Management settings - Default permissions

Each employee can be assigned a specific permission level, depending on their specific needs:

• Employee
• Manager
• Manager with finance
• Manager with payroll
• Onboarding Only
• Hiring manager
• Administrator
• Partner

For details, see below.

Employee

By default, employees primarily have permissions to access their own profile and manage key details within their profile.

These features are also available for users with Employee access:

• Learning Academy
  

Manager

These features are also available for users with Manager access:

• Management > Reporting: Only Employee and T&A tiles
• Management > Employees: can Create and Delete Standard hours
• Settings: Location Devices, Download Clock Application and Blackout Periods tiles
  • In Blackout Periods - only have Read(view) capability
• Manager can file leave on any location available but will not be able to view it unless given a location access on those locations
• In comparison, the old permission rights gives Full Access to users with Manager level but now restricts Manager from doing Create, Update and Delete on the Employee Profile except for the section on Employee profile mentioned above
  • Also, here are the tabs available for this permission
    
  • Managers will not be able to view Non-rosterable employees as these are the only filters available in the Employee directory except for manager with payroll and above permission groups.

Manager with finance

These features are also available for users with Manager with Finance access:

• Management > Reporting: Only Employee and T&A tiles
• Management > Employees: can Create and Delete Standard hours
• Settings: Add Device, Download Clock Application and Blackout Periods tiles
  • In Blackout Periods - have CRUD capabilities
• Authorize Timesheets
• Access to Costings
• Access to Business Intelligence
• In comparison, the old permission rights gives Full Access to users with Manager with Finance level but now it restricts Manager from doing Create, Update and Delete on the Employee Profile except for the section on Employee profile mentioned above
• Also, here are the tabs available for this permission
  

Manager with payroll

These features are also available for users with Manager with Payroll access:

• Management > Reporting: all tiles are accessible
• Settings: Edit Location, Manager Notifications, Edit Position, Shift Requirements, Onboard Setting, Holidays, Add Device, Default Standard Hours and Blockout Periods are now accessible
• Commit and Submit timesheets
• Termination Process
• In comparison with the old permission rights which gives Full Access to users with Manager level, the new permission rights gives the Manager with Payroll the restrictions the Delete capabilities on Employee Profile
• In comparison, the old permission rights gives Full Access to users with Manager with Payroll level but now it restricts Manager from Deleting items on the Employee Profile
• Below are the tabs available for this permission
  

Hiring Manager and Onboarding Only (only for Standalone Companies)

A hiring manager has permission to hire new employees, but limited permissions elsewhere in the platform.

A hiring manager has the following permissions:

1. View employee profile information, and profile details

2. Invite new employees to be platform

A hiring manager does not have access to:

1. Read or edit payroll information for an employee (with the exception of being able to set leave rule, pay rule, pay level, and pay rate information for an employee as part of an employee invite

2. Read, or edit timesheet, shift, leave, or expense information for employees

Applicable permissions are:

• hiring manager
• onboarding only
• admin 
• partner 

Administrator

These features are also available for users with Administrator access:

• Settings: Edit Location, Employee Settings, Restore Employee, Manage Permissions, Manager Notifications, Edit Positions, Shift Requirements, Company Settings, Company Paygroups, Onboarding Settings, Theming, Expense Types, Leave Types, Work Types, Holidays, Add Device, Default Standard Hours, Alerts, Blockout Periods, User Defined Field Settings, Mobile Clocking, Clock in Questions, Cost Centres are now accessible

Partner

Administrator plus:

• Clone global pay levels

• Clone global pay rules

• Create and update company dashboard notifications

• Apply global templates to a company

• Create and update integrations

• Generate demo data for a company

• Update smart roster settings

Important

1. For non-payrolled employees, their web access are similar to a standard employee, they can be assigned to have an Employee all the way to Custom Permissions.

2. Above permissions are limited to each employee's location access.

3. For mobile, Employee access is applied for all users. 

4. Managers and above permission will not have the ability to roster and process leave request if the location is not explicitly added.

5. Refer to Custom Permission Rights if none of the above default permissions apply.

6. FOR AU CLIENTS - Manager with Payroll will be able to see all employees in the Timesheet Management and Pay Run pages.