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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 |
** It is recommended the HR General User role is assigned by default to all users of the system.
HR PRIVILEGES
Privileges that are associated with shared features, such as Actions, Column Configuration etc, can be found on the Shared Features Access Roles and Privileges page within this user guide.
All HR specific privileges are listed below.
| 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 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 |
| 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 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 permission. |
| 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 | 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 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 permissions. |
| 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 |
| 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 page added to the People page menu. Allow user to view, add and edit correspondence relating to their people. |
| 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 |