User Role and Permissions Configuration.

User Roles define the level of access and permissions assigned to different users within the system. These roles determine what actions a user can perform and which modules or data they can access.

Common user roles:

• Admin – Has full access to all modules, settings, and employee data.
• HR Manager/HR Executive – Manages employee records, attendance, payroll, recruitment, and approvals.
• Manager – Can view and manage information related to their team, such as leave approvals and performance reviews.
• Employee – Can access and update their own profile, apply for leave, view payslips, etc.
• Recruiter – Handles hiring processes, job postings, and candidate management.
• Payroll Manager – Manages salary processing, tax details, and payroll reports.

User roles help maintain data security, ensure proper workflow management, and restrict unauthorized access.

Navigation – Click on Nine Dots –> Click on System Configuration –> Click on User Roles and Permissions –> Click on User Roles.

User Roles and Permissions.

Click on Add button to create new Profile.

Enter the profile details and select the modules for which access needs to be provided to the profile.

Click on Next and then select Org structure , Menu, Employee, ORG Reportees and Access of Add, Update, Delete and View for all the modules reuired so that profile Work accordingly.

After giving access for all the menus and modules, move towards next Screen – Employee Data.

Employee Synopsis Tab

The Employee Synopsis tab is typically a summary view of an employee’s key information.

It usually contains high-level details such as:

• Employee Name
• Designation / Job title
• Department
• Reporting manager
• Employment status
• Date of joining
• Work location
• Contact information
• Profile photo
• Basic organizational details

Purpose of the Employee Synopsis tab

• Provides a quick overview of the employee.
• Helps managers and HR users view essential information without opening multiple sections.
• Acts as a dashboard or snapshot page inside the employee profile.

Employment Synopsis Tab.

The Employment Synopsis tab is usually a section in an HR system that provides a summary of an employee’s employment-related information.

It commonly includes details such as:

• Employment type (Permanent, Contract, Intern, etc.)
• Job designation / role
• Department and business unit
• Date of joining
• Employment status (Active, Resigned, On Leave, etc.)
• Reporting manager
• Work location / branch
• Grade or level
• Shift or work schedule
• Probation status
• Confirmation date
• Employee category

Purpose of the Employment Synopsis tab

• Gives HR and managers a quick overview of the employee’s official employment details.
• Helps in workforce management, reporting, and administrative tracking.
• Centralizes key employment information in one place.

Proficiency Synopsis Tab

The Proficiency Synopsis tab is generally used to show a summary of an employee’s skills, competencies, and proficiency levels.

It may include information such as:

• Technical skills
• Functional skills
• Certifications
• Competency ratings
• Skill proficiency levels (Beginner, Intermediate, Expert, etc.)
• Languages known
• Training completed
• Performance-related competencies
• Specializations or expertise areas

Purpose of the Proficiency Synopsis tab

• Helps managers understand an employee’s capabilities and strengths.
• Supports:
  • Performance evaluations
  • Training planning
  • Skill-gap analysis
  • Project/resource allocation
  • Career development planning

Employee Personal Details Tab.

The Employee Personal Details section contains an employee’s personal and identity-related information.

It typically includes:

• Full name
• Date of birth
• Gender
• Marital status
• Nationality
• Personal email address
• Phone number
• Home/permanent address
• Emergency contact details
• Identification numbers (passport, national ID, etc.)
• Blood group (in some systems)
• Profile photograph

Purpose of Employee Personal Details

• Maintains essential employee identity and contact information.
• Helps HR manage employee records accurately.
• Used for communication, compliance, benefits, and emergency purposes.

After setup of all these Access, move towards next Screen – Access Details.

All Reportees Information.

Access Levels define the type of employee information a user can view and manage within the system. The All Reportees Information access level allows a user to access the profiles of all employees who report to them, such as team members or subordinates. This helps managers monitor and manage their team’s employee details effectively. The Self Information access level allows users to access only their own profile information. Under this level, permissions such as View, Add, Update, and Delete can be controlled based on the role assigned. These access levels help ensure secure and role-based access to employee data within the organization.

Self-Information.

Employee Profile Tabs are the sections displayed under the Employee Profile menu in the HR management system. These tabs contain different categories of employee information such as Personal Details, Contact Details, Family Details, Education, and other profile-related information. Employees can use these tabs to view and update their own profile details based on the permissions provided. The system allows administrators to control access rights for each tab. Access permissions can include View, Add, Update, and Delete options depending on the user role. This helps organizations maintain secure and role-based access to employee information. Employee Profile Tabs make it easier to organize and manage employee data efficiently within the system.

And After all that the Next screen is Role Assignment.

Role Assignment.

A User Role is a defined set of permissions and access rights assigned to a user within a system. It determines what actions a user can perform and what information they can view, add, update, or delete. User roles help control access to different modules such as employee data, reports, and system settings. Each role is created based on job responsibilities, such as Admin, Manager, or Employee. By assigning roles, organizations ensure that users only access the data relevant to their responsibilities. This improves system security, data privacy, and operational control.

The user is currently on the final step, “Role Assignment,” in a five-step workflow that includes User Role, Role Permissions, Employee Data, Access Details, and Role Assignment. The screen allows administrators to search and assign employees to a specific user role using multiple filters such as Company, Division, Zone, Branch, Work Location, Department, and Employee Codes. Action buttons like “Search” and “Clear Filters” help manage the employee search process efficiently. Below the filter section, a searchable employee list is displayed with employee codes and employee names along with selection checkboxes. Administrators can select employees from this list and assign them the configured access permissions and roles within the system.

And the Last Screen of User Roles and Permissions Tab where user can either Start with another Profile creation or can Exit the Flow.

Created Profile visible on the Index Screen.