Admins can provide custom security access to employees and managers who do not have default access to certain features. You can do this by creating a custom security group, as detailed in this article: Grant feature access to employees through custom security groups.
Below, you can see the features you can grant access to employees, managers, and other non-admin users.
| Menu | Sub-menu | Access | Notes |
|---|---|---|---|
|
Home |
Tasks |
Yes |
|
|
People |
Import Employees | No | |
| Employee Requisitions |
Yes |
|
|
| Employee File Approvals |
Yes |
|
|
| Onboarding Approvals |
Yes |
|
|
| 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 |
Yes | 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 |