Available for the following plans: Unlimited, Complete
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Manager, Admin
The Customise Side Navigation Menu and Employee File feature, allows you to enable or disable Employment Hero features that you may not want your employees and/or independent contractor accessing.
For example, if your organisation does not need employees to access the Safety feature, then you can turn this feature off and your employees cannot access it. Is it not currently possible to custom edit the fields within the employee file.
Getting started
- Click the Settings menu.
- Under Security & Access Control on the submenu, select the Menu Customisation tab.
- Select the side navigation menu options:
- An employee can access.
- An independent contractor can access.
- Click the Save button.
- Click the Settings menu.
- Under People, click the Employee Profile Customisation submenu.
- Select what features to enable or disable. Changes will apply immediately.
Troubleshooting feature visibility and settings
Please use this guide if you are experiencing any of the following scenarios:
Missing Features: A feature included in your plan (such as Goals, Feedback, or Performance Reviews) is not appearing in the side navigation menu.
Access Issues: A menu option has disappeared or is no longer accessible to your employees or independent contractors.
Feature Management: You need to enable or disable specific features for your team members.
Disabled certifications: If certifications are disabled in the employee file customisation section (even if the menu is enabled), admins will not be able to see the Create new button for certifications.
Further information
| Area | Feature | Free | Standard | Premium | Platinum |
|---|---|---|---|---|---|
| Personnel | Independent Contractors | Yes | Yes | Yes | |
| Documents | Documents | Yes | Yes | Yes | |
| Policies | Yes | Yes | Yes | ||
| Bulk Issue Documents | Yes | Yes | |||
| Document Templates | Yes | Yes | |||
| Induction Content | Induction Content | Yes | Yes | ||
| Safety | Safety | Yes | Yes | Yes | |
| Time | Leave Requests | Yes | Yes | Yes | |
| Rostering | Yes | Yes | Yes | ||
| Timesheets | Yes | Yes | Yes | ||
| Pay | Pay Slips | Yes | Yes | Yes | |
| Expenses | Yes | Yes | |||
| Payment Summaries | Yes | Yes | Yes | ||
| Compensation Management | Yes | Yes | |||
| Coaching | 1:1s | Yes | |||
| Feedback | Yes | Yes | |||
| Learning | Learning | Yes | Yes | ||
| Performance | Goals | Yes | |||
| 360 Reviews | Yes | ||||
| Performance Reviews | Yes | Yes | |||
| Tasks | Tasks | Yes | Yes | Yes | |
| Certifications | Certifications | Yes | Yes | ||
| Organisation Chart | Organisation Chart | Yes | Yes | Yes | |
| Staff Directory (Only available in the Employment Hero Work app) | Staff Directory (Only available in the Employment Hero Work app) | Yes | Yes |