Window: Employee roles
The window contains a list of roles that can be assigned to employees. The role assigned to an employee determines the rights to create and view reports. In window, the user can find the following functions:
[Add] – adds the employee template type to the list.
[Change] – allows the user to edit the employee’s role template.
[Delete] – deletes the item checked on the list.
Role edition
Window: Role edition is used to name the role and to assign rights to a given role. Assignment of a role to an employee is done in the window: Employee card, in the tab: Roles.
Role edition, tab: General
The tab is used to enter the name and, if needed, the description of a given role.
Role edition, tab: Rights
The tab is used to assign rights to a given role. The list of rights that can be assigned consist of:
Book of reports:
Cost Allocation Administrator
Report Book Administrator – the role containing this right is an administrative role. An employee “pinned” to such a role has full rights to define and view analyses and manage reports
Access to BSC
Access to eBI
Access to KR
Access to Book of reports fields list
Access to Subscription
Access to Web Reports Book
Printing reports of Book of reports
Export of reports of Book of reports
Budget Wizard
Cost Allocation User
Budgeting User
Dashboard User
Intranet applications:
Access to Intranet RCP – this right will allow the user access to Intranet-based employee RCP information
Access to Intranet absence registration – this right will allow the user registration of absences from the level of Intranet applications
Access to Intranet employee information – enables access to employee data displayed in Intranet applications on the tab: Info
Access to Intranet work cards – allows for editing of work cards
Access to salary allocator – enables the editing of salary allocator
Edition of the time in Intranet work cards – allows to edit the work time in the module: Work cards
Edition of the description in Intranet work cards – allows to edit descriptions in the module: Work cards
Edition of items in the Intranet allocator
Edition of RCP records (subordinate) – enables for editing individual RCP records
Edition of RCP records (own) – enables for editing own RCP records
Modification of absences available to managers
Modification of absences available to the general public
Confirmation of absences available to managers
Confirmation of absences available to the general public
Change of RCP descriptions (subordinate) – enables the edition of RCP descriptions of subordinates
Change of RCP descriptions (own) – enables for editing own RCP records.
Tasks of employees:
Access to subordinate tasks – permission to view and edit the task mailbox of subordinate employees according to the subordinate structure (window: Employee mailbox, tab: Tasks of subordinates) and the tasks of subordinates recorded in the schedule
Modification of subordinate tasks – authorisation to change the supervisor of a specific process and modify the tasks recorded in the schedule.
Example: Schedule. There is a worker A, who has been granted rights to view and modify the tasks of the centre’s employees. He sees a task in the schedule in which employees with different roles are placed as objects: 1. employee B (has the right to view/modify the tasks of the employees of the centre) and 2. manager C (has the right to view/modify the tasks of subordinate employees). Then such a task should be opened in the mode for viewing, without the possibility of editing. The only exception to this rule is if employee A is also on the object list.
Contractor’s dashboard– a role with the right: Contractor’s dashboard, enables to use the functionality of the module: Comarch ERP Contractor’s dashboard.
Intranet documents flow – role with permission: Documents flow, allows employee access to the documents flow application.
On the tab there are the following buttons:
[Add rights to a role] – is used to assign rights to a role, opening a window: Rights.
[Delete] – removes the right from the list of rights assigned to the role.
PLM – roles for PLM application, registration, handling, and analysis of products and product groups in different stages of their life.
Employee’s dashboard:
- Surveys
- CRM
- Phones
- Schedule