Access: User management > User role management > Roles
1Under Roles, click on Add a role.
2In the Role definition screen, enter a French description and an English description.
3Under Role’s function list, select and access type, using the drop-down list located at the far right of the Pay and HR section. Select the access type:
▪“No access” to deny access to all functions;
▪“Complete access” to grant access to all functions;
▪“Select by function” to limit access to certain functions. If you select this type, click 
here.
Select an option for each function: ▪“Complete” to grant full access (data that can be edited can be modified by the user); ▪“Read-only” to grant read-only access (data that can be edited cannot be modified by the user); ▪“None” to deny access to this function. |
Important ▪In the Self-service section, complete access to the Pay stubs and Tax slips functions is granted by default and cannot be modified. ▪Complete access to the Personal information and Emergency contacts functions is granted by default but can be modified. |
Things to remember Functions to be selected under the Confidential data section to authorize a user to view the following information: ▪Display salary: allows you to control the salary information display. oIf Complete access is checked: a user can view all the salary information. oIf access is checked at None: a user cannot access certain functions and functions they can access do not display the hourly rate or annual salary, nor or any other information which identifies an employee’s salary. See the example below and the List of limited and non-available functions – if None access is selected for Display salary. For example: If a user has access to the Banks function and Complete access is checked for Display salary, there is a hyperlink on amount type banks and values are present in the Amount column. If a user has access to the Banks function and Display salary access is checked at None, there is no hyperlink on amount type banks, and there are no values in the Amount column. ▪Attached documents: allows you to display the Attached documents section in the Employment and compensation and Employee profile summary functions and those offered in the Human resources solution (Absences, Work injuries, Disciplinary actions). ▪Confidential documents: allows a user to view documents categorized as “Confidential”, in the Attached documents section. ▪Personal information: allows you to control the display of the Social Insurance Number, Date of birth, Age, Health Insurance Number, License number – classification and User code fields. oIf Complete access is checked: The user can view all fields. oIf access is checked at None: The user cannot access certain functions, and the functions they can access do not display the fields nor indicate the values. See the example below and the List of limited and non-available functions – if None access is selected for Personal information. For example: If a user has access to the Generate a record of employment function but Personal information access is checked at None, the employee’s social insurance number will not be displayed. |
4Repeat the preceding step for each of the sections displayed.
5Once all the accesses have been given, click on Save to save your changes.
6If you use the Time management solution, continue with the Associating a role to hour types procedure. If you do not use it, you have completed the procedure.
Important If you add or delete functions from a role, the users’ accesses will automatically be modified. |
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