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HR ROLES
The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.
To further understand the HR module, refer to the Lucidity HR user guide for more details.
| Role Name | Role Description | Privileges |
|---|---|---|
| General User** | Using HR, a user can manage their own personal details and actions | Actions (My) - Create and Edit Manage own details |
| Contractor Representative | Using HR, a contractor representative can edit subcontractors. Cannot add new, archive, merge, convert or delete (scoping required to specific company) | Manage own details Subcontractor - edit |
| Manager | Using HR, a user can view and edit employees, casuals and subcontractors (cannot add, delete or archive); run reports and manage actions | Access Card - Edit Actions (All) - Create and Edit Actions (All) - View Actions (My) - Create and Edit Actions (My) - View Casual - edit and convert Employees - edit and convert Excel Reports People - edit and convert People - View Subcontractors - edit and convert |
| Administrator | Administrator role for HR | All privileges EXCEPT: Actions (All) - View Actions (My) - View Casual - View Change Log Column configuration Employees - View Excel Reports HR Review Report Emailing Administrator Subcontractor - View |
| Column Configuration | Using HR, a user can configure columns displayed on screen and in reports (in conjunction with admin role) | Column Configuration |
| Report Emailing | Using HR, a user can configure scheduled reports on behalf of other users (in conjunction with admin role) | Report Emailing Administrator |
** Typically, the HR General User role is assigned by default to all users of the system.
HR PRIVILEGES
| Privilege | What the Privilege Does |
|---|---|
| Access Card - Edit | Will make the Access Card section in users HR profile visible. Is used in conjunction with Lucidity OnSite. Allows the user to register the access card in HR using a NFC card reader. User can also enable and disable access cards that are used to gain access to sites. This privilege needs to be used in conjunction with one of the other EDIT privileges. |
| Actions (All) - Create & Edit | ACTIONS added as a tab. Allows user to view, create and edit all actions from ALL ACTIONS menu and the user's own actions from the MY ACTIONS menu. |
| Actions (All) - Delete | Allows user to delete all actions from ALL ACTIONS menu or the user's own actions from the MY ACTIONS menu. Needs to be used in conjunction with one of the other action privileges to function. |
| Actions (All) - View | ACTIONS added as a tab. Allows user to view only all actions from ALL ACTIONS menu and the user's own actions from the MY ACTIONS menu. |
| Actions (My) - Create & Edit | ACTIONS added as a tab. Allows user to view, create and edit their own actions from the MY ACTIONS menu. |
| Actions (My) - Delete | Allows user to delete their own actions from MY ACTIONS menu. Needs to be used in conjunction with one of the other action privileges to function. |
| Actions (My) - View | ACTIONS added as a tab. Allows the user to view their own actions from the MY ACTIONS menu. |
| Casual - Add and Edit | Allow user to view, add & edit casuals. |
| Casual - Archive | Allow user to archive and unarchive casuals. Needs to be used in conjunction with Casual-Edit privilege or the Casual-View privilege. |
| Casual - Delete | Allow user to delete casuals. Needs to be used in conjunction with Casual-Edit privilege or the Casual-View privilege. |
| Casual - Edit and Convert | Allow user to view, edit & convert casuals. |
| Casual - View | Allow user to view all current and archived casuals. |
| Change Log | Legacy item - does not control any feature |
| Column Configuration | Allows the user to configure columns. Restrict access, as any change to columns impacts all users. |
| Employees - Add and Edit | Allow the user to view, add & edit employees. |
| Employees - Archive | Allow user to archive and unarchive employees. Needs to be used in conjunction with Employees-Edit privilege or the Employees-View privilege. |
| Employees - Delete | Allow user to delete employees. Needs to be used in conjunction with Employee-Edit privilege or the Employee-View privilege. |
| Employees - Edit and Convert | Allow user to view, edit & convert employees. |
| Employees - View | Allow user to view all current and archived employees. |
| Employment Period - Delete | Allows the user to delete employment periods relating to their people. Needs to be used in conjunction with the Employment Periods-Manage privilege. |
| Employment Period - Manage | Employment Periods page added to the People page menu. Allow user to view, add and edit periods of employment for their people. |
| Employment Review - Delete | Allow user to delete employment reviews relating to their people. Needs to be used in conjunction with the Employment Review-Manage privilege. |
| Employment Review - Manage | Employment Reviews page added to the People page menu. Allows the user to view, add and edit reviews of their people. |
| Excel Reports | Legacy item - does not control any feature |
| HR Review | Allow user to view employees, casuals & subcontractors. Will also allow the user to view a list of the employment periods, employment reviews & correspondence for any person (the user will not be able to open these records). Employment Periods, Employment Reviews & HR Records will appear on the People page menu. |
| Manage Own Details | Allow user to view and edit own personal details, such as next of kin, residential address and contact details. User can also reset their own password. User will also be able to view business details such as their org structure, payroll number and their manager, but will not be able to edit this information. The user will not have access to any sensitive data. |
| Manage Tools | Access to the Settings tab. Allow user to view, add, edit and delete the managed lists that are used in the HR Module. |
| Merge Accounts | Allows the user to merge HR user profiles. Needs to be used in conjunction with edit or view privileges. |
| People - Add and Edit | Allows user to view, add & edit employees, casuals & subcontractors. |
| People - Bulk Change | Allows user to bulk delete, bulk archive and bulk archive user accounts. |
| People - Delete | Will allow the user to delete employees, casuals & subcontractors. Needs to be used in conjunction with People-Edit privilege or the People-View privilege. |
| People - Edit and Convert | Allow user to view, edit & convert employees, casuals & subcontractors. |
| People - Manage Archived | Allow user to archive and unarchive employees, casuals & subcontractors. Needs to be used in conjunction with People-Edit privilege or the People-View privilege. |
| People - View | Allow user to view all current and archived employees, casuals & subcontractors |
| Record Correspondence - Delete | Allows the user to delete correspondence relating to their People. Needs to be used in conjunction with the Record Correspondence-Manage privilege. |
| Record Correspondence - Manage | HR Records page added to the People page menu. Allow user to view, add and edit correspondence relating to their people. |
| Report Emailing Administrator | Allows user to select email addresses, other than their own, for Email Reporting. A user will still be able to create Email Reports without this privilege, but the reports can only be sent to their registered email address. |
| Subcontractor - Add and Edit | Allow user to view, add & edit subcontractors. |
| Subcontractor - Archive | Allow user to archive and unarchive subcontractors. Needs to be used in conjunction with Subcontractor-Edit privilege or the Subcontractor-View privilege. |
| Subcontractor - Delete | Allow user to delete subcontractors. Needs to be used in conjunction with Subcontractor-Edit privilege or the Subcontractor-View privilege. |
| Subcontractor - Edit and Convert | Allow user to view, edit & convert subcontractors. |
| Subcontractor - View | Allow user to view all current and archived subcontractors |