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Who are you and what section are you in?

Which custom security settings can I give to users?

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:
  • Other Permissions > 1:1 Management (Manage employee 1:1 meetings))

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:
  • All employees > Reports (People, Reviews and Time Reports) - Use))
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
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