Organization Unit - Roles

Employees can be given a Role at the organization unit level that authorizes the Primary Home employees to access the self-scheduling feature.

This screen can also be used to deny access to self scheduling for certain organization units who inherit access through a parent organization unit. For example, self scheduling may be authorized for a certain facility (trunk level) for all departments (branch level) except one. The access would be set up at the facility level, but denied at the department level for that one department.

To add a new authorization Role to this Organization Unit, complete the following steps:

1. From the Configuration section>Organization Unit card>Organization Unit screen, open the organization record to be set up.
2. Click on the Roles button in the left pane to open the roles assignment screen.
3. Select Add to add a new record.
4. Select the Classification from the drop down menu. To access standard roles set up 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).

5. 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.

6. The Denied field defaults to No. If this organization unit is being denied to the employees, change this value 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.

7. Save the record.
8. Select the Data Access button from the Actions pane.
9. Select the appropriate Role assignment from the options listed below. Click on the link to view details on configuration of these options.

   Add Employee Access	Opens a screen to add access to individual employees using the Employee Search Criteria.
   Add Employee - Org Unit Access	Opens a search screen to add access to all employees in specific organization units.
   Add Pay Code Access	Opens a screen to add or deny access to specific pay codes. Employees can self schedule activity codes linked to the selected pay codes if the activity code is authorized for self scheduling
   Add Pay Code - Org Unit Access	Opens a search screen to add or deny access to all pay codes in specific organization units. Employees can self schedule activity codes linked to the selected pay codes if the activity code is authorized for self scheduling.

10. Click on the Save button to save this role record. All employees with a Primary Home Labor Distribution assignment will inherit this role.