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Lucidity Access User Guide CURRENT
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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.
| 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 add and edit subcontractors. Cannot archive, merge, convert or delete (scoping required to specific company) | Subcontractor - edit |
| Manager | Using HR, a user can view and manage employees, casuals and subcontractors (cannot delete); run reports and manage their own actions | Access Card - Edit Actions (My) - Create and Edit Casual - edit Employees - edit Excel Reports People - edit Subcontractors - edit |
| Administrator | Administrator role for HR | All permissions EXCEPT: Actions (All) - View Actions (My) - View Casual - Edit + View Change Log Column configuration Employees - Edit + View Excel Reports HR Review People - Edit Report Emailing Administrator Subcontractor - Edit + 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 |
HR PRIVILEGES
| Privilege | What the Privilege Does |
|---|---|
| Access Card - Edit | Will add ACCESS CARD Section to the HR Record. Is used in conjunction with the ONSITE Module. 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 permission needs to be used in conjunction with one of the other EDIT permissions. |
| Casual - Delete | Allow user to delete Casuals. Needs to be used in conjunction with Casual-Edit permission or the Casual-View permission. |
| Casual - Edit | Allow user to view, add & edit Casuals. |
| Casual - Manage Archived except Deletion | Allow user to archive and unarchive Casuals. Needs to be used in conjunction with Casual-Edit permission or the Casual-View permission. |
| Casual - Manage except Delete and Archive | Allow user to view, add, edit & convert Casuals. |
| Casual -View | Allow user to view all current and archived Casuals. |
| Change Log | Under Review |
| Column Configuration | Allows the user to configure columns. Restrict access, as any change to columns impacts all users. |
| Configure Settings - Enabled Features | Allow user to enable features within the HR Module. Should we be saying Lucidity only. |
| Employees- Delete | Allow user to delete Employees. Needs to be used in conjunction with Employee-Edit permission or the Employee-View permission. |
| Employees - Edit | Allow the user to view, add & edit Employees. |
| Employees - Manage Archived except Deletion | Allow user to archive and unarchive Employees. Needs to be used in conjunction with Employees-Edit permission or the Employees-View permission. |
| Employees - Manage except Delete and Archive | Allow user to view, add, 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 permission. |
| Employment Period - Manage | EMPLOYMENT PERIODS added to vertical menu under People. 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 permission. |
| Employment Review - Manage | EMPLOYMENT REVIEWS added to vertical menu under People. Allows the user to view, add and edit reviews of their People. |
| Excel Reports | Under Review |
| 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 Vertical Menu under People. |
| 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 password. User will also be able to view 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 | SETTINGS added as a 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 Records, when there is duplicated employee accounts in the Module. Needs to be used in conjunction with edit or view permissions. Note: "Enable users to be merged together in HR" feature needs to be enabled by Lucidity for this permission to appear. |
| People - Delete | Will allow the user to delete Employees; Casuals & Subcontractors. Needs to be used in conjunction with People-Edit permission or the People-View permission. |
| People - Edit | Allow user to view, add & edit Employees; Casuals & Subcontractors. |
| People - Manage Archived | Allow user to archive and unarchive Employees; Casuals & Subcontractors. Needs to be used in conjunction with People-Edit permission or the People-View permission. |
| People - Manage except Delete and Archive | Allow user to view, add, edit & convert Employees; Casuals & Subcontractors. |
| People - View | Allow user to view all current and archived Employees; Casuals & Subcontractors |
| Perform Employee Bulk Changes | User can make Bulk Changes to the Records they have access to. Bulk Change button will appear on each page it is available. Needs to be used in conjunction with edit or view permissions. |
| Record Correspondence - Delete | Allows the user to delete correspondence relating to their People. Needs to be used in conjunction with the Record Correspondence-Manage permission. |
| Record Correspondence - Manage | HR RECORDS added to vertical menu under People. 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 permission, but the reports can only be sent to their registered email address. |
| Subcontractor - Delete | Allow user to delete Subcontractors. Needs to be used in conjunction with Subcontractor-Edit permission or the Subcontractor-View permission. |
| Subcontractor - Edit | Allow user to view, add & edit Subcontractors. |
| Subcontractor - Manage Archived except Deletion | Allow user to archive and unarchive Subcontractors. Needs to be used in conjunction with Subcontractor-Edit permission or the Subcontractor-View permission. |
| Subcontractor - Manage except Delete and Archive | Allow user to view, add, edit & convert Subcontractors. |
| Subcontractor - View | Allow user to view all current and archived Subcontractors |