1. Employment Hero Help Centre (UK)
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  3. Settings
  4. Security Settings

Custom security settings and user management | HR Web Platform

Jimmy
Updated

Within your organisation, an employee may manage just the asset register, or they may just be in charge of assigning learning to your employees. At Employment Hero, we know these employees do not need full admin access but tailored access to suit the needs of their role, which is where our Custom Security feature comes in handy.

The Custom Security feature allows you to create your own security groups based on either an employee list or teams and then specify what access this group has within the platform. You can also use this feature to edit this information and delete a record if it is no longer required.

Important

There are two versions of this feature: Basic Security Access for standard and premium users and Advanced Security Settings for platinum users. Please refer to the Access Option premises in the Further Information section for more information.

Due to product limitations, the Headcount, Termination and Compliance reports include directly reporting employees only, while the Leave, Timesheet and Shoutout reports include both directly and indirectly reporting employees.

Helpful Hint

You can now set up Teams and Team Leaders to allow for more customisation around access and management. Click this link for more information on how to set up Teams and Team Leaders.

Availability

HR Plan:   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Add a security group
  1. Click the   Settings menu.
  2. Click the Custom Security Settings submenu.
  3. Click the New Security Group button.
    Security_1.jpg
  4. Complete the following fields:
    • Group name.
    • Description.
    • Set permissions for:
      • All employees.
      • Team.
      • Employee.
  5. You now have three options you can choose from with your security group:

    Important

    To read a breakdown of what the terms used in the Security Group permissions page mean and also what access you can grant in each section, please refer to the following article section.

    • Set Employee access permissions:
      1. Click the Employees tab.
      2. Select the required permissions.
      3. Click the Create button.
    • Set Contractor access permissions:
      1. Click the Contractors tab.
      2. Select the required permissions.
      3. Click the Create button.
    • Set Other Permissions access permissions:
      1. Click the Other Permissions tab.
      2. Select the required permissions.
      3. Click the Create button.

Editing data

Edit a security group
  1. Click the   Settings menu.
  2. Click the Custom Security Settings submenu.
  3. Click the Actions button.
  4. Click the Edit button.
  5. Make the required changes and click the Save button.
    Security_2.jpg

Removing data

Delete a security group
  1. Click the   Settings menu.
  2. Click the Custom Security Settings submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Security_3.jpg
  5. Click the Delete button. 
    Security_4.jpg

Further information

Definitions
Use. Allows the user to use the feature. If the feature supports modifying and deleting, then the user will have access to that function.
View. Allows the user to view the feature.
Modify. Allows the user to modify the feature.
Delete. Allows the user to delete the feature.
All staff. The user can access this feature for all employees in their company.
Teams. The user can access this feature for all members within their team.
Reporting Employees. The user defined as a primary or secondary manager, can access this feature for all employees directly under them, but not the user themselves.
All Contractors. The user can access this feature for all contractors in their company. 
Reporting Contractors. The user can access the feature for all contractors under them.
Knowledge Base. The use can access the HR Guides section of the platform.
Team Leader. Allows the user to access and manage the details of users assigned to a team. See this article to learn how to create a team.
Access options: Employees
Security group. Access within the security group. Standard. Premium. Platinum.
Custom reports.        
Documents        
Financial details Banking details.

You can grant access as a group.

You can grant access as a group.

You can grant access individually.
Tax and NI details.
Pension settings.
Non payroll details. Personnel details. You can grant access as a group. You can grant access as a group. You can grant access individually.
Employment history.
Uploaded documents.
Emergency contacts.
Management notes.
Audit Trail.
Certifications.
Payroll Details. Employment details. You can grant access as a group. You can grant access as a group. You can grant access individually.
Employment history.
Pay details.
Benefits (Allowances).
Payroll errors.
Uploaded documents.
Leave Requests
Leave requests.           
Engagement reports.           
Reports.           
Timesheets.           
Safety module.        
Access options: Contractors
Security group. Standard. Premium. Platinum.
File details.      
Document details.      
Safety module for contractors      
Access option: Other permissions
Security group. Standard. Premium. Platinum.
Post announcements to everyone.      
Post announcements to teams.        
API Access.      
Manage asset register.        
View asset register.         
Knowledge base.      
Leave calendar (My Leave Page HR web platform).         
Leave Requests (Upcoming Events feature Swag app)      
Offboarding.         
Onboarding (Onboarding employees).      
Onboarding (Issue Employment Contracts).      
Onboarding (Global teams)      
Trigger Onboarding Checklists.      
Re-activate employee.      
Issue employee contracts.      
Policies.      
Recruitment settings (Hiring mangers can edit recruitment settings).      
Recruitment (Manage all aspects of recruitment)      
Review settings.      
Template management.      
Uploaded documents      
Web Hooks.      

Watch a video

Author recommended

So you have now setup your custom security settings and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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