CAN AN HR ADMIN/HR STAFF ALSO BE IN THE SYSTEM AS AN EMPLOYEE?
Yes! It is possible to grant HR Admins or HR Staff members access as employee/users within the system. This allows them to have both administrative privileges and employee/user-level access.
Set Up Dual Role Access
To set up dual roles under one account within the system, follow these steps:
Step 1: Access the Administrator Dashboard
• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.
Step 2: Locate the User’s Account
• Navigate to the list of HR Admins or HR Staff, depending on the applicable group to which the user belongs. There are two ways to find the applicable account:
On the Administrator dashboard, scroll or use the Quick Lookup box in the HR Administrator or HR Staff panels. Hover over the user’s information and click the “Edit” button.
On the Administrator dashboard, locate the Staff menu at the top of the page and click on it. In the dropdown list, select HR Accounts. On the Active HR Accounts tab, locate the user’s information, select the “Take Action” dropdown button, and click Edit.
Step 3: Edit Account Access Information
• At the bottom right corner of the user's information page, click on the 'Manage As Employee/User' button. Once selected, a list of available forms will be generated below. These are the forms that the user will need to fill out in their employee/user role.
• Check the forms that need to be filled out by the user in their new capacity. This ensures that they complete the necessary employee/user-related documentation.
• Once the appropriate forms are selected, click the “Update!” button to save the changes.
Admin Tip: Ensure that you select the relevant forms, as this will influence the employee/user role's responsibilities and documentation.