Roles
The Roles button opens a listing of the authorization roles that are assigned to the organization unit. Roles determine which actions, screens, and fields the user can access, and the level of control they have, such as Read, Edit, Create, or Delete, over the elements they can access.
Employees with this organization unit as their primary home labor distribution inherit these roles. Access to inherited roles can be denied for an individual employee, or for a specific organization unit and its children. For more information, see Steps for Denying an Inherited Organization Unit Role.
The following sections are available when you configure a role:
Assign one or more previously defined system authorization roles to the employees in this organization unit, or to deny them access to a role inherited from a higher level organization unit. |
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Assign the information that the employees in this organization unit are authorized to access, such as Organization Unit Access, Employee Access, Pay Code Access, Special Code Access, or Override Access. |
Note
Certain authorization roles assigned to employees count toward application licenses. For more information, see System Licensing.
For more information on setting up roles see Steps for Adding an Organization Unit Role. For information on resolving issues regarding roles, see Troubleshooting Role Assignments.
The following additional section options are available in the left pane: |
Action Buttons
The following Action buttons may be available in the left pane for adding or deleting related records:
The Add button opens a screen where authorized users can create a new record.
To add a new record, complete the following steps:
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From the right pane, click on the Add button.
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A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.
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Click on the Save button to save the record.
Note
For more information, see Adding a New Record.
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
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Click on the selection box to the left of each record to be deleted.
A check mark is displayed
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Click the Delete button.
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If a single record is open, select the Delete button (there are no boxes to select the record).
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A message is displayed verifying the record should be deleted. Click on Yes to continue.