Determine what each of your employees can see, how they clock in, and more.
Settings > employee Permissions
Multiple permissions profiles
During implementation you will be asked to consider the permission requirements for employees. Like manager permissions, employee permissions are stored centrally as profiles, and each employee is assigned to a profile.
A single employee permission group called ‘Default’ for all employees may suit some businesses. Others may wish to have different permissions based on roles , allow team leads more access, or allow employees to use different clock in methods.
To create additional profiles go to Settings > employee 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 employees assigned to that profile.
Segmenting employees using permissions profiles
Staff permissions profiles are also a way of grouping employees. Leave approvals, and leave request notifications are controlled by employee 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 employees in this way, create a new profile based on their current profile. Then update their permission profile manually by going to Core HR > People > employees or via file upload. More on updating employee profiles here.
The basics – allows you to name and create an ID for the permission profile.
Allow employees on different profiles to see Discussions or Files created in Core HR > Communications.
Choose what employees can see or do with their shifts and rosters.
employees can be shown everything from entire rosters or only their own shifts, and 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 employees here.
employees 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 employees, 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 employees can submit leave requests at all, view their forecast, have restricted balances or can see their balances.
Setting a ‘Minimum days notice’ will block employees 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 employees should be notified about, and whether they’re notified via email or SMS. For more information, see the employee Notification Centre article.