Role mapping

Role mapping

Menu Path : Setup > Common > Role Mapping
Accessible to : Application Administrator

From this page you can
1. Activate additional roles which are available but have not been activated by default
2. Activate the multiple role option for certain roles. – refer to the article on Roles in EazeWork HRMS for more details.
3. Set the attribute which will be used to divide the employees for multiple roles
4. Map the domain with the role holders
5. Manage deactivation of roles
6. Assign responsibilities within payroll module

1. Role activation


Roles which cannot be given to more than one user will have "N/A" shown on the Multiple column. Roles which are given to multiple users in parallel have "Parallel" shown on the Multiple column.

Select the checkbox in the Activate column to activate any role. You will get a confirmation message.


Click on Submit.

Once the role is activated it can be assigned to an employee and can also be used in workflows.

2. Multiple role activation

Some roles can be divided among more than one employees. For example you can have multiple HR Executives in your company. To activate a multiple role, on the Role Activation tab click on the checkbox in the Multiple column against the role. 


Workflows in EazeWork HRMS work only when the process ownership at each stage (except initiation) is unique, i.e. for each stage of process it is known with 100% certainty that who is responsible for the activity. The basis on which this multiple role will be managed will also need to be selected at this stage. As shown above the division of work among multiple roles can be done on the basis of
- Company
- Department
- Department-Company
- Division
- Division-Company
- Employee
- Office Location

Notes
Note :
1. Company, Department-Company, Division-Company are available on for multiple company scenario
2. Once this mapping is done for a role it cannot be changed without disabling the multiple role and enabling it again                                                 

3. Assigning employees to domain

On Role Mapping tab to assign different work domains to different employees follow the steps given below.
1. Select the role
2. In the table map the employees, before you can map an employee here you will have to assign this role to the employee from Manage Account > Manage Users tab


You can at any point of time change the the mapped employee, click on the drop-down and select the new employee. You will get a confirmation message as shown below.


When the mapping is changed all the work related to this role pending with the first user is transferred to the new user.

Notes
Note - CEO role can be mapped only on the basis of Company.                                                                                                                                            

4. Deactivation of roles

There are two parts of the process
1. Deactivation of multiple role feature : before you can deactivate the multiple role option you will have to map all the domains to one employee. For example if you have HR Executives mapped by company and you try to deactivate you will get a message as shown below.


If the role is mapped to more than one employee then you will have to also remove the duplicate mapping from Manage Account > Manage Users tab. Once it is done you will need to deselect the checkbox in "Multiple" column, you will get a confirmation popup as shown below.


2. Deactivation of role completely : if you do not want to use a role anymore you can deselect the checkbox in "Activate" column. If the role is in use in any workflow the checkbox will not be enabled and it will be greyed out. If the role is not in use in any workflow you can deselect the checkbox and confirm on the popup as shown below.


5. Payroll Activities


The following activities within India payroll the work can be divided across roles
1. 24Q generation
2. Bonus Act processing
3. Compliance check
4. Form 16 upload and distribution
5. Full and final processing
6. Payroll cancellation
7. Generating payroll files
8. Verification and payment of payroll reimbursements
9. Managing Tax saving declaration and submissions
10. Challan updation

Roles available for assigning these activities vary by the activity.

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