Use Departments to reflect the structure of your company.
Your companies name is shown by default, click on it and select the +Add button above to add departments. You also have the option to Edit or Remove them.
To add more subunits click on the main departments to which you want to add subunits and select +Add. This way you can create several departments with teams and further subdivisions.
To assign a department to a certain user go to the Users tab and assign it in bulk or individually:
1. assign it in bulk: choose users by ticking the box beside their names and select Action above and choose Assign to department
2. assign it individually: click on the user, go to his Time&Attendance tab, click in the window below the department's section and choose a preferred department
To avoid overriding previous membership in a certain department set a membership start date before saving it.
Set Authorization roles
Authorization roles are a set of permissions that can be given to different users. With these rules, you can determine what individuals can do in the application.
You can find these under Users > Authorization roles.
Each user can be assigned one or more Authorization roles. It's best to assign one of the predefined roles to your users based on their role in your organization and change permissions if needed.
Your account comes with 3 predefined roles:
1. Administration 👩💼 👨⚖️
Has access to all settings
Can edit all clocking events and absences including those of other users
Can add events and absences for themselves for any time and without any approval from anyone else
Can approve/reject absence requests of employees in assigned Org. Units
Can see and edit clocking events of employees in assigned Org. Units
Must request absences for themselves and cannot edit their own data
3. Employee 👨🔧👩💻
Must clock events in real-time
Must request absences
Cannot edit their time and events
Can only see their own data, not everyone else
Note: any user with the Administration or Manager role will receive absence requests from all other employees unless they are assigned a particular organizational unit. Learn how to assign organizational units to managers so they can access and manage only certain people >>
Creating new roles:
The existing roles can be modified or copied so new roles can be created based on them:
This should save you a lot of time as you can only make small changes instead of setting everything from scratch.
The most obvious example is copying the Employee role and creating a similar role for Employees with Geofencing or other special rights.