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Roles

The Roles button opens a listing of the authorization roles that are assigned directly to the selected employee. Roles determine which actions, screens, and fields the user can access, and the level of control they have (for example, Read, Edit, Create, or Delete) over the elements they can access.

Note: If an employee is assigned more than one role, and the level of access to a particular element conflicts, the employee is granted the role with the HIGHER access level unless the data access is set to Denied. For more information, see the Employee Record > Data Access screen.

Tip: Assign roles with higher access, such as Administrative or Scheduler roles, to individual employees. From this screen you can also deny employees access to inherited roles.

Employees can also inherit the roles that are assigned to the their home labor distribution through the Configuration section > Organization Unit card > Organization Unit screen > Roles section screen.

Example: An employee with a home labor distribution of Corporation A/Facility 1/Department 304/Unit 2, inherits all the roles set up in the Organization Unit screen for Corporation A, and for Facility 1, and for Department 304, and for Unit 2.

The Roles screen only displays roles assigned to the employee at the employee level, and not those assigned at the organization unit level.

Tip: To view all roles assigned to an employee, open their TCS screen and view the Employee Authorization Information card > Role tab.

The following sections are available when you configure a role:

Assign one or more previously defined system authorization roles to the employee, or deny the employee access to a role inherited from their home labor distribution.

Assign the information that the employee is authorized to access (for example, Organization Unit Access, Employee Access, Pay Code Access, Special Code Access, or Override Access).

Note: Certain authorization roles assigned to employees count toward application licenses. For more information, see System Licensing of Employees.

For more information on adding a role to an employee, see the instructions on Steps for Adding an Employee Level Role. For information on resolving issues regarding roles, see Troubleshooting Role Assignments.