Authorisation in InSite
You use the authorisation to determine which users have access to an InSite website. For every user who has access, you use roles to determine which web pages can be accessed. You make sure users have access to all pages they need to perform their tasks, but nothing more than that.
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Description
Authorisation is the same as assigning rights. In this case you are authorising the employees to use InSite. You configure InSite on the basis of roles (jobs/responsibilities) that exist in the organisation. You also combine separate pages and actions into logical pieces of functionality. You collect the functionality a person needs to fill a certain role into an authorisation role.
After you have added authorisation roles, you authorise someone simply by assigning them the correct authorisation role. If a new employee joins the organisation, add this person as a user. You then link this user to the correct group so that he or she is authorised for the correct functionality.
You cannot authorise actions separately.
Note:
A user in Profit must be linked to an employee who is known in Profit HR. This employee must have a valid contract on the current date. If the employee does not have a valid contract, a message appears stating that the user is not authorised for the page in InSite.
In a diagram, this looks as follows:
Employee Self Service (ESS)
As an employee you can go to InSite to use Employee Self Service (ESS) to view your own data and enter any necessary changes. These modifications may pass through a workflow to check and approve any modifications before they are definitively implemented. Suppose you move, then an example of ESS is that you record your new address yourself through InSite. Another example of ESS is to request your holiday by submitting a leave request through InSite.
The basic concept behind ESS is that information should be accessible for everybody and easily retrievable using InSite. For example, consider making your company documents centrally available, requiring the employees to approve the new version (employee's manual, car lease contract, competition clause). Other documents, such as project reports and minutes of meetings, can easily be published in this manner and are always retrievable with a search function. It is also very easy to present a leave card, make a piece of information known, announce a company outing or congratulate an employee of the month. In short, no stacks of paper and no overloading of your mailbox.
Management Self Service (MSS)
Using Management Self Service (MSS), managers (depending on authorisation) can process activities and actions. For example, it is easy for the manager to approve a leave request. But also other requests from employees such as study requests, expense claims, etc. can be processed by the manager. As a result the administrative load for HR Managers is greatly reduced, leaving more time for important issues.
Managers not only process requests from employees, insight is also important! MSS provides the management with:
- Insight into, for example, sickness overviews, occupancy overviews and other reports (that you have prepared yourself).
Alerts, such as: expiry of a contract, sickness and leave entries, birthdays, anniversaries and performance interviews.
User count regarding the Profit licence
In the licence, we distinguish between users who have access to Profit Windows and users who only have access to InSite.
In InSite we distinguish users that have access to Profit Windows and users that only have access via the web. This last group of users we call ESS/MSS users.
In the properties of the environment, you can check the numbers included in the licence on the Licence information tab.