Permissions

By using Permissions you can easily manage what people in the organisation can do within WhosOffice.

Once you have created a ROLE - you can then assign permissions to the ROLE. Users/Staff are asssigned to the ROLES via the User Administration area.

The default ROLES on initial setup are ADMINISTRATION, APPROVER and STAFF.

PERMISSION TABS

GENERAL

  • Calendar Feed  -  Allows people with this role to setup and subscribe to their own calendar feeds. (can include the Groups that they can see)
  • Staff Reports - Allows people with this role to access reports.

WORK

  • View Work - Access the Work views for the groups that they can see.
  • Work Planner - Access and use the Work Planner - [including Read Only Option] - Additional permission to this allows people with access to the Planner the ability to maintain their own work schedule.
  • Work in past, after leave booked? - Allows the user to plan / adjust work in the past when leave has been booked.
  • Pattern Codes - Access and administer Pattern Codes - [including Read Only Option]
  • Work Patterns - Access and administer Work Patterns - [including Read Only Option]
  • Work Attributes - Access and administer Work Attributes - [including Read Only Option]

LEAVE

  • View/Request leave - Access the Leave views for the groups they can see and request leave for themselves.
  • View Pending leave - Access to view/approve/decline any Pending leave for staff members who they are set to approve leave for.
  • Leave Admin - Allow users to Manage and Request leave on behalf of the Staff in the GROUPS they can see.
  • Leave Admin (For Approvers) - Allows users to Manage and Request leave on behalf of the Staff that they APPROVE FOR.
  • Leave Types - Access to administer the Leave Types - [including Read Only Option]
  • Allowance Pots - Access to administer the Allowance Pot names - [including Read Only Option]
  • Leave Policies - Access to administer the Leave Policies - [including Read Only Option]
  • User Leave Allowances - Access to administer user Leave Allowances - [including Read Only Option]

EVENTS

  • View Events - Allows access to view the Events Calendars for the user's Group or Region
  • Events - Access to administer the Events - [including Read Only Option]

OVERTIME

  • View/Request overtime - Access  to request overtime, and view their own overtime records.
  • View Pending overtime - Access to view/approve/decline any pending overtime for staff members for whom they are set to approve for - [including Read Only option]
  • Overtime Admin -  Allow users to register overtime on behalf of the Staff in the GROUPS they can see.
  • Overtime Admin (for Approvers) - Allow users to register overtime on behalf of the staff members they are set to approve for.
  • Overtime Types  - Access to administer Overtime Types - [including Read Only option]

ADMINISTRATION

Options to allow access to Administer and / or set as Read Only the following:

  • Company Alerts, Regions, Groups, User Management, User Roles, Rules, Company Details, Invoicing and Payments.

Title: Permissions
Category: General
Posted: Monday, 08th Dec 2014
By: Phil Cross
Direct link: http://www.whosoffice.com/support/knowledgebase/permissions


View all knowledgebase articles


Stay connected - Latest blog posts

STAY CONNECTED WITH THE LATEST FROM THE TEAM


Posted on Tue, 23rd Jul 2019 Can your shift planner cope with part-time employees?

The number of professionals working part-time is on the rise, with more than 8.6 million people in the UK choosing this form of employment. Can your shift planner cope with part-time employees?

Posted on Mon, 22nd Jul 2019 How to plan the perfect shift: a 3-minute guide

Shift planning is a major pain point for many businesses. Mistakes are common, and the consequences can be huge: under-staffing, poor productivity, even legal consequences if you’re lacking team members with the right skills and qualifications to start work.

Posted on Thu, 18th Jul 2019 How to manage staff scheduling during summer holiday season

Summer has finally arrived – and we don’t just mean the weather. It’s the time of year when a huge number of employees take their annual vacation, and for many businesses, this can lead to shift planning nightmares.

Posted on Mon, 15th Jul 2019 The early 2020 UK May bank holiday will be moved to mark 75th anniversary of VE Day - Don't be caught out!

The early May bank holiday in 2020 for the UK will move from Monday 4 May to Friday 8 May to mark the 75th anniversary of VE Day which takes place on 8 May.

Start your long trial today get until Monday, 26th Aug 2019 absolutely FREE! No credit card, no setup fees and no hidden costs!