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Business Issues Addressed
Users with the Admin role are able to assign different user roles to employees in order to address situations similar to the above business issues. Roles determine access to data and to functions within the system. All users have the Employee role as standard and Admins can assign additional roles to any active employee.
Available user roles
Appogee HR and Appogee Leave support the below roles:
|User Roles||Restricted Staff (Optional)|
|Team Manager||Payroll Admin|
|HR Manager||HR Assistant|
|ADU Admin (when enabled)|
At least one employee in the organisation should be given a user role or HR Manager or Admin. Team Managers will be assigned automatically and ADU Admins are only available where ADUs/Divisions are enabled.
Restricted Staff (optional)
Restricted Staff roles are not mandatory, but can be configured to give users additional access to some employee data. These roles are optional and highly configurable. These roles come with a set of default permissions (summarized below) which can be configured in the Process Configuration menu. You must review these permissions to ensure these defaults meet your requirements.
Default access per role
The next section details the default access for each User Role and Restricted Role, however these can be configured to allow different access within your organization.
A joining, active or former member of the organisation for whom Employee Records and an Employee Profile are held within the system. You cannot explicitly assign this role as access is automatically granted when a user is added to the system.
A user is automatically assigned the Team Manager role when they are made a manager of at least 1 team. Managers have access to the additional sections on the Dashboard, including My Actions, My Teams, Team Allowances and also the Reporting process on the menu.
A Team Manager can have either a reader or editor role in a Team that they manage. A reader role will give them read access to data of employees they manage and an editor role will give them access to edit the data of employees they manage.
Users with the HR Manager role have access to the HR Manager pages of the application. HR Managers have access to read and edit all data for all employees across the organisation or within the ADU Division they are configured to manage (where these have been enabled).
Admin users have access to the Process Config and System Config pages of the application in addition to their own employee profile. Users with the Admin role do not have any access to employee information.
This role is only applicable is ADUs/Divisions are enabled for an organisation. The ADU Admin role grants access to configure ADUs/Divisions as well as manage all employee, regardless of ADU/Division.
Users with the IT Manager role have read access to basic employee data found in the Employee Profile section (such as name and work email address) and have edit access to all fields in the Assets section for all Employees.
Users with the Payroll Admin role have read access to basic employee data found in the Employee section (such as name, address, and salary) and edit access to employee bank details tab on the Personal profile page.
Users with the HR Assistant role have read access to all employee data, except information in the Discipline tab.