Introducing our latest feature: the Claims Personal Assistant, designed to allow you to designate an employee as a "Personal Assistant" for a manager or CEO.
This feature empowers the assigned personal assistant to view, create, and submit claims on behalf of the manager or CEO directly from the personal assistant’s Home page.
Key Features:
"Claims on Behalf" Menu: A new menu item, "Claims on Behalf," will appear on the personal assistant's Home page.
Three Simple Steps: Follow three essential steps to enable an employee to create claims on behalf of a manager or CEO.
Step 1: Assign a Personal Assistant
- Login to BrioHR and navigate to Settings > Personal Assistant.
- Search for the name of the manager/CEO or the person you wish to assign actions on behalf of.
- In the "Personal Assistant" field, search for the employee's name you want to assign as the personal assistant.
- Select the employee's name to finalize the assignment.
Example: Nurul is now the personal assistant of Jack.
Step 2: Create a User Group & Enable Personal Assistant Permissions
Step 2.1: Create a User Group
- Remain in the Settings page and navigate to User Groups.
- To create a new group from scratch, click the +Add Group button. For detailed instructions, refer to How to Create a User Group
- Alternatively, duplicate an existing group:
- Find the user group you want to duplicate.
- Click the "Duplicate" icon.
- Rename the duplicated group.
- Click the pencil icon to edit the group's settings.
Step 2.2: Enable Personal Assistant Permissions
- Go to the permission category: Pages Access.
- Search for "Personal Assistants" and select the checkbox.
- Navigate to the permission category: PA Modules Permission.
- Enable the Claims Module by selecting the checkbox for "Allow submit on behalf."
NOTE:
Enabling "submit on behalf" allows personal assistants to create and submit claims on behalf of the assigned manager or CEO.
Step 3: Reassign the Personal Assistant to the User Group
- To reassign an employee to a different user group, refer to How to Change Assigned User Group Roles in BrioHR
NOTE:
You must reassign personal assistants to a User Group where you have enabled the "Personal Assistant Modules Permission" to ensure they can access the "Claims on Behalf" menu on their Home page.
- Personal Assistant's Point of View:
Once set up, the "Claims on Behalf" menu will appear on the personal assistant's Home page.
For detailed instructions on how a personal assistant can create and submit claims on behalf of a manager or CEO, please refer to How to Submit Claims on Behalf (Personal Assistant).
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.