Why is this important?

Job Ready takes security and efficacy seriously. For that reason, some users simply are not qualified to access certain areas of the site. We rely on permissions to control the access to certain finance functionality.

So many incredible finance features in job ready are ready to be unleashed to your users...but they might be blocked from using them! That's why checking you have set up the correct finance permissions is an essential step to getting the most out of your site.

How it works

Permissions are individually activated in the staff member's individual user profile, depending on what they are privileged to access. These privileges will depend on your organisation's internal hierarchy, and workflow.

List of permissions and roles

The below permissions and roles enable you to perform various finance-related actions in job ready. 

Review the list to see what might be applicable to your staff. 

1. Role:
   • Finance role
     • The role of finance is for finance team staff members that do not have caseloads and do not have any contact with jobseekers.
     • They are blocked out of viewing jobseeker records.
     • They can:
       • update the finance status of claims 
       • update invoices
       • edit expenses once they are approved
       • Have access to employer CRM, and expenses only.
   • User role
     • Basic user access. Most of your staff will have this role.
     • They can:
       • Create an expense 
       • Edit an expense before approval or rejection
       • Create a supplier purchase order
       • Download a purchase order PDF
   • Admin Role
     • Admins are the key administrators of your organisation. They have all user role privileges. In addition, they can:
       • Configure expense types, purchase order templates and other expense settings
       • Edit and upload an invoice 
       • Export expense claims for commitment and reimbursement (jobactive only)
         
         
2. Delegate: Defines another user who has the authority to approve expenses on their behalf.
   
   
3. User permissions

   Permission	Module/Feature	Capability
   Can approve own expenses	Finance – Expense generation and approval	Can approve any expenses the user created themselves. Does not have to be approved by a second party.
   Can cancel expense	Finance - Expense generation and approval	Allows cancellation of expense records
   Can export data	Reporting	Allows exporting of data from list pages into a csv. file
   Expense Master Editor	Finance - Expense generation and approval	Allows full editing of expense records post approval
   Second Approver	Finance - Expense generation and approval	Can approve or reject expense records after they have passed the first round of approval
   Expense Delegation	Finance - Expense generation and approval	Cost limit that the user can approve expense requests up to. If an expense total cost exceeds the limit the user will not be available for selection as an approver. How to Enable finance user permissions in Admin settings How to Enable finance user permissions in Admin settings

   
   

   How to Enable finance user permissions in Admin settings

   You will Need:

   • Admin Access
     
     
     1. Click on the settings cog icon at the top of the Job Ready main menu to access Admin settings 
     2. Click on Users
     3. Navigate to the user you want to activate the permission for
     4. In the role field, Select admin, or Finance, if it applies. 
     5. In the permissions section, tick the permissions you wish to activate for that user or untick to deactivate access. 
     6. Enter the Expense Delegation amount.
        • If an expense total equals or is below this Expense Delegation amount, this user can be selected as an approver for that expense. 
        • If an expense total exceeds this Expense Delegation amount, this user cannot be chosen as an approver for that expense.
     7. Tick 'Define per programme and/or wage subsidy expense type' to set different approval limits for        wage subsidy expenses, and different approval limits for all other expenses.
        
        
4. Enter the Approval limit for wage subsidy expenses under TRUE, next to the applicable program. 
5. Enter the Approval limit for all other expenses under FALSE, next to the applicable program.  

• Wage subsidy expenses are defined as those that have a linked expense type with Wage Subsidy ticked in admin settings.
• All other expenses have an expense type with Wage Subsidy unticked in admin settings. 
  
  

Well done! You're ready for the next step.

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