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Employee Record - Roles

Employees inherit the Roles that are assigned to the employees' home organization levels in the Organization Unit screen>Roles section. At the employee level, additional roles for this specific employee can be added.

Access to notifications can be denied for certain employees who inherit access through their home organization unit.

To add a new authorization Role to an employee, complete the following steps:

  1. With the employee record open, click on the Roles button in the employee Actions pane.
  2. Click on the Add button in the left pane to open roles configuration screen.
  3. Select the Classification from the drop down menu. To access standard roles configured in the system, select the Standard option. The other options (Customer, User Defined and Replicated) display customized roles assigned to the corresponding classification.
  4. Select the appropriate Authorization Role Code from the Field Look Up Values. The options that display here depend on the Classification selected.
  5. The Denied field defaults to No.
  6. Save the record.
  7. Select the Data Access button from the Actions pane.
  8. Select the appropriate Role assignment from the options listed below. Click on the link to view details on configuration of these options. Note: The results of the Request to Work search are based on the employee's position permissions and are not limited to the organization units set up on the Data Access screen.

    Add Employee Access

    Opens a search screen to add or deny access to specific employees.

    Add Emp - Org Unit Access

    Opens a search screen to add or deny access to all employees in specific organization units.

  9. Click on the Save button to save this role record.

    Note: The Roles screen only displays roles assigned to this employee at the employee level, and not those assigned at the organization unit level. To view all role assignments for this employee, open the TCS screen and view the Employee Authorization Information card>Role tab. To view the employee's access to features and the roles granting that access, view the employee's Policy tab.

    Note: If an employee is assigned more than one Role, when accessing a screen or organization unit that has conflicting levels of access within the roles (e.g. read only, edit), the employee is granted the role with the HIGHER access level.

To remove an authorization role from an employee, complete the following steps:

  1. With the employee record open, click on the Roles button in the employee Actions pane.
  2. Click on the Add button in the left pane to open roles configuration screen.
  3. Select the Classification from the drop down menu. To access standard roles configured in the system, select the Standard option. The other options (Customer, User Defined and Replicated) display customized roles assigned to the corresponding classification.
  4. Select the appropriate Authorization Role Code from the Field Look Up Values. The options that display here depend on the Classification selected.
  5. Set the Denied field to Yes.
  6. Save the record.