Applicable plans | Leave | HR Essentials | HR Success | Time |
|---|
Required Roles | Team Manager | HR Manager | Administrator | ADU Manager |
|---|
Available user roles
Appogee HR supports the below roles:
User Roles |
Employee |
Team Manager |
HR Manager |
Admin |
ADU Admin (when enabled) |
Restricted Staff (Optional) |
IT Manager |
Payroll Admin |
HR Assistant |
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 | Admin |
Employee Admin
| Employee Admin
No access to reporting Feature Admin
|
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.