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Create User Roles

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OrangeHRM Administrator
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There are three pre-defined user roles available in orangeHRM.

  • Global*/ Default Admin: has access to all the modules in the system and can view/access all employees’ information within the system working in different locations/regions of the organization (Regional access configuration is only available in OrangeHRM Enterprise)
  • Default ESS: where the user has access only to his/her information.
  • Default Supervisor: where the user has access to his/her particulars and his/her subordinates’ particulars (Can be assigned via PIM> Employee List> Employee> Report-to).

In addition to these user roles, it is possible to create custom user roles.

The User Roles section allows for the Global Admin to create custom user roles with configurable privileges and rights to access and manage employee data across the various modules (PIM, Leave, Time, Recruitment, Training, Performance, onboarding, Assets.), manage the workflows of various processes in the organization, and assign these User Roles to specific regions.

To view the User Role list, go to Admin > User Management > User Roles from the Main Menu. Then the User Roles page will appear.

 

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 in 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 selection.

Step 3 – Complete the following fields.

Field

Description

User Role name

Desired same for the new user role

Add Employee

Allows user to add employees to the system

Delete Employee

Allows user to delete employees from the system

Terminate employee

Allows to terminate employees

Workflow Management

Select the workflow management options the user should be privileged to.

 

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 in the Asset Tracker. The user will not be able to Add, Delete or Edit data in the plugin.

Step 5 – Click ‘Save.’

Workflow Management

Workflow management refers to the admin privileges related to actions in the system. Ex: usually the supervisor has to approve a leave request. But an admin user with privileged to ‘Leave workflow’ can approve the request as well.  

 Watch the video on How to Create User Roles 

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