Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following User Access level: Admin
Platform admins automatically have access to all the features on the Employment Hero platform. Other user types, like employees and managers, do not have the same access to everything. Their default access is limited to the features that they have to use regularly.
Admins can grant custom access to certain features through Permission Settings. To do that, you have to create a custom security group, define who has access to what data, select the specific permissions needed, and assign the appropriate people. This article shows you how to do that. To learn which features you can give permissions to, please refer to this article: Features that managers and employees can be given access to.
Daily activities
Create a security group
Creating a security group is guided through a step-by-step process that makes it easier to understand what access you're granting and to whom.
- Click the Settings menu.
- In the Security & Access Control section, click Permissions.
- Click the Add Permission button to create a new security group.
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Detail & Access: Complete the following fields:
- Group name: Give your security group a descriptive name that clearly explains its purpose.
- Description: Add an optional description to provide more context about this group's purpose.
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Whose data can this group access: Define the scope of employee and contractor data this security group can access:
- Employee Access: Choose from All employees, Reporting Employees, Groups, Locations, Worksites, or No employees.
- Click Next to continue.
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Employee Permissions: Configure which actions this security group can perform on employee data.
- Additional Information: Additional Information can now be accessed via permissions. This is available under Employee File (Non-Payroll details). Access can be set to View or Modify.
Important Note for Managers
For Managers, the field-level access configured in Settings Additional Information takes priority and will override permissions set in Reporting Employees access.
- Contractor Permissions: Configure the permissions for contractor data if selected in Step 1.
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Step 4 - General Permissions: Select any platform-wide permissions that don't relate to specific employee or contractor files, such as:
- Document Management: Granting Use access allows employees to access Document Management in Compliance, where they can add, update, delete, and share documents on personnel files.
- Leave calendar access
- Recruitment management
- API access
- Announcement posting
Further information
Can I grant access to additional information tab?
Yes, Additional Information can now be accessed via permissions.