Employee Dossier | Access privileges to documents for person in charge

Task #8865 | 5052.100

You can authorize the head of department to view their employees’ data (Employee Card) as well as the dos-sier entries filed for the employee. By means of restrictions per document type in the employee dossier you can block individual types for the head of department.

The head of department must be a Dynamics NAV user. Enter the corresponding default permissions together with your NAV administrator or your Dynamics NAV partner (SWS-*, usually grant read access rights only).

The setup continues in the Employee Card in the Department field. Assign the supervisor to the corresponding department.

Switch to the user settings (SwissSalary administration) and select the two columns Department Permissions and Staff No. Enter the head of department under User ID, place a check mark next to department permissions and enter their Employee number in the Employee No. column.

The head of department now has access to the staff card of their employees and can see the contents. S/he also has access to his employees’ dossier.

You can select the Person in Charge Access column in the Document type column of the employee dossier. Place a check mark next to the document types the person in charge is allowed to view.

Example

You have defined the following document types:

- curriculum vitae

- payslip

- wage statement

- reports

- medical certificates

You want to give the head of department access to all document types, except for medical certificates, because they contain sensitive data. Then please put a tick in the Person in Charge Access column, except for the medical certificates type.

Please refer also to our instructions about limited access rights for heads of departements in Career.