Employee Record - Roles

Employees inherit the Roles that are assigned to the employees' home organization levels in Organization Unit > Roles. At the employee level, additional roles for this specific employee can be added.

• Higher access roles, such as Administrative or Scheduler roles can be assigned to the individual employee.

• Employees can be given a role that allows them to access the Self Scheduling features, even if their Primary Home organization unit does not have this role assigned to employees.

Access to Self Scheduling can be denied for certain employees who inherit access through their home organization unit.

To add a new authorization Role to an employee, complete the following steps:

1. With the employee record open, click on the Role button in the employee Actions pane.

2. Click on the Add button in the left pane to open roles configuration screen.

3. 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.

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

5. The Denied field defaults to No. Set this to Yes.

6. Save the record.

7. Select the Data Access button from the Actions pane. The following options are displayed.

   Add Org Unit Access	Opens a search screen to add or deny access to specific organization units.
   Add Emp - Org Unit Access	Opens a search screen to add or deny access to all employees in specific organization units.
   Add Pay Code Access	Opens a screen to add or deny access to specific pay codes.
   Add Pay Code - Org Unit Access	Opens a search screen to add or deny access to all pay codes in specific organization units.

8. Click on the Save button to save this role record.

To remove an authorization role from an employee, complete the following steps:

1. With the employee record open, click on the Roles button in the employee Actions pane.

2. Click on the Add button in the left pane to open roles configuration screen.

3. 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.

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

5. Set the Denied field to Yes.

6. Save the record.

The following related topics are available: Roles Organization Unit - Roles Organization Unit - Indicators and Parameters Activity Codes Selection Styles Staffing Configuration - Self Scheduling Tab Profiles - Self Schedule Group Parameter Employee Record - Labor Distribution Event Subscriptions Home Page Preferences Time Card Screen Preferences