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 the 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 the 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. Performance Manager
Manages performance evaluation process.
Creates performance management cycles.
Assigns goals and reviews them as HR Admin or manager.
11. Company Survey Admin
Manages surveys in the company.
12. Company Survey Creator
Manages own surveys in the company.
13. Shift Scheduler
Schedules shifts for employees.
14. 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.
15. Attendance Kiosk Manager
Manage check-in and check-out on behalf of employees by the Attendance Kiosk Mode.
16. Employee Claim Manager
Manage claims of the employees in the company.
17. Insurance Billing Manager
Manage Endorsements and Company Billing Data.
18. Newsfeed Post Creator
Create, edit and delete Newsfeed posts.