User Roles & Workflows

User Role Actions

Following are the user role actions available to you on the Dashboard.

Create User Roles

To view the user roles available on the Dashboard:

1. Log in to the

   Payroll Dashboard

   .

2. Navigate to Settings from the left menu.

3. Go to the User Roles section. Click CREATE/EDIT ROLES.

   On the User Roles & Permissions page, you can:

   Modify existing roles

   Create new roles

   1. Click the user role. The Manage Role page opens.
   2. Under each section, select the permissions applicable for the role.
      
   3. Click SAVE CHANGES to finalise the changes.

4. Enter the OTP you receive at your registered email address/authenticator app and authorise the changes.

You have successfully created a user role.

Assign User Roles

To assign the user roles you have created:

1. Log in to the

   Payroll Dashboard

   .
2. Navigate to People and select the employee you want to assign the role to.
3. In the employee's profile, go to User Roles & Permissions → EDIT.
4. Select a role to assign from the drop-down list.
   

You have successfully assiged a new role to the employee.

Edit User Roles

You can modify the permissions of all the available user roles.

1. Log in to the

   Payroll Dashboard

   .
2. Navigate to Settings from the left menu.
3. Go to User Roles → CREATE/EDIT ROLES.
4. Click the role you must modify. The Manage Role page opens.
5. Select or clear the check boxes to modify the permissions for that role.
   
6. Enter the OTP you receive at your registered email address/authenticator app and click SAVE CHANGES.

You have successfully modified the user role.

Delete User Roles

When the role is no longer required, you can delete the role from the Dashboard in the following way:

1. Log in to the

   Payroll Dashboard

   .
2. Navigate to Settings from the left menu.
3. Go to User Roles → CREATE/EDIT ROLES.
4. Click the role you must modify. The Manage Role page opens.
5. Click DELETE ROLE.
   

You have successfully deleted a user role.

Setup Workflows

With user roles, you can also set up workflows on the Dashboard. For example, you can allow one employee to only edit the payroll, and allow another employee to only finalise the payroll.

To set up workflows:

1. Log in to the

   Payroll Dashboard

   .
2. Follow the steps to

   create custom role

   for both these actions. You must create separate user roles for each of them.

You have successfully created a user role workflow.

View Collaborators

You can also view the list of people who have special user roles assigned to them. To do so, navigate to Settings → Collaborators.

Once your users are all setup, you can start configuring their documents, leaves and attendance in

Related Information

• Audit Reporting

• Human Resources