User Roles
As admin you could configure who is who in your HRIS, you could configure the users individual role in Roles & Access page tab.
The users roles in the HRIS is classified into three main users roles section and each of those users roles section have a child(s) user role(s), here's a visualized version of the users roles section so you could easily understand it:
- Main Role
- Admin
- Employee
- Extra Role
- Verificator Officer
- Approval Officer
- Substitute Officer
- Other Role
- Project Leader
- Project Issue Assignee
Each of those roles have a differents responsibilities in your HRIS, in this section you'll learn of what responsibilities each of these user roles have.
Main Role
User main role consist of two different role the Admin and the Employee role, one of these two roles are the default main role when an account is created first time, these role is mandatory to have for every user, a user could only have one of these main role either as a Admin or as a Employee.
Admin
An admin role have a wide responsibility such as configure Users attendance, set Users role, either accept or decline User registration request etc.
These simplified table guides help you understand better the main access and permission for admin role:
| Access | Page |
|---|---|
| Edit user, Register user | /users |
| Accept user registration request, Decline user registration request | /users/requests |
| Access Personal Face Recognition AI model approval request, Request Face Recognition AI model approval, Add AI training data | /approval/images/face-recognition-ai-model |
| Check in attendance, Check out attendance, Access personal attendance records | /assesment/input-attendance |
| Create Users attendance location, Edit Users attendance location | /assesment/input-attendance/set-attendance-location |
| Access Users attendance location, Edit Users attendance location, Delete Users attendance location | /assesment/input-attendance/control-users-location |
| Access Project, Move project issue from one board to another board | /assesment/projects |
| Create Project, Edit Project, Create Project Board, Edit Project Board, Delete Project Board, Move Project Board, Create Project Issue, Edit Project Issue, Delete Project Issue, Move Project Issue, Assign Project Issue Assignee, Remove Project Issue Assignee, Assign Project Leader | /assesment/projects/list |
| Access personal Work Leave request, Create Work Leave request, Cancel Personal Work Leave request | /submission/work-leave/general |
| Access personal Work Leave request, Access Users Work Leave request, Cancel Personal Work Leave request | /submission/work-leave/general/requests/all |
| Access personal Reimbursement request, Create Reimbursement request, Cancel Personal Reimbursement request | /submission/reimbursement |
| Access personal Reimbursement request, Access Users Reimbursement request, Cancel Personal Reimbursement request | /submission/reimbursement/requests/all |
| Access personal Certification request, Create Certification request, Cancel Personal Certification request | /submission/certification |
| Access personal Certification request, Access Users Certification request, Cancel Personal Certification request | /submission/certification/requests/all |
| Access personal Hardware & Software request, Create Hardware & Software request, Cancel Personal Hardware & Software request | /submission/hardware-and-software |
| Access personal Hardware & Software request, Access Users Hardware & Software request, Cancel Personal Hardware & Software request | /submission/hardware-and-software/requests/all |
Employee
An employee role have a basic role such as make an attendance, do a project, request a submission etc.
These simplified table guides help you understand better the main access and permission for employee role:
| Access | Page |
|---|---|
| Access Personal Face Recognition AI model approval request, Request Face Recognition AI model approval, Add AI training data | /approval/images/face-recognition-ai-model |
| Check in attendance, Check out attendance, Access personal attendance records | /assesment/input-attendance |
| Access Project, Move project issue from one board to another board | /assesment/projects |
| Create Project, Edit Project, Create Project Board, Edit Project Board, Delete Project Board, Move Project Board, Create Project Issue, Edit Project Issue, Delete Project Issue, Move Project Issue, Assign Project Issue Assignee, Remove Project Issue Assignee, Assign Project Leader | /assesment/projects/list |
| Access personal Work Leave request, Create Work Leave request, Cancel Personal Work Leave request | /submission/work-leave/general |
| Access personal Work Leave request, Access Users Work Leave request, Cancel Personal Work Leave request | /submission/work-leave/general/requests/all |
| Access personal Reimbursement request, Create Reimbursement request, Cancel Personal Reimbursement request | /submission/reimbursement |
| Access personal Reimbursement request, Access Users Reimbursement request, Cancel Personal Reimbursement request | /submission/reimbursement/requests/all |
| Access personal Certification request, Create Certification request, Cancel Personal Certification request | /submission/certification |
| Access personal Certification request, Access Users Certification request, Cancel Personal Certification request | /submission/certification/requests/all |
| Access personal Hardware & Software request, Create Hardware & Software request, Cancel Personal Hardware & Software request | /submission/hardware-and-software |
| Access personal Hardware & Software request, Access Users Hardware & Software request, Cancel Personal Hardware & Software request | /submission/hardware-and-software/requests/all |
Extra role
User extra role consist of three different role the Verificator officer, Approval officer and the Substitute officer role, these roles are not mandatory for a user to have, each user could have one or more of these extra roles.
Verificator Officer
It's role to verifying either accept or decline a User Submission request before it got an approval by Approval Officer, this role doesn't provide any evidence to the User submission request.
These simplified table guides help you understand better the main access and permission for verificator officer role:
| Access | Page |
|---|---|
| Access Personal Face Recognition AI model approval request, Request Face Recognition AI model approval, Add AI training data | /approval/images/face-recognition-ai-model |
| Access Personal Face Recognition AI model approval request, Accept Face Recognition AI model approval request, Decline Face Recognition AI model approval request, Accept Personal Face Recognition AI model approval request, Decline Personal Face Recognition AI model approval request | /approval/images/face-recognition-ai-model/users-approvals |
| Access Personal Face Recognition AI model approval request, Access Users Face Recognition AI model approval request, Accept Users Face Recognition AI model approval request , Decline Users Face Recognition AI model approval request, Accept Personal Face Recognition AI model approval request, Decline Personal Face Recognition AI model approval request | /approval/images/face-recognition-ai-model/users-approvals/all |
| Check in attendance, Check out attendance, Access personal attendance records | /assesment/input-attendance |
| Access Project, Move project issue from one board to another board | /assesment/projects |
| Access personal Work Leave request, Create Work Leave request, Cancel Personal Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general |
| Access personal Work Leave request, Access User Work Leave request, Cancel Personal Work Leave request, Accept User Work Leave request, Decline User Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general/requests |
| Access personal Work Leave request, Access Users Work Leave request, Cancel Personal Work Leave request, Accept Users Work Leave request, Decline Users Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general/requests/all |
| Access personal Reimbursement request, Create Reimbursement request, Cancel Personal Reimbursement request, Accept Personal Reimbursement request, Decline Personal Reimbursement request | /submission/reimbursement |
| Access personal Reimbursement request, Access User Reimbursement request, Cancel Personal Reimbursement request, Accept User Reimbursement request, Decline User Reimbursement request, Accept Personal Reimbursement request, Decline Personal Reimbursement request | /submission/reimbursement/requests |
| Access personal Reimbursement request, Access Users Reimbursement request, Cancel Personal Reimbursement request, Accept Users Reimbursement request, Decline Users Reimbursement request, Accept Personal Reimbursement request, Decline Personal Reimbursement request | /submission/reimbursement/requests/all |
| Access personal Certification request, Create Certification request, Cancel Personal Certification request, Accept Personal Certification request, Decline Personal Certification request | /submission/certification |
| Access personal Certification request, Access User Certification request, Cancel Personal Certification request, Accept User Certification request, Decline User Certification request, Accept Personal Certification request, Decline Personal Certification request | /submission/certification/requests |
| Access personal Certification request, Access Users Certification request, Cancel Personal Certification request, Accept Users Certification request, Decline Users Certification request, Accept Personal Certification request, Decline Personal Certification request | /submission/certification/requests/all |
| Access personal Hardware & Software request, Create Hardware & Software request, Cancel Personal Hardware & Software request, Accept Personal Hardware & Software request, Decline Personal Hardware & Software request | /submission/hardware-and-software |
| Access personal Hardware & Software request, Access User Hardware & Software request, Cancel Personal Hardware & Software request, Accept User Hardware & Software request, Decline User Hardware & Software request, Accept Personal Hardware & Software request, Decline Personal Hardware & Software request | /submission/hardware-and-software/requests |
| Access personal Hardware & Software request, Access Users Hardware & Software request, Cancel Personal Hardware & Software request, Accept Users Hardware & Software request, Decline Users Hardware & Software request, Accept Personal Hardware & Software request, Decline Personal Hardware & Software request | /submission/hardware-and-software/requests/all |
Approval Officer
It's role to approving either accept or decline a User Submission request after it got approved by Approval Officer, this role provide an evidence to the User submission request.
These simplified table guides help you understand better the main access and permission for approval officer role:
| Access | Page |
|---|---|
| Access Personal Face Recognition AI model approval request, Request Face Recognition AI model approval, Add AI training data | /approval/images/face-recognition-ai-model |
| Access Personal Face Recognition AI model approval request, Accept Face Recognition AI model approval request, Decline Face Recognition AI model approval request, Accept Personal Face Recognition AI model approval request, Decline Personal Face Recognition AI model approval request | /approval/images/face-recognition-ai-model/users-approvals |
| Access Personal Face Recognition AI model approval request, Access Users Face Recognition AI model approval request, Accept Users Face Recognition AI model approval request , Decline Users Face Recognition AI model approval request, Accept Personal Face Recognition AI model approval request, Decline Personal Face Recognition AI model approval request | /approval/images/face-recognition-ai-model/users-approvals/all |
| Check in attendance, Check out attendance, Access personal attendance records | /assesment/input-attendance |
| Access Project, Move project issue from one board to another board | /assesment/projects |
| Access personal Work Leave request, Create Work Leave request, Cancel Personal Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general |
| Access personal Work Leave request, Access User Work Leave request, Cancel Personal Work Leave request, Accept User Work Leave request, Decline User Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general/requests |
| Access personal Work Leave request, Access Users Work Leave request, Cancel Personal Work Leave request, Accept Users Work Leave request, Decline Users Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general/requests/all |
| Access personal Reimbursement request, Create Reimbursement request, Cancel Personal Reimbursement request, Accept Personal Reimbursement request, Decline Personal Reimbursement request | /submission/reimbursement |
| Access personal Reimbursement request, Access User Reimbursement request, Cancel Personal Reimbursement request, Accept User Reimbursement request, Decline User Reimbursement request, Accept Personal Reimbursement request, Decline Personal Reimbursement request | /submission/reimbursement/requests |
| Access personal Reimbursement request, Access Users Reimbursement request, Cancel Personal Reimbursement request, Accept Users Reimbursement request, Decline Users Reimbursement request, Accept Personal Reimbursement request, Decline Personal Reimbursement request | /submission/reimbursement/requests/all |
| Access personal Certification request, Create Certification request, Cancel Personal Certification request, Accept Personal Certification request, Decline Personal Certification request | /submission/certification |
| Access personal Certification request, Access User Certification request, Cancel Personal Certification request, Accept User Certification request, Decline User Certification request, Accept Personal Certification request, Decline Personal Certification request | /submission/certification/requests |
| Access personal Certification request, Access Users Certification request, Cancel Personal Certification request, Accept Users Certification request, Decline Users Certification request, Accept Personal Certification request, Decline Personal Certification request | /submission/certification/requests/all |
| Access personal Hardware & Software request, Create Hardware & Software request, Cancel Personal Hardware & Software request, Accept Personal Hardware & Software request, Decline Personal Hardware & Software request | /submission/hardware-and-software |
| Access personal Hardware & Software request, Access User Hardware & Software request, Cancel Personal Hardware & Software request, Accept User Hardware & Software request, Decline User Hardware & Software request, Accept Personal Hardware & Software request, Decline Personal Hardware & Software request | /submission/hardware-and-software/requests |
| Access personal Hardware & Software request, Access Users Hardware & Software request, Cancel Personal Hardware & Software request, Accept Users Hardware & Software request, Decline Users Hardware & Software request, Accept Personal Hardware & Software request, Decline Personal Hardware & Software request | /submission/hardware-and-software/requests/all |
Substitute Officer
As it's semantic role name, User with this role is a backup crew for another User, the Substitute Officer will be the interim User while the main User is in away for a while such as when the main User is on Work Leave.
These simplified table guides help you understand better the main access and permission for Substitute officer role:
| Access | Page |
|---|---|
| Access personal Work Leave request, Create Work Leave request, Cancel Personal Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general |
| Access personal Work Leave request, Access User Work Leave request, Cancel Personal Work Leave request, Accept User Work Leave request, Decline User Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general/requests |
| Access personal Work Leave request, Access Users Work Leave request, Cancel Personal Work Leave request, Accept Users Work Leave request, Decline Users Work Leave request, Accept Personal Work Leave request, Decline Personal Work Leave request | /submission/work-leave/general/requests/all |
Other role
User other role consist of two different role the Project leader and the Project issue assignee role, these roles are not mandatory for a user to have, each user could have one or more of these other roles.
Project leader
Manage a project such as create a project, edit a project, create a project, create project board, create project issue, assign a User to project board issue assignee set a project goal date etc.
These simplified table guides help you understand better the main access and permission for Project leader role:
| Access | Page |
|---|---|
| Access Project, Move project issue from one board to another board | /assesment/projects |
| Access Project, Delete Project, Create Project, Edit Project, Create Project Board, Edit Project Board, Delete Project Board, Move Project Board, Create Project Issue, Edit Project Issue, Delete Project Issue, Move Project Issue, Assign Project Issue Assignee, Remove Project Issue Assignee, Assign Project Leader | /assesment/projects/list |
Project issue assignee
Do a Project Task assigned by the project leader.
These simplified table guides help you understand better the main access and permission for Project issue assignee role:
| Access | Page |
|---|---|
| Access Project, Move project issue from one board to another board | /assesment/projects |
Summary
You could configure the user role inside /control-panel/roles-and-access as a user admin role, learn how to configure user role.