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Role Overview - Employee Management - (No Docs, Notes or Checklists)

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This role is similar to the standard Employee Management and the EmployeeManagement (No Docs or Notes) role except this user will be further reduced to not being able to see the 'Documents','Notes' and 'checklists' tab when accessing employee records. This role can be used to replace one of the standard roles that is automatically given to a new user when they are first created. 

It is important to note that a user can have multiple roles at once. Thus it will often be the case that to give a user the correct access controls they will need to be given a selection of roles. 

There are various different components to a role and each will provide some access control over what a user with this role can do. These consist of limiting what documents types, tabs, record types and modules a user with this role can see and also what they can do with these. 

The below table shows what a user with this role can do with various document types. Note if a document type does not appear in this list then the user with only this role will not be able to see it.

Documents Types approve create delete update upload view
Capability                
Checks            
Other Document            
Other (WHS)            
Enterprise Agreement            
Employment Contract            
eSS Doc            
eSS Form            
Form            
Training Guide            
Identification            
Individual Flexibility Agreement            
Interview            
Individual Transitional Employment Agreement            
Letter            
Correspondence (Property)            
License              
Leave Form             
Medical Qualification             
Memo             
Confidentiality Agreement             
Position Description             
Performance Management             
Performance Review            
Plan            
Policy            
Procedure            
Professional Registration / Membership            
Qualification            
Resume            
Signature            
Skill            
Super Form            
Training Document            
VISA            
Workplace Authority Lodgement Receipt            
WHS            

 

The below table shows which record types (e.g an employee, a contractor etc.) A user with this role can see and what they can do / see in that record. Note if a record type is not in this list then it cannot be seen by a user with only this role. 

Record Types accessChecklist accessDocs ChangeStatus  convert create deleteNotes transfer update updateNotes view viewnotes viewTraining
Candidate                      
Employee                      

 

The below table shows which tabs in enableHR the user with this role will be able to see, and if they can upload documents to this tab. Note if a tab is not in this list then it cannot be seen by a user with only this role.

Tabs Show Upload
Default: /Awards & Wages [enablehr]    
Default: /Awards & Wages/Awards [enablehr]    
Default: /Awards & Wages/EBAs [enablehr]    
Default: /Awards & Wages/FAQs [enablehr]    
Default: /Awards & Wages/Library [enablehr]    
Default: /Awards & Wages/Library/Guides [enablehr]    
Default: /Awards & Wages/NES [enablehr]    
Default: /Awards & Wages/Wages [enablehr]    
Default: /Candidates    
Default: /Employees    
Default: /General Docs [enablehr]    
Default: /Policies [enablehr]    

 

Documents Tracking amend link linkExternalDoc publish tasks
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