Employee Record - Roles

Employees inherit the Roles that are assigned to the employees' home organization levels in the Organization Unit screen>Roles section. At the employee level, additional roles for this specific employee can be added.

• Higher access roles, such as Administrative or Scheduler roles can be assigned to the individual employee.
• Employees can be given a role that allows them to access the Self Scheduling features, even if their Primary Home organization unit does not have this role assigned to employees.

Access to Self Scheduling can be denied for certain employees who inherit access through their home organization unit.

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

1. With the employee record open, click on the Role button in the employee Actions pane.
2. Click on the Add button in the left pane to open roles configuration screen.
3. 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).

4. 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.

5. The Denied field defaults to No. Set this 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.

6. Save the record.
7. Select the Data Access button from the Actions pane. The following options are displayed.

   Add Org Unit Access	Opens a search screen to add or deny access to specific organization units.
   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.

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

To remove an authorization role from an employee, complete the following steps:

1. With the employee record open, click on the Roles button in the employee Actions pane.
2. Click on the Add button in the left pane to open roles configuration screen.
3. 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).

4. 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.

5. Set the Denied field 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.

6. Save the record.