A user's role and permissions can determine what they are able to see and do within Onboarding. Some permissions are only available for certain roles.
Navigating to User Permissions
- Click Administration from the menu bar.
- Click the Users tab.
- Click Add Users or click ... and click Edit for an existing user.
Roles
Onboarding offers 4 different roles depending on a user's need.
- Administrator - Allows the user access to the Admin menu for setup purposes and to view new hires, but cannot be assigned as a hiring manager for new hires.
- Manager/Admin - Has access to all features and can be assigned as a Hiring Manager.
- Manager - Allows the user access to new hires as a hiring manager, but cannot access the Admin menu.
- Kiosk - If Kiosk Mode is enabled for your account, the Kiosk User role will be available. The Kiosk rule allows the user access to hiring templates that are enabled for the locations they are assigned to. They do not have access to the Admin menu and cannot navigate to other areas of Onboarding.
Role Permissions
| Permission | Permission Description | Roles with Permission |
|---|---|---|
| Manage Job Titles |
|
|
| Manage Policies |
|
|
| Manage Users | Add, edit, and delete users. |
|
| Manage Government Forms | Manage form activation settings for Government forms. |
|
| Manage Custom Fields | Manage form activation settings for Custom forms. |
|
| View I-9 | View I-9 document from Electronic Filing Cabinet. |
|
| View Federal W-4 | View Federal W-4 from Electronic Filing Cabinet. |
|
| View State W-4 | View State W-4 from Electronic Filing Cabinet. |
|
| View Policy Acknowledgements | View Policy Acknowledgements from Electronic Filing Cabinet. |
|
| View Employee Summary | View Employee Summary from Electronic Filing Cabinet. |
|
| Manage Locations |
|
|
| Manage Notifications |
|
|
| Manage New Hires |
|
|
| View Custom Documents | View Custom Documents from Electronic Filing Cabinet. |
|
| Edit New Hire Record |
|
|
| Edit Pay Rate |
|
|
| View VSI | View Voluntary Self Identification from Electronic Filing Cabinet. |
|
| View Direct Deposit | View Direct Deposit from Electronic Filing Cabinet. |
|
| View All New Hires |
|
|
| Manage Hiring Templates | Add, edit, delete, and manage hiring template activation settings. |
|
| View Job Applications | View a new hire's job application if they were added through the ATS. |
|
| View Offer Letters | View a new hire's offer letter if they were added through the ATS. |
|
| Create New Kiosk Hire | Allow a Kiosk user to create a new Kiosk Hire outside of the Hiring Templates. |
|
| Show Pay Fields | Allow a Kiosk user to view and select the pay fields when creating a new Kiosk Hire. |
|
| Edit Pay Fields | Allow a Kiosk user to view and edit the pay fields when creating a new Kiosk Hire. |
|