Three main user access levels are available: HR Administrator, HR Staff, and Employee.
HR Administrators (HR Admin) have the ability to make changes that affect the entire account such as managing forms, creating divisions, providing access to other users, etc. This level is often used by corporate level supervisors or Human Resources.
HR Staff have the ability to access the division dashboard(s) only as assigned. This level is often used by on-site or shift managers. HR Staff can be setup two types of access as determined by HR Admin
Note: All HR Staff have to be set up as either Full or Assigned access, not both:
1. Full Access: View and/or approve the forms for every new hire in their assigned division(s).
2. Assigned Access: View and/or approve the forms assigned to them directly by an HR Admin. Employees can only access the Employee Portal while their account is active. This person can login to find the information in the portal such as view flyers, manage/update their new hire paperwork, see company contacts, etc.
You can use the same account to give a person multiple levels of access.
To provide Employee level acces to an existing HR Admin/HR Staff, navigate to the Administrator dashboard, find the user listed in the applicable group (HR Administrators or HR Staff). Hover over their name to reveal the 'Edit' button. Once selected, the information for this user set up originally will appear. In the bottom right corner of the page, there is a 'Manage As Employee' button. Select this option and a list of available forms will generate for selection. Check the forms that need to be filled out by this user and select the 'Update!' button.
You can also give a current employee access as an HR Staff or HR Admin. Navigate to their employee folder, select the edit button, scroll down to the bottom, and select the Add Additional Rolls option. This will allow you to add on HR access to their current employee account.
An HR Admin will have full access to all the divisions so you will not need to assign them to any specific divisions.
HR Staff can have access to one or more divisions as needed. You can adjust this by adding or removing a role to their access.
HR Admin have the ability to deactivate users or employees. Deactivated users are still accessible for re-activation. Users cannot be permanently deleted out of the system.
User accounts can be deactivated at any time based on company process. No information is deleted. By deactivating an account, that user will not be able to login to the system.
User accounts can be reactivated at any time based on company process. No information is deleted. By reactivating an account, that user will again be able to login to the system. They will not receive an updated activation email automatically.
To provide Employee level acces to an existing HR Admin/HR Staff, navigate to the Administrator dashboard, find the user listed in the applicable group (HR Administrators or HR Staff). Hover over their name to reveal the 'Edit' button. Once selected, the information for this user set up originally will appear. In the bottom right corner of the page, there is a 'Manage As Employee' button.
Select this option and a list of available forms will generate for selection. Check the forms that need to be filled out by this user and select the 'Update!' button.