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. Actual enforcement depends on implementation, company policy and release validation.

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 · Planned expansion

Employee Self-Service

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

Module responsibilities & availability

  • Own-record visibilityPlanned expansion
  • Leave requests and HR reviewPlanned expansion
  • Payslips after payroll publicationPlanned expansion
  • Personal notifications and assigned documentsPlanned expansion
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 · Planned expansion

Training Academy

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

Module responsibilities & availability

  • Course enrollmentPlanned expansion
  • Assigned trainingPlanned expansion
  • Quiz resultsPlanned expansion
  • Completion certificates and controlled reportingPlanned expansion
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 · Integration-dependent

Communication & Notification Center

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

Module responsibilities & availability

  • Scoped notifications with read/unread statusIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Internal mail and messaging directionIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Meetings, screen-sharing and intercom scopeIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Explicit company broadcasts rather than notifications for every editIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Separate Office Mail, Messenger and domain emailSource present · live validation pending

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

  • Recipient-scoped operational inboxesSource present · live validation pending

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

  • Consent-aware collection notificationsSource present · live validation pending

    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 · In development

Mobile & API Access

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

Module responsibilities & availability

  • Responsive Web DesignReported Planned

    Adapt authorized workspaces to supported screen sizes.

  • Mobile-friendly InterfaceReported Planned

    Prioritize tasks and forms relevant to mobile users.

  • Employee Self Service (ESS)Reported Planned

    Provide employee-specific requests and published information.

  • Manager ApprovalsReported Planned

    Expose only assigned approval work with applicable limits.

  • Real-time NotificationsReported Planned

    Plan configured delivery channels and permission-aware routing.

  • API Integration (Future)Reported Planned

    Publish supported authorized integration interfaces as they are implemented.

  • Third-party Services (Shipping, Customs)Reported Planned

    Connect authorized providers and retain source/update context.

  • Email / WhatsApp AlertsReported Planned

    Deliver configured business messages through approved providers.

  • Mobile App (Roadmap)Reported Planned

    Build and release role applications separately for their target platforms.

  • Field Operations SupportReported Planned

    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 · Source present · live validation pending

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 messagesSource present · live validation pending

    Company-scoped employee-to-employee messages, message detail, sent history and personal archive are present in source. Recipients are company users, not public email addresses.

  • Department message routingSource present · live validation pending

    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 statusSource present · live validation pending

    Internal notices identify new messages and uploaded attachments. Users can mark only their own notices read; this does not establish mobile push delivery.

  • Private attachment upload and downloadSource present · live validation pending

    Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB. Private storage, randomized keys, SHA-256 checks and authorized downloads are in source.

  • Attachment lifecycle controlsSource present · live validation pending

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

  • Separate from public domain emailSource present · live validation pending

    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 · Source present · live validation pending

Internal Messenger

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

Module responsibilities & availability

  • Company-scoped chat threadsSource present · live validation pending

    Thread creation, membership checks and text message records are present in the cumulative communications source.

  • Member-only message accessSource present · live validation pending

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

  • Incremental pollingSource present · live validation pending

    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 cursorSource present · live validation pending

    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 pushIntegration required

    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 →

Role permissions and assigned module responsibilities are set by the company.
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