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Grant Access to User to Initiate Forms

Allyson Ryan
  • Updated

Human Resources can grant access to employee's who can initial Process Forms for other employees, on their behalf.

Applicable Roles

  • HR Administrator
  • HR Team

NOTE: Personal Profile Only users will be able to see the Tabbed Personnel Folder titles but not the contents. 

Granting (Limited) Employee Access to another Employee 

  1. Navigate to Active Employees
  2. Select the Magnifying Glass next to the Employee you wish to grant access to:

The employee's details will then display. 

  1. Select the "Access Granted" tab
  2. Select "New Access Granted Entry" in order to select Employee’s you wish the user have access to:

  1. Select the employee(s) the user will be able to initiate forms for by selecting the checkbox next to their name(s):

Please Note: You can use the funnel icons (circled) to filter for specific employees by Work Location, Title, Bargaining Unit. 

  1. Select the appropriate Access rights by checking the boxes you wish the user to have rights to
  2. Click "Save" once you have completed your list. 

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