Roles: Functionality > Onboarding

Roles: Functionality > Onboarding 

 

1. Click on the relevant role in the tab "Roles":

 

2. Click on the arrow on the left of Onboarding to unfold this section.

On the right of the Onboarding bar, you will see 2 icons: the "Show" (green) and "Hide" (red) icon. The "Show" icon allows the role to see the Onboarding module on their account and gives access to the 9 options below (see following chapters).
The "Hide" icon blocks this Onboarding section for this role entirely.

Continue to the following chapters to read about the 9 options available within the Onboarding settings, given that you have enabled the "Show" icon:

• Overview
• Processes
• Messages
• Tasks
• Forms
• Feedback
• Documents
• Learning
• Comments

 

2.1 Overview

Here, Overview relates to the role’s permissions to get an overview of all the onboarding profiles in the Onboarding module ("Overview" tab). This view will populate with information as soon as this role is also given access to the onboarding processes.

 

NOTE: Access to these onboarding processes can be assigned in the "Content" tab within the Roles. See also the article Roles: Content tab.

 

There are 2 icons on the right side of the "Overview" bar under "Onboarding":

• "Show" (green): 
  By clicking this icon, you will give this role access to the "Overview" tab in the Onboarding module.
• "Hide" (red): 
  This icon will allow you to block the "Overview" tab in the Onboarding module.

 

2.2 Processes

Click on the arrow on the left of "Processes" to unfold this section. This section consists of 5 sub-sections:

There are 4 icons on the right side of the "Processes" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to view the onboarding processes for all the onboarding profiles within the organization, given that this role also has access to these processes.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view onboarding processes to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to view onboarding processes, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view onboarding processes, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view their own onboarding processes.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view onboarding processes in the Onboarding module.

Continue to the following chapters to read about the 5 sub-sections available within the Processes settings, given that you have enabled the "All", "Custom" or "Own" icon.

 

2.2.1 Create onboarding

Create onboarding relates to the role’s permissions to start an onboarding process for new employees.

There are 2 icons on the right side of the "Create onboarding" bar:

• "Show" (green): 
  By clicking this icon, you will give this role the permission to start onboarding processes for employees or candidates this role has access to.
  
   
• "Hide" (red): 
  This icon will allow you to deny the ability to start onboarding processes altogether.

 

2.2.2 Delete onboarding

Delete onboarding relates to the role’s permissions to delete an onboarding process for new employees with an onboarding profile.

There are 4 icons on the right side of the "Delete onboarding" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete onboarding processes for all the onboarding profiles. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete onboarding processes to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete onboarding processes, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete onboarding processes, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete their own onboarding processes.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete onboarding processes in the Onboarding module.

 

2.2.3 Export onboarding

Export onboarding relates to the role’s permissions to export an onboarding process for new employees, if they have access to the Export templates for this module.

There are 4 icons on the right side of the "Export onboarding" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to export onboarding processes for all the onboarding profiles, given that this role also has access to these processes.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to export onboarding processes to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to export onboarding processes, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to export onboarding processes, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete their own onboarding processes.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to export onboarding processes in the Onboarding module.

 

2.2.4 Show onboarding team

Show onboarding team relates to the role’s permissions to see the onboarding team for new employees with an onboarding profile.

 

NOTE: For the onboarding team to be visible, the Team widget needs to be added to the onboarding profile. This can be done by editing the role in Settings > Account > Roles > open the role > Views > Onboarding > Onboarding profile > Manage widget > add Team widget.  

 

There are 4 icons on the right side of the "Show onboarding team" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to see the onboarding team for all the onboarding profiles, given that this role also has access to these processes.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to see the onboarding team to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to see the onboarding team, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to see the onboarding team, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to see the onboarding team for their own onboarding processes.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to see onboarding teams in the Onboarding module.

2.2.5. Onboarding tag

Onboarding tags relates to the role's permissions to add tags to onboarding processes

 

There are 4 icons on the right side of the "Onboarding tag" bar:

• "All" (green):
  By clicking on this icon you can enable this role to add tags to any onboarding processes for all onboarding profiles, given that this role also has permission to access these processes
   
• "Custom" (blue)
  By clicking on this icon you can customise the role's ability to add tags to onboarding processes to match a specific criterion
  
  Example 1: If only an employee's manager should be able to add tags to onboarding processes, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to add tags to onboarding processes, you can enter the element “Department” “equals” “Department access”.
  
   
• "Own" (yellow)
  By clicking on this icon, users with this role will only be able to add tags to their own onboarding processes
  
   
• "Hide" (red)
  By clicking on this icon, you will altogether deny this role access to add tags to onboarding processes

 

2.3 Messages

Click on the arrow on the left of "Messages" to unfold this section. This section consists of 2 sub-sections:

There are 2 icons on the right side of the "Messages" bar:

• "Show" (green): 
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red): 
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 2 sub-sections available within the Messages settings, given that you have enabled the "Show" icon.

 

2.3.1 Send email to profiles

Send email to profiles relates to the role’s permissions to send emails to onboarding profiles within the organization.

There are 4 icons on the right side of the "Send email to profiles" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to send emails to all onboarding profiles across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to send emails to onboarding profiles for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to send emails to onboarding profiles, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to send emails to onboarding profiles, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to send emails to their own onboarding profile. In practice, this does not work.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to send emails to onboarding profiles.

 

2.3.2 Send SMS to profiles

Send SMS to employees relates to the role’s permissions to send SMS to onboarding profiles within the organization.

There are 4 icons on the right side of the "Send SMS to profiles" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to send SMS to all onboarding profiles across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to send SMS to onboarding profiles for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to send SMS to onboarding profiles, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to send SMS to onboarding profiles, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to send SMS to his own onboarding profiles. In practice, this does not work. 
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to send SMS to onboarding profiles.

 

2.4 Tasks

Click on the arrow on the left of "Tasks" to unfold this section. This section consists of 4 sub-sections:

A task in Emply is an assignment for a specific user explaining what needs to be done. It can contain a due date, a short message and it needs to be checked off.

There are 2 icons on the right side of the "Tasks" bar:

• "Show" (green): 
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red): 
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 4 sub-sections available within the Tasks settings, given that you have enabled the "Show" icon.

 

2.4.1 Create tasks

Create tasks relates to the role’s permissions to create tasks in the Onboarding module.

 

NOTE: Please be aware that the following permission “Edit tasks” should also be enabled in order for this role to be able to fill out the details of the task (see 3.4.2 Edit task).

 

There are 4 icons on the right side of the "Create tasks" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create tasks for onboarding profiles across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to create tasks for onboarding profiles to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to create tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create tasks for their own onboarding profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create tasks within the Onboarding module.

 

2.4.2 Edit tasks

Edit tasks relates to the role’s permissions to edit tasks in the Onboarding module.

There are 4 icons on the right side of the "Edit tasks" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit tasks for onboarding profiles across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit tasks for onboarding profiles to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to edit tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit tasks for their own onboarding profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit tasks within the Onboarding module.

 

2.4.3 Delete tasks

Delete tasks relates to the role’s permissions to delete tasks in the Onboarding module.

There are 4 icons on the right side of the "Delete tasks" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete tasks for onboarding profiles across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete tasks for onboarding profiles to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete tasks for their own onboarding profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete tasks withing the Onboarding module.

 

2.4.4 Show other user's tasks

Show other user’s tasks relates to the role’s permissions to view other users’ tasks in the Onboarding module.

There are 4 icons on the right side of the "Show other user’s tasks" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to view other users’ tasks across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to view other users’ tasks for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to view other users’ tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view other users’ tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view their own tasks. In practice, this does not work.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view other users’ tasks.
   

2.5 Forms

Click on the arrow on the left of "Forms" to unfold this section. This section consists of 3 sub-sections:

Forms in Emply allow you to gather information on specific areas by using a customized set of elements.

There are 2 icons on the right side of the "Forms" bar:

• "Show" (green): 
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red): 
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 3 sub-sections available within the Forms settings, given that you have enabled the "Show" icon.

 

2.5.1 Create forms

The forms you can select are defined by the accesses set on the form itself or on the role. Also read the article Roles: Content tab.

There are 4 icons on the right side of the "Create forms" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to assign forms to all the onboarding profiles within the organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to assign forms for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to assign forms, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to assign forms, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to assign forms to their own onboarding profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add form to onboarding profiles.

 

2.5.2 Edit forms

Edit forms relates to the role’s permissions to edit forms that are available in the Onboarding module.

There are 4 icons on the right side of the "Edit forms" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit forms for all the onboarding profiles within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to edit forms for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to edit forms, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit forms, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit forms for their own onboarding profiles.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit forms within the Onboarding module.

 

2.5.3 Delete forms

Delete forms relates to the role’s permissions to delete forms within the Onboarding module.

There are 4 icons on the right side of the "Delete forms" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete forms within the Onboarding module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete form for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete forms, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete forms, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete forms for their own onboarding profile. In practice, this does not work.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete forms within the Onboarding module.

 

2.6 Feedback

Click on the arrow on the left of "Feedback" to unfold this section. This section consists of 3 sub-sections:

Feedback forms are a tool in Emply that allow you to gather feedback on specific aspects.

There are 2 icons on the right side of the "Feedback" bar:

• "Show" (green): 
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red): 
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 3 sub-sections available within the Feedback settings, given that you have enabled the "Show" icon.

 

2.6.1 Create feedback

Create feedback relates to the role’s permissions to assign feedback to onboarding profiles.
The feedback you can select are defined by the accesses set on the feedback itself or on the role. Also read the article Roles: Content tab.

There are 4 icons on the right side of the "Create feedback" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create feedback across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to create feedback for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to create feedback, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create feedback, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create feedback for their own onboarding profile. In practice, this does not work. 
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create feedback within the Onboarding module.

2.6.2 Edit feedback

Edit feedback relates to the role’s permissions to edit feedback within the Onboarding module.

There are 4 icons on the right side of the "Edit feedback" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit feedback across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to edit feedback for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to edit feedback, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit feedback, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit feedback for their own onboarding profiles. In practice, this does not work.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit feedback within the Onboarding module.

 

2.6.3 Delete feedback

Delete feedback relates to the role’s permissions to delete feedback within the Onboarding module.

There are 4 icons on the right side of the "Delete feedback" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete feedback across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete feedback for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete feedback, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete feedback, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete feedback for their own onboarding profiles. In practice, this does not work.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete feedback within the Onboarding module.

 

2.7 Documents

Click on the arrow on the left of "Documents" to unfold this section. This section consists of 3 sub-sections:

Documents in this section refer to all onboarding related documents.

There are 2 icons on the right side of the "Documents" bar:

• "Show" (green): 
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red): 
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 3 sub-sections available within the Documents settings, given that you have enabled the "Show" icon.

 

2.7.1 Upload documents

Upload documents relates to the role’s permissions to upload documents for an onboarding profile within the organization.

There are 4 icons on the right side of the "Upload documents" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to upload documents for onboarding profiles across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to upload documents for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to upload documents, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to upload documents, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to upload documents for their own onboarding profiles.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to upload documents in the Onboarding module.

 

2.7.2 Delete documents

Delete documents relates to the role’s permissions to delete documents for an onboarding profile within the organization.

There are 4 icons on the right side of the "Delete documents" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete documents for onboarding profiles across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete documents for this role to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete documents, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete documents, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete documents for their own onboarding profiles.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete documents in the Onboarding module.

 

2.7.3 Create folders

Create folders relates to the role’s permissions to create folders to organize documents on an onboarding profile.

There are 4 icons on the right side of the "Create folders" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create folders to organize documents on an onboarding profile across the whole organization. 
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to create folders to organize documents on an onboarding profile to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to create folders, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create folders, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create folders for their own onboarding profiles.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create folders in the Onboarding module.

 

2.8 Learning

Click on the arrow on the left of "Learning" to unfold this section. This section consists of 2 sub-sections:

Here, Learning refers to the Learning courses embedded in the Onboarding module.

There are 2 icons on the right side of the "Learning" bar:

• "Show" (green): 
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red): 
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 2 sub-sections available within the Learning settings under Onboarding, given that you have enabled the "Show" icon.

 

2.8.1 Assign learning (Course bank)

Assign learning – Course bank relates to the role’s permissions to assign a course from the own learning universe, given that the role has access to those courses.

There are 4 icons on the right side of the "Assign learning (Course bank)" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to assign a course from the course bank to the onboarding profiles this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to assign a course from the course bank to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to assign a course, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to assign a course, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to assign a course to their own onboarding profiles.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to assign a course from the course bank in the Onboarding module.

 

2.8.2 Assign learning (Manual course)

Assign learning – Manual course relates to the role’s permissions to assign a separately entered course to an employee, given that this role also has access to the Learning permission and subsequently to the Course permission within Learning. This permission can also be found under Functionality > Learning.

There are 4 icons on the right side of the "Assign learning (Manual course)" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to assign a manual course to the onboarding profiles this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to assign a manual course to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to assign a course, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to assign a course, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to assign a manual course to their own onboarding profiles.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to assign a manual course in the Onboarding module.

 

2.9 Comments

Click on the arrow on the left of "Comments" to unfold this section. This section consists of 2 sub-sections:

Comments here refers to the comments that users in Emply can leave on onboarding profiles, given that that this permission is enabled for their roles.

There are 2 icons on the right side of the "Comments" bar:

• "Show" (green): 
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red): 
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 2 sub-sections available within the Comments settings, given that you have enabled the "Show" icon.

 

2.9.1 Comment on profiles

Comment on profiles relates to the role’s permissions to write and delete comments on an onboarding profile. 
NOTE: Please bear in mind that it is not possible to edit comments. 
Comments that are locked with the "Padlock" icon are only visible to the user who wrote the comment.

 

There are 4 icons on the right side of the "Comment on profiles" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to write and delete comments on an onboarding profile this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to write and delete comments on onboarding profiles to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to write and delete comments, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to write and delete comments, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to write and delete comments for their own onboarding profiles.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to write and delete comments on onboarding profiles.

 

2.9.2 Show other comments on profiles

Show other comments on profiles relates to the role’s permissions to see comments from other users in Emply on an onboarding profile.

There are 4 icons on the right side of the "Show other comments on profiles" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to view other comments on the onboarding profiles this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view other comments to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to view comments, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view comments, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view other comments on their own onboarding profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view other comments on onboarding profiles.