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Setting Global Employee Restrictions

Within HRWize, there are predefined access levels.

Employees do not automatically have access to the HRWize as they need to be set up as a user with at least Employee level user access. Each user must be a member of at least one user group.

Click here to read about the User Access Level Groups you can set up for your users.

Please Note - These restrictions are global and, once set, will be applied against ALL employee users.

You can set global Employee restrictions by going to:

Administration > Company > Display settings > Employee views

Under the Employee views section, there are 3 main areas where restrictions can be applied against employee users.


Show my job details

These are fields visible to the employee about themselves:

  • Works ID
  • Job title
  • Job description
  • Salary
  • Grade
  • Department name and description
  • Job attachment
  • Also show previous value

Please Note - The employee can view this information via:

Self service > My details > My job

Modules

  • Show employee's time off allowance - Yes or No
  • Employee upload documents (via Self Service) - No, Yes - able to choose upload folder, Yes - not able to choose upload folder
  • Employee map visible to employees (via Self Service) - Yes or No
  • Reviews visible to employees - Yes or No
  • Goals visible to employees - No, Yes - view only, Yes - employee can update, Yes - employee can add and update
  • Competency chart visible to employees - No, Yes - view only, Yes - employee can update
  • Warnings visible to employees - Yes or No
  • Working pattern visible to employees on calendar - Yes or No
  • Payments visible to employees (via Self Service - Yes or No
  • Organisational chart visible to employees - Yes or No
  • Planner visible to employees - Yes or No. If you choose Yes, employees will be able to view the planner with no restrictions, which means they will see all data for all employees in all departments.
  • Vehicles - Yes or No.

Please Note - You can prevent complete access to other modules not listed via:

Administration > Company > Settings > Module templates

Employee changeable fields

You can also allow Employees to update/change their own employee record by going to:

  • Profile picture
  • First name
  • Middle name
  • Surname
  • Known as
  • Marital status
  • Social security number
  • Date of birth
  • Gender
  • Ethnicity
  • Disabled
  • Registered disabled
  • Nationality
  • Sexuality
  • Religion

The employee can change any of the fields by going to:

Self service > My details > Personal details

Change employee's photo

The employee can update their own profile image by going to:

  1. 'My profile' in the employee's user menu
  2. Clicking on the 'Change my profile image'

Giving access to the public calendar for employees

By default, the employee will only see their own data on their calendar including time off, training, meetings, reminders, etc.

You can give employees access to a "public calendar" by going to:

Administration > Company > Display settings > Calendar

This means that, in addition to the above, the employee will also see the time off and training of those employees who match the specified cohort (based on the manager, department, or site).

If Calendar status is set to Public and user can choose, the employee can filter their calendar view by going to:

  1. Localisation in the employee's user menu
  2. Clicking on the options in the "Public calendar display" option

Please Note - After selecting one or more of the options, please ensure you click on 'Submit' for the change to take effect.

When setting up time off types, you can choose the visibility for specific types, so you might have Annual leave visible on the public calendar, but sickness is not visible. You can also choose to set specific training records as private, meaning they will not show on the public calendar. This only applies to the public calendar - the employee, manager, and HR will still see all time off with reasons regardless.

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