Controller Reception Area

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

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.

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.

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.