Setting global Manager restrictions
Within Natural HR there are predefined access levels.
Employees do not automatically have access to the Natural HR system, they need to be setup as a user with at least employee user level access. Each user must be a member of at least one user group but in some cases they could also be a member of a Secondary group e.g. Manager and Recruiter.
Click here to read about the user access levels (groups) you can set for your users.
You can set global Manager restrictions, once set, these restrictions will be applied against ALL manager users. by going to:
Administration > Company > Display settings > Manager views
There are four main areas where restrictions can be applied against manager users:
Pay and benefits
In a number of the user groups, there is reference to the ability to restrict access to pay and benefits. Whilst for some users, such as managers, this is a global option (i.e. once turned on it applies to all managers) there is the option to control what access is limited to.
The three options are pay/salary, benefits and payments. This means you could stop all your managers from seeing pay and benefits but still allows them access to payments, for example.
Please note: You can also, optionally, apply these same restriction sets to individual HR or Finance users by going to:
People > Users
The 'Restrict access to pay/benefits' option will be available when you add or edit a Finance or HR user.
Manager employee permissions
This controls what managers are able to do relating to employees. The options are:
- Add employees
- Quick add employees
- Approve employees
- Edit employees
- Delete employees
- Employee benefits (access to the module – this can be used in conjunction with Pay and benefits above
- Change employees
- Make leaver
- Start new employee workflows
- View employee workflows
Manager module permissions
This controls what managers are able to do relating to system modules. The options are:
- Add, edit or delete time off
- Add or delete timesheet
- Add, edit or delete training
- Delete expenses
- Delete mileage
- Upload employee documents- You can also specify “folders” with varying user group permissions such as only allowing the employee to access or only allowing the manager to access.
- Delete employee documents
- Access performance reviews
- Access performance warnings
- Edit performance goals
This controls what fields managers are able to access against the employees they are able to see. The
- Date of birth
- National insurance number
- Marital status
- Registered disabled
- Home phone
- Home mobile
- Home email
- Emergency contact
- Bank details
Note: as a manager user is also an employee, the Global employee restrictions will also be applied against the manager user when administering their own account via self-service.
Click here to read about Global employee restrictions and permissions.
Please sign in to leave a comment.