How do I Add or Assign Roles to Employees?

October 18, 2013 01:53am by Apptivo FAQ

Answered on November 1, 2016 04:41am by Kamalapriyadharshini

Employees Access Privileges

The owner of an account (person who created the first account in your company) and Super Users (person with access to all modules) have access to Human Resources module by default, they can add new employees and assign them roles.

Steps to Assign Access Privileges

  1. If the employee who needs to be given additional privileges already has an account but does not have the necessary access privileges
    1. Log in and access Employees App from your universal navigation menu bar.
    2. Create an employee or select an existing employee.
    3. At the bottom of the employee page, click on "Add" button in the Apptivo Access Privileges section.
      image result for employees
    4. Choose the role you would like provide to the employee (Note: Choose HRMS Manager role if you want this employee to be able to add other employees)
      image result for employees
    5. Save all your changes.
  2. If employee does not have an account
    1. Complete: Step 1 above.
    2. Click on "Create" button on the top left side of the screen and complete the steps listed out in this post.
    3. At the bottom of the employee page, enable "Enable App Access" option.
    4. Choose the role you would like provide to the employee (Note: Choose HRMS Manager role if you want this employee to be able to add other employees)
    5. Save all your changes.

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