Create a Set Rights Role for employees

A Set Rights Set Rights are the system permissions you allocate to employees to control the information available to a user about other employees. role for employees sets which information standard employees can access and which actions they can do.

This topic covers:

Screenshots are taken from a test system and may not match your system exactly.

Create the role

Create the role and set how Where Clauses apply to it.

  1. Sign in to Staffology HR.

  2. Go to System Tools, select Utilities, select Company, then select Set Rights Roles.

  3. To open the Set Rights screen, select Create New.

  4. Enter a name for the new Set Rights role, for example, Employee.

  5. To apply the role's Where Clauses to every employee assigned the role, select the Apply Team Where Clause Allows you filter records using a specific criteria. and Apply Secondary Where Clause checkboxes.

    Selecting these checkboxes replaces any existing employee Where Clauses when the role is assigned to those employees.

    The Set Rights screen to create a role.

  6. To save the role, select Save.

    The new Set Rights role displays in the list.

Select the role permissions

Most checkboxes under Indicators do not apply to a standard employee. The exception is Document Upload, which allows an employee to add documents to the system.

  1. Select the arrow beside the role entry, then select View.

    The View option displayed on the Employee role.

    The Set Rights screen opens. This is the same screen that displays when setting up Set Rights for an individual employee.

  2. To allow employees to upload documents in My Details, select Document Upload in the Indicators section.

    If employees do not need to upload documents, skip this step.

Set up access to the Group Absence Calendar

To allow employees to access the Group Absence Calendar, create a Team Where Clause.

  1. To give employees access to non-sensitive absence When an employee or worker is absent from work. This can be for a variety of reasons. information for everyone in the company, enter 1=1 in the Team Where Clause field on the main Set Rights screen.

    To assign this role to a specific group of employees, for example, all employees in a department, create a Team Where Clause that only allows employees to access non-sensitive absence information for people in their department. For steps on how to do this, go to Give a standard employee access to the Group Absence Calendar.

  2. To open the Advanced settings, use the option that matches the clause:

    • After adding a Team Where Clause, select Save, select the dropdown arrow on the role, select View, then select Advanced on the Set Rights screen.

    • Without a Team Where Clause, select Advanced on the Set Rights screen.

Set up the advanced rights

Use the Advanced screen to set up the information employees can access in their own records.

  1. In the first section, set up the information employees can access in their My Details tabs.

  2. To allow employees to upload documents in My Details, then Documents, go to the self-rights table under the employee's name. In the Documents section, select the View and Create checkboxes.

    Skip this step if Document Upload was not selected.

    The Documents checkboxes in the self rights table.

  3. Leave the Team Rights and Secondary Rights sections clear.

    Standard employees do not usually need Team Rights or Secondary Rights. Selecting indicators under these headings can give employees access to system areas they do not need.

  4. To save the changes, select Save, then select Save again on the main Set Rights screen.

The role is ready to assign. Assign the role to individuals or groups of employees by using the Employee Selector.