Admins can provide permissions to employees and managers who do not have default access to certain features. You can do this by creating a custom permissions group, as detailed in this article.
Below, you can see the features you can grant access to employees, managers, and other non-admin users.
Important
The menu and sub-menu columns below reflect the main navigation menu in Employment Hero HR platform, not the path used inside Custom Security Groups. When configuring permissions, the names and groupings will differ. To set up a custom security group and grant access, follow the steps in Create your employees' permissions.
| Menu | Sub-menu | Access | Notes |
|---|---|---|---|
| Home | Tasks | Yes | |
| People | Import Employees | No | |
| Employee Requisitions | Yes | ||
| Employee Profile Approvals | Yes | ||
| Onboarding Approvals | Yes | ||
| Vacant Positions | Yes | ||
| Vevo Checks | View only | Only admins / owners can the run Vevo check. | |
| Additional Information | No | ||
| Delete employee profiles | Yes | Users can only delete employee profiles within their assigned permission scope. They cannot delete their own profile or the profiles of organisation owners and admins. | |
| Compliance | Bulk Issue Documents | Yes | |
| Compliance Tags | Yes | The legacy "tags" field and "compliance tags" field on employee records have been merged into a single field labelled Compliance Tags. There is a strict 10-tag cap per document. | |
| Expenses | Expense Management | Yes | |
| Engagement | Company Values | View only | |
| Recognition | No | ||
| Happiness Surveys | Yes | ||
| Custom Surveys | Yes | ||
| Exit Interviews | Yes | ||
| Development | 1:1s | Yes | Only possible if you add the following setting: Other Permissions > 1:1 Management (Manage employee 1:1 meetings)) |
| Learning Management | Yes | ||
| Performance | Feedback | No | Feedback is only visible between the employee, the person providing the feedback, and their manager. You can not grant access to this feature. Admin/Owners also do not have access to this feature. |
| 360 Review Management | Yes | ||
| Performance Review | Yes |
|
|
| Benefits | Hero Points Management | No | |
| Reports | Audit Trail | View only | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. |
| Asset Register Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Asset Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Custom Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Tenure Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Turnover Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Headcount Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Workforce Snap Shot | No | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Compliance Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Leave Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Timesheet Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Shout out Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| 1:1's Report | Yes | Only possible if you add the following setting: All employees > Reports (People, Reviews and Time Reports) - Use)) Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. |
|
| Assigned Learning | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Goals Report | No | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| Reviews Report | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| 360 Reviews | Yes | Visible to all users with custom permissions settings excluding groups/users with an exclusion added to their custom settings. | |
| 2FA | No | ||
| Workflows | Workflows (Employee requisition management) | Yes | |
| Workflows (Employee submission management) | Yes | ||
| Workflows (Onboarding approval management) | Yes |
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| Settings | Authorising Signatory | Yes | You can set an employee up as an Authorising Signatory. Only an Admin or Owner can do this. |
| Performance Reviews | Yes | ||
| Checklists | Yes |
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| The rest of the features under Settings | No | You can only use custom security groups for Authorising Signatory, Review, and Checklists. | |
| Onboarding | Onboarding | Yes | Use and delete permissions only. |
| Quick add employees | Yes | Use permissions only. | |
| Issue employment contracts | Yes | Use permissions only. | |
| Offboarding | Offboarding | Yes | Able to offboard employees within this permissions group. |
| Global Teams offboarding | Yes | Able to create and manage requests to offboard Global Teams employees. | |
| Checklists | Yes | ||
| Company Feed:Post Insights | General Permissions | Allows users to view engagement data (view counts and reaction breakdowns) on any Company Feed post. Only visible in permissions if Company Feed is enabled for the organisation. | Use |