Permissions Checklist

This is a summary of basic permissions required by Line Managers. Please raise a ticket if you have any further queries.

Standard Permissions

• System permissions - this must be enabled for a manager prior to activating any other permissions

Employee View Option

• View self - this must be enabled for a manager to be able to view their own leave and time on reports

Leave Approval

If the manager should approve their team’s leave requests

• View by team or department/location (note: viewable departments/locations selected) 
• View leave types
• Manage user leave
• View leave reports

Time Approval (not in the roster)

If the manager should approve their team’s time

• View by team or department/location (note: viewable departments/locations selected) 
• Manage timecards
• Manage No Timecard Dashboard (note: this is if the manager would like to amend/approve timecards from action request)
• View Time Reports

If the manager should approve all staff’s time

• View all staff
• Manage timecards
• Manage No Timecard Dashboard (note: this is if the manager would like to amend/approve timecards from action request)
• View Time Reports

Time

If the manager should view the Who’s At Work report

• View by team or department/location (note: viewable departments/locations selected)
• Manage timecards
• View toll call

User TOIL

• View by team or department/location (note: viewable departments/locations selected) 
• Manage timecards
• View Time Reports
• View toil reports
• Manage toil approvals

Roster

If the manager should manage their team’s roster

• Manage roster
• Publish roster
• Manager roster payroll
• Manage Individual Roster Settings (make sure to choose the rosters in question- Manage who can see Rosters (Manager))
  • Should roster costings be visible? If so;
• View Roster Costings (allows a user to see the costs and cost totals for any roster that they have access to manage)

Performance > Reviews

If the manager should review their team

• View by team or department/location (note: viewable departments/locations selected) 
• View reviews
• Manage review
• View review templates

If the manager should create Chat Logs for their team

• View by team or department/location (note: viewable departments/locations selected) 
• View chat logs
• Manage chat logs

Performance > Objectives

If the manager should manage their team’s objectives

• View User Objective 
• Manage User Objective
• Manage Team Objective

If the manager should manage their department’s objectives

• View User Objective
• View Department Objective
• Manage Department Objective

User Personal Details

If the manager should view and manage their employee’s personal details

• View by team or department/location (note: viewable departments/locations selected) 
• View user personal
• Manage user personal

If the manager should view and manage their employee’s bank details

• View by team or department/location (note: viewable departments/locations selected) 

• View user personal
• View bank details
• Manage bank details

User Leave

If the manager should view and manage their employee’s leave details

• View by team or department/location (note: viewable departments/locations selected) 
• View user leave settings

User Contract Details

If the manager should view and manage their employee’s contract details

• View by team or department/location (note: viewable departments/locations selected) 
• View user contract
• Manage user contract
• Manage contract corrections
• Manage contractual changes & addendums
• View contractual changes & addendums

Training & Qualifications

If the manager should manage their team’s training

• View by team or department/location (note: viewable departments/locations selected) 
• View company settings
• View trainings & qualifications in settings
• Manage training settings
• View user training
• Manage user training
• View training reports

If the manager should manage their team’s qualifications

• View by team or department/location (note: viewable departments/locations selected) 
• View company settings
• View trainings & qualifications in settings
• Manage qualifications settings
• View user qualifications
• Manage user qualifications
• View qualification reports

Skills

If the manager should manage their team’s skills

• View by team or department/location (note: viewable departments/locations selected) 
• View company settings
• View skills
• Manage skills
• View user skills
• Manage user skills

Driver’s License

If the manager should manage their team’s driver’s licences

• View by team or department/location (note: viewable departments/locations selected) 
• View user driver’s licences
• Manage user driver’s licences

System Details

If the manager should add new starter

• Manage staff creation/edit
• View user system
• Manage user system

If the manager should archive employee profiles

• Manage staff creation/edit
• View user system
• Manage user system

If the manager should manage employees placed in Pre-Employment

• View by team or department/location (note: viewable departments/locations selected) 
• Manage staff creation/edit
• View user system
• Manage user system
• Manage onboarding
• View onboarding report

Resources

If the manager should manage their team’s resource folders

• View by team or department/location (note: viewable departments/locations selected) 
• View User Resources
• Manage User Resources

Right to Work

If the manager should manage their team’s right to work details

• View by team or department/location (note: viewable departments/locations selected) 
• View company settings
• View right to work settings
• Manage right to work settings
• View right to work
• Manage right to work
• Manage right to work verification
• View right to work report

Vetting

If the manager should manage their team’s vetting

• View by team or department/location (note: viewable departments/locations selected) 
• View user vetting
• Manage user vetting
• View vetting reports

Work Visa

If the manager should manage their team’s visas

• View by team or department/location (note: viewable departments/locations selected) 
• View visas
• Manage visas
• View visa reports

Equipment

If the manager should manage their team’s visas

• View by team or department/location (note: viewable departments/locations selected) 
• View equipment
• Manage user equipment
• View equipment reports

HR Content Hub > Forms

If the manager should send forms to their employees

• Access HR Content Hub
• View forms

If the manager should send & manage forms to their employees

• Access HR Content Hub
• View forms
• Manage forms

If the manager only needs to complete ‘manager only’ forms, they only require the permission below

• Manager dashboard manager only forms

HR Content Hub > Contracts

If the manager should issue contracts to their employees (new & existing)

• View by team or department/location (note: viewable departments/locations selected) 
• Access HR Content Hub
• View contracts
• Manage contracts
• View contract templates
• View contract overview report

HR Content Hub > Letters

If the manager should issue letters to their employees

• View by team or department/location (note: viewable departments/locations selected) 
• Access HR Content Hub
• View letter templates
• Manage letter templates
• Manage letters
• View user letters
• Manage edit letters
• View letter report

Org Chart

If the manager should view the org chart

• View org chart