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Role Overview - Employee Management - (No Docs, Notes or Checklists)

This role is similar to the standard Employee Management and the EmployeeManagement (No Docs or Notes) role except this user will be further reduced to not being able to see the 'Documents','Notes' and 'checklists' tab when accessing employee records. This role can be used to replace one of the standard roles that is automatically given to a new user when they are first created. 

It is important to note that a user can have multiple roles at once. Thus it will often be the case that to give a user the correct access controls they will need to be given a selection of roles. 

There are various different components to a role and each will provide some access control over what a user with this role can do. These consist of limiting what documents types, tabs, record types and modules a user with this role can see and also what they can do with these. 

The below table shows what a user with this role can do with various document types. Note if a document type does not appear in this list then the user with only this role will not be able to see it.

Documents Types approve create delete update upload view
Capability check.png check.png check.png check.png check.png check.png
Checks check.png check.png check.png check.png check.png check.png
Other Document check.png check.png check.png check.png check.png check.png
Other (WHS)       check.png check.png check.png
Enterprise Agreement check.png check.png check.png check.png check.png check.png
Employment Contract check.png check.png check.png check.png check.png check.png
eSS Doc check.png check.png check.png check.png check.png check.png
eSS Form check.png check.png check.png check.png check.png check.png
Form check.png check.png check.png check.png check.png check.png
Training Guide           check.png
Identification check.png   check.png check.png check.png check.png
Individual Flexibility Agreement check.png check.png check.png check.png check.png check.png
Interview check.png check.png check.png check.png check.png check.png
Individual Transitional Employment Agreement       check.png check.png check.png
Letter check.png check.png check.png check.png check.png check.png
Correspondence (Property) check.png check.png check.png check.png check.png check.png
License check.png check.png check.png check.png check.png check.png
Leave Form check.png check.png check.png check.png check.png check.png
Medical Qualification check.png check.png check.png check.png check.png check.png
Memo check.png check.png check.png check.png check.png check.png
Confidentiality Agreement check.png check.png check.png check.png check.png check.png
Position Description check.png check.png check.png check.png check.png check.png
Performance Management     check.png check.png check.png check.png
Performance Review check.png check.png check.png check.png check.png check.png
Plan check.png check.png check.png check.png check.png check.png
Policy check.png check.png check.png check.png check.png check.png
Procedure check.png check.png check.png check.png check.png check.png
Professional Registration /
Membership
check.png check.png check.png check.png check.png check.png
Qualification check.png check.png check.png check.png check.png check.png
Resume check.png check.png check.png check.png check.png check.png
Signature check.png check.png check.png check.png check.png check.png
Skill check.png check.png check.png check.png check.png check.png
Super Form check.png check.png check.png check.png check.png check.png
Training Document check.png check.png check.png check.png check.png check.png
VISA check.png check.png check.png check.png check.png check.png
Workplace Authority
Lodgement Receipt
          check.png
WHS check.png check.png check.png check.png check.png check.png

 

 

The below table shows which record types (e.g an employee, a contractor etc.) A user with this role can see and what they can do / see in that record. Note if a record type is not in this list then it cannot be seen by a user with only this role. 

  Record Types 
  Candidate  Employee
accessChecklist    
accessDocs    
changeStatus check.png check.png
convert check.png check.png
create check.png check.png
deleteNotes    
transfer check.png check.png
update check.png check.png
updateNotes    
view check.png check.png
viewnotes    
viewTraining check.png check.png

 

 

The below table shows which tabs in HRA Cloud the user with this role will be able to see, and if they can upload documents to this tab. Note if a tab is not in this list then it cannot be seen by a user with only this role.

Tabs Show Upload
Default: /Awards & Wages [enablehr] check.png  
Default: /Awards & Wages/Awards [enablehr] check.png check.png
Default: /Awards & Wages/EBAs [enablehr] check.png check.png
Default: /Awards & Wages/FAQs [enablehr] check.png  
Default: /Awards & Wages/Library [enablehr] check.png  
Default: /Awards & Wages/Library/Guides [enablehr] check.png  
Default: /Awards & Wages/NES [enablehr] check.png  
Default: /Awards & Wages/Wages [enablehr] check.png check.png
Default: /Candidates check.png  
Default: /Employees check.png  
Default: /General Docs [enablehr] check.png check.png
Default: /Policies [enablehr] check.png check.png

 

Documents Tracking amend link linkExternalDoc publish tasks
 Permissions  check.png check.png check.png check.png check.png

 

 

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