Feature: User Level Management

Purpose:

• Define and control user access to system features and employee data based on roles and responsibilities.

Key Features:

• Forms:
  • User Level Management
  • User Level Control
  • User Employee Access
• Access Permission Enhancements:
  • Menu List: Grant access to specific menus for each user level.
  • User Level Permission: Control which user levels can be seen and managed by other user levels.
• Employee List Access:
  • Permission Type options: By Employee, By Department, By Company.
  • Automatic employee attachment for By Department and By Company.
• User Level Creation:
  • HR User Levels require +Add User Level Control for Employee List access.
  • Administrator Levels have direct access to Permission Types.

How to Create a New User Level:

1. User Level Control:
   • Create a new user level with “name” and “description”.
   • “Assign permissions” (Login, Menu List).
   • “Save”.
2. Access Permissions:
   • Grant “menu” access (Mobile, Web, Request, Approve).
   • “Add user level control” for HR User Level (if applicable).
   • “Update”.
3. User Employee Access:
   • Select “Permission Type” (By Employee, By Department, By Company).
   • Choose “employees” or “departments”/”companies”.
   • “Update”.

Special Tips:

• Use User Employee Access to control employee visibility in forms.
• Administrator Level must assign Employee List permission for all HR levels.

Common Questions:

• Q: Will new employees be attached to Approver Groups?
• A: Yes, for relevant Attendance Requests.
• Q: Will Approvers see new employees in other forms?
• A: Not unless attached in User Employee Access.
• Q: Does Administrator Level assign Employee List permission to all HR levels?
• A: Yes, for all HR levels to have access.

Screenshots