Determine what each of your can see, how they clock in, and more.
Settings > Permissions
Multiple permissions profiles
During implementation you will be asked to consider the permission requirements for . Like manager permissions, permissions are stored centrally as profiles, and each is assigned to a profile.
A single permission group called ‘Default’ for all may suit some businesses. Others may wish to have different permissions based on , allow team leads more access, or allow to use different clock in methods.
To create additional profiles go to Settings > permissions, and click ‘Create new’. Profiles can be created from Scratch, or you can base a new profile on a current permission profile. Profiles can only be deleted when there are no assigned to that profile.
Segmenting using permissions profiles
Staff permissions profiles are also a way of grouping . Leave approvals, and leave request notifications are controlled by permission profile, so you may want to have more than one staff permission profile, even if all staff are given the same permissions.
To segment in this way, create a new profile based on their current profile. Then update their permission profile manually by going to Core HR > People > or via file upload. More on updating profiles here.
The basics – allows you to name and create an ID for the permission profile.
Allows on different profiles to see Discussions or Files created in Core HR > Communications.
Choose what can see or do with their shifts and rosters.
can be shown everything from entire rosters to only their own shifts, they can be required to acknowledge those shifts, allowed to swap/drop/cover shifts, submit unavailability and more.
Time & attendance
Depending on the capture methods activated in Company Settings, different methods can be turned on or off for here.
can be allowed to launch the time clock with their own login credentials, a permission we recommend enabling for team leads or supervisors, but generally not all , otherwise a manager will have to launch the time clock.
Finally, select how their recorded times should be rounded, whether up or down, how long by, for any early or late starts and finishes.
Payroll & vacation
Choose whether can submit leave requests at all, view their forecast, have restricted balances or can see their balances.
Setting a ‘Minimum days notice’ will block from submitting any leave requests within the chosen number of days, requiring them to approach their manager directly to request vacation at short notice.
Determine what should be notified about, and whether they’re notified via email or SMS. For more information, see the Notification Centre article.