View Builder roles

Use the View Builder Roles page to create custom roles for using View Builder. By default, HRMS Employee Self Service provides the Executive Viewer role and the View Creator role. However, there may be a need for your company to have more levels of access to views for various sets of employees.

For example, an organization may rely heavily on Office Managers as liaisons to HR personnel. For this situation, you could create an "Office Manager" role with the appropriate security for the office manager to see the required employee information in Views.

Adding a View Builder role

1. Log on to HRMS Employee Self Service as the Master user.
2. On the System Administrator menu, select Roles and Logon > View Builder Roles.
3. Click (the New icon).
4. Enter the name of the role and a description.
5. Determine the specific employees to which the user with this new role will have access.
   1. Select the appropriate organization levels, manager, employee type, and salaried or hourly status.
   2. If you want the role to have access to employees with a specific job title, select Exactly and enter the job title. You can instead select Contains and enter a partial job title; the system will find employees whose job title contains the entered text. Leave the text box blank if you want all job titles.

6. Click Preview Employees to see the employees who fit the criteria you selected. The person assigned to this new role will have access to these employees.

   If you need to make changes, return to the View Builder Roles window, adjust the criteria, and click Preview Employees again to refresh the data based on your changes.

7. When you are satisfied with the employees who can be assigned this role, click Save to return to the list of custome View Builder roles.

All custom view builder roles are listed on the Assign Admin Roles page and can be assigned to the appropriate employees.