Granting managers restricted access | Payroll Web Platform

Within your organisation, you may have users that need access to just a specific feature to undertake certain actions, such as reviewing expense claims or seeing who has clocked into work. We know these employees do not need full admin rights but tailored access to suit the needs of their role

The Restricted Access feature allows you to create your own security groups based on what your managers need access to within your payroll platform. You can also use this feature to edit any previously created security groups and delete a record if it is no longer required

Getting started

  Select which type of access you want to make for the relevant instructions.

Reports CMI Employee Access Locations

Availability

Payroll Plan:   Essentials   Standard   Premium
Grant access to reports
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Manage Users button.
  5. Click the Manage Users tab.
  6. Click the   Add button.
    Screenshot 2023-07-18 141817 (5).jpg
  7. Enter the employee's email address into the Email Address field.

    Helpful Hint

    If you enter the email address of an employee that already exists within your payroll platform, then their name will automatically populate within the Name field.

  8. Click the Restricted Access button.
  9. Click the Reporting tab.
  10. In the User Has Access To drop-down menu, select one of the following options:
    • No reports.
    • All reports.
    • Report packs.
    • The following reports.
  11. Choose whether to select the No Restriction on Reporting Data tick box.

    Helpful Hint

    The restricted reporting feature is only available if the employee is a part of a restricted location or employee group. To read further details on how to assign an employee, a location or employee group restriction, refer to the following articles:

  12. Click the Save button.
    Report Access (UK) 2 (1).jpg

Editing access

  Select which type of access you want to edit for the relevant instructions.

Reports CMI Employee Access Locations

Availability

Payroll Plan:   Essentials   Standard   Premium
Edit reporting access
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Manage Users button.
  5. Click the Manage Users tab.
  6. Click the   Edit button.
    Screenshot 2023-07-18 141817 (4).jpg
  7. Make the required changes and click the Save button.
    Screenshot 2023-07-18 142022.jpg

Revoking access

  Select which type of access you want to revoke.

Reports CMI Employee Access Locations

Availability

Payroll Plan:   Essentials   Standard   Premium
Revoke reporting access
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Manage Users button.
  5. Click the Manage Users tab.
  6. Click the   Delete button.
    Screenshot 2023-07-18 141817 (3).jpg
  7. Click the OK button.
    Screenshot 2023-07-18 143024.jpg

Author recommended

So you have now granted a user restricted access 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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