The first person with access to Eitje becomes the administrator. This person has all the rights in the Eitje environment and is usually the one who set up the account.
Do you want to promote someone or give them more responsibilities? Then you can assign rights in Eitje to a team member by using roles. With certain roles they get to perform more tasks in their account. Depending on what responsibilities you want to give your colleague, you can give them a combination of roles.
ā
āāHow to add a role to a team member?
All roles:
ā1. Admin
2. Manager
4. Record hours
5. Contracts
6. Financial
How to add a role to a team member?
Managing the roles can only be done by an Admin in the company settings, not in a team member's profile.
Go to Company settings in the top right corner.
Select Organisation.
Choose Roles.
For each role, select the team members that you want to assign that specific role to.
Changes are saved automatically.
Multiple venues
In case you are the Admin for multiple venues, you will find all the roles for all venues separated per venue.
A role is always assigned per venue. If anyone needs the same role for multiple venues, it has to be set separately for each venue. Assigning a role per team within a venue is not possible.
All roles
In Eitje, there are eight roles:
1. Admin
Team members with the Admin role have all possible rights in Eitje. Therefore, they do not have to be assigned to other roles. The only thing an Admin can't do, is delete the Eitje account. If you want to cancel your subscription, please contact our Support team.
Good to know: only Admins are able to assign and modify roles, as only they can access the company settings.
2. Manager
For colleagues to be able to create and adjust the planning, they need this role. However, team members with the Manager role can do more regarding teams, team members and the planning. Managers are allowed to:
invite team members and end their employment;
create and manage teams;
create, modify, and publish schedules;
manage availability of other team members;
manage news items;
edit and create knowledge articles;
view personal details as email address and date of birth.
In addition, managers can manage everything related to planning and availability.
3. Approve hours
Team members with the Approve hours role can:
adjust the hours planned or worked, including those of other team members;
create new time entries, also for other team members;
approve hours.
These team members thereby get access to the time registration and overtime balace.
ā ļø Note: To make exports to the salary administration, you a combination of this role and role '6. Financial'.
4. Write hours (Record hours)
Team members with the Write hours role can:
edit hours planned or worked for all team members.
record time entries, also for all team members.
They cannot approve hours. The hours recorded by this team member are therefore coloured orange in the time registration. They are listed as pending, and must be approved by a team member with the right permission.
5. Contracts
Team members with the Contracts role can:
view, create and modify contracts of other team members.
Team members who do not have these rights will therefore not be able to view other team members' contracts. Of course, a team member can always view his own contract.
6. Financial
Team members with the Financial role can:
Open the 'Financial overview' in the Eitje app. This report gives you live insight into the financial data of the day.
ā ļø Please note that as long as the team member has the role 'Financial', but not the role 'Contracts' or 'Admin', he/she cannot view the of one shift or the hourly wages of other team members.
7. Approve leave
Team members with the Approve leave role may:
approve leave request. They are therefore also entitled to take hours from the leave balance of your team members.
š” Tip: If you want this team member to also be able to approve hours, you should also assign this person the role '3. Approve hours'.
8. Not on planning
By assigning the Not on planning role you ensure that the team member is not displayed on the schedule and in the time registration. It is then impossible to schedule this person or exchange shifts with him/her. This team member will also never receive messages to approve exchange requests.
This is the only role that doesn't belong to the Admin role by default.