Permissions related
A collection of articles related to the permissions needed to perform specific tasks.
- Give an employee access to the transfer employee buttonYou can give an employee access to the transfer employee button if they need to update someone’s role or position in the system.
- Permission needed to authorise pay changesYou need specific permission to authorise pay changes.
- Enable managers to edit emergency contactsYou can give managers access to edit their team's emergency contact details so they can keep their team’s emergency contact information accurate and up to date.
- Give access to the edit this page buttonYou can give someone access to the Edit this page button if they need to update or manage the content on the system’s home page.
- Remove transfer employee or change postYou can remove the transfer employee or change post feature from employees so you can restrict who can move employees between posts.
- Allow all employees to edit sensitive informationWith the correct permission, you can edit your sensitive information in your self-service.
- Permission to add employees to an existing eventYou can add employees to an existing event if you have the required permission assigned to your role.
- Manage maternity, paternity and adoption tabYou can access the maternity, paternity and adoption tab so you can all information in one place
- Permission to access the eligibility to work sectionYou can access the eligibility to work section of an employee's profile with the correct permission.
- Permission to access the dashboard tabYou can access the dashboard tab if you have the correct permission.
- Permissions to view employees Bradford factorYou can view employees Bradford factor with the correct permission.
- Permissions needed to view teamIf you're a manager, you can view your team with the correct permission.
- View holiday booked by employeeYou need a specific permission to view holiday booked by employee so you can manage their team effectively and plan workforce coverage.
- Give access to borrow staff or add agency workers to a rotaYou can give an employee access to borrow staff or add agency workers on a rota, so you can add staff to another rota when extra coverage is needed.
- Permission to give access to evacuationYou can give evacuation access to managers so they can access and manage the evacuation register.
- Employee has submitted and approved time in lieuAn employee has approved their own time in lieu entry if they meet two requirements.
- Access to documentsYou can give access to documents so you can control who can see and manage employee documents.
- Self-service team rota permissionYou can let your employees to view their team members shifts in their self-service portal with the correct permission.
- Give access to other employee's post detailsYou can give an employee access to other employee's post details so you can match access to someone’s role and responsibilities.
- Permission to grant access to the analytics tab in the rota screenYou can grant access to the analytics tab in the rota screen so you can provide visibility into labour and scheduling insights for your team.
- Permission to gives access to the change basic pay buttonYou can give access to the change basic pay button if someone needs to update an employee’s salary in the system.
- Permission to add leave paymentYou can process a leave payment through the termination wizard if someone needs to process payments for unused leave during an employee’s termination.
- Permissions to control the available actions for the rota rulesYou can control the actions within rota alerts so you can control what actions users can take when rota variable rules trigger alerts.
- Permission required to view the time worked in lieu tabYou can view the time worked in lieu tab so you can see an employee’s Time Worked in Lieu (TWIL) balance.
- New starter wizard not populating postsIf the post area is not populating when onboarding a new starter, check that the user has the correct permissions assigned.
- Grant another employee access to add permissionsYou can give access to another employee so you can have a better permission management
- Employees unable to see my expenses in the self-service menuYou need specific permissions for your employees to see my expenses in the self-service menu.
- Allow all employees to request lieu timeYou can allow all employees to request lieu time so they can manage their own Time Worked in Lieu (TWIL) directly in Self Service.
- Access payroll suspension permissionsYou can access payroll suspension if you need to stop an employee from being paid in the next payroll export.
- Permissions required for pay additions or deductionWith the right permission, you can grant access to adjust basic pay or one-off payments for an employee, post, or role so they can manage pay adjustments.
- Unable to add a new sectionIf you are unable to add a new section, follow the guidance within this article to resolve this issue.
- Permission to stop employees seeing their payYou can stop employees seeing their pay so you can ensure privacy or prevent confusion during payroll updates.
- Section groups visible without permissionsEmployees can select section groups within the organisation structure that they don't have permissions for.
- Remove permissions to view employee bank details access to sensitive dataYou can remove permissions to view employee bank details so you can limit access to sensitive data.
- Permission to see date of birthYou can allow an employee to view other employees' date of birth based on their role responsibility and practical HR needs.
- Permission that allows users to see or configure notificationsYou can allow users to see or configure notifications with the correct permissions.
- Permissions needed to view terminated employeesYou can view terminated employees so you can audit past records, retrieving historical data for reports, or managing final payroll and compliance requirements.
- Permissions needed to add a payment type to a new employeeYou can add a payment type to a new employee so that the system knows how they should be paid and allows payroll to be processed correctly for them.
- Permission required for a manager to edit maternityYou can edit maternity so you can keep HR records accurate and up to date.
- Set up productivity measure on a rotaYou can set up the productivity measure on your rota, in a few easy steps.
- Can’t add bank details to new employeeIf you can’t add bank details to new employee, you need to check your permissions.
- Can't see company logo in the upper rightIf you can't see company logo in the upper right, you need to check your permissions.
- Can't add or remove a role on a postIf you can't add or remove a role on a post, you need to check your permissions.
- View the variance between contract and rota hours for salaried employeesYou can view the variance between contract and rota hours for salaried employees with the right permission.
- View analytics on the rota pageYou can view analytics on the rota page with the right permission.
- Transfer an employee to any sectionYou can transfer an employee to any section with the correct permission.
- The manager or supervisor cannot see their rotas anymoreIf your manager cannot see your rotas anymore, you need to check their permissions.
- Remove permission for an employee to see the disciplinary sectionIf you don't want the employee to see the disciplinary section, you need to remove their permission.
- Plus icon meaningYou can see the plus icon meaning.
- Permissions needed to close a rotaYou need a specific permission to be able to close a rota.
- Permission needed to add payment detailsYou need specific permissions to add payment details.
- Some section groups are not appearing in the organisation structureIf some section groups are not appearing in the organisation structure you need to check several things,
- Next of kin permissionYou can allow employees to be able to edit their next of kin details.
- Meaning of pen and paper iconYou can see the meaning of pen and paper icon.
- Permission to see position historyYou need a specific permission to see position history.
- View an employees pay record historyYou can view an employee pay record history in a few easy steps.
- Amend an absence that spans over a completed rotaYou can amend an absence that spans over a completed rota.
- Permission to terminate employeesYou'll need specific permissions to be able to terminate employees.
- Permissions needed to make changes to availability within my profileYou can change availability within self-service with the correct permission.
- Permission to add meetings to employees' profilesYou need specific permission to add meetings to employees' profiles.
- Permission to add emergency contactYou need specific permission to add emergency contact.
- Permission to edit your bank detailsYou can edit your bank details if you have the right permission assigned.
- Permissions needed to approve employee holidayYou can give an employee the access to approve employees' holiday requests with the correct permission.
- Permissions are showing in the post but not on the employee's pageIf the permissions are showing in the post but not on the employee's page, you'll need to wait some days.
- Permissions needed to access the calendar within my teamYou need certain permissions to be able to access the calendar within my team section.
- Permissions to manage a single section on the rotaYou can manage a single section on the rota with the correct permission.
- Permission to edit salary paid for detailsIf you want to give access to edit button within basic pay, you need the correct permission.
- Permissions to use parental leave, maternity, paternityYou need specific permissions to be able to use parental Leave, maternity, paternity.
- Close a sickness on a completed rotaYou can close a sickness on a completed rota, with the correct permissions.
- Permission to modify an employee's recordYou need a specific permission to be able to modify an employee's record so that only a limited number of users to have access to this to maintain security of…
- Permissions to view the payroll menuYou can view the payroll menu with the correct permissions.
- Unable to see the same rolesIf you're unable to see the same roles as another user, you'll need to check your permissions.
- View documents in self-service for terminated employeeTerminated employees will only be able to view documents under self-service with the correct role.
- Unable to see employee's profileIf you're unable to see employees' profile as a manager, you need to check your permissions.
- View how permissions are displayed within the systemYou can easily view how permissions display within the system.