Steps for Adding an Employee Level Role
If an employee did not receive one or more required roles through the organization unit defaults, additional roles can be assigned to that employee through the employee record.
To add a new authorization Role to an employee, complete the following steps:
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Click on the Employee button in the tool bar.
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Using the Employee Search screen, locate the employee whose role is to be updated.
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Select the Roles button in the employee Actions pane.
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Click on the Add button in the left pane to open roles configuration screen.
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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.
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Select the appropriate Authorization Role Code from the Field Look Up Values. The options that display here depend on the Classification selected.
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The Denied field defaults to No. Set this to Yes if this role is being added to remove access to a specific record for this employee.
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Save the record.
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Select the Data Access button from the Actions pane.
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The Role Assignment Action options that are enabled depend on the Role assigned. For example, only Roles that are associated with Pay Codes will have the Add Pay Code Access buttons enabled.
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Select the appropriate Role assignment from the options listed below. Click on the link to view details on configuration of these options.
Opens a search screen to add or deny access to specific organization units.
Opens a screen to add or deny access to individual employees using the Employee Search Criteria.
Opens a search screen to add or deny access to all employees in specific organization units.
Opens a screen to add or deny access to specific pay codes.
Opens a search screen to add or deny access to all pay codes in specific organization units.
Opens a screen to add or deny access to specific special codes.
Opens a search screen to add or deny access to all special codes in specific organization units.
Opens a screen to add or deny access to specific override codes.
Opens a search screen to add or deny access to all override codes in specific organization units.
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Click on the Save button to save this role record.
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