Controller Reception Area

Welcome

Well prepared Controllers are essential to the smooth running of a successful toolkit. Whether it's resetting users passwords, setting managers permissions, or seeking out how Variable Hours affects holiday entitlement, this page provides some tips for basic everyday tasks, and signposts for more in-depth understanding of how myhrtoolkit works.

What is a Controller?

A myhrtoolkit controller oversees the administration of a Toolkit. This includes

  • Assigning roles to users in the organisation - Managers, Holiday Managers, Training Managers, etc.
  • Implementing and maintaining the set-up of the organisation - Locations, Departments, groups of employees under Managers of various types, etc.
  • Internal taxonomy - Document types, General Absence types, Training Categories, definfing work patterns, etc.
  • Resetting user passwords
  • Assigning employees Hours Status

FAQ

Reset a user's password

Resetting is a simple operation, and is described in this support page - Reset user passwords – Controllers.

  • Go to Config > Security Centre
  • Find Relevant employee under Manage live users
  • Click Actions > Reset Password
  • On the popup, click the 'Reset Password' button highlighted in yellow
  • The reset email will be sent to your system email, this can then be passed on to the employee.
Managers' Rights

To make changes to what a manager can see:

  • Co to Config > Access Rights > Managers Rights
  • Select areas to which managers should have access using the checkboxes, untick any areas to which they should not have access
  • Click Submit

You can also visit this support page - Managing Managers' rights.

It is possible to grant a manager minimal rights within a Toolkit, for instruction on how to do this, visit Granting a Manager minimal permissions.

Given that you might need the occasional holiday, or need to share Controller duties with others in your organisation, this page shows how to make a user a controller - How to add a Controller to myhrtoolkit.

User Permissions

Myhrtoolkit is able to follow the changing needs and requirements of user access within a Toolkit via the User Permissions functionality in Config. From here various aspects of a user's access can be enabled or revoked. This covers Health and Safety, Leavers, Data Retention, and Training. To aid isolating the users required more quickly, there are various filter tick-boxes that can be used to narrow a search down.

  • Go to Config > Access Rights > User Permissions
  • Find the user whose permissions need attention and click the 'Edit permissions' button at the right of their information
  • In the popup module choose the permissions for that user
  • Click Submit

Depending on the user's role (manager, training manager, etc.) different options will be available to be switched in or out for each section.

Notes
  • Where an inherited option is available, this will mean that the user can follow the global setting, rather than it being overridden with a new value.
  • Edits can be made to multiple users at a time by making use of Shift + Click and/or Ctrl + Click on the user rows. Use the Edit button to update the users togather.

Support

We have an extensive support library that can be accessed and searched on the right, or a support ticket can be raised for more individual needs

Webinars

Myhrtoolkit regularly run webinars on many topics. We also have many training webinars available to be seen. See the Resources menu above for topical webinars

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