RazorpayX Payroll supports the ability to create custom user roles specific to your organisation (For organisations with 31+ employees, only).
These can be created in addition to our standard 6 roles (Administrator, Human Resources, Payroll, Report Viewer, Reimbursements and Chartered Accountant).
User roles can be found under Settings > User roles.
Creating a new custom role
Step 1: Under Settings | User roles click create new role
Step 2: Choose if you want a role with blank permissions or if you want to copy permissions from an existing role and edit them.
Step 3: Enter the name of the role and choose permissions you want to assign and click on save changes
Editing permissions of created roles
You can edit permissions of existing roles by following the steps below
Step 1: Go to Settings > Create/ edit user roles
Step 2: Click on the role whose permission you want to edit
Step 3: Select/Deselect permission from the drop-down and click on save permissions.
Deleting custom roles
You can delete custom roles by following the steps below. Do note that you cannot delete the default XPayroll user roles.
Step 1: Go to Settings > Create/ edit user roles
Step 2: Click on the role that needs to be deleted
Step 3: Scroll down and click on delete role.
Assigning the role to employees once it is succesfully created
Please ensure that the person is added to your organization. This can be either as an employee or a contractor.
Go to that person's profile from the People page. Scroll to the User Role / Privileges section, and click on Assign New Privileges.
From the drop-down, select the new user role that you would like to assign to that person.