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Role profile / Self-service

Employee

Own employee information, requests, assigned training and published payslips.

Role accountabilities

What this role is responsible for.

  • View own employee information, submit own requests and access own payslips after publication.
  • Work only within assigned company, branch and department scope.
  • Send each record to the next authorized owner; decisions and approvals follow company policy.
Security & data safeguards

What this role can access—and what needs a separate grant.

  • Self-only records; no colleague salary or private HR data. Session security, account recovery checks and audit for sensitive record access.

These are FieldPro security requirements and intended permission boundaries.

Expertise & module responsibilities

Workspaces connected to this role.

Each module shows what it manages, its process, information in and the records it hands off.

People

Employee Self-Service

Give employees a clear place to view their own information, request leave and receive published payslips.

Module responsibilities & availability

  • Own-record visibilityAvailable
  • Leave requests and HR reviewAvailable
  • Payslips after payroll publicationAvailable
  • Personal notifications and assigned documentsAvailable
Process, inputs & handoffs

Process

  • Open own record
  • Submit a request
  • Receive authorized decision
  • View published information

Information received

  • Employee request
  • Published HR or payroll record

Records or handoffs produced

  • Request status
  • Personal employee information

Open full module details →

People

Training Academy

Explain how HR assigns learning and reviews completion through permission-controlled training records.

Module responsibilities & availability

  • Course enrollmentAvailable
  • Assigned trainingAvailable
  • Quiz resultsComing soon
  • Completion certificates and controlled reportingAvailable
Process, inputs & handoffs

Process

  • Publish course
  • Enroll assigned employees
  • Complete learning and quiz
  • Review completion

Information received

  • Course content
  • Enrollment assignments

Records or handoffs produced

  • Training records
  • Completion evidence

Open full module details →

Workplace

Communication & Notification Center

Keep employee communication relevant through company, department and personal channels.

Module responsibilities & availability

  • Scoped notifications with read/unread statusRequires provider setup
  • Internal mail and messaging directionRequires provider setup
  • Meetings, screen-sharing and intercom scopeRequires provider setup
  • Explicit company broadcasts rather than notifications for every editRequires provider setup
  • Separate Office Mail, Messenger and domain emailAvailable

    Internal employee mail, member-only chat and external company-domain mail have different records, permissions and delivery dependencies.

  • Recipient-scoped operational inboxesAvailable

    Approval, assignment and administrator health notices are stored internally for authorized recipients with personal read state.

  • Consent-aware collection notificationsAvailable

    Collection communication records, consent history, queue safeguards and provider foundations connect to CNC. External delivery still requires completed integration.

Process, inputs & handoffs

Process

  • Choose audience or colleague
  • Send permitted communication
  • Notify the appropriate recipients
  • Track acknowledgement or follow-up

Information received

  • Message, meeting or system event
  • Authorized audience

Records or handoffs produced

  • Scoped communication
  • Notification history

Open full module details →

Platform

Mobile & API Access

Explain role-based mobile work, manager approvals, notifications and the roadmap for supported API/provider connections.

Module responsibilities & availability

  • Responsive Web DesignAvailable

    Adapt authorized workspaces to supported screen sizes.

  • Mobile-friendly InterfaceAvailable

    Prioritize tasks and forms relevant to mobile users.

  • Employee Self Service (ESS)Available

    Provide employee-specific requests and published information.

  • Manager ApprovalsAvailable

    Expose only assigned approval work with applicable limits.

  • Real-time NotificationsAvailable

    Plan configured delivery channels and permission-aware routing.

  • API IntegrationAvailable

    Publish supported authorized integration interfaces as they are implemented.

  • Third-party Services (Shipping, Customs)Available

    Connect approved shipping, payment and messaging providers.

  • Email / WhatsApp AlertsAvailable

    Deliver configured business messages through approved providers.

  • Mobile App (Android & iPhone installable app)Available

    One installable app for Android, iPhone and desktop.

  • Field Operations SupportAvailable

    Connect assigned rider, sales, collection and supervisor tasks.

Process, inputs & handoffs

Process

  • Sign in and select authorized company
  • Open the assigned role workflow
  • Submit the permitted action
  • Receive configured status updates
  • Sync or integrate through supported interfaces

Information received

  • Authorized session
  • Assigned workflow
  • Configured device/provider connection

Records or handoffs produced

  • Role-specific mobile action
  • Notification state
  • Supported integration handoff

Open full module details →

Workplace

Internal Office Mail

Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.

Module responsibilities & availability

  • Employee inbox and sent messagesAvailable

    Recipients are company users, not public email addresses.

  • Department message routingAvailable

    An active department member can send to up to 100 other active members. Department delivery is recorded as one database transaction.

  • Personal notifications and read statusAvailable

    Internal notices identify new messages and uploaded attachments.

  • Private attachment upload and downloadAvailable

    Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB.

  • Attachment lifecycle controlsAvailable

    Retention previews, legal holds, configured company quotas and independent cleanup review connect to the dedicated governance workspace.

  • Separate from public domain emailAvailable

    Office Mail stays inside the company database. It does not use SMTP/IMAP or create a company-domain mailbox.

Process, inputs & handoffs

Process

  • Choose a colleague or permitted department
  • Write the internal message
  • Attach an allowed file using private storage
  • Recipient opens the inbox and reviews the notice
  • Archive personal messages or route follow-up

Information received

  • Authenticated company user
  • Recipient or department membership
  • Subject and message
  • Optional permitted attachment

Records or handoffs produced

  • Internal message and recipient records
  • Read/archive state
  • Attachment checksum and private metadata
  • In-app notice and audit record

Open full module details →

Workplace

Internal Messenger

Organize company chat in member-controlled threads, with incremental message polling and personal read cursors.

Module responsibilities & availability

  • Company-scoped chat threadsAvailable
  • Member-only message accessAvailable

    Thread participation and company identity determine which messages an authenticated user can access.

  • Incremental pollingAvailable

    Fetch up to 100 messages newer than the caller cursor from threads they belong to. Polling is distinct from WebSockets or background push.

  • Monotonic read cursorAvailable

    A thread member can advance their own read position. This is not a delivery confirmation or a read receipt for every participant.

  • Realtime media and pushRequires provider setup

    Realtime push, voice/video transport and mobile background delivery require separate infrastructure and validation.

Process, inputs & handoffs

Process

  • Create or join an authorized thread
  • Send a text message
  • Poll for newer member-visible messages
  • Advance personal read position

Information received

  • Authenticated company identity
  • Thread membership
  • Text message and cursor

Records or handoffs produced

  • Thread message history
  • Incremental results
  • Personal read position

Open full module details →

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