Steps for Adding an Organization Unit Role

To add a new authorization Role to this Organization Unit, complete the following steps:

1. From the Configuration section>Organization Unit card>Organization Unit screen, open the organization record to be configured.
2. Click on the Roles button in the left pane to open the roles assignment screen.
3. Select Add to add a new record.
4. 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.

   Determines the type of system classification (for example, Standard, Customer, User Defined, or Replicated).

5. Select the appropriate Authorization Role Code from the Field Look Up Values. The options that display here depend on the Classification selected.

   Role code that determines which screens and processes the users have access to, and the level of access.

6. The Denied field defaults to No. If this organization unit is being denied to the employees, change this value to Yes.

   Indicates whether the user should be denied permissions to the role at this level (Yes/No). When the Denied field is set to Yes, this overrides any inherited role for this user and removes data access.

   An inherited role is an authorization role that is indirectly assigned to an employee. This role is set up on any level of the Organization Unit screen>Roles section, and is automatically assigned to all employees whose Home labor distribution matches any of the levels of the organization unit. For example, if an employee belongs to a home labor distribution of Corporation A/Facility 1/Department 304/ Unit 1, he or she will "inherit" all the roles set up in the Organization Unit screen for Corporation A and for Facility 1 and for Department 304 and for Unit 1. An inherited role can be overridden at the employee level by assigning the employee the same role but with a different level of access (grant, deny or pass through).

   Note: Inherited roles are not listed in the Roles screen in the employee record. They can be viewed in the employee record on the TCS screen>Employee Authorization Information card.

7. Save the record.
8. Select the Data Access button from the left pane.
9. The Role Assignment Action options that are enabled depend on the Role assigned. For example, Roles that are not associated with Pay Codes will not have the Add Pay Code Access buttons enabled.
10. Select the appropriate Role assignment from the options listed below. Click on the link to view details on configuration of these options.
11. Click on the Save button to save this role record. All employees with a related Primary Home Labor Distribution assignment will inherit this role.

    Add Org Unit Access	Opens a search screen to add access to specific organization units.
    Add Employee Access	Opens a screen to add access to individual employees using the Employee Search Criteria.
    Add Employee - Org Unit Access	Opens a search screen to add access to all employees in specific organization units.
    Add Pay Code Access	Opens a screen to add access to specific pay codes.
    Add Pay Code - Org Unit Access	Opens a search screen to add access to all pay codes in specific organization units.
    Add Special Code Access	Opens a screen to search for a specific special code to assign access. This option can be used when granting access to a single special code, or as an override to deny access to a single special code when the user has access to the other special codes in the organization unit.
    Add Special Code - Org Unit Access	Opens a screen to search for an organization unit to assign access to all special codes for that organization unit.
    Add Override Access	Opens a screen to search for an override code. This option can be used when granting access to a single override code, or to deny access to a single override code if the user has access to all override codes.
    Add Override - Org Unit Access	Opens a screen to search for an organization unit to assign access to all special codes for that organization unit.

    Note: For information on resolving issues regarding roles, see Troubleshooting Role Assignments in the Configuration section>System card>Role screen.