For Admins: Departments

Role and Permissions is where administrators manage roles, grant or remove permissions, assign users to roles, configure resource access, and organize departments.

Key Capabilities

• Configure how managers can view records of the employees who report to them.​

• Reduce risk of managers seeing records they shouldn't, while ensuring they can see the records they need.

• Add or remove role-based access to a department.

• View a list of employees within a department.

Navigating to Departments

The Departments page is located within ERM Settings, under the Roles and Permissions area.

1. Log in and select Settings from the left navigation menu.

2. Click the Roles and Permissions card.

3. Click the Departments tab.

🔍 Troubleshooting Note: If the Settings menu item, Roles and Permissions card, or Departments tab is not visible, this may indicate a permissions issue. Ask your organization's administrator to confirm your access level.

Using Employee Access

How can I view, add or remove role-based access to a department?

1. From the Roles and Permissions screen, click the Departments tab.

2. Locate a department name, using the filters and search if necessary.

3. Click Manage Roles to open the modal.

4. Add or Remove user-created roles for that department.

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How can I see a list of employees within a department?

1. Locate a department name, using the filters and search if necessary.

2. Click on the department Name.

3. Click on the Users tab.

4. View the list of employees in that department.

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Note: System roles may be visible in this view, however they cannot be removed.

Do employees have to be assigned to a department?

It is best practice that an employee is assigned to a department. Department membership is determined by the employee's department field on their Employee Detail page.

An HR Admin can configure the Employee Access to grant Departmental Access as well as Access Exceptions. When enabled, managers can view all employee records within their department.

What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.