The person who is going to be given higher level of
rights needs to be already set up as a employee on the system. If
they aren’t, follow the instructions in the
Employee Maintenance – New Employee
section.
To give someone the right to add, edit or modify
records, they need to be allocated a username in the Username
screen. This allows you to give them the extra functionality
appropriate to their position.
First, check whether or not the individual has
already been given a username in the Employee Maintenance screen. If
they have, this part of their record must be deleted.
To do this:
-
Select the
Employee Maintenance
screen.
-
Select the
Username
tab.
-
If there are any details displayed on this
screen, they need to be deleted. Click
Delete.
|
Warning
Clicking delete when you are on the
Contact, HR or Group tabs will delete the entire
employee record.
Clicking delete when you are on the
Roster, Badge and Username tabs deletes only the data displayed on
those tabs. |
Creating a username with enhanced access rights
Use the Users screen to give
the individual enhanced access rights.
-
Select the Users screen
from the menu.
-
Click New.
-
Enter the Username for the
individual, together with their Password, and
confirmation of their password.
-
Enter the Fullname of the
individual (first and last names).
-
Enter the person’s Employee
Number.
-
If the person is going to be
responsible for authorising leave, enter their e-mail address(es)
so that they can receive the requests from their team members.
-
Select the appropriate Default
Screen. This is the first screen they will see when they log
on to Optimum.
-
Select a Menu Profile. This
determines what menu items they have access to.
-
Tick the necessary checkboxes on
the right of the screen. These dictate the rights that the
individual has to make changes to employee records.
-
When you have finished editing the
details, click Save.
The details that you have entered on
this screen will also update the fields in the Employee
Maintenance/Username tab.
You can now give the user
access to other employees'
records by allocating groups to them.
