Worklyfe has several user roles to help facilitate job functions relevant to the programs you offer. Roles can be assigned when employees are first imported, or they can be assigned after the fact on an individual basis.
Role Types
A user's role determines what they have access to in Worklyfe, and what tasks they can perform. Below is a summary of the different role types and their uses.
Employee Role
The default role for new users is the Employee role. Employees only have access to their personal My Worklyfe page. They cannot view information about other employees other than what is shared in the public feed on their page.
The public feed can contain things like goals, tenure milestones, and birthdays. However, every employee has control over what is publicly shared about them, and admins can turn public visibility on or off for entire programs.
Manager Role
Managers have the ability to create incentives and issue rewards for employees they manage. Additionally, if you've created any budgets for a specific department, managers of that department will be able to issue rewards and incentives from that budget.
Note: Your company's hierarchy is imported from your HRIS provider if connected. Otherwise, department assignments and hierarchies must be created manually from the company settings page.
Managers cannot access or alter company settings. This means they cannot create budgets, add funding sources, alter the company's hierarchy, or manage billing.
Admin Role
Admins have company-wide access to all configurations, programs, and settings. This means that they can add funding sources, create budgets, alter the organizational hierarchy, and manage billing. They can also generate reports for all payments made through Worklyfe for any period of time.