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Leave Management

• Approve leave requests
  • enables Leave at the top navigation and Leave tile on the dashboard
  • allows user to approve and decline leave request
• View leave balances
  • allows user to see leave balance when adding / editing leave requests
  • Approve leave requests MUST be enabled
• Create and update leave requests
  • allows user to add and update leave requests
  • can also add and update requests in employee profile given the following are enabled:
    • View full employee information
    • Create and update employee

Business Intelligence

• View business intelligence
  • enables Business Intelligence link in Management dropdown
  • allows user to use the functionalities within the BI section

Documents Management

• View document library
  • enables Documents link in Management dropdown and tile on dashboard
  • allows user to see ALL shared documents
• Create and update documents in the document library
  • allows user to perform CRUD in the Documents section

Employee Management

• View basic employees information
  • enables Employees link in Management dropdown
  • allows user to see the following tabs in the employee profile:
    • Personal Information
    • Medical / Emergency Contact
• View full employees information
  • allow user to see other employee related tabs in the employee profile
    • Address Information
    • Additional Information
    • Documents & Notes
    • Leave and Unavailability
    • Licences and Training
• Create and update employees
  • allows user to add and edit information in the available tabs in employee profile
  • View basic or full employee information MUST be enabled
• Archive employees
  • allows user to hide employees from the front end and reports
• View and manage non-payrolled employee
  • allows user to see and manage non-payrolled employees
  • View basic or full employee information MUST be enabled for viewing
  • Create and update employees MUST be enabled for adding and updating

Expense Requests Management

• Approve expense request
  • allows user to approve or decline expense requests
  • Create and Update expense request MUST be enabled
  • can also approve or decline expense requests in employee profile given the following are enabled
• Create and update expense requests
  • enables Expense Claims in Management dropdown
  • allows user to add and edit expense requests
  • can also add and edit expense requests in employee profile given the following are enabled:
    • View full employee profile
    • Create and update employee
    • Payroll management

Employee Onboarding

• View onboarding statuses
  • enables Hire link in Management dropdown
  • allows user to access Status tile when in Hire section
  • allows user to Resend and Delete onboarding invites
• Create onboarding invites
  • allows user to access invite and Reserve Bench tiles in Hire section
  • allows user to create onboarding invites to employees

Permission Groups

• Create and update permission groups
  • enables Permission Group tile on dashboard
  • View settings MUST be enabled to view the Permission Group tile
  • allows user to manage custom permissions

My Profile

• View own employee profile
  • enables My Profile link in Account dropdown and tile on dashboard
  • allows user to see, add and edit the following tiles on own profile:
    • Personal Information
    • Address
    • Bank Accounts
    • Financial & Payroll
    • Licences & Training
    • Emergency
    • Settings
• View own employee roster
  • adds Schedule among viewable tiles on own profile
  • View own employee profile MUST be enabled
• View own employee shift requests
  • adds Shift Request among the viewable tiles on own profile
  • View own employee profile MUST be enabled
• View own employee leave
  • adds Leave & Unavailability among the viewable tiles on own profile
  • allows user to add, edit and delete own leave request
  • View own employee profile MUST be enabled
• View own employee expenses
  • adds Expenses among the viewable tiles on own profile
  • allows user to add, edit and delete own expense requests

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