Creating User Role, please follow the steps below
To create a role navigate to Admin > User Management > User Roles. Click on “Add” and fill in the necessary fields using the information below
- Role Name: This is the unique name for the role. Note: You will be unable to change the role name once
- Scope: This is the organisational coverage the role will possess. Note: It is only relevant for roles which have the “Manage Employee”
- Global: Allows access to all employees across the organisation
- Regional: Allows access to all employees in the same region (this is determined by the setting on the region screen) as the employee to which this role is assigned
- National: Allows access to all employees in the same country as the employee to which this role is assigned
- Local: Allows access to all employees in the same location as the employee to which this role is assigned
- Preset Role: This is the existing role on which the initial permissions of the role is based. As an example if you need to create a role for training manager, you could select HR user as the preset role and then remove all unnecessary permissions from the
- Module: This is the current module for which sections are populated in the “Sections” dropdown
- Section: This is the current section for which screen permissions are displayed in the “Screen” section
- View Permissions: Check this box to give the current role permission access to the relevant module, section, function or screen
- Add Permissions: Check this box to give the current role permission to add new entries to the relevant screen
- Edit Permissions: Check this box to give the current role permission to add modify existing entries from the relevant screen
- Delete Permissions: Check this box to give the current role permission to delete existing entries from the relevant screen
- Function: This list special functions for which permission can be given
- Add Employee: This permission is required to be able to add an employee
- Approve On Assignment: This permission determines if a leave is automatically approved when assigned to another employee by users attached to this
- Change Password: This permission is required to change user password
- Delete Employee: This permission is required to be able to delete an employee
- Manage Employee: This permission allows the user access to employees based on the selected scope
- Manage Vacancy: This permission is required to be able to Add, Edit or delete Application Forms and Vacancies which are created by another
- Terminate Employee: This permission is required to be able to terminate an employee
- Save Button: Click this button to save
- Cancel Button: Click this button to cancel
BizsoftHRM Administrator