Employee Portal Roles

The Setup > Employee Portal > Roles tab is where you will create and maintain the Security Roles that are specific for Employee Portal user accounts. The roles determine the tabs and actions users assigned to this role can see and perform.

Stackable Roles

The concept of stacking roles means that you can create one base role that all employees will receive that contains the basic screens you want all your staff to have.  Then you will create additional roles for each individual task your staff performs.  Such as - Requisition Entry, Requisition Approval, Evaluations, etc.  On those additional roles, you will only include the screens related to that one task.

Role Library

You have the ability to "stack" roles onto an employee's portal permissions.  If you would like to use the roles we have created, you can click on the Import from Library button.  

To import the roles, check off the role(s) you want to import and click the Import Checked Roles button.  This will add those roles to your list.

Create a Role

To create a role, click the Add Role button found at the top of the page.

On the popup, create the Role Name and Description (these two can be the same).  Click the Add button.

When the page refreshes, you will be brought to the following screen:

To add screens to this role, click the Assign Screens button.  The following screen opens:

Check off all the screens you wish to assign to this role, then scroll to the bottom and click the Add button.

Edit a Created Role

On an existing role you can add more screens or remove screens. 

You can also use the Default Tab drop-down to choose which tab the employees will automatically land on when they log into their portal.  This is optional as employees can also choose their own default landing page.

To add more screens, click the Assign Screens button then check off the additional screens to add.  Click the Add button at the bottom of the screens list.

To remove screens, from the role screen shown above, check off the screens you wish to remove and then click the Remove Checked button.