit (0-9).
  • Not contain special characters such as &, $, #.
  • Not include the word “password” or “free trial.”

To reset a password:

  1. If you are an Administrative User or a Unit Admin (Department, Location, Division, or Routing Group), from the role selector, set your role to the Administrative User [Unit] role.
  2. From the main menu, click Administration, then click Manage Users.
  3. The Password Reset/Unlock tab will open by default.
  4. Click the employee selection tool. In the pop-up window, click the employee you wish to view and then click Select. You may also search by name, scroll through the employee list, or perform an advanced search. Click Show Direct Reports Only if you wish to remove Downline users from the list and only display your direct reports.
  5. In the Password box enter a new password.
  6. Reenter the new password in the Verify Password field.  
  7. To require the user to change their password during their next log in, click the Require New Password at Login checkbox.
  8. Click Save at the bottom of the screen.

Note: 

Typing the Company Password in the Password field will automatically force the user to change their password during their next log in. (A Company password is setup on the Administration > Admin > Company Password screen.)

Note: 

Always check to see if the employee has locked themselves out of the system. If the user cannot remember their password, there is a chance they have also locked themselves out.

Unlocking a User

After five invalid login attempts, the user will be locked out of the system.

To unlock a user:

  1. If you are an Administrative User or a Unit Admin (Department, Location, Division, or Routing Group), from the role selector, set your role to the Administrative User [Unit] role.
  2. From the main menu, click Administration, then click Manage Users.
  3. The Password Reset/Unlock tab will open by default.
  4. Click the employee selection tool. In the pop-up window, click the employee you wish to view and then click Select. You may also search by name, scroll through the employee list, or perform an advanced search. Click Show Direct Reports Only if you wish to remove Downline users from the list and only display your direct reports.
  5. In the Unlock Account portion of the screen, the number of invalid attempts will display below the user's name. Click the Unlock User checkbox.
  6. If you wish to suppress the login lockout feature for this user, click in the checkbox below the Unlock User checkbox. Checking this box will give the user unlimited attempts to login. This is not recommended due to security concerns.
  7. Click Save at the bottom of the screen.

To activate the Unit Admin Administration feature:

  1. From the main menu, click System Setup, then click Company Settings.
  2. On the Appraisal Settings tab, scroll down to the Advanced Features area of the screen and click in the Unit Admin Administration checkbox. This will enable the feature.
  3. Click Save at the bottom of the screen.
  4. Users in your system who are assigned any of the unit admin Access Levels (Department Admin, Location Admin, Division Admin, or Routing Group Admin) will now have a new unit admin role option in the role selector. When the role is selected, an Administration button will appear in their main menu along with a Manage Users button from which they can reset passwords and unlock users. (see instructions below)

To assign a Unit Admin Access Level (necessary for them to be able to reset passwords and unlock users):

  1. From the role selector, set your role to Administrative User. (Only Administrative Users, not Unit Admins, can assign Unit Admin Access Levels.) 
  2. From the main menu, click Administration, then click Manage Users.
  3. Click on the Edit User tab.
  4. Click the employee selection tool. In the pop-up window, click the employee you wish to view and then click Select. You may also search by name, scroll through the employee list, or perform an advanced search. Click Show Direct Reports Only if you wish to remove Downline users from the list and only display your direct reports.
  5. From the Access Level dropdown list, click the down arrow and select the level to which you would like to assign user(s) (Department Admin, Location Admin, Division Admin, or Routing Group Admin). 
  6. Click Save at the bottom of the screen. 
  7. The user is now assigned the selected Access Level. 

This same function can also be performed on the Administration > Manage Users > Assign Access Levels tab. Select the desired Access Level from the dropdown box and then use the transfer tables to move the appropriate user(s) to the Users Selected box. Click Save at the bottom of the screen.




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