Organization Unit - Roles

Employees can be given a Role at the organization unit level that authorizes the Primary Home employees to access the Request to Work feature.

This screen can also be used to deny access to this feature for certain organization units who inherit access through a parent organization unit. For example, submitting Requests to Work may be authorized for a certain facility (trunk level) for all departments (branch level) except one. The access would be set up at the facility level, but denied at the department level for that one department.

To add a new authorization Role to this Organization Unit, complete the following steps:

1. From Configuration > Organization Unit > Organization Unit, open the organization record to be configured.

2. Click on the Roles button in the left pane to open the roles assignment screen.

3. Select Add to add a new record.

4. Select the Classification from the drop down menu. To access standard roles configured in the system, select the Standard option. The other options (Customer, User Defined and Replicated) display customized roles assigned to the corresponding classification.

5. Select the appropriate Authorization Role Code from the Field Look Up Values. The options that display here depend on the Classification selected.

6. The Denied field defaults to No. If this organization unit is being denied to the employees, change this value to Yes.

7. Save the record.

8. Select the Data Access button from the Actions pane.

9. Select the appropriate Role assignment from the options listed below. See below to view details on configuration of these options.

   Note:

   The results of the Request to Work search are based on the employee's profile qualifications and are not limited to the organization units set up on the Data Access screen.

   Add Employee Access

   Select the Add Employee Access button to add or deny access to individual employees using the Employee Search criteria. Click on the Advanced button to open additional employee search criteria options.

   • After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

   • By default, the boxes to the left of each record are checked to select all records. Additional searches with different filter options can be run to add to the selected record results set.

   • To de-select one or more record, click on the box to the left of the record to remove the check mark. To de-select all records in a specific search result set, click on the box above the search results to remove all check marks.

   • Click on the folder to the left of one of the employee records to load all the selected records.

   All selected employee records are added to the Individual Employee Assignments list with a default access level of Grant.

   • To deny access to one or more employees, click on the expand arrow to open the record and change the Classification field to Deny.

   Add Employee - Org Unit Access

   The Add Emp - Org Unit Access button opens a screen to assign the access level for the users. Users are either given access (Grant) to employees in specific organization units or are not allowed access (Deny).

   To grant access to a specific organization unit and all organization units below it, click on the Add Emp - Org Unit Access button. Enter the values in the organization unit fields to that level. In the Classification field, select Grant from the drop down menu. The system allows Pass Through access for all parent structure levels above the organization unit set to Grant, so the user can retrieve the lower organization unit options. In the following example, the user is automatically given Pass Through access to structure levels 1-2 so that he or she can retrieve the Level 3 structure option of "SJH". Click on the Save button.

   • To grant access to employees in all organization structure levels, click on the Add Emp - Org Unit Access button, but do not enter information in any of the organization unit fields. Click on the Save button.

   To remove access from a single organization unit, click on the Add Emp - Org Unit Access button and enter the values in the organization unit fields down to that organization unit level. In the Classification field, select Deny from the drop down menu. Click on the Save button.

10. Click on the Save button to save this role record. All employees with a Primary Home Labor Distribution assignment will inherit this role.