TABLE OF CONTENTS

• Employee Roles
  • Assign Employee Roles
• Categories of Employee Roles
  • Mobile Roles 
  • Time Keeping Roles
  • Build Plans Managing Roles
  • CIM Roles
  • VIM Roles
  • Financial Roles
  • IC Roles
  • Asset Role
  • HR Manager Role
  • Other
• Role Restrictions
• Class Filter
  • How the filter by Class works
• Update Employee Categories Roles
• Manage members of Role

Employee Roles

Employee roles define access to various system components such as references, reports, scripts, documents, dashboards, and specify which features are available in the mobile app.

Assign Employee Roles

A dedicated "Roles" tab is located within the Employee Reference, where Employee Roles are assigned. Access to this tab is restricted to HR Employees and System Administrators.

Categories of Employee Roles

There are several categories of employee roles:

1. Mobile Roles: Determine which modules are visible in the Fieldclix mobile app.
2. Time Keeping Roles: Define whether an employee is a Time Keeping Manager, Advanced Time Card Reviewer (with permission to adjust time cards), Audit Result Receiver, and similar responsibilities.
3. Build Plans Managing Roles: Grant access to create Build Plans and assign custom names to them.
4. CIM Roles: Allow editing of CIM invoices and Customer Purchase Orders.
5. VIM Roles: Specify whether an employee is a VIM Validator, can force-approve vendor invoices, or override the approval process for Vendor Purchase Orders.
6. Financial Roles: Provide access to Build Plan financials.
7. IC Roles: Control access to BOM features, material transfers and adjustments, and permission to adjust stock balances in the Material Library.
8. CLPM Roles: Determine the type of CLPM interface an employee sees, what functions are available, and which tools can be used.
9. Asset Role: Provides access to Assets components: assets library, categories, etc.
10. HR Manager Role: Gives access to all employee-related references and dashboards; manages employee roles and accesses labor cost reports.
11. Other Roles: Additional role categories as applicable.

Mobile Roles 

Time Keeping Roles

Build Plans Managing Roles

CIM Roles

VIM Roles

Financial Roles

IC Roles

CLPM Roles

Asset Role

HR Manager Role

Other

Role Restrictions

Currently, role restrictions apply to the following roles:

•  Time Keeping Manager (restricted): The restriction is limited by departments. Time Keeping Administrators with this role can view only the Time Cards of employees belonging to their authorized departments within the Time Card Review (TCR) Interface. 
• CLPM Customer: Access is restricted by customers, based on the Organizations reference. Employees with the CLPM Customer role can see Build Plans associated only with specific Customer(s).
•  BOM Manager Role: Limits visibility of Bill of Materials (BOMs) to those linked to designated warehouse(s).
• Warehouse Manager Role: Restricts access to material transfers and adjustments based on the allowed warehouse(s).

Specifically:

• Transfers FROM (source) must be from an allowed warehouse.
• Transfers TO (target) can be to any warehouse.
• Adjustments can only be made within the allowed warehouse.

Warehouse Manager and BOM Manager Roles Restrictions

Both Warehouse Manager and BOM Manager roles include restrictions based on Location Type – Warehouse. This means that employees assigned these roles will only have access to records related to their specific allowed warehouses.

Class Filter

The filter by Class is applicable for the following roles:

1. BOM Manager
2. Advanced BOM Managers
   
3. All Direct Cost BPs Financials
4. Full Financial
5. VIM Validator Role
6. Can Open/Close BP
7. Advanced Budget Managers

How the filter by Class works

These roles can be grouped into two categories:

Group 1: Filter Build Plans (BPs) by Class

Roles: BOM Manager, Advanced BOM Managers, All Direct Cost BPs Financials, Full Financial, Can Open/Close BP, Advanced Budget Managers.

• These roles grant access to various FCX system features, but when the Class filter is active, their functionality is limited to Build Plans filtered by Class.
• Having one Class-filtered role does not limit capabilities of another Class-filtered role.
• An employee is related to a Build Plan if they are:
  • Build Plan Owner
  • Project Owner
  • Member of a Project Role with finance access
  • Holders of "All Direct Cost BPs Financials" or "Full Financial" roles

Role-specific notes:

Group 2: Filter VIM Invoices by Class

Role: VIM Validator

• The Class filter limits the list of invoices shown in the VIM interface.
• Employees see all VIM invoices with no Class and with the applied Class, including those within its Parent Classes.

Update Employee Categories Roles

You can update Employee roles through the Employee Category Card. 

• Open Employee Category Reference.
• Open the required Category card.
• Specify roles in the table. 
• Click on ‘Update All Employees’. So, roles for all Employees under the current category will be updated. This action replaces the existing employee roles with the roles specified in the category.

Manage members of Role

With the action ‘Manage members’ in Employee Roles Reference, you can easily manage participants of any Role — add a role to several Employee cards at one go.