To understand the different roles a bit better, here's a basic description of each role and its permissions. Remember, "with great power comes great responsibility," so be thoughtful in how you assign roles and permissions..


Roles

In Zugata, there are 3 different admin roles an employee can have with different levels of access to employee information.

  1. Admin - As an Admin, you have the magic keys to the entire kingdom to manage and access everything on the admin side in Zugata. You will also be able to assign the following roles to others:
     
  2. HR Business Partner (HRBP) - As the HR Business Partner, you have Admin rights but only for specific department(s) assigned to you. You will be able to access information related to evaluations, self reflections and more.
     
  3. Department Manager (DM) - As a Department Manager, you can create and manage department goals for employees in the department(s) you are assigned to. Department Managers cannot create, edit, or view other features such as evaluations, self reflections or employee information.

Permissions

In Zugata, there are 3 different admin roles an employee can have with different levels of access to employee information.

Admin


Manage company and department goals
Manage self reflections
Manage employee evaluations
Manage skills
View manager-requested feedback
Assign roles
Set others as Admin
Manage user information
Update company name & logo

*HR Business Partner


Manage department goals
View self reflections
View employee evaluations
View manager-requested feedback
Manage skills
Assign roles
Manage user information
Update company name & logo

*Department Manager


Manage department goals
Manage skills
Manage self reflections
Manage employee evaluations
View manager-requested feedback
Assign roles
Manage user information
Update company name & logo

*  Limited to departments assigned to them.


How to update a role

Don't know how to update a person's permission as an admin? Here's how...

  1. Click your name in the Navigation to access the secondary navigation
  2. Find and click on Company Account
  3. Select on Users in the Company Account's navigation
  4. Search and select the person you want to update a role for
  5. Once selected, you will be on a user's profile. Under Permissions, select the appropriate role for this person
  6. If you select HR Business Partner or Department Manager, you can assign them to that role for specific department(s).

Note: Employees that have role changes will receive an in-app notification and an email which links to this article to explain what the new role entails.


If you have any other questions about how Zugata, contact us at support@zugata.com. We got ‘chu!


  

 

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