View options on Directory – 5 different scenarios

  • August 29, 2016 at 5:33 pm #1607
    Crystel Rynne
    Keymaster

    Who sees what information on HRLocker?

    These are the 5 scenarios of users in HRLocker.

    1. Manager with permission for entire office
    2. Manager with permissions for subordinates only.
    3. Manager with No permissions
    4. Employee
    5. Admin

    Admins

    Admins have access to ALL information, for all employees. (Including the Terms of Employment tab). So in our example, Elizabeth is the ADMIN for the company and can select VIEW for all employees.

    1

    Elizabeth as Admin can see all tabs on the green ribbon.

    2

     

    Elizabeth as Admin can see all tabs on the green ribbon for her own account also.

     

    Employee

    An employee can select VIEW for themselves of the Directory page, and cannot access the Terms of Employment tab. In our example William (employee) can only select view for himself from Directory.

    3

     

    In our example William (employee) can only see 3 tabs on the green ribbon for his own account.

    4

     

    A Manager with No permissions

    In our example Harold Henry (a Manager with no permissions set for Directory)

    • can select view for himself from Directory. (see 3 tabs on green ribbon)
    • can select view for his direct reports from Directory. (see 1 tab on green ribbon only).

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    A Manager with permissions for subordinates only

    In this example Anthony Poland is a Manager WITH permissions set to “On for subordinates only”.

     

    • can select view for himself from Directory. (see 3 tabs on green ribbon)
    • can select view for his direct reports from Directory. (sees all 7 tabs on green ribbon).
    • He has NO access to view for employees in the same office as him that are not his reports.

    8

     

    Anthony has no access to the Terms of Employment tab for his own account.

    9

    Anthony has full access, including Terms of Employment tab for his subordinate Bill Bailey.

    10

    Manager with permissions for entire office

    In our example Alan Arrow (a Manager WITH permissions set to “On for entire office” for Directory)

    • can select view for himself from Directory. (see 3 tabs on green ribbon)
    • can select view for his direct reports from Directory. (sees all 7 tabs on green ribbon).
    • can select view for any employee in same office from Directory. (sees all 7 tabs on green ribbon).

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    Finally, how to set permissions for a Manager

    1. Log on as Admin.
    2. Select Directory from the black ribbon.
    3. Select view for the manager you wish to change permissions for.
    4. Select permissions of the green ribbon for this employee.
    5. Change the value of the Directory permissions to required value.
    6. Select SUBMIT to save this change.
    7. The manager now will have different VIEW permissions on the directory page, depending on what value you set.

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