Steps for Adding an Employee Level Role

If an employee did not receive one or more required role(s) through the organization unit defaults, additional roles can be assigned to that employee through the employee record.

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

1. Click on the Employee button in the tool bar.
2. Using the Employee Search screen, locate the employee whose role is to be updated.
3. Select the Roles button in the employee Actions pane.
4. Click on the Add button in the left pane to open roles configuration screen.
5. 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).

6. 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.

7. The Denied field defaults to No. Set this to Yes if this role is being added to remove access to a specific record for this employee.

   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.

8. Save the record.
9. Select the Data Access button from the Actions pane.
10. The Role Assignment Action options that are enabled depend on the Role assigned. For example, only Roles that are associated with Pay Codes will have the Add Pay Code Access buttons enabled.
11. Select the appropriate Role assignment from the options listed below. Click on the link to view details on configuration of these options.

    Add Org Unit Access	Opens a search screen to add or deny access to specific organization units.
    Add Employee Access	Opens a screen to add or deny access to individual employees using the Employee Search Criteria.
    Add Emp - Org Unit Access	Opens a search screen to add or deny access to all employees in specific organization units.
    Add Pay Code Access	Opens a screen to add or deny access to specific pay codes.
    Add Pay Code - Org Unit Access	Opens a search screen to add or deny access to all pay codes in specific organization units.
    Add Special Code Access	Opens a screen to add or deny access to specific special codes.
    Add Special Code - Org Unit Access	Opens a search screen to add or deny access to all special codes in specific organization units.
    Add Override Access	Opens a screen to add or deny access to specific override codes.
    Add Override - Org Unit Access	Opens a search screen to add or deny access to all override codes in specific organization units.

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