Under Role Management, Admins can assign different permissions to team members, allowing access to specific actions on the platform.

Step 1

Under Settings, click on Role Management and click on Assign Roles

Step 2

Insert the employee name you wish to assign permissions to. You can select more than one employee.

Step 3

Select the appropriate roles from the list. You can select multiple roles for the same employee. Hovering over the Information icon allows you to see all the specific actions enabled with each role.

Below is a list of these permissions and what will be visible to each role on the platform with the assigned access level:

1. Time Off Manager

  • Set up all time off related configurations on company and employee level

  • Manage all leave related actions for all employees

  • Manage all attendance related configurations and actions (if attendance is configured)

  • Manage configuration for employees Public Holidays, Work Week, and Work Timings

2. People Manager

  • Manage all employee records and company documents, without access to payroll or time off data

  • Configure general company settings

  • Manage endorsements, claims, news-feed posts, work center configuration and shift scheduling

3. Insurance Manager

  • Assign insurance to employees, access to company insurance policies, and managing endorsements and claims

4. Role Manager

  • Access to assign different role permissions to employees except assigning a Super Admin role

5. Payroll Table Manager

  • Configure company payroll and individual employee payroll data

  • Manage work expenses, payroll table and payroll requests, but not processing payroll (not sending SIF)

6. Transaction Processor

  • All payroll table manager permissions listed above and ability to process payroll (sending SIF and making payment)

7. Expense Manager

  • Manage all employee expenses without access to payroll information

8. Super Admin

  • Default Admin user with access to configure and manage all actions on the platform except payroll processing (sending SIF cannot be done by Super Admin unless we assign them the 'Transaction Processor' role)

9. Line Manager

  • Manage employee work timings, attendance, leaves, timesheets, and edit work expenses for employees in their team.

  • Reporting to hierarchy can be defined on employee work tabs. 

  • Manage check-in and check-out on behalf of employees by the Attendance Kiosk Mode.

10. Shift Scheduler

  • Schedules shifts for employees 

11. Attendance Manager

  • Manage company attendance policy, timesheets, employee work timings, and attendance biometric data.

  • Manage check-in and check-out on behalf of employees by the Attendance Kiosk Mode.

12. Attendance Kiosk Manager

  • Manage check-in and check-out on behalf of employees by the Attendance Kiosk Mode.

13. Employee Claim Manager

  • Manage claims of the employees in the company

14. Insurance Billing Manager

  • Manage Endorsements and Company Billing Data

15. Newsfeed Post Creator

  • Create, edit and delete Newsfeed posts.

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