What is Role Management

Admins are able to make changes, set up policies, hire employees to the platform and more. You are able to assign employees to become admins on the altHR admin dashboard. Different levels of access can be assigned to an individual or group of employees by creating access policies. There are TWO types of admins:

1. Admin who has FULL CONTROL / access over all the modules in altHR

They will be able to manage all the settings in those modules, set up policies, and access all the data available in those modules include claim transactions, leave requests, employee data, and many more.

These admins normally are the business owner themselves, head of HR, and special project officer that monitors the whole altHR system.

Since they have the access to the company module, they are the ultimate decision-makers who will assign admin roles based on needs. They can give admin access to certain employees to certain modules.

2. Admin who could only access certain modules to carry out their tasks

As explained above, these admins are given access to only certain modules. For example:

  • Finance Head for the whole Expense module so he/she can manage the policies setup, configure the settings, monitor the expense process, and resolve any problems 
  • Senior accountant for only the expense transactions sub-module so he/she can process those claim requests
  • HR admin for only the leave requests and leave reports sub-modules. You may not want to give them the access to manage the settings or set up the policies.

In the end, it depends on your company's needs.

There are 3 ways to check who has admin access:

Method 1: View the Admin List (If you need to check the roles given to specific admins)

1. On the left panel of your admin dashboard, click Company > Role Management

2. Click on the Admin List Tab.

3. You will be able to search the admin to see the roles given to him. Alternatively, you can also view all the admins and their corresponding access.

Method 2: View the admins under a specific admin policy (If you need to check whether you have the correct admins under the policy e.g. access to the Expense module)

1. On the left panel of your admin dashboard, head to Company > Role Management.

2. Click on the Access Policy Tab.

3. Click View on the chosen policy that you'd like to check.

4. You will be able to view the employees with the access granted to them.

5. Add or remove any admin if needed.

Method 3: Download report to view the list of admin access

1. On the left panel of your admin dashboard, head to Company > Role Management.

2. Click on the Access Policy Tab.

3. Click Download Report.

4. Select to download Access Report or Access Policies Report based on your need. The report will be downloaded in Excel format.

Access Report: 

You will be able to see all the modules a specific employee can access and the permissions given. 

Access Policies Report: 

You will be able to see the admins' name under each policy that you have set up.