How do I assign an access role to an employee?

Modified on Thu, 17 Apr at 4:24 PM

Assigning System Access to an employee can be done by following the few simple steps below:

 

1. Search for the employee using the Search Employee feature

2. Click their name from the drop-down menu to open their profile

 

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Once within the employee's profile open their Employee Details tab:

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Once within the Employee Details tab, find the section called System Access and select the Access Level that you want the employee to have:

 

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Once the desired Access Levels have been selected, click Save to submit the changes:

 

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Once the profile has been saved, the next time the user logs into the system they will be able to access sections of the system that relate to their Access Level.

 

 

Each Role will provide a different level of access for a user, the explanations of these are below:

 

Admin: Admin users can manage the system-wide configurations(under System Configuration) including Leave and Absence Types.

 

HR: HR Users have access to all employee records including all leave and absence records, as well as those records that contain more information about absences.

 

LM: Grant access to view all employees in the specified departments, specifically the Direct Reports and Department under My Calendar and Department Calendar; both of the latter can be found at the top menu and the former can be found on the side menus to the left.

 

USER: Basic Login access, allows people to request leave and report an absence.

 

Blocked: Locks a user out of the system, they will no longer be able to log in. 

 

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