In this article:
Administering changes to employees' roles
Additional configuration for Restricted Staff roles
Users with the Admin and HR Manager roles are able to assign different user roles to employees in order to have control over who has access to certain sections and features of the application. Roles determine access to data and to functions within the system. All users have the Employee role as standard and Admins/HR Managers can assign additional roles to any active employee.
Details of the user roles and defaults can be found here.
Administering changes to employees' roles
To change an employee's Role, go to Roles & Access from the main menu.
In the User Roles tab, you can select which users have roles in addition to the standard Employee role (which is assigned to every active member). As the Team Manager role is automatically assigned when a user is made the manager of a team, these boxes are greyed out.
Select the access changes you wish to make on the Access tab clicking the check boxes and click Save Changes.
For organizations using username/password login,you can also see the status of 2 factor authentication on this page - who has it enabled it and set a prompt to those without it being enabled by taking them to the activation page on their next login.
NOTE: For HR It is strongly recommended you check the Field Security configuration before you administer any role changes to ensure you are happy with the access for each role.
You can do this by using Preview mode by going to Profile > Admin & Config > Record Categories & Fields. For more info, see here.
Login & Access
The Login & Access tab allows you to manage which employees have access to login to Appogee HR as well as determining what areas of the app they have access to.
For customers using the Leave module, the Login & Access tab will only show you a column for Leave, while those on HR Essentials or HR Success will have more modular access to choose from.
Leave
This gives employees access to view and manage their Leave data, such as requesting Leave, reporting Sick and checking their allowance
HR
HR Essentials: This gives employees access to their HR Profile and the data within it as well as view Checklists.
HR Success: As well as the Essentials access, employees will be able to view Performance Reviews, submit Shout-outs and access the News Feed
Clock-in
This gives employees access to Clock in & out and view their Timesheets
Location
This gives employees access to mark their working location and view the calendar to see other employee locations
Goals
This gives employees the ability to view and update their Goals
HR Success (trial & upgrade)
This module is only available for customers who are trialling HR Success or have upgraded to HR Success in the last 90 days. Enabling it will give employees access to the Success features: Performance Reviews, Shout-outs & NewsFeed
Additional configurations for Restricted Staff roles
In addition to assigning employees different roles, it is also possible to configure the Leave and Company Documents access for each of the Restricted Roles.
In Leave security, there are three options:
- Access to Leave Management - specify which users have access to view other employee's Leave Management sections of the application in addition to their own
- Allow Submit Backfill - allow users to submit requests for others using the Backfill tool
- Leave Reporting = allow users the ability to run Leave reports
Go to Leave > Admin & Config > Security.
Administer the access by selecting the tick boxes for the roles you want then click Save Changes.
If you have Appogee HR, you can give access to users to edit, view & create Company Documents.
Go to Company Docs > Config > Document Types.
Click on the Document Type you wish to change the access for and then click Document Type Security. You can select which roles are able to create new Company Documents by using the tick boxes and you can change the access rights using the dropdowns.
When you are happy with the access, Click Save Changes.
NOTE: The Restricted Staff (Optional) roles column will still show in this view even if the roles are not assigned to any employee.