What are the different roles in Amélio?
Amélio allows access to the platform for different groups of employees.
The Role or Permission column in your Excel file prepared at the time of Amélio's launch allows for the preparation of platform access in advance.
Role/Permission: Corresponds to the employee's access rights. The permissions related to each role can be defined for each client. The default permissions are:
Employee: If the company uses feedback or suggestion modules, the employee has access to the platform for these modules but does not have access to the results. If the company does not use these modules, the employee receives the survey by email and does not have to complete a profile.
Manager: The user has access to engagement results for their team and their subordinate teams. However, the user cannot see results for the entire company.
HR Employee: The user has access to results for the entire company as well as client account administration functions.
Company Administrator: The user has the same access as HR employees, plus access to platform billing.
At the launch of Amélio, it is possible that you have prepared roles but that access has not been granted from the start.
To grant access to Amélio, here are the two steps to follow.
Review and confirm employee roles
Trigger the platform login email.
Reviewing current roles in the platform
You can extract your current list of employees at any time to see the roles and permissions as they are currently prepared in your account.
To download your current list, go to the Administration tab and then to the 'Import' sub-tab.
You can then click on Download your employee list to extract a copy of your current employee database.
How to modify employee roles?
Two methods are possible to modify current employee roles.
Option 1. Edit employee profiles.
You can go directly to Amélio and modify roles in the employee profile using the search bar or by going through the 'Colleagues' tab.
This will allow you to change the employee's role and save your changes.
Option 2. Import a new employee list.
After extracting your current employee list, you can modify roles directly in this Excel file.
Once your modifications are complete, you can then use the Import your employee list option to adjust all roles at once.
Using this option, the platform will provide you with detailed information on the changes that will be made so you can confirm and finalize the import of this update.
Trigger the platform login email
When the roles have been reviewed and you are ready to grant access to the platform, you can review the role permissions and trigger the login email.
Go to the Administration tab and then to the Permissions sub-tab.
You can edit the access for each role.
A menu will open, and then you will be able to grant access and specify the date and time at which you want this change to take effect.
Attention! After granting access, all individuals with this specific role will automatically receive their login email to the platform at the designated time if they meet the conditions.
Rules for accessing the platform
Once platform login rights are granted, people with the relevant role will receive their login email if they meet the conditions to access results.
The number of employees determines whether a manager will receive a login email, while the number of respondents determines whether they can see results.
If a manager has fewer than 5 employees on their team, they will not receive a platform login email.
If they have 5 or more employees on their team, they will receive a login email, but will only be able to see results if there are more than 5 respondents among their employees.
Is it possible to grant access to results to a manager with less than 5 employees on their team?
The privacy rule does not allow a manager to have access to results if their team has less than 5 employees.
However, it is possible to group two small teams together to provide access to the combined results for both managers.
For example, if the Marketing team has 3 employees and the Communications team has 2 employees, neither manager could normally have access to results.
However, you could give special result access permission to these two managers so that they can both view the overall results of these two teams.
Preparing special result access permissions
It is possible to grant special result access permissions so that a manager can have access to results outside of their own team. This is also frequently used for HR business partners.
For any questions or assistance needed with roles and permissions for result access, please contact us at [email protected].