PaychexGuidesAuthors CheckpointsHow do I find a user to add to a checkpoint?

How do I find a user to add to a checkpoint?

Once an admin has added users to your account, you can find users to add to your checkpoint.

You can also add multiple users via CSV file.

Note: Some features may be restricted based on permissions for your user role.

Open Author Menu

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Author menu option [2].

Note: The Global Navigation menu may differ depending on what is enabled in your account.

Open Checkpoints

In the Author menu, click the Checkpoints link.

Open Checkpoint

In the Checkpoints page, click the name of a checkpoint.

Add User

Add Learner

Click the Add Learner button [1]. To add multiple users via CSV file, click the Add via CSV link [2].

Find User

Find Learner

In the text field, enter the name of a user in your account.

Click User Name

Click the name when it appears.

View User

View the user in your checkpoint.

Remove User

To remove a user, locate the user and click the Remove icon. Learn how to remove multiple users via CSV file.

Confirm Removal

To confirm, click the Remove link.