Allow Finance Users Access to Selected Employee Documents
Release 22.4.3 - Release Date 13/12/2022
It is now possible for Finance Users to be given limited access to Employee Documents. This is intended to allow Finance Users access to documents which are useful for the Payroll process such as Payslips and P45's.
This can be implemented by checking the document access checkbox within -
People -> Users -> Select the applicable profile and select Edit from the actions menu.
Within the users profile, if they are enabled as a Finance User, there will be an option for Document access.
Within Administration >Company > Settings > Employee Document Categories, you can select the document category you would like to grant access to. The field Finance Access, can be set to Yes.
When the Documents access has been selected, the Employee module will appear for Finance Users.
The employee module will display in Table view, showing only employees they can access and the only available action will be Documents.
When selecting the Documents option, they will only be able to access Document Categories where the Finance Access has been set to Yes and the documents contained within.
They will be able to View and Download these documents.
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