How do I assign an access role to an employee?

Modified on Wed, 1 Oct at 2:55 PM

Step 1: Locate the Employee

Use the Search Employee feature.
Type the employee’s name and select it from the drop-down to open their profile.

Step 2: Open the Employee Details Tab

Inside the employee’s profile, navigate to the “Employee Details” tab.

Step 3: Set System Access Level

Scroll to the System Access section.
Use the drop-down menu to select the appropriate Access Level for the employee.

Step 4: Save Changes

Once the desired Access Level is selected, click “Save” to apply the changes.

Step 5: Access Activation

The next time the employee logs in, they will have access to the system based on the assigned Access Level.

Access Level Descriptions

Access Level	Description
Admin	Full system-wide access including configuration settings like Leave and Absence Types.
HR	Access to all employee records, including detailed leave and absence information.
LM (Line Manager)	View access for employees in specific departments, including Direct Reports and Department Calendars.
User	Basic login access to request leave and report absences.
Blocked	No access; the user is locked out of the system.