1. Generic Roles
User Role
This is the role given by default to all the subscribers of the application including
the Application Administrator. Unless you are a User you cannot log into the
system. All other roles are in addition to User role. As an EazeWork user you
can update your records, request for a leave, submit an expense reimbursement,
submit a resignation, view reports and do other tasks.
Application Administrator
Application Administrator is the most important role and is activated by default.
He is responsible for various tasks like – managing the Application setup, adding
/ deleting Users, managing roles and access of Users and interacting with the
Account Manager for maintenance and other tasks. It is a unique role i.e. only
one User can be Application Administrator at any point of time.
Division Head
This role is activated automatically when Division feature is activated. Similar
to Department Head this role can be used in workflows and can view reports for
his Division. This is a parallel role.
Field Role
This role is used only for Field Force Management module. Employees with field role can use the visit management, customer creation features in FFM module.
Manager
Those users who have been assigned the responsibility of managing one or more
employees are automatically given the Manager role. Each employee can have only
one Manager but a Manager can have more than one employee assigned to him. Managers
are responsible for approvals of Leave, Expenses and also create request on behalf
of the Employees for Transfers and Assets. Most of the processes in the application
are managed between User and Manager. This is a parallel role.
Report Reviewer
This role allows the employee to access all reports which have been activated
and also see all the data in the reports. This is a parallel role.
Sales Manager
This role is used for creation of new locations, creation of new employees (hiring
request) through the mobile app. This is a multiple role.
Security
Security persons are responsible for updating the status of assets which are
moving in or out of the office based on approved gate passes. This role is only
used in Gate Pass process within IT & Admin module. This is unique role and
can be activated by the Account Manager.
2. HR, Accounts & Payroll Roles
Account Head
This role is designed for expense approvals but can be used in all workflows.
This is a multiple role.
Accountant
Accountant role is given to the persons who are responsible for the final validation
of Expenses and disbursal of payments. This role is automatically activated when
Helpdesk, Advance & Expense module or Claims feature in Payroll is activated.
This is a multiple role.
Chief of HR (CHR)
CHR role is an optional role; this role can be used for second level approvals
above the HR Manager. By default CHR can view and update all employee records.
This is a unique role.
Chief Financial Officer (CFO)
If multiple companies are activated then CFO role is also available and can be
used in approval workflows. Visibility of reports is associated with reports
linked to Account Head role. This is a unique role.
Training Manager
Training managers are responsible for managing the Training module. There can
be multiple training managers and can be mapped by Location or Company. This
role is automatically activated when Training module is activated. This is a
multiple role.
Chief Administrative Officer (CAO)
If multiple companies are activated then CAO role is also available and can be
used in approval workflows. Visibility of reports is associated with reports
linked to Office Manager role. This role is a unique role.
Chief Technology Officer (CTO)
If multiple companies are activated then CTO role is also available and can be
used in approval workflows. Visibility of reports is associated with reports
linked to IT Manager role. This role is a unique role.
4. Recruitment roles
All these roles are automatically activated when Recruitment module is activated.
Hiring Manager
This role is given to employees who are responsible for creating a job opening.
This is treated like a hiring request. This is a parallel role.
Recruitment Manager
This role is given to the employee who heads the recruitment function and is
responsible for overseeing the work done by all recruiters. Primary responsibility
is releasing of job opening and ensuring that the Recruiters are mapped properly.
This is a unique role.
Recruiter
This is the key role in Recruitment module and is responsible for completing
the hiring process from sourcing of resumes, scheduling interviews, getting offer
letter processes. This is a parallel roles. This role is linked to Recruiter
license and a Recruitment Manager also has a Recruiter role by default.
Reviewer / Screener / Interviewer
These are roles linked to the recruitment process and can be given to any employee
who has to perform these roles. These are parallel roles.
Agency
This is an optional role and can be activated by Account Manager on request.
This role is linked to the Placement Agency which can provide resumes during
recruitment process. This is a parallel role.
5. Project and Timesheet roles
Project Manager
Any user can be made a Project Manager. This role needs to be assigned by Application
Administrator and only those employees who have this role can be assigned as
the Project Manager of a project or can create projects on his own. This is a
parallel role.
Resource Manager
A Resource Manager is responsible for managing the status of employees with respect
to their deployment on projects and also to ensure that right employees are mapped
to right projects. This role needs to be assigned by Application Administrator
and only those employees who have this role can manage employee status in Timesheet
module. This is a parallel role.
6. Mapping and Removal of Roles
Most of the roles are mapped by the Administrator from Manage Account page except Manager, Functional Manager, Department Head and Division Heads. These roles are not assigned by the Application Administrator but are automatically added to Users when they are mapped as Managers, Functional Managers, Department Heads and Division Heads in the system. When the mapping as Manager, Functional Manager, Department Head, Division Head is removed then these roles are automatically removed.
Roles which are assigned by Application Administrator can be removed by Application
Administrator if there are no active mappings - employees, project, job openings.
Project Manager role is automatically removed is the employee is not mapped to
any project as a project manager.