How to choose a security User Role?

Here you will find short descriptions of different User Roles in HR Cloud and steps on how to set it up for specific employees.

Important!

Please note that HR Users and Operations, IT Users and Operations and Managers can have direct reports.

They will be able to see the onboard progress of their employees and may be assigned to complete onboarding tasks for new hires.

They can have a restricted view of specific forms or fields containing sensitive personal data that is configured during the implementation.

To assign a specific security role to an employee:

1. Go to People tab in People application
2. Click on the employee's name
3. Go to the Account tab
4. Click on Change Security
5. Choose a Security Role
6. Save the changes

Here's a short video of the steps above:

There are two ways to assign a specific security role to more than one employee:

1. Go to System Settings
2. Under Access & Permissions, select Employees
3. Mark the employees you wish to assign a specific security role
4. Click on the Actions button
5. Choose Bulk configure Security Role
6. Choose a security role
7. Save changes.

Here's a short video of the steps above:

The second way:

1. Go to System Settings,
2. Click on User Management,
3. Mark the employees you wish to assign a specific security role,
4. Click on the Actions button,
5. Choose Bulk configure Security Role,
6. Choose a security role,
7. Save changes.

Here's a short video of the steps above: