This document describes how to use the Account Self-Linking Tool to generate a linking key and only pertains to employees with access to person data records (HR/payroll employees, Registrar's Office employees, etc).
To request access to the Account Self-Linking Tool, see Account Self-Linking - Requesting Access.
This video presentation provides an overview of the Account Self-Linking tool, and explains how to generate a key.
Note:This video was prerecorded: WiscLine and chat are not currently available.
For step by step instructions, see How to Generate a Self-Link Key
You should see the Generate Account Self-Link Key screen within the Account Self-Linking tool.
You will need to enter in the HRS EmplID of the employee you would like to generate a Self-Link key for.
Click the Search button.
If no information is found for HRS EmplID, you will see an error message that states, "User Not Found." This will most often occur if there is a typo in the HRS EmplID or if the data has not been updated outside of HRS yet. If the record was entered into HRS the same day you are trying to generate a key for the user, it may take until after midnight for it to be fully processed.
If data was found for the HRS EmplID, it will be displayed below. This information is made available so that you can confirm that this is the person you would like to generate a linking key for. It will display basic information like the person's "Start Date", "Job Title", "Department", and information about any "POI (Person of Interest)" records they may have.
Once you have confirmed this is the person you wanted, click the Generate button.
You will be given the option to Print the Self-Link information or Send an E-mail with the Self-Link information.
If you choose to Print, a printable page will be generated with the Self-Link information. If you would prefer to Send an E-mail, proceed to Step 8.
Choose the e-mail address you would like to use for the To: field. If you would like to send the information to another address, click the Radio Button next to the blank text box and type in the e-mail address.
Choose the e-mail address you would like to use for the CC: field. If you would like to change the e-mail address for the CC: field, choose the Radio Button next to the text box and type in the desired e-mail address.
Click Send E-mail.
A sample version of the email that will be sent is displayed below the Print and Send Email buttons.
You should receive confirmation that the email has been sent to the "To:" email address that was selected in Step 9