Support

Submit a ticket My Tickets
Welcome
Login  Sign up

What are the user roles?

This article is suitable for

Admin

HR Managers



Business Issues Addressed


I am a Business Leader and want to keep employee records securely online and accessible to my HR Manager, but ensure that even my IT team cannot access this confidential information.

I am an IT Manager and want to record details of laptops I give to new employees, without having access to other confidential information about that employee. 

I am an HR Manager and want my Payroll Admin to have access to employee bank details, without disclosing other sensitive employee information about that employee.


Users with the Admin role are able to assign different user roles to employees in order to address situations similar to the above business issues. Roles determine access to data and to functions within the system. All users have the Employee role as standard and Admins can assign additional roles to any active employee.


Available user roles


Appogee HR and Appogee Leave support the below roles: 


User Roles
Restricted Staff (Optional)
Employee
IT Manager
Team Manager
Payroll Admin
HR Manager
HR Assistant
Admin

ADU Admin (when enabled)


User Roles

At least one employee in the organisation should be given a user role or HR Manager or Admin. Team Managers will be assigned automatically and ADU Admins are only available where ADUs/Divisions are enabled.


Restricted Staff (optional)
Restricted Staff roles are not mandatory, but can be configured to give users additional access to some employee data. These roles are optional and highly configurable.   These roles come with a set of default permissions (summarized below) which can be configured in the Process Configuration menu.  You must review these permissions to ensure these defaults meet your requirements.  


NOTE: Restricted Staff roles are visible in the Config screens, regardless of whether you have assigned them to a  user or not.


For more information and to help you set up your user roles take a look at the following articles: Configuring user Roles & Access and Categories & Fields Configuration.


Default access per role


The next section details the default access for each User Role and Restricted Role, however these can be configured to allow different access within your organization. 


Employee

A joining, active or former member of the organisation for whom Employee Records and an Employee Profile are held within the system. You cannot explicitly assign this role as access is automatically granted when a user is added to the system. 


Team Manager

A user is automatically assigned the Team Manager role when they are made a manager of at least 1 team. Managers have access to the additional sections on the Dashboard, including My Actions, My Teams, Team Allowances and also the Reporting process on the menu.


A Team Manager can have either a reader or editor role in a Team that they manage. A reader role will give them read access to data of employees they manage and an editor role will give them access to edit the data of employees they manage.


HR Manager

Users with the HR Manager role have access to the HR Manager pages of the application. HR Managers have access to read and edit all data for all employees across the organisation or within the ADU Division they are configured to manage (where these have been enabled).


For more information on Team Manager access or HR Manager access, please see the relevant guides - Appogee HR or Appogee Leave.


Admin

Admin users have access to the Process Config and System Config pages of the application in addition to their own employee profile. Users with the Admin role do not have any access to employee information.


ADU Admin

This role is only applicable is ADUs/Divisions are enabled for an organisation. The ADU Admin role grants access to configure ADUs/Divisions as well as manage all employee, regardless of ADU/Division. 


IT Manager

Users with the IT Manager role have read access to basic employee data found in the Employee Profile section (such as name and work email address) and have edit access to all fields in the Assets section for all Employees.


Payroll Admin

Users with the Payroll Admin role have read access to basic employee data found in the Employee section (such as name, address, and salary) and edit access to employee bank details tab on the Personal profile page.


HR Assistant

Users with the HR Assistant role have read access to all employee data, except information in the Discipline tab. 




Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.