Many of our other templates install these roles automatically. You can install this template and assign the roles to yourself to make sure you have access to all future functionality added by future templates.
See our knowledge base article, Add a role definition, assign users and configure access control.
When you install another template, it usually assigns the HRSS and Employee user roles an access control policy. Therefore, to access any pages the template installs, you must assign yourself one of the roles. See our knowledge base article, Add a role definition, assign users and configure access control.
Roles used in each template
| Template/Roles | HRSS | Employee | Manager | Preboarder | Workato |
| Alerts | ✓ | ✓ | ✓ | ✓ | ✓ |
| Annual leave | ✓ | ✓ | ✓ | ✓ | ✓ |
| Badge cabinet | ✓ | ✓ | ✓ | ✓ | ✓ |
| Content categories | ✓ | ✓ | |||
| Content library pack | ✓ | ✓ | ✓ | ✓ | ✓ |
| Countries | ✓ | ✓ | ✓ | ||
| Employee benefits | ✓ | ✓ | ✓ | ✓ | ✓ |
| Employee directory and global people search | ✓ | ✓ | ✓ | ✓ | ✓ |
| Employee documents | ✓ | ✓ | ✓ | ✓ | ✓ |
| Family leave | ✓ | ✓ | ✓ | ✓ | ✓ |
| FAQs | ✓ | ✓ | ✓ | ✓ | |
| Help and case management | ✓ | ✓ | ✓ | ✓ | |
| Highlights | ✓ | ✓ | ✓ | ✓ | ✓ |
| Home page | ✓ | ✓ | ✓ | ✓ | ✓ |
| HR dashboards | ✓ | ✓ | ✓ | ✓ | ✓ |
| HR Support assistant bot | ✓ | ✓ | ✓ | ✓ | |
| Job Board | ✓ | ✓ | ✓ | ✓ | ✓ |
| Journeys | ✓ | ✓ | ✓ | ✓ | ✓ |
| Knowledge articles | ✓ | ✓ | ✓ | ✓ | |
| Learning | ✓ | ✓ | ✓ | ✓ | ✓ |
| Manager dashboard | ✓ | ✓ | ✓ | ✓ | |
| Manager views | ✓ | ✓ | ✓ | ✓ | ✓ |
| Mobile bottom navigation | ✓ | ✓ | ✓ | ✓ | ✓ |
| New manager journey | ✓ | ✓ | ✓ | ✓ | ✓ |
| Offboarding journey | ✓ | ✓ | ✓ | ✓ | ✓ |
| Onboarding journey | ✓ | ✓ | ✓ | ✓ | ✓ |
| Open cases | ✓ | ✓ | ✓ | ||
| Other leave | ✓ | ✓ | ✓ | ✓ | ✓ |
| Pay | ✓ | ✓ | ✓ | ✓ | ✓ |
| Performance | ✓ | ✓ | ✓ | ✓ | ✓ |
| Person model | ✓ | ✓ | ✓ | ✓ | ✓ |
| Personal info | ✓ | ✓ | ✓ | ✓ | |
| Personas | ✓ | ✓ | ✓ | ||
| Profile | ✓ | ✓ | ✓ | ✓ | ✓ |
| Roles: Employee, manager, and HRSS | ✓ | ✓ | ✓ | ||
| Searchable navigation | ✓ | ✓ | ✓ | ✓ | |
| Service Catalog | ✓ | ✓ | ✓ | ✓ | |
| Setup | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sickness | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sign-in helper bot | ✓ | ✓ | ✓ | ✓ | |
| Task summary | ✓ | ✓ | ✓ | ✓ | ✓ |
| Time off pack | ✓ | ✓ | ✓ | ✓ | ✓ |
| Transfer journey | ✓ | ✓ | ✓ | ✓ | ✓ |
| Useful links | ✓ | ✓ | ✓ | ✓ | ✓ |
| Volunteering leave | ✓ | ✓ | ✓ | ✓ | ✓ |
| Welcome tour bot | ✓ | ✓ | ✓ | ✓ | ✓ |
| Work anniversaries | ✓ | ✓ | ✓ | ✓ | ✓ |