đNote: You can also log in as the Employee to ensure you have given the correct access by using the Temp Cover function.
Manage section permissions
You need to manage section permissions carefully for reasons such as :
When you create a new section, a new permission is created for it, and you must assign that permission to the right people or roles, otherwise they wonât be able to access it.
Rota approvals are tied to the section, so getting section permissions right is essential for rota workflows.
If someone canât see rotas, itâs usually because theyâre missing the section and any required subsection permissions.
Permissions can be set at three levels, post, role, or individual employee, and the system combines them, so missing it in all three means no access.
Assign section permissions
To assign the relevant section permissions to an employee, this can be done by following the below steps:
Navigate to the employee's post.
Click Security on the left-hand menu within the post then select Permissions.
Click Edit in the upper right corner
Search for the section permission.
You may need to change the filters by unticking Permissions and then clicking on Advanced (Access).
Once you have found the section permission you are looking for, tick all the required permission elements:
Can Delete
Can View
Can Add
Can Edit
Can Do
đ¤Tip: If you have assigned the permissions to the employees' post, you may need to run the HR post update for this to take immediate effect.
Add or remove a section to a section group
To assign a section to a section group or remove a section from a section group, please follow the below steps:
Search for the section description within the organisation search.
Click Section within the organisation search.
This should open the section details in the main content area of the HR system.
Select the Edit Section button and a pop-up window will appear.
Select Group from the left-hand side menu.
You will see a list of available section groups.
Click the X next to the section group you would like to add this section to, and this should then turn into a tick or check mark to add this section to the section group.
If you are looking to remove the section from a section group, select the Tick to turn this back into an X.
The section should then display under the selected section group within the organisation search.