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Set up manager permission settings to adjust time off balances

Updated

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin

If you have admin permissions, you are able to customize your manager's custom security settings to edit an employee's time off balance.

Getting Started

Step 1: Allow managers to edit time off balances by creating a custom security group

Important

A user with admin permission settings will need to complete this step.

  1. Log into Employment Hero.
  2. Click on the Settings option.
  3. Click on Security & Access Control.
  4. Click on Permissions
  5. Click on Add Permission to access the option Create Security Group.
  6. Click on the New Security Group button.
  7. Fill out the following details for you new security group:
    • Group name
    • Description (optional)
    • Set permission for (optional).
  8. Click on the Reporting Employees tab.
  9. Scroll down to Time off Balances.
  10. Check Modify.
  11. Click on Create.
Step 2: Manager edits a time off balance

Important

The manager you have just given time off access to will need to complete this section.

  1. Log into Employment Hero.
  2. Click on the People option.
  3. Select the employee whose time off balance you wish to edit.
  4. Click on Time off Details.
  5. Click on Adjust Balance.
  6. Enter your new balance.
  7. Enter the adjustment reason.
  8. Click Adjust.

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