Self Service Profiles are sets of rules and permissions that control what employees can see and do within Self Service. This guide will look at how to create a Self Service Profile that will enable employees to do the following tasks in the Self Service App on their phones or similar hand-held devices:
Select the General tab. In the Access Rules section, tick both ‘View Timesheet’ and ‘View Calendar’.
Employees can now see their Calendar and Timesheets.
In the Rota section of the General tab, tick ‘Shift Requests Allowed’.
Employees can now view and request available shifts in the App, assuming they meet the necessary criteria (search ‘Available Shifts’ in the Knowledge Base for more information).
In the Clocking Rules section of the General tab, tick ‘Standard IN/OUT Clocking’. Employees can now clock in and out using the App.
All other settings in the Self Service Profile can be left as they are and it will not affect what the employees can see or do.
In order for an employee to start using this Self Service Profile, you will need to allocate it to them in their Employee Form (in the Personal tab).
Self Service Profiles are sets of rules and permissions that control what employees can see and do within Self Service.
A Restricted Administrator can create new Users from a subset of their own User Permissions.
When you create Users in Focus, you have a huge amount of control over which parts of the program they have access to, and what they can do with their access.
Create Users that can access the employees they need to, based on Groups, Locations, Projects, or any other requirement.