Roles
Roles are access privileges provided to employees to access PeopleWorks based on their positions like individual contributors or managers or HR persons. A single role may include various designations. As an administrator, you can configure roles and map them to various designations.
As an administrator, you can view, add, edit or delete the roles in the Roles page.
In case, the organization refers to roles by a different name, you can include the name as an alias and the alias name is used for display wherever applicable on PeopleWorks.
To manage roles:
On the PW Admin menu, under Nurture and Manage, click Roles.
The Roles page appears.
The role details displayed are:
Role details
Field |
Description |
Name |
Displays the name of the role |
Designation |
Displays a link to the list of designations mapped to the role |
Description |
Displays the description of the role |
Active |
Displays whether the role is active - Yes or No If active, the role is available for users to select wherever applicable on PeopleWorks, else it is not available |
Is HR |
Displays whether the role is a HR role - Yes or No If Yes, then the employee with this role can view the Reports and HR menu headings on logging in to PeopleWorks Note: The actual submenus visible to the user depends upon whether the required privileges are given under the Configuration sub menu. |
If you want to add a role, click Add, enter the required details and Save.
Note: When you assign designation to a role; the same designation will not be available for multiple roles.
If you want to edit a role, select the check box corresponding to the role, click Edit, make the required changes and Save.
If you want to delete a role, select the check box corresponding to the role, click Delete and confirm.
Note: Ensure that you do not delete records that are mapped to any employee records or any other data on PeopleWorks.
If you want to use a different name for role on PeopleWorks, in the Alias text box, enter the alias name for role and click Update.
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