For employees to effectively perform their job responsibilities, it is essential to grant them appropriate access to the features and menus of the system. To enable specific actions for this role within your company, you can configure the following settings:
General
PeopleHR
PeopleRecruit
PeoplePerform
PeoplePulse
Reports
Settings
This article will explore the benefits of granting employees access to the GENERAL section's features, which can help them manage the system effectively.
To access the role settings, follow these steps:
Go to the "Settings" menu.
Select "Roles and Permissions."
Click on the "New role" button to create a new role or choose an existing role to enter the edit mode.
General section permissions for the role
Here is an overview of the features and functionality employees can access if granted the necessary permissions.
1. Publish announcements and polls:
Granting access to publish announcements allows employees to post polls and announcements on the Home page of the company profile. Additionally, enabling the "Manage announcements" field allows them to edit announcements and polls.
2. Allow access to the company calendar:
This setting allows employees to view the company calendar. Additionally, enabling the "Manage events on the company calendar" field allows employees to add events to the company calendar.
3. Allow access to the employee directory
Enabling this setting grants permission to access the ''Directory'' tab, where employees' information is listed.
4. Allow advanced search across your directory
Advanced search will allow advanced filtering using all employee fields across all employees.
5. Allow access to organizational charts
With the right to access organizational charts, users can view and explore the hierarchical structure and relationships between employees within the organization.
6. Add new employees:
Granting this access allows users to add new employees to the system.
7. Delete employees:
By granting this access, users can remove employees from the system. Profiles can be restored through support if needed.
8. Send welcome letters:
Granting this access enables employees to send invitations to other employees, inviting them to log in to the system.
9. Reset passwords:
Any role with the password reset right activated will be able to reset the password for any employee in the company.
10. Enable/disable employee self-service:
If self-service to the system is disabled, employees cannot log in to their accounts or receive email notifications from the system.
11. Terminate employees:
Granting this access allows users to terminate employees, who will be listed in the ''Directory'' tab with the "Terminated" filter.
12. Manage Onboarding:
Users with this permission can assign onboardings, mark the tasks as completed and see all ongoing onboardings and hired employees.
13. Manage Offboarding:
Offboarding can only be assigned when an employee is terminated. Users with this permission can assign and unassign offboarding workflows, mark the tasks as done and monitor all ongoing offboardings.
14. Manage probation:
Users with this permission can keep track of employees currently under probation.
15. Change employee photos:
Users with this permission can change photos in employees' profiles.
16. Manage knowledge base:
Enabling this setting activates the Knowledge base in employees' profiles, allowing them to view and optionally edit it. Selecting "View" or "Edit" determines the level of access. If the status is "None," the knowledge base will be disabled for that specific role. With this permission, users can add categories and articles to the Knowledge Base, as well as edit or delete existing ones.
17. Manage tasks:
Individuals who possess this permission have the ability to view and manage all tasks within the company.
18. Manage company links:
Individuals who possess this permission have the ability to add, delete, and modify company links that appear on the Home page.
19. Manage suggestions:
Individuals who possess this permission can edit, delete, and vote on suggestions, as well as manage the status of suggestions submitted by employees within the company.
Conclusion
By having the right level of access to certain features and menus, organizations can ensure employees can efficiently perform their day-to-day job within the system. Understanding the settings available to configure employee roles in the company is essential to ensuring a smooth workflow.
Roles and permission video guide
You can also access our video guide by clicking on the following link.