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Role Overview - Employee Management

The "Employee Management" role is one of the standard system roles. It will provide the User with the ability to complete the majority of activities that can be actioned against candidate and employee records. For example, Users assigned with this role will be able to create new employees and upload new documents or notes against the employee records.

This role can be assigned to new Users by anyone with the account admin role, and is usually one of the standard roles that is automatically provided 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 provide a new User with the desired level of access controls they will need to be assigned a selection of roles.

There are various different components to a role and each will provide a level of access control over what a User can do. These consist of limiting what document types, tabs, record types and modules a User can see and do when assigned with this role.

The below table indicates the actions a User assigned with this role can complete with various document types.

NB: If a document type does not appear in this list then the User assigned with only this role will not be able to see it.


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The below table indicates which record types (e.g employees, contractors etc.) a User can see and manage when assigned with this role.

NB: If a record type is not in this list then it cannot be seen by a User assigned with only this role. 


The below table indicates which tabs the User assigned with this role will be able to see as well as the permissions granted for uploading documents under particular tabs.

NB: If a tab is not in this list then it cannot be seen by a User assigned with only this role.


Please see the "How can I restrict a User's access via roles?" article fo more detailed information.

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