HR Role Management with Unified User Management
The HR Role Management page allows you to manage HR user roles and enterprise-level administrators in your portal.
Access the HR Role Management page from the main menu or the User
Management section on the home page.
Confirm that you are on the Unified User Management version of this page by ensuring the page says Traqspera, as shown in the image below.
HR Roles Overview
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IT Admins and HR Admins can manage HR user roles from the HR Roles tab. From this tab, you can view or modify an HR user's role, determine which employee records your HR users can view, and enable or disable a user's access to your portal.
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HR Admins with the HR Forms Role can configure your hiring process builder, manage custom tasks, or manage lookups for onboarding forms.
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HR Specialists can access the Process Builder, Manage Custom Tasks, and Manage Lookups in 新進員工導入 for the profile groups where they are assigned Profile Admin permissions.
The HR Forms Role determines whether a user can configure your hiring process builder, manage custom tasks, or manage lookups for 人資管理.
| Role | Description |
|---|---|
| Admin | These users can configure your hiring
process builder, manage custom tasks, and manage lookups for
forms in 新進員工導入. Note: This setting is specific to forms and
does not provide access to admin settings in 人資管理.
See Manage HR User Roles with Unified User Management for
details. Note: This setting does not provide access
to the Admin Center. To access the Admin Center, a user must
have an Enterprise Role of Enterprise Admin. |
| Specialist | These users can configure your hiring
process builder, manage custom tasks, and manage lookups for
forms in 新進員工導入. Note: This setting is specific to forms and
does not provide specialist-level access to 新進員工導入 or 員工自助服務. See Manage HR User Roles with Unified User Management for
details. Important: HR Specialists must be assigned to a
profile group in 新進員工導入 or a permission group in
員工自助服務 in order to see any
information after logging in. |
IT Admins Overview
IT Admins have administrator access to Admin Settings, HR Role Management, and 應徵者追蹤(HiringThing). They can also add or remove other IT Admins.
By default, IT Admins cannot access employee data, unless they are also assigned an HR Admin or HR Specialist role. If they are an employee, they can access their own employee information.
