Chef User Guide

Chef User Guide

Chef has two purposes:

  1. it collects information from resource administrators (or their delegates) about a new person joining RRU and then facilitates the creation of a computer account and email address for them

  2. it is a user-friendly interface to RRU’s resource management system, which is called Unit 4. Individuals can update their own personal address information. Hiring managers/resource administrators can also use CHEF to update existing records for people in their team.

Want to log into Chef?

The big picture: information about Unit4, Chef, and computer accounts

How to use Chef

Connecting Chef to Identity Management

Learn more about Identity Management

Chef functionality

This is a list of functions in Chef. We expect that Chef will be evolving for some time so this list may change often.

Menu Options

 

Menu Options

 

Create Resource

add a new resource record for an employee, contractor, or other

Directory

find a colleague to see their location on campus and phone number; connect with them on Teams

My Profile

edit your record to change your home address, see your position number and description/title

My Team

view your team’s records in one place

Permissions

assign roles to people in Chef

Position Approvals

approve submissions from hiring managers for new employees

Resource Lookup

find information about a person using their name or resource ID.

Chef role definitions

Each person who uses chef is assigned a role. Some roles are decided based on your position at RRU, as defined in the resource management system. Others are assigned based on operational need. All roles determine what you can do/access inside the system. One person can have more than one role.

Roles

Purpose

Roles

Purpose

User

This person is responsible for keeping their own record up to date (everyone is a ‘user’). This is a Chef role.

Resource administrator

This person is responsible for maintaining records for their team. They will add records for new resources (employees and contractor) and edit existing records. Settings in the resource management system will determine who is in their team, but the role is assigned in Chef. The resource management system must be aware of the positions that this resource administrator can hire into or else, they cannot.

Delegate

This person can act as their resource administrator. Therefore, they can access records for everyone in their team (except the hiring manager’s record). The relationship between this person and their resource administrator is defined in the resource management system but this role is assigned in Chef. A resource administrator can assign the role of delegate to someone in their team.

Delegate for contractors

This person can act as their resource administrator. Therefore, they can access records for contractors in their team. The relationship between this person and their resource administrator is defined in the resource management system but this role is assigned in Chef. A resource administrator can assign the role of 'delegate for contractors' to someone in their team.

HR

This person is responsible for reviewing and approving submissions made by resource administrators (in this case, hiring managers) or their delegates.

IT Support

This person can look up individuals in Chef to see limited information related to their computer account and department/department contact.

Superuser

assigned in Chef, this person is a system administrator in IT who can manage permissions in the system. The superuser cannot add records for employees because they

More about the ‘delegates’ and ‘delegates for contractors’ roles

Find out more about delegates and delegates for contractors in this dedicated page.

Role based permissions to functionality in Chef

Chef uses roles (see above) to provide access to the functions available. The following table illustrates which roles have access to tasks completed within Chef.

Menu Options

You

Hiring Manager / Resource administrator

Delegate

Delegate for contractors

HR

IT Support

Super
user

Menu Options

You

Hiring Manager / Resource administrator

Delegate

Delegate for contractors

HR

IT Support

Super
user

Create Resource

 

for contractors only

 

 

Directory

 

My Profile

 

My Team

 

for contractors only

 

 

Permissions

 

 

 

 

 

 

Position Approvals

 

 

 

 

 

Resource Lookup

 

 

 

 

 

Workflow in Chef

Although the processes used to hire employees differ from those used to hire contractors, both involve receiving financial approvals, job postings, interviews, and offers. This is what happens when someone accepts an offer from RRU.

Employee types

Contractor types

Employee types

Contractor types

  1. Hiring manager/resource administrator enters information about a new employee in Chef

    1. HR receives a notice

  2. HR reviews and approves the record & the hiring manager/resource administrator receives a notice

  3. Chef adds a new personnel record and a new employment record to Unit 4 (this is the system of record)

  4. Chef holds information for the account creation process

  1. Resource administrator enters information about a new contractor in Chef

  2. (no approval checkpoint)

  3. Chef adds a new personnel record and a new employment record to Unit 4 (this is the system of record)

  4. Chef holds information for the account creation process

Notifications from Chef

Chef sends the following notifications via email:

  • When a hiring manager or delegate submits a new resource record for an employee, P&C receives an email notification that something is waiting for their review.

  • When P&C approves, the hiring manager receives an email notification that the next step will be taken, which is a computer account will be created.

  • IF P&C declines a submission, the hiring manager receives an email notification.

The end

RRU Login (computer account) creation, expiration, deletion

Find out more about these on this dedicated page.

 

 

 

How to Contact the Computer Services Department


Submit a ticket
To submit a ticket, you will be required to log in using your FULL Royal Roads email address (detailed instructions here)
New! If you do not have a full RRU email address (students not currently in a credit program and/or visitors), you can create a portal account using your personal email address.
Email us at IT Customer Service
Contact Form
Phone: 250-391-2659 Toll Free: 1-866-808-5429
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Hours of Operation