Within your organisation, an employee may manage just the asset register, or they may just be in charge of assigning learning to your employees. At Employment Hero, we know these employees do not need full admin access but tailored access to suit the needs of their role, which is where our Custom Security feature comes in handy.
The Custom Security feature allows you to create your own security groups based on either an employee list or teams and then specify what access this group has within the platform. You can also use this feature to edit this information and delete a record if it is no longer required.
HR Best Practise
The custom security settings feature allows you to customise what your employees can see and do. This feature allows you to avoid having to make nominated employees an Employment Hero Admin unnecessarily. For example, your Talent Acquisition Specialists may need to onboard your new hires or your IT Coordinators may be responsible for your Asset Register.
Which is especially important as it avoids the sharing of logins to complete certain activity in the platform. Our HR experts recommend you create teams to apply permissions to groups of employees.
Important
There are two versions of this feature: Basic Security Access for standard and premium users and Advanced Security Settings for platinum users. Please refer to the Access Option premises in the Further Information section for more information.
Due to product limitations, the Headcount, Termination and Compliance reports include directly reporting employees only, while the Leave, Timesheet and Shoutout reports include both directly and indirectly reporting employees.
Availability
HR Plan: | Free | Standard | Premium | Platinum |
User Access: | Employee | Manager | Admin |
This is the default access level, excluding any changes made via our Custom Security feature.
Getting started
- Click the Settings menu.
- Click the Custom Security Settings submenu.
- Click the New Security Group button.
- Complete the following fields:
- Group name.
- Description.
- Set permissions for:
- All employees.
- Team.
- Employee.
- You now have three options you can choose from with your security group:
Important
To read a breakdown of what the terms used in the Security Group permissions page mean and also what access you can grant in each section, please refer to the Further Information section in this article.
- Set Employee access permissions:
- Click the Employees tab.
- Select the required permissions.
- Click the Create button.
- Set Contractor access permissions:
- Click the Contractors tab.
- Select the required permissions.
- Click the Create button.
- Set Other Permissions access permissions:
- Click the Other Permissions tab.
- Select the required permissions.
- Click the Create button.
- Set Employee access permissions:
Editing data
Removing data
Further information
Use. | Allows the user to use the feature. If the feature supports modifying and deleting, then the user will have access to that function. |
View. | Allows the user to view the feature. |
Modify. | Allows the user to modify the feature. |
Delete. | Allows the user to delete the feature. |
All staff. | The user can access this feature for all employees in their company. |
Teams. | The user can access this feature for all members within their team. |
Reporting Employees. | The user defined as a primary or secondary manager, can access this feature for all employees directly under them, but not the user themselves. |
All Contractors. | The user can access this feature for all contractors in their company. |
Reporting Contractors. | The user can access the feature for all contractors under them. |
Knowledge Base. | The use can access the HR Guides section of the platform. |
Security group. | Access within the security group. | Standard. | Premium. | Platinum. |
---|---|---|---|---|
Custom reports. | ||||
Documents | ||||
Financial details | Banking details. |
You can grant access as a group. |
You can grant access as a group. |
You can grant access individually. |
Tax declaration. | ||||
Superannuation details. | ||||
Non payroll details. | Personnel details. | You can grant access as a group. | You can grant access as a group. | You can grant access individually. |
Employment history. | ||||
Uploaded documents. | ||||
Emergency contacts. | ||||
Work eligibility. | ||||
Management notes. | ||||
Audit Trail. | ||||
Certifications. | ||||
Medical disclosure statement. | ||||
Payroll Details. | Employment details. | You can grant access as a group. |
You can grant access as a group. |
You can grant access individually. |
Employment history. | ||||
Pay details. | ||||
Benefits (Allowances). | ||||
Payroll errors. | ||||
Uploaded documents. | ||||
Leave Requests | ||||
Leave requests. | ||||
Engagement reports. | ||||
Reports. | ||||
Timesheets. | ||||
Safety module. |
Security group. | Standard. | Premium. | Platinum. |
---|---|---|---|
File details. | |||
Document details. | |||
Safety module for contractors |
Security group. | Standard. | Premium. | Platinum. |
---|---|---|---|
Post announcements to everyone. | |||
Post announcements to teams. | |||
API Access. | |||
Manage asset register. | |||
View asset register. | |||
Knowledge base. | |||
Leave calendar (My Leave Page HR web platform). | |||
Leave Requests (Upcoming Events feature Swag app) | |||
Offboarding. | |||
Onboarding (Onboarding employees). | |||
Onboarding (Issue Employment Contracts). | |||
Onboarding (Global teams) | |||
Trigger Onboarding Checklists. | |||
Re-activate employee. | |||
Issue employee contracts. | |||
Policies. | |||
Recruitment settings (Hiring mangers can edit recruitment settings). | |||
Recruitment (Manage all aspects of recruitment) | |||
Review settings. | |||
Template management. | |||
Uploaded documents | |||
Web Hooks. |
Author recommended
So you have now setup your customer security settings and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- Team Settings | HR Web Platform This feature allows you to create a new team when the need arises within your organisation. You can also use this feature to edit existing information, disable a team, and delete any you created in error.
- Updating your company employment settings | HR Web Platform This feature allows you to customise your platform settings; for example, you can set what timesheet type you use.
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