User Roles are used to manage the user profiles within WorkforceTNA.
Workforce TNA allows you to create multiple User Roles to help keep your employee data tidy, accurate and reliable. Examples of common User Roles to create are:
- Payroll Officer
- HR Manager
- Site Managers
- Department Managers
- Supervisors
- Team Leaders
The article below will include the process of how to create a User Role within Workforce TNA, this includes:
- User Permissions
- Department Access
- Location Access
- Cost Centre Access
- Menu Access Controls
To create User Roles, follow these steps:
To Create a User Role:
1. On the left pane click System Settings > click User Roles > Add.
2. Input User Role Name
3. Toggle on the appropriate Authentication / Access permissions.
4. Toggle on the appropriate Timesheets and Scheduling permissions.
5. Toggle on the appropriate Leave and Leave Request permissions.
6. Toggle on the appropriate Time Editing permissions.
7. Click the Departments tab. Toggle on the appropriate Department permissions.
8. Click the Locations tab. Toggle on the appropriate Location permissions.
9. Click the Cost Centres tab. Toggle on the appropriate Cost Centres permissions.
Please Note: A ticked Cost Centre will be removed from all other user roles that do not have the same one ticked.
10. Click the Menu Access tab.
11. Toggle on the appropriate Menu Access Levels for this User Role
21. Click Save.
Creating User Roles for Notification and Scheduled Reports:
When creating a User Role specifically for a Scheduled Report or Notification, follow the above steps but disregard the Permissions Tab and the Menu Access Tab because the Role will be assigned to the Notification and/or Scheduled Reports section of the User Profile and won't be used for specific access.
Where to next?
How to Assign User Roles to Users