Within Natural HR it is possible to customise which parts of the system are available or visible to individual users or groups of users. One of the most powerful tools to achieve this is Module Templates. Module Templates can be set up by going to:
Administration > Company > Settings > Module Templates
This will display a table of existing module templates:
This table contains several common controls in the 'Actions' column. The 'Pencil' icon will allow you to edit an existing template. The X icon will allow you to delete a template. The 'Paper Aeroplane' will allow you to publish a template to an employee. You can also use the checkboxes to select multiple templates and the 'Bulk Actions' dropdown at the bottom of the table to 'Archive' multiple templates.
Archived templates can be viewed by clicking on the 'Archived module templates' button.
You can add a template by clicking on the 'Add' button at the bottom of the table.
This will display a page with many checkboxes representing the various features and modules of the Natural HR system:
In this example the user has chosen to be able to view all of the modules in the system that might be available to them except for the three items that make up the sidebar on the right of Natural HR - the Announcements pane, Twitter feed and Workflow bar.
Once you have made your choices click Submit to save them and return to the list of available module templates.
You can then publish the templates to users by clicking on the 'Paper Aeroplane' icon in the actions column:
On this page you can choose a selection method to determine which users the template is applied against. Choosing 'Named users' will allow you to choose individual users by name, or all users. Choosing 'User Groups' will allow you to choose users by their user group (access level) such as Employees, HR Users, Administrators etc. Choosing 'Metadata' will allow you to choose a cohort of employees by the metadata we store against them. For example, you could choose to apply the template to all employees in a given site or department.
Once you have made your choices click 'Submit' to publish the module template against the employees.
It is also possible to apply an already existing module template against an employee by going to People > Users or Admin > HR > Company Users, clicking on the Edit 'pencil' icon in the actions column next to the desired employee, and choosing the template in the 'User module templates' drop-down.