Roles and Permissions are at the heart of Keka's functionality. Roles define what each person in the organization can and cannot do within the system. For instance, an HR manager may have a role that allows them to access and modify employee records, whereas a regular employee's role might only permit them to view their personal information. These roles are like a digital security badge, determining who can enter what digital rooms in the company's system.

Permissions, on the other hand, are the specific actions individuals with certain roles can perform. If we think of roles as keys that open digital doors, permissions are the rules that say what can be done once you are inside. This ensures that sensitive information remains secure, as only authorized personnel with the right keys (or roles) can perform certain actions.

In Keka, these roles and permissions are carefully structured into categories to make the management of employees and their data as straightforward as possible. This not only ensures that each member of the organization has the right level of access to perform their job but also safeguards sensitive data from falling into the wrong hands.

TABLE OF CONTENTS

• How to access Roles and permissions?
  • 1) User Roles
  • 2) Implicit Roles
• Related Articles

How to access Roles and permissions?

Click on Global Settings(1) then go to Roles & Permissions(2) from the menu placed on the left-hand side.

The Roles & Permissions tab is split into two sub-sections. User Roles are based on the administrative functions within the Keka HR Portal and determines who can add and edit what information on the portal. Implicit roles on the other hand are organizational roles like manager, department head and business head who may have additional responsibilities like creating and approving requests and other roles due to their roles within the organization but they do not need system administration responsibilities. Let us explore both of these types in detail. 

1) User Roles

You can use this section to assign different roles to your employees. Roles like Global admin will take care of the overall portal management in the system while roles such as HR manager and Payroll manager will be able to access and edit information on the portal and perform actions like processing payroll or approving the full and final settlement of exiting employees. 

You will find it particularly handy that you can create new roles for your employees right here. Moreover, in this same section, you can decide what each role is allowed to do. This way, you have control over who can do what in your company's system. It's important to give the right keys to the right people, ensuring they can open the right doors and perform the right tasks.

To understand more about the User Roles tab and its functionality, click on this link: Understanding User Roles 

2) Implicit Roles

Implicit Roles are roles that we can assign to an employee based on their position in the organization, such as a reporting manager or a department head. In this section, you can manually decide what these roles are allowed to do. This way, it allows you to ensure that people with specific job roles can perform the necessary tasks in the company's system.

Implicit roles also control who can view and control sensitive information like the employee documents and financial information. You can also create new implicit roles which allows you to create approval chains for aspects like expense claims or asset approvals. 

To understand more about the Implicit Roles tab and its functionality, click on this link: Understanding Implicit Roles

Roles and permissions are vital in ensuring that the Keka HR portal is efficiently used for various people processes in the organization. It allows you to be create the necessary approval chains for important processes like financial information and employee onboarding and exits.

Related Articles

Understanding User Roles

Manage roles and permissions on Keka Hire

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