HR-ON Staff is a role-based platform where you have the ability to assign roles with corresponding permissions to employees.
An employee should only be assigned a role if they need to log in to the platform and perform actions or view data. An employee can be assigned multiple roles.
Here is where you can find Roles:
There can be roles at three levels: Individual, Department, and Company. Once the roles are created, you can then assign permissions. On your platform, we have created different roles with corresponding permissions for inspiration. Below, we will provide a brief overview of what these roles have in terms of permissions on the platform. We recommend creating as few roles as possible for clarity.
- Person: Roles at this level concern what data each individual employee may access on their own profile. We have created the role 'Employee'
- Department: Roles at this level concern what data, for example, a department manager may access on their employees' profiles within the department. We have created the role 'Department Manager'
- Company: Roles at this level concern managing data across the entire company. We have created the roles: 'Staff Administrator / HR', 'Management', 'Payroll Manager', and 'See All Employees'
How to Edit or Add a Role
To edit or add a role, you can choose to start from the existing roles and edit them, or you can add new roles.
- Editing existing roles: Click on the three dots on the right and select Manage Permissions
- Adding a role: Click on Add Role, fill in the fields, and choose which level the role should be at
Now the following actions are possible:
Name: Give the new role a name
Description: Describe the purpose of the role (optional).
Person/Department/Company: Choose which of the three levels the role is meant for
Automatically add to new employees: You can also choose whether the role should be automatically added to new employees
Automatically add new user rights: When new rights become available in the system, you can ensure the newest features are available for this role if you check this box
Copy permissions from existing role: You can choose to copy permissions from an existing role at the same level. For example, you can choose your standard employee role at the individual level. This way, you don't have to define the role's permissions from scratch
Once the roles are in place, you need to go through exactly which permissions each role should have. We'll go through that in the next guide.
Here's how you add a role for yourself as a Staff Administrator
As a Staff Administrator, you cannot assign roles to yourself. It requires someone else to do it. How do you solve this?
Grant another role at the company level access to edit roles and permissions. This could be your CFO, CTO, CEO, or another appropriate role. This way, you have multiple people who can handle roles and permissions.
Now that we've gone through the Role settings, you've decided which roles you need initially. You can add and modify these settings at any time.