User Roles
In Job Ready there are two primary roles: User and Admin.
Admins can access special reporting features in the site. In order to configure admin settings, the permission Can manage Admin Settings must be ticked in their user profile. See User Permissions.
| Role | Capability |
| Administrator | Access to all system functionality, including access to all system configuration and user management. Can also delete notes and attachments, and restore notes. Permissions are required for additional access explained below. |
| User | Access to all system functionality. Cannot delete notes/attachments or access system configuration. |
| Site Manager | This role is no longer supported. Site Managers should be provisioned access to User role, with respective permissions and delegations. |
| Finance | This role is no longer supported. Finance role gives access only to the expenses section of Job Ready. Finance users should be provisioned access to User role, with respective permissions and delegations. |
Caseload Partitions
For organisations with multiple programmes (contracts) and sites, Job Ready offers the ability to partition the system based on the permissions for users to access data across the business. For example, if your organisation has Jobactive and DES and a user is only permitted to access DES jobseekers, this can be set on the user profile.
Similarly, if a user is only permitted to access jobseeker data from selected sites in the business, restrictions can also be set.
Notes:
- if there are no restrictions - the user can access jobseeker data across all sites.
- this is an optional feature.
User Permissions
To grant exceptions to the core roles, the following permissions are available for users. Note these are in addition to the base line capabilities above.
Permission | Module/Feature | Capability |
Manage National Employers | Employer CRM - National Employers | Allows the creation and management of National Employer records |
Second level Approver | Finance - Expense generation and approval | Will approve or reject expense records after they have passed the financial delegation round of approval. Pertains to expense types with Second Level Approval ticked. |
Manage Regional Employers | Employer CRM – Regional Employers | Allows the creation and management of Regional Employer records |
Manage Allied Health | Jobseeker management - Allied Health Activities | Allows access to Allied Health records, can create an Allied Health Record
DEPRECATED |
Can mark as Non Payable | Outcome claim management | Can update the claim state to Non-Payable. |
Can mark as not Non Payable | Outcome claim management | Can undo a claim state from Non Payable to payable. |
Can stop PPS schedule | Post Placement Support contact | Can remove the Next Support Due Date on the Placement Support schedule. Removing the placement from the Support Tracker. |
Expense Master Editor | Finance - Expense generation and approval | Allows full editing of expense records post approval. Can also edit details such as finance statuses, supplier details and invoice. |
Can reinstate claim | Outcome claim management | Can update claim state from Cancelled. Used mainly to support CCU Kanban feature. |
Can export data | Reporting | Can export of data from list pages into a csv. file. |
Can view confidential notes | Notes | Can view all notes marked as confidential. |
Can cancel expense | Finance - Expense generation and approval | Can cancel an expense that has been raised, at any time. |
Vacancy ESS service | Vacancies - ESS service | Allows user to push a vacancy record from Job Ready to ESS via API. |
Employer ESS service | Employer - ESS service | Allows user to push a vacancy record from Job Ready to ESS via API. |
Create DES Placements | Placements –Outcome claim management | Allows user to manually create a DES placement. |
Can remove wage history | Placements - Outcome Tracking/ Outcome claim management | Allows user to delete a wage history item. |
Can manage claim states | Outcome claims management | Can edit a claim’s state in CCU Kanban or from Claims panel of a jobseeker / placement. |
Can send bulk sms | Jobseeker - SMS | Can send multiple SMSs at once in bulk actions from jobseeker list page. |
Can update tracking behaviour | Support Tracker and Outcome Tracker | Can change outcomes to: · Tracking, or · Do not track in bulk actions from All Placements, Support and Outcome Tracker List Pages. |
Can send bulk email | Jobseeker – Email | Can send multiple emails at once in bulk actions from Jobseeker List Page. |
Can bulk update support schedule | Support Tracker | Can change the upcoming support contact dates, managed by fields, and support frequency in bulk from the Support Tracker list page. |
Can access all employers listing | Employer CRM | Can access the Employer list page including Suppliers and other company types. |
Kanban board read only | Outcome claims tracking and management | Can view the Kanban board but blocks access to edit. |
Tableau license | Reporting | DEPRECATED Indicates that the user can access the following Tableau reports: · Current prospects by stage · Revenue prediction |
Can access all contacts listing | Employer CRM | Can access the Contacts list page under Employers. |
Can approve own expenses | Finance – Expense generation and approval | Can approve any expenses the user created themselves within the users delegation i.e if user has $50 delegation, they can approve their own expense up to $50. |
Show in user lists as active | Administration – User management | Enables the user name to be visible in drop down lists as active. Will have a tick under the “Active” column of the Users report in Admin settings. |
Can merge jobseekers | Jobseeker Management | Ability to merge Jobseekers from the Jobseeker List Page. |
Other permissions:
Delegate | Finance - Expense generation and approval | Grants another user authority to approve expenses on their behalf. This field specifies that user. |
CCU Role | Role of the user in the CCU, either Manager or Member | Manager: · Can bulk assign claims to CCU users. · Can process all claims. Member: · Can process claims assigned to them only. |
Can manage Admin Settings | Administration | When ticked: Can edit Admin settings. This permission is only checkable when the Admin role is selected. |
Expense Delegation | Finance - Expense generation and approval | Cost limit that the user can approve expense requests up to. If an expense total cost exceeds this limit, the user will not be available for selection as an approver on an expense. Optional feature is to set delegations per programme e.g DES, Jobactive |
Professional Services Staff | Professional Services Settings | Users linked to Professional Service Staff can add Health Activities when the Program Referrals feature is in use. |
Site Managers | Site Managers on Sites | Users linked to Sites as Site Manager can approve Wage Subsidy and Program Referrals when the features are in use. |
Regional Managers | Regional and Executive Managers on Regions | Users linked to Regions as Managers can intercept approval for Wage Subsidy and Program Referrals when the features are in use. |
Time zone | Administration | Users can be set specific time zones that will apply to logging of activity in Job Ready. If a time zone is not set, the times will default to AEST. |