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Description: In this topic you , the user will learn how to manage roles for a profile including adding or removing roles. Roles allow users to perform a group of tasks (predetermined by role) for the assigned cost center.
*Please note:
- An employee can only have one role per cost center
- Roles must be assigned per cost center
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- . For example, if an employee supervises three cost centers, assign the supervisor role for each of the three cost centers.
- Please see the article Roles Overview for additional information
Role Required: SuperuserSuper User
Permission Required: Role Admin
Available Roles
- Super User
- Base User
- View Only
- Auditor
- Supervisor
- Payroll Team
- Billing Team
- Authorization
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Auditor
- Employer (FI mode only)
Add Roles
- Log in to DCI with your personal profile
- Select the Click Home from on the main menu
- Select the Click Employees from on the submenu
- Enter the Employee Name Search for the employee by entering the name in the filter field and select
- Click Search
- Select the employee from the list of employees generated by your entry and click Search
- The results table will be displayed under the search fields, the table will include role and cost center for employee selected
- The Employee Details page will open
- Click Actions Select the Actions button
- Select Manage Roles tab from the Actions dropdown from the drop-down menu
- The manage roles Manage Roles page will open up
- Select the role from the Role dropdown drop-down field
- Employees can only have one role per cost center
- To remove a role, review the steps below to Remove Roles.
- Enter the cost center in the Cost Center field and select the cost center form from the list of cost centers generated by your entry
- Click the blue + plus sign to the left right of the cost center field
- Select Save
- Select Yes in the confirmation alert window to save changes
- If the choice is incorrect, click the blue - minus sign to remove it.
- Click Save to continue and Yes to confirmThe employee role is updated and the system will return back to the roles page
Remove Roles
- Log in to DCI with your personal profile
- Select the Click Homefrom on the main menu
- Select the Click Employees from on the submenu
- Enter the Employee Name Search for the employee by entering the name in the filter field and select
- Click Search
- Select the employee from the list of employees generated by your entry and click Search
- The results table will be displayed under the search fields, the table will include role and cost center for employee selected
- The Employee Details page will open
- Click Actions Select the Actions button
- Select Manage Roles tab from the Actions dropdown from the drop-down menu
- The manage role Manage Roles page will open up
- Select the remove actions button to the right of the role being removed (remove button is a blue circle with a white minus "-" sign in the middle)
- Click the blue - minus sign to remove the role
- An alert pop-up An alert popup will appear stating " Are you sure you want to remove role (role selected) for (cost center associated)?"
- Select Yes to save changes
- Select Save
Select Yes in the confirmation alert window to save changes
- The employee role is updated and the system will return back to the roles pageClick Yes to confirm
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