The HRM solution of Exact Synergy Enterprise helps to ease the administrative burden of HR employees by automating the HRM processes and giving employees access to the information they need. In this blog post about managing day to day HRM we will discuss how to control what people can see and do in Synergy, how to maintain digital personnel files and the possibility of employee self-service.
Posts Tagged ‘Rights’
The functions a user can use in Exact Globe, depend on his or her rights. These rights are attached to roles. You can grant rights to a user by attaching a role to this user. In this way you can easily grant access to the functions the user needs.
As you could read in the blog posts ‘Security roles: How do they work?’ and ‘Standard and new roles’ the functions a user can utilize, depend on his or her rights. Via [System, HR & Security, Security roles, Users roles and rights] you can retrieve a MS Excel overview that shows the rights of multiple users.
The blog post ‘Who is allowed to see it?‘ explains how to make sure that a document can only be viewed by project members.
When you are working on a project you can link all related documents to the project. In this way all the information can be found in one central location. Via the project card you can easily view the linked documents via the ‘Documents’ link in the monitor.
For every account in your database you can register various data such as the address details, but also other details such as information about the sector of the customer, the chamber of commerce number, etc.
In the blog post ‘Security roles: How do they work?’ you could read that the roles determine your employees’ user rights. At the maintenance screens of the roles, which you can open via [System, HR & Security, Security roles, Maintain] various standard roles are present:
The blogpost ‘Viewing roles per employee’ explained how you can view which roles are linked to an employee.
The functions that people can use are dependent on his or her rights. These rights are attached to roles. You give a user rights by assigning a role.