SS> Security> Roles
Summary
The Role Maintenance window is used to create and maintain the roles that are associated with user accounts or Human Resources module positions. Roles are used in the Payroll module Timesheets Approval process and define which employees can approve timesheets. Click here for information on how to set up the Timesheets process.
You can create multiple roles for a single user account using this window (for example, you can create two unique roles and attach a single user account to each). If each user account should only be attached to one role, check to make sure the user account is not already attached to a role before creating a new role for that user account.
Step by Step
- Open the Role Selection window (SS> Security> Role).
- The Role Selection window displays all of the roles that have been created in the application.
- Select a role and click DELETE to delete the selected role.
- Roles associated with existing work flows or work flow templates cannot be deleted.
- Select a role and click EDIT to edit the selected role.
- Click CREATE ROLE to create a new role. This will add a line item to the left section of the window and the fields in the Maintenance section will be blank to enter the role information.
- The Role field is used to enter the unique title of the role.
- If the role is associated with a specific position (for example, Police Department PR Clerk), you may want to include the name of the position in the Role field.
- If the role is associated with a specific employee, you may want to include the name of the employee in the Role field.
- The Status field is used define the status of the role.
- Only Active status roles will affect the functioning of the application.
- The Type drop-down menu is used to select how the role will relate to user accounts.
- Select Position if you would like to associate the role with a
Human Resources module position (HR> Maintenance> Position).
Click
here for information on position maintenance.
- If you are using this role to approve timesheets in the Payroll module, associating the role with a position means that as employees change positions, they will automatically acquire the roles they will need to approve timesheets. Click here for information on how to set up the Timesheets process.
- Positions are attached to employee records using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Position field). Click here for information on the General tab of the Employee Maintenance window.
- Select User if you would like to associate the role with a user.
- User records are created and maintained using the User Account Maintenance window (SS> Security> User). Click here for information on user account maintenance.
- The selection in the Type field determines the functionality and field label of the User/Position field. This field is used to select the user or HR module position you would like to associate with this position.
- The Function and Departments sections will be enabled in an upcoming release.
- Click the Save button
when complete to save the role.