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 when using Self Service in a Web Browser:
Ticking ‘View Calendar’ automatically gives the employee access to view their Rota, assuming they use one. The employee can now see where they are scheduled.
In the Access Rules section of the General tab, tick ‘View Availability’.
By ticking ‘Show Colleague Names’, employees will be able to see other’s names on their Availability screen. Unticked, other employee names will be hidden.
The individual who is logged in to Self Service will be able to see all of their granted and pending Absences. Other employees’ granted Absences will show, but not any that are pending. An Absence Reason that, when created, was given a ‘Confidential’ setting, will simply show as ‘Unavailable’ in the Availability screen.
Absence Requests can also be made through the Availability screen.
In the Clocking Rules section of the General tab, tick ‘Standard IN/OUT Clocking’. Employees can now clock in and out using Self Service via a Web Browser.
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).
Create profiles that define what your employees can do in Self Service
Giving employees the ability to edit their own Timesheets is a straightforward process, applied in their Self Service Profile.