Custom Permissions Guide

Business intelligence

1. View business intelligence
   
   • enables Business Intelligence link in Management dropdown
   • allows user to use the functionalities within the BI section

Document library

1. View document library
   • enables Documents link in Management dropdown and tile on dashboard 
   • allows user to see ALL shared documents
2. Create and update documents in the document library
   
   • allows user to perform CRUD in the Documents section 

Employee management

1. View basic employees information - MUST be ticked in every custom permission to access Roubler functionality.
   • enables Employees link in Management dropdown
   • allows user to see the following tabs in the employee profile:
     • Personal Information
     • Medical / Emergency Contact
2. View full employees information 
   • gives access to Dashboard
   • allows user to see other employee-related tabs in the employee profile 
     • Address Information
     • Additional Information
     • Documents & Notes
     • Leave and Unavailability
     • Licences and Training
3. View employees licensing and training
   1. Enables access to view and update licenses and training materials which have been uploaded by employees.
4. Create and update employees licensing and training
   1. Enables access to potentially sensitive information (such as vaccination status).
5. Create and update employees
   • Allows user to add and edit information in the available tabs in employee profile
   • View basic or full employee information MUST be enabled
6. Archive employees
   • allows user to hide employees from the front end and reports
7. View and manage non-payrolled employee
   • allows user to see and manage non-payrolled employees
   • View basic or full employee information MUST be enabled for viewing
   • Create and update employees MUST be enabled for adding and updating

Expense claims

1. Approve expense request
   • allows user to approve or decline expense requests
   • Create and Update expense request MUST be enabled
   • can also approve or decline expense requests in employee profile given the following are enabled
2. Create and update expense requests
   • enables Expense Claims in Management dropdown
   • allows user to add and edit expense requests
   • can also add and edit expense requests in employee profile given the following are enabled:
     • View full employee profile
     • Create and update employee
     • Payroll management

Employee onboarding

1. View onboarding statuses
   • enables Hire link in Management dropdown
   • allows user to access Status tile when in Hire section
   • allows user to Resend and Delete onboarding invites
2. Create onboarding invites
   • allows user to access invite and Reserve Bench tiles in Hire section
   • allows user to create onboarding invites to employees

Learning academy

1. Allow access to learning portal
   • enables Learning Academy link in Management dropdown and tile on dashboard

Payroll

1. Basic Payroll Management
   • enables Payroll link in Management dropdown and tile on dashboard
   • allows user to view Payroll related tabs in employee profile
   • unlocks the capability to Commit and Submit timesheets
   • can access Payroll reporting given the View reporting is enabled
   • can add and edit information on payroll related tabs given the following are enabled
     • View basic or full employees information
     • Create and update employees

Permission groups

1. Create and update permission groups
   • enables Permission Group tile on dashboard - View settings MUST be enabled to view the Permission Group tile 
   • allows user to manage custom permissions

My profile

1. View own employee profile - MUST be ticked in every custom permission to access Roubler functionality.
   • enables My Profile link in Account dropdown and tile on dashboard
   • allows user to see, add and edit the following tiles on own profile:
     • Personal Information
     • Address
     • Bank Accounts
     • Financial & Payroll
     • Licences & Training
     • Emergency
     • Settings
2. View own employee roster
   • adds Schedule among viewable tiles on own profile
   • View own employee profile MUST be enabled
3. View own employee shift requests
   • adds Shift Request among the viewable tiles on own profile
   • View own employee profile MUST be enabled
4. View own employee leave
   • adds Leave & Unavailability among the viewable tiles on own profile
   • allows user to add, edit and delete own leave request
   • View own employee profile MUST be enabled
5. View own employee expenses
   • adds Expenses among the viewable tiles on own profile
   • allows user to add, edit and delete own expense requests
6. View own time and attendance in employee portal
   • Employee can view timesheet My Profile
7. Create and update own timesheet entry through the employee portal or mobile app
   1. Ability of the employee to create and update own timesheet via the web portal
   2. Ability of the employee to create own timesheet via the web portal
   3. Note: To enable the create and update own timesheet feature, make sure both number 6 and 7 are checked.

Administrative

1. View reporting
   • enables Reporting link in Management dropdown
   • Includes Employee and T&A among available report
   • Payroll management MUST be enabled to view Analysis and Payroll reports
2. View settings
   • enables Setting link in Management dropdown
   • Includes Location Devices, Download Clock Application and Blackout Periods
   • Payroll Management MUST be enabled to add the following among the viewable tiles
     • Edit Location
     • Employee Settings
     • Manager Notifications
     • Edit Positions
     • Shift Requirements
     • Onboard Settings
     • Holidays
     • Default Standard Hours
3. View roster
   • enables Roster at the top navigation
   • allows user to view shift schedule
4. View roster and timesheets costings
   • enables costing in Roster given View roster is enabled
   • enables costing in Timesheet given View and attendance is enabled
5. Update and publish schedule
   • allows user to add and edit shifts, publish and unpublish shifts
   • View roster MUST be enabled
6. View time and attendance
   • enables Timesheet at the top navigation
   • allows user to view employee timesheet
7. View own time and attendance in employee portal
   • enables Time and Attendance tile on own profile
   • View own employee profile MUST be enabled
8. Create and update timesheets
   • allows user to add and edit timesheets
   • allows user to reject timesheets
9. Approve timesheets
   • allows user to approve timesheets
   • Create and update timesheets MUST be enable to unapprove a timesheets
10. Authorise timesheets for payroll
    • enables user to authorise timesheet
    • Create and update timesheets MUST be enabled
    • Approve timesheets MUST be enabled to unauthorise a timesheet
    • Payroll management MUST be enabled to commit and submit to payroll
11. Create, Update and Delete template
    • allows user to add, edit, delete and apply shift templates
    • View templates MUST be enabled
12. View templates
    • allows user to view templates
13. View permission groups

• allows user to view and select default and custom permissions that are under the user's permission rights
  
  See current available Permissions:
  Approve leave requests
  View leave balances
  Create and update leave requests
  View business intelligence
  View roster and timesheets costings
  Create and update company dashboard notifications
  View document library
  Create and update documents in the document library
  View basic employees information
  View full employees information
  View employees licences and training
  Create and update employees licences and training
  Create and update employees
  Archive employees
  View and manage non-payrolled employees
  Approve expense requests
  View expense requests
  Create and update expense requests
  View onboarding statuses
  Create onboarding invites
  Create and update integrations
  Allow access to learning portal
  View information relating to own onboarding flow
  Add and update information relating to own onboarding flow
  Payroll management Note: The 'Payroll management' permission requires users to use MFA.
  Clone global pay levels
  Clone global pay rules
  View permission groups
  Create and update permission groups
  Generate demo data for a company
  View own employee profile
  View own employee roster
  View own employee shift requests
  View own employee leave
  View own employee expenses
  View reporting
  View analytics reports
  View settings
  View roster
  Update and publish roster
  Update smart roster settings
  Apply global templates to a company
  View time and attendance
  View own time and attendance in employee portal
  Create and update timesheets
  Create and update own timesheet entry through the employee portal or mobile app
  Approve timesheets
  Authorise timesheets for payroll
  Create, Update and Delete template
  View templates