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Org & Permissions

25개의 문서

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Understanding Roles vs Job Titles vs Permission Levels

WorkVell uses three distinct concepts: system roles, job titles, and permission levels. Learn how they differ.

Organization & Access Control

WorkVell manages access through 4 permission levels: System Admin, HR Admin, Manager, and Employee.

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Creating and Managing Departments and Teams

Structure your organization (HQ → division → department → team) in WorkVell.

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Customizing and Assigning Permission Roles

Create custom roles with granular permissions and assign them to employees.

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What is Position management? Basics & usage

How positions define rank, grade, pay range, and authority, and how to use the position list.

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Setting Up Concurrent Positions

Assign employees to multiple departments or roles simultaneously with workload split.

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Create a position (field-by-field guide)

Meaning and tips for each field on the new-position form: level, grade, job family, ISCO/FLSA, pay, approval authority, requirements.

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Configuring Approvers

How to set who can approve each request type. Delegate approval is in preparation.

Configuring Positions & Job Titles

How to define company-specific job titles and link them to permissions, pay scales, and review templates.

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Building a Skill Map and Assigning Skills to Employees

Create a structured skills taxonomy and track each employee's skills and proficiency levels.

Skill Map & Competency Management

Visualize employee skills to support development planning, hiring decisions, and role assignments.

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Recording Employee Transfers and Managing Work History

Log department and role changes, and view full employment history (transfer log) for each employee.

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Difference between roles and positions in WorkVell

Explains the difference between roles (permission levels) and positions (job titles) in WorkVell.

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Understanding role permission levels

How role levels work in WorkVell and what values to assign.

Understanding position fields: grade, level, code, job family

Explanation of position management fields including grade, level, code, and job family.

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New Employee Onboarding Checklist

All the HR tasks to complete in the first day and first week for a new hire, from social insurance enrollment to WorkVell account setup.

Viewing Org Chart and Requesting a Transfer

Browse the org chart to see teams and departments, and submit an internal transfer request.

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Team Management: Creating Teams and Setting Permissions

How to create teams and set access permissions for team members in WorkVell.

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Benefits Management: Registering and Distributing Benefits

How to register employee benefits and manage distribution in WorkVell.

Employee Badge Issuance and Return

Request a new employee badge or submit a return request when leaving the company.

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Delegating Authority to Department Heads

How to delegate specific admin functions to department heads and team leaders.

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Configuration Changes During Organizational Restructuring

Steps to update WorkVell configuration during departmental reorganization.

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Department Merger and Dissolution

Procedures for merging or dissolving departments during organizational restructuring.

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Headcount Planning and Quota Management

How to plan and manage department headcount quotas and actuals.

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Creating and Distributing Transfer Orders

How to create and electronically distribute transfer order documents.