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    Create User Roles

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    OrangeHRM Administrator
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    OrangeHRM is designed in such a way that an organization can empower users based on their Roles. The system consists of three pre-defined Roles as described below.

    • Global / Default Admin: has access to all the modules in the system and can view/access all employee information within the system working in multiple locations/regions of the organization (Regional access configuration is available only in OrangeHRM Enterprise system)
    • Default ESS (Employee Self Service): access is granted only to users own information
    • Default Supervisor: this profile allows access to self-service as well as direct reports information.

    As a default setting, the accessibility privileges are configured for the Default Supervisor and Default ESS roles

    Default User Role - Supervisor

    Sup__1_.png

     

    Default User Role - ESS

    ESS.png

    Data Group Permissions can be edited only by a Global Admin for Default ESS and Default Supervisor if needed. However, Workflow permissions are uneditable for the default user roles.

     

    Refer how to add supervisor/subordinator How to add/remove supervisors/subordinates

    In addition to the default user roles, an organization has the privilege or creating custom user roles as well.

    The User Roles section enables the Global Admin to create custom user roles with configurable privileges and manage employee data across multiple modules, manage the workflows of various processes in the organization, and assign these User Roles specific to regions.

    The default user role types (ESS, Supervisor, and Global Admin) can not be changed or edited. You may create your own custom user role to cater to your organizational requirements by following the below-mentioned steps in Add User Role page

    To view the User Role list, go to Admin > User Management > User Roles,  and you will be taken into the below page.

     

    user_roles_lisr.PNG

    Add User Role

    Custom user roles are created based on the default user roles available. To add a custom user role;

    Step 1 – Click on the ‘Add’ button on the user roles page. Then the Add User Role screen will appear.

    add_user_role.png

    Step 2 – Select the type of user role you want to create. (Admin, ESS, Supervisor)

    Fill the options in the form depending on your requirement.

    Step 3 – Complete the following fields.

    Field

    Description

    User Role name

    Desired name for the new user role

    Add Employee

    Allows the user to add employees to the system

    Delete Employee

    Allows the user to delete employees from the system

    Terminate employee

    Allows the user to terminate employees

    Workflow Management

    Select the workflow management options the user should be privileged to. Workflow management refers to the admin privileges related to actions in the system.

    Ex:  As a standard practice, A supervisor has to approve a requested leave. However, an admin user with ‘Leave workflow’ access privilege may also approve the said request as well.  

    Data Group Permissions

    Admin

    Select the sections, level of access in the admin module the user with the user role needs access to.
    E.g. User account capable of viewing and editing user accounts in the system yet cannot create a user in the system.

    PIM

    Select the sections, level of access in the PIM module the user with the user role needs access to.

    E.g. A user capable of accessing the PIM employee profile yet salary information will be still not be visible. This configuration can be done from the PIM  data group permissions.

    Advanced Training

    Defines what actions and information is available for the user in the training module.

    E.g. A user capable of taking reports out of the module yet not edit any course content added.

    Onboarding

    Defines what actions and information is available for the user in the onboarding module.

    E.g. A user that creates onboarding tasks, assign employees to them but can not delete any of the items.

    Asset

    Defines what actions and information is available for the user in the assets module.
    E.g. A user who is able to view all the assets in the organization while the user can not add or delete any.

    Discipline

    Defines what actions and information is available for the user in the discipline module.

    E.g. A user that can view disciplinary cases in the system but can not create any.

     

    Step 4 – Select Data Group Permissions. Click each category to expand. You can decide the level of permission.

    In the screenshot above, the User Role is configured so that the user can only view it in the Asset Tracker. The user will not be able to Add, Delete or Edit data in the plugin.

     

    Step 5 – Click ‘Save.’

     

     

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