As a full access user, you can grant restricted access to other users — such as managers — allowing them to access only specific areas of the payroll system. This is ideal when you want to limit what certain users can see or manage within your business setup.
You can customise access by:
- Choosing the areas of the payroll file the user can access.
- Setting permissions within each selected area.
This ensures users only interact with the information and functions relevant to their role.
Select the Areas of Access
When setting up a restricted user, you’ll need to specify which Business Settings they can access. Below is a breakdown of each section and its available functions:
- Details.
- Payment Settings.
- Pension Settings.
- HMRC Settings.
- PAYE Schemes.
- Pay Slips.
- Pay Schedules.
- Dimensions.
- Pay Categories.
- Leave Categories.
- Deduction & Benefit Categories.
- Expense Categories.
- Qualifications.
- Timesheets.
- Employee Portal Settings.
- Time and Attendance.
- Documents.
- Bank Holidays.
- Rostering.
- Email Notification Templates.
- Work Types.
- Roster Warning Rules.
- Rule Sets.
- Leave Allowance Templates.
- Timesheet Rounding.
- Tags.
- Advanced Settings.
- Restore Deleted Items.
- Calendar Feeds.
- Email Sender Authentication.
By customising these settings, you can ensure each user has access to only what they need.
Important
If an employee has restricted access to specific employee or location groups, but is also granted access to certain business settings, they may still be able to view the names of employees outside their assigned group.
This applies to the following sections:
- Dimensions.
- Benefit Categories.
- Leave Allowance Templates.
- Tags.
- Employee Portal Access (this section displays all employee names and email addresses).
Please review access permissions carefully when assigning these settings to ensure confidentiality is maintained.