Overview: Workforce allows managers and staff supervisors to adjust permissions for Workforce Management, ensuring that only authorized personnel have access to modify schedules and other employee information.
Start from: The Workforce module.
- Navigate to Settings > Roles.
On the Roles screen, you will find a list where you can view each created role, the areas they can access (Menu and Submenu), and the permissions (Action) they may have for each. The switch at the end of the row indicates if the permission is active (blue switch) or inactive (grey switch).
To create a new role:
- Select the Roles button.
- Enter a name for the role in the text field and click the Add + button.
- Back in the roles list, look for the new role or use the Filter function to make your search easier.
Notes: The Filter function allows you to narrow your search not only to roles, but also to specific areas and actions you wish to edit.
- Find the areas you want to grant access to and specifically the type of access you will grant.
- Select the switch to enable or disable access.
Notes: You can use the Enable All or Disable All buttons to perform a bulk activation according to the filter you have set.
Permissions
|
Action |
Description |
|---|---|
|
Access |
Grants access to the employee management page. |
|
Create/Edit/Delete Warnings |
Permissions to view and edit the Warnings section, located in Employment information. |
|
Create |
Permissions to create employees. |
|
Create Work Period |
Permissions to create work periods. |
|
Access Employment Information |
Allows access to the employee's employment information, including work periods and employment situations. |
|
Delete Work Period |
Permissions to delete employment situations. |
|
Edit Start Date |
Allows editing the start date of a work period. |
|
Delete Employment Situation |
Allows deletion of an employment situation. |
|
Edit Termination |
Allows only the editing of the termination date of a work period. If it does not have a defined date, it cannot be set unless you have an additional permission. |
|
Create Employment Situation |
Permissions to create new employment situations. |
|
Assign Termination Date |
Allows only setting a termination date for a work period that does not have one. |
|
Edit Employment Situation |
Permissions to edit employment situations. |
|
Edit Work Period |
Permissions to edit work periods. |
|
Edit Personal Data |
Permissions to edit personal data. |
