Vergleichsreport

If necessary, the system administrator can assign special authorisations for the user-switch. This function is addressed especially to the executive staff, the HR-department, support-team or the assistants (secretariat). The switch-function allows you to switch between assigned users, and see their Webdesk (information portal), see and handle their requests, assigned To Dos.

To switch onto For certain users (supervisors, Time & Attendance coordinators, support staff, secretariat, etc.), the "Switch user" function can be configured. This function enables these users to take over the handling of workflow processes, such as submitting requests, processing tasks, etc., for other colleagues.

To switch to another user, open the user menu (click on your own name or the profile picture in at the upper top right corner) and click on "Switch user". In the working area you will find the names of persons you are authorised to switch to A list of the available employees (last name, first name and employee ID)personnel number) appears in the work area. The list can be narrowed down by selecting the client and using the search field. Click on the respective name, and you will find yourself in the other person`s Webdesk.

The title bar shows the name of the user you have switched to. The name will appear in green colour.

To return Clicking the desired employee takes you to that employee's Webdesk view.

The name of the "switched" user appears in green in the title bar.

To switch back to the original user, open the user menu again and click on "Switch back"Back to original user". Switching multiple times (from a switched user to a further another user) is not supported.

possible.

Processing Requests as a switched userSwitched User

If required, you will receive an authorisation to file or edit an application for the user you have switched on. The system administrator can make following parametrisation:

• user X switches to user Y > user X can view the list of assigned To Dos, but has no editing rights (no edit-symbols available).
• user X switches to user Y > user X is able to edit the assigned To Dos, the progress information will show user X as editor.
• user X switches to user Y > user is able to edit the assigned To Dos, the progress information shows user Y as editor.

For detailed information concerning this parametrisation, please consult necessary, certain users (supervisors, HR department, secretariat, ...) can handle workflow processes on behalf of others, such as submitting requests, processing tasks, or taking them over for other colleagues.

For this purpose, the administrator can configure the following settings:

• User X switches to another user Y: can see the task list, but cannot edit it (edit buttons are not displayed)
• User X switches to another user Y: can edit the task list; the process history shows the switching user X
• User X switches to another user Y: can edit the task list; the process history shows the actual user Y

You will find detailed information on this item in the administration manual.