Platform, Admin, and HR Connect

Frequently Asked Questions

• How are date and timezone set in Platform Manager?
• What are the best practice recommendations for HR Connect?
• Where can I find the HR Connect bulk upload template?
• Where can I find additional FAQs about HR Connect?
• How do I connect a user account and assign roles in Admin?

Release Notes

• June 11, 2026 - Platform and Admin Release Notes
• April 15, 2026 - Platform and Admin Release Notes
• January 29, 2026 - Platform and Admin Release Notes
• Dec 11, 2025 - Platform and Admin Patch Notes
• December 2, 2025 - Platform and Admin Release Notes
• October 28, 2025 - Platform and Admin Release Notes

See all 56 articles

General Resources

• Researchers: ORCID ID Integration
• All Roles: Activating Your Platform Account
• Which Admin setup articles should I use?
• Platform Manager: Date and Timezone Settings
• Forgotten Password Reset Process
• Password Reset Email Not Received

See all 9 articles

Admin Module Setup: Managing Settings

• IT Administrators: SAML Configuration
• Admin Module Configurations: Demographics, Gender, ORCID
• Setting F&A Rate Types for SP 4.0 in Admin
• Setting Profile Editing Permissions for Your Team in Admin
• Setting Default Budget Values for Proposals (S2S) in Admin
• Setting Preferred Currency in Admin

Admin Module Setup: Managing Ad Hoc Teams

• Creating an Ad Hoc Team in Admin
• Editing an Ad Hoc Team in Admin
• Deleting an Ad Hoc Team in Admin

Admin Module Setup: People Profiles & User Accounts

• Roles + Capabilities
• Roles Tab: Role Search and Data Export
• Managing Funding Programs and Rounds in Admin
• Creating a Unit in Admin
• Creating an External Organization in Admin
• Approving External Organizations in Admin Module

See all 12 articles

Admin Module Setup: Email Templates & Ad Hoc Tasks

• All Roles: Using Ad Hoc Tasks and Milestones in Platform and Admin
• What are email template placeholders?
• Configuring and Enabling Email Templates in Admin
• Admin Module: Email Template Placeholder List
• Animal Inventory: Email Template Placeholder List
• Animal Oversight: Email Template Placeholder List

See all 8 articles

Cayuse Platform: HR Connect

• Demographics by Region
• HR Connect: Overview and Best Practices
• HR Connect: FAQ
• HR Connect: Cayuse Platform Bulk Load Template
• HR Connect Bulk Load Character Limits
• HR Connect: Authentication

See all 21 articles

Support and Accessibility

• Cayuse Platform (& Admin) VPAT
• Clearing Your Browser Cache
• Using In-App Help and Guides
• Contacting Cayuse Support
• Cayuse Accessibility Guidelines
• Browser Support for the Research Suite

Roles

• Haplo Role Group Names