To understand the different roles a bit better, here's a basic description of each role and its permissions. Remember, "with great power comes great responsibility," so be thoughtful in how you assign roles and permissions..

Roles

In Zugata, there are 3 different admin roles an employee can have with different levels of access to employee information.

  1. Admin - As an Admin, you have the magic keys to the entire kingdom to manage and access everything on the admin side in Zugata. You will also be able to assign the following roles to others:
  2. HR Business Partner (HRBP) - As the HR Business Partner, you have Admin rights but only for specific department(s) assigned to you. You will be able to access information related to evaluations, self reflections and more.
  3. Department Manager (DM) - As a Department Manager, you can create and manage department goals for employees in the department(s) you are assigned to. Department Managers cannot create, edit, or view other features such as evaluations, self reflections or employee information.

Admin Feature Access:

Account Level:

  • Change company name & logo

Evaluations & Self Reflections

  • Manage Evaluations & Self Reflections: Start, Create, Complete and End
  • Evaluation dashboards to view completion and overall ratings inputted
  • Self Reflection dashboards to view completion, read by manager, commented and incomplete items

Goals

  • Manage all company and department goals

Users

  • Assign roles: Admin, HRBP & DH

HR Business Partner Feature Access

Evaluations & Self Reflections

  • Manage Evaluations & Self Reflections: Start, Create and Complete (on behalf of Managers) within the departments assigned to them.
  • Evaluation dashboards to view completion and overall ratings inputted within the departments assigned to them.
  • View Self Reflections within the departments assigned to them.

Goals

  • Manage department goals for the departments assigned to them.

Feedback

  • View manager-requested feedback of people within the departments assigned to them.
  • Request feedback on behalf of managers within the departments assigned to them.

How to manage roles

The first user in the company has the Admin role and can change roles of others.

  1. Click on Admin Settings on the bottom left of your homepage.
  2. Select Users.
  3. Search and select the person you want to update a role for.
  4. You will see the user's profile. Under Permissions, select the appropriate role for this person.
  5. If you select HR Business Partner or Department Manager, you can assign them to specific department(s).

Note: Employees that have role changes will receive an in-app notification telling them they have a new role in the app.

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