Custom security settings allow you to customise access to the platform for different users and teams. Below, you can see how to customise your platform and see which features you can and can not grant.
Admins and Owners will have access to all features by default.
Menu | Sub-menu | Access |
---|---|---|
Home |
Tasks |
Yes |
People |
Import Employees | No |
Employee Requisitions |
Yes |
|
Employee File Approvals |
Yes |
|
Onboarding Approvals |
Yes |
|
Vevo Checks |
View only (Only admins / owners can the run vevo check.) |
|
Additional Information | No | |
Compliance |
Bulk Issue Documents |
Yes |
Expenses |
Expense Management |
Yes |
Engagement |
Company Values |
View only |
Recognition Management | No | |
Happiness Surveys | Yes | |
Custom Surveys | Yes | |
Exit Interviews | Yes | |
Development |
1:1s | Yes (Only possible if you add the following setting:
|
Performance |
Feedback | No (Feedback is only visible between the employee, the person providing the feedback, and their manager. You can not grant access to this feature. Admin/Owners also do not have access to this feature) |
360 Review Management | Yes | |
Performance Review Management |
Yes |
|
Benefits |
Hero Points Management | No |
Reports |
Audit Trail | View only |
Asset Register Report |
Yes |
|
Asset Report |
Yes |
|
Custom Report |
Yes |
|
Tenure Report |
Yes |
|
Turnover Report |
Yes |
|
Headcount Report |
Yes |
|
Workforce Snap-Shot | No | |
Compliance Report |
Yes |
|
Leave Report |
Yes |
|
Timesheet Report |
Yes |
|
Shout-out Report |
Yes |
|
1:1's Report | Yes (only possible if you add the following setting:
|
|
Assigned Learning |
Yes |
|
Goals Report | No | |
Reviews Report |
Yes |
|
360 Reviews |
Yes |
|
2FA |
|
No |
Settings |
Authorising Signatory Settings |
You can set an employee up as an Authorising Signatory. Only an Admin or Owner can do this. |
Review Settings |
Yes |
|
Checklist Settings |
Yes |
|
The rest of the features under Settings |
No (You can only use custom security groups for Authorising Signatory, Review, and Checklist Settings.) |
|
Onboarding |
Onboarding | Yes (Use and delete permissions only.) |
Quick-add employees | Yes (Use permissions only.) | |
Issue employment contracts | Yes (Use permissions only.) | |
Offboarding |
Offboarding | Yes (Able to offboard employees within this CSS group.) |
Global Teams offboarding | Yes (Able to create and manage requests to offboard Global Teams employees.) | |
Offboarding checklist settings | Yes |