The Config area provides all the tools necessary to manage the various Access rights of all users in a Toolkit.
Config > Access rights to see the menu of options available.
The Controllers section of Config allows a controller to make changes to who else is allowed access to make executive-level changes to the Toolkit.
Any user marked with a tick to the left of their name will have Controller access once submit has been pressed. Removing controller access is done by simply ensuring there is no tick next to the user’s name before submitting the page.
The Managers section of Config controls both the assignation of manager status to users and the users whom they manage.
To add a manager, select their name from the drop-down list, or use the Select managers tool.
Those whom a manager manages can be seen in the column next to them. Use the Add employees button at the bottom of the list as needed, or click the bin/delete button a the right of the employee’s name to remove them.
Control over what a manager can access within a Toolkit is set from here.
To grant a manager access to a management-section, simply ensure that there is a tick in the relevant box on their row. When all the changed required have been made, remember to hit the submit button.
Managers' document rights
Fine-grained control over a the types of document a manager can manage is granted in this section of Config.
To grant a manager management-access to a type of document, simply ensure that there is a tick in the relevant box on their row. When all the changed required have been made, remember to hit the submit button.
Holiday manager and groups
Myhrtoolkit simplifies the management of holidays in a corporate environment using groups overseen by a “Holiday manager.”
Depending on the structure of an organisation, it may be that those who administrate employees holidays are not the same as the employee’s direct line manager(s). Myhrtoolkit allows a great deal of flexibility in setting up these kind of structures by separating out direct managers and holiday managers.
Holiday groups are set up using entering the intended name at the top of the page and pressing the Add Holiday Group button. Holiday managers and members of the group can then be assigned using the Add.. buttons in the relevant column of the group.
A user does not need to be set up as a manager to be a holiday manager.
See here for the concepts and actions involved with Holiday Groups: Holiday Groups Guide.
Myhrtoolkit provides easy administration and comprehensive tracking of employee absence.
To make an employee an Absence manager, ensure there is tick next to their name on this page, and press submit. To remove the assignation, simply clear the tick from their name and resubmit.
Due to the nature of sickness absence, myhrtoolkit restricts the availability of this information within an organisation. As outlined in the guidance on the page, sickness absence is classified as sensitive personal data as defined by GDPR, we recommend paying attention to the additional notes given on the page.
See here for the concepts and actions involved with managing sickness absence: Sickness Absence Guide.
The Training managers tab allows a controller to manage the groups of employees that an individual training manager oversees.
To make a Toolkit user a training manager, use the link at the top of the tab, which is a short-cut to the User Permissions tab. From there the Training Manager permission can assigned.
To update the a Training Manager’s group, use the edit button at the right-hand side of the user’s row. From there, employees can be added or removed, individually or in bulk.
The User Permissions tab is a versatile function which allows user access to be set.
To update a user, use the edit icon at the right-hand side of the user’s row.
The functionality covers Health & Safety, Leavers, Data Retention, and Training.
The System Access tab allows a controller to grant or revoke an employee’s ability to log in to the Toolkit. When a user is granted access, an email can be sent to their system email with a link allowing them to gain access, and will ask them to create a login name and set a password. After making any changes, remember to press submit.
The Notifications tab allows a controller to set which groups of people will be notified of certain changes are made within a Toolkit.
The changes tracked for which notifications exist are:
- Change of personal details
- Employee basic pay
- New starters
- Data processing