How to manage custom user security settings via the HR platform

Employment Hero has designed our Custom Security feature to be flexible. An employee in your organisation can manage the asset register or assign learning to your employees, but not see the asset register. By using the Custom Security feature you can create security groups that can access certain features, and base this access on an employee list or team.

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:   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.

  Interactive learning

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Getting started

Add a security group
  1. Click the   Settings menu.
  2. Under General Settings, click the Custom Security Settings submenu.
  3. Click the New Security Group button.
    screenshot of the customs security page, highlighting the new security group button
  4. Complete the following fields:
    • Group name.
    • Description.
    • Set permissions for.
  5. Choose the corresponding tab for the permissions you want to set:
    • Employees.
    • Contractors.
    • Other Permissions.
    screenshot of the custom security settings page, showing where to add info for a new security group

    Important

    To understand the terms used in the Security Group permissions page and the access you can grant in each section, please refer to the Further information section of this article.

  6. Click the Create button.
    screenshot of the bottom of the page where to add a new security group, highlighting the create button

Editing data

Edit a security group
  1. Click the   Settings menu.
  2. Under General Settings, click the Custom Security Settings submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    screenshot of the custom security settings, highlighting the actions and edit buttons for one group
  5. Make the required changes.
  6. Click the Save button.
    screenshot of the edit custom security settings page, highlighting the save button

Removing data

Delete a security group
  1. Click the   Settings menu.
  2. Under General Settings, click the Custom Security Settings submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    screenshot of the custom security settings, highlighting the actions and delet buttons for one group
  5. Click the Delete button.
    screenshot of the delete group pop-up message, highlighting the delete button

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. Premium. Platinum.  
Documents.        
Custom Reports.        
Employee File (Financial details). Banking Details.

You can grant access as a group.

You can grant access individually.

 
Statutory Details.  
Employee File (Non-Payroll details). Personal Details. You can grant access as a group. You can grant access individually.  
Employment History.  
Uploaded Documents.  
Emergency Contacts.  
Management Notes.  
Audit Trail.  
Certifications.  
Employee File (Payroll details). Employment Details. You can grant access as a group. You can grant access individually.  
Employment History.  
Pay Details.  
Benefits (Allowances).  
Payroll Errors.  
Uploaded Documents.  
Leave Requests  
Goals and OKRs. Company Level.      
Team Level.      
Personal Level.      
Expense Claims (Expense Management).           
Leave Requests (Leave management).           
Reports (Engagement report).           
Reports.           
Reports (Assigned Learning report).           
Rostering Management.        
Timesheets.          
Safety module.        
Access options: Contractors
Security group. Premium. Platinum.
File details.    
Document details.    
Safety module for contractors    
Access option: Other permissions
Security group. 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.    

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