Available for the following New HR plan Standard, Premium, Platinum Available for the following user access levels: Employee, Manager, Admin
What you need to do
- Log into the platform
- Click on the Employee List
- Select the employee whose file you wish to view.
- This opens their employee file. As an admin you can see:
The table below compares the new user roles, showing which features, reports, employee files and permissions each role can manage.
|
New user roles |
Can manage Features and Reports |
Can manage Employee File of employees |
Can assign Permissions |
||||||
|---|---|---|---|---|---|---|---|---|---|
|
HR |
Pre-Payroll |
Payroll |
HR |
Pre-Payroll |
Payroll |
HR |
Pre-Payroll |
Payroll |
|
|
Owner |
|
|
|
|
|
|
|
|
|
|
Full Admin |
|
|
|
|
|
|
|
|
|
|
HR Admin |
|
|
|
|
Exception: Work Types |
Exception: Can access Banking Details |
|
Not available for 31 August launch. Will be introduced in later milestones |
|
|
Payroll Admin |
|
|
|
Exceptions: |
|
|
|
Not available for 31 August launch. Will be introduced in later milestones |
|
|
Primary Manager |
for reporting employees |
for reporting employees |
|
for reporting employees |
for reporting employees |
|
|
|
|
|
Secondary Manager |
for reporting employees |
for reporting employees |
|
for reporting employees |
for reporting employees |
|
|
|
|
The table below compares the new user roles, showing what each role can manage across features, reports and employee files.
| New user Roles | |||
|---|---|---|---|
|
Text |
Text | ||
| Emergency contacts |
|
||
| Banking details |
|
||
| Pension details |
|
||
| Tax &NI details |
|||
|
Employment Employment details |
|||
| Work history | |||
| Certifications | |||
| HR doc | |||
| Uploaded docs | |||
|
Reviews |
|||
| Management Notes | |||
| Assets | |||
|
Leave details |
|||
| Time and attendance | |||
| Pay Slips | |||
| HMRC Forms | |||
|
Pay Pay details |
|||
| Pay rates | |||
| Cost centres | |||
| Leave allowance templates | |||
| Work types | |||
| Pay run inclusions | |||
| Benefits | |||
| State Payments | |||
| Opening balances |