How To Assign User Roles

In order to distribute the workload to more than one employee you need to delegate some tasks and give the power to take action on ZenHR and here is how to do it.


TABLE OF CONTENTS

How to assign a role to your employees


Only Global Super Admins have the privilege to assign User Roles to Employees. There are two ways to add User Roles. 

* Note: Global Super Admin role can only be added by the support team.

 

The first way is adding a user role to an employee that is currently on the system. 


 

Main Menu à Employees à Employees Management 


 Choose the employee that you would like to add the role to. 

 

Click on Edit in the User Info section and click on the Add Role button at the bottom left.


 

Figure 1

 

The second way is adding a role to non-employees. 

 

User Menu à System Preferences à User Management  à User Setup


Through this page, you will be able to view the current access to all employees. Click on Add and the page below will appear. 


Figure 2



User Roles and Permissions

User Roles and Permissions are authorizations given to users that dictate the type of access the user will have. Each access type has specific permissions on ZenHR:


Employee: 

  • View own profile.
  • Change password and profile picture.
  • View salary slips if sent from the admin’s side.
  • View transaction history.
  • Apply to time-off, financial, miscellaneous, and HR letter requests.
  • Can’t view or edit the information of other employees.

Super Admin: 

  • View and edit employees’ salary packages, financial transactions, and salary reports.
  • View and edit employees' time-off balances and transactions.
  • View task management.
  • View and edit settings configuration.

HR User: 

  • View and edit employees’ information.
  • Cannot view any page related to an employee’s financial data and transactions. 
  • View employees' time-off transactions.
  • View Task Management.

Read Only HR: 

  • View employees’ information. 
  • Not able to view or edit any page related to an employee’s financial information and transactions.
  • View employees' time-off transactions. 
  • View task management.

Financial Officer: 

  • Calculate salaries
  • Add financial transactions and loans
  • View and edit employees’ salary packages, financial transactions, and salary reports.
  • Limited access to employees’ personal data and documents (Read-only). 
  • Unable to view or edit employees’ time-off transactions.
  • Cannot view or edit Task Management.

Read Only Financial: 

  • View employees’ salary packages, financial transactions, and salary reports. 
  • Limited view to employees’ personal data and documents (Read-only). 
  • Cannot view or edit employees’ time-off transactions. 
  • Cannot view or edit Task Management.

Roster Shift Admin: 

  • View, edit and add employees' shifts.
  • View or edit other employees’ information.

 

 

 

Fields Description


User’s Name (Figure 2)

Field

Description

Role (Figure 1&2) 

In the Role section, you will be able to choose permissions you would like to assign to the employee.

Can Access (Figure 1&2)

In the Can Access Section, you will be able to choose the organizational level (Branch, Site, Department, etc..).

Name (Figure 1&2)

In the Name section, you will be able to choose the name of the organizational level that you chose in the previous section.

Email (Figure 2)

The Email of the user that you would like to add to. Through this email, the user will be able to log in and receive notifications. 
User’s Name (Figure 2)

The actual name of the user will help track and setup approvals.

Password (Figure 2)

The login password for the employee. 

Active (Figure 2)

This allows the SuperUser to deactivate the user’s account.