How do I make someone an administrator, approver, delegate, observer, planner or evaluator?

Updated by Chris Storms

HR Selfservice works with the concept of “roles". A role determines what a user can or cannot do in the application. A detailed description of each role can be found here.

You can also manage an employee's role from Employees > Settings > Roles . The principle is the same but you can only manage one employee at a time.
Steps to add a role
  1. Go to Organisation > Roles.
  2. Click “Add” next to the desired role:
    • Add administrator
    • Add approver
    • Add planner
    • Add delegate
    • Add observer
    • Add evaluator
  3. Select the employee to whom you want to assign the role.
  4. Configure the role:
    • For Administrator: select the modules this person will manage. The role applies to all departments.
      When you want to add someone as an administrator, that person needs a professional account on the mysdworx portal. If no account exists, you will see a message indicating that no professional account was found.
      You can then choose to request the creation of a new account or look up the existing account using the username.
    • For Approver, Planner, Delegate, Observer, Evaluator: select the departments and, if applicable, the modules for which the role applies.
  5. Advanced settings (only available for the approver role):
    • Approve own requests.
    • Can approve requests from other approvers.
  6. Click Save.

How did we do?

Powered by HelpDocs (opens in a new tab)