Permissions and actions: Workforce 2.0

Start from: The Workforce module.

• Navigate to Configuration > Roles.

The Workforce 2.0 screen has several available permissions:

Note: Bear in mind that in most cases, a combination of permissions is required. That is, to be able to edit or manage a section, you must also grant access.

Workforce Management

• Access: Grants access to the screen and viewing from the grid. When accessing an employee, only the Time and Attendance and Documentation sections are visible.
• Create/Edit/Delete Warnings: Allows managing employee warnings from the Employment Information section.
• Create: Allows adding new employees to the workforce.

Personal Data Management

• Edit personal data: Allows viewing and editing the Personal Data section and all available fields according to the employee record configuration.

Work Period Management

• Access Employment Information: Allows viewing the employee's Employment Information, periods and situations.
• Create Work Period: Allows creating new work periods.
• Edit Work Period: Must be combined with the hire date or termination date permissions for editing to be possible.
• Delete Work Period: Allows deleting work periods for the selected employee.
• Edit Hire Date: Allows modifying the hire date of the period. Must be combined with the Edit Work Period permission.
• Assign Termination Date: Allows setting a termination date for the period as well as the termination reason. Must be combined with the Edit Work Period permission.
• Edit Termination: Allows modifying the termination date of the period. Must be combined with the Edit Work Period permission.

Labour Situation Management

• Create Labour Situation: Allows creating new employment situations. Access to Employment Information must be enabled.
• Delete Labour Situation: Allows deleting employment situations for the selected employee.
• Edit Labour Situation: Allows modifying work restrictions in the selected employment situation.
• Edit Labour situations (permissions only): Allows modifying all data related to the employment situation. In this case, for full change control, the permission should be turned off.

Time and Attendance Management

• Access to all business units for clock-in assignment: Allows assigning centres to employees for clocking in, even if the user does not have viewing permission for all centres.