Dashboard Security Permissions
From Subscribe-HR Wiki Help
(→Permissions Checkboxes Explained) |
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<tr> | <tr> | ||
<td width="232">Employee Info</td> | <td width="232">Employee Info</td> | ||
| − | <td width="458"></td> | + | <td width="458">Shows Basic Employee Details</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="232">Quick Links</td> | <td width="232">Quick Links</td> | ||
| − | <td width="458"></td> | + | <td width="458">Important Links that the User can Quickly Access (Submit Timesheet)</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"></td> | + | <td width="232">Leave Balances</td> |
| − | <td width="458"></td> | + | <td width="458">How Much Leave the Employee has</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"></td> | + | <td width="232">My Analysis</td> |
| − | <td width="458"></td> | + | <td width="458">Information about the User Logged in E.g. Sick Days This Month</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"></td> | + | <td width="232">My Teams Analysis</td> |
| − | <td width="458"></td> | + | <td width="458">If you are a Manager, this will have information about the Team E.g. Performance Reviews this month</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
Revision as of 07:51, 30 May 2017
Contents
Dashboard Security Permissions
Dashboard security permissions allow you to define what panels are visible on the dashboard for various user groups through the use of the 11 defined Security Groups. Each security group in use will need to be modified.
Example: You may want the Employee Self Service user group to only be able to view:
- Employee Info
- Quick Links
- Leave Balances
And want the Line-Manager Self Service user group to be able to see:
- My Team Analysis
- My Tasks & Reminders
Locating and Editing the Dashboard Security Permissions
- After logging into the Subscribe-HR portal, select the Maintenance TAB.
- Select the Groups Folder.
- Select the User Group you wish to adjust permissions for.
- Select the Permissions SubTAB.
Under the Dashboards heading, you will see sections and check boxes for:
* Human Resources
* Recruitment
* Development
* SHaRe
* Billing
* Maintenance
* Performance - Select the Dashboard panels you wish for this user group to be able to see.
Each section refers to the TAB and the Dashboard for that TAB. - Select the [Save] button.
The Dashboard will reflect what has been selected in the security permissions.
Each check box corresponds to a panel. Example: Leave Balances, My Analysis, etc
The payslip widget "Box" is only relevant if you are utilising an integration which allows Payslips to be imported into Subscribe-HR.
Permissions Checkboxes Explained
| Field Name | Description |
| Tabs | |
| Yammer | This has been deprecated. |
| RosterLive Link | Use only if a RosterLive integration is being used. Will linkout to RosterLive. |
| NetSuite SSO | Use only if a NetSuite integration is being used. Will linkout to NetSuite. |
| Performance Report | Shows/Hides Performance Report Tab. This tab links to the PErformance Report tool in the Performance Module. |
| Human Resources | |
| Employee Info | Shows Basic Employee Details |
| Quick Links | Important Links that the User can Quickly Access (Submit Timesheet) |
| Leave Balances | How Much Leave the Employee has |
| My Analysis | Information about the User Logged in E.g. Sick Days This Month |
| My Teams Analysis | If you are a Manager, this will have information about the Team E.g. Performance Reviews this month |
