Custom security settings provide the flexibility to tailor access to the platform based on the roles and responsibilities of different users and teams. Within these settings, you can specify which features various user groups can access, ensuring that each team member has the appropriate access to perform their tasks effectively. By default, Admins and Owners are granted full access to all features, ensuring they can manage and oversee all aspects of the platform efficiently.
| Menu | Sub-menu | Access | Notes |
|---|---|---|---|
|
Home |
Tasks |
Yes |
|
|
People |
Import Employees | No | |
| Employee Requisitions |
Yes |
|
|
| Employee File Approvals |
Yes |
|
|
| Onboarding Approvals |
Yes |
|
|
| Vevo Checks |
View only |
Only admins / owners can the run Vevo check. |
|
| Additional Information | No | ||
|
Compliance |
Bulk Issue Documents |
Yes |
|
|
Expenses |
Expense Management |
Yes |
|
|
Engagement |
Company Values |
View only |
|
| Recognition Management | 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)) |
|
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 Management |
Yes |
|
|
|
Benefits |
Hero Points Management | No | |
|
Reports |
Audit Trail | View only | |
| Assest Register Report |
Yes |
|
|
| Asset Report |
Yes |
|
|
| Custom Report |
Yes |
|
|
| Tenture Report |
Yes |
|
|
| Turnover Report |
Yes |
|
|
| Headcount Report |
Yes |
|
|
| Workforce Snap Shot | No | ||
| Compliance Report |
Yes |
|
|
| Leave Report |
Yes |
|
|
| Timesheet Report |
Yes |
|
|
| Shout out Report |
Yes |
|
|
| 1:1's Report | Yes | Only possible if you add the following setting: All employees > Reports (People, Reviews and Time Reports) - Use)) | |
| Assigned Learning |
Yes |
|
|
| Goals Report | No | ||
| Reviews Report |
Yes |
|
|
| 360 Reviews |
Yes |
|
|
| 2FA |
|
No |
|
| Settings |
Authorising Signatory Settings |
Yes | You can set an employee up as an Authorising Signatory. Only an Admin or Owner can do this. |
|
Review Settings |
Yes |
|
|
|
Checklist Settings |
Yes |
|
|
|
The rest of the features under Settings |
No |
You can only use custom security groups for Authorising Signatory, Review, and Checklist Settings. |
|
|
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 CSS group. |
| Global Teams offboarding | Yes | Able to create and manage requests to offboard Global Teams employees. | |
| Offboarding checklist settings | Yes |