HR platform: Custom security settings and user management

Overview

Within your organisation, an employee may manage just the asset register, or they may just be in charge of assigning learning to your employees. At Employment Hero, we know these employees do not need full admin access but tailored access to suit the needs of their role, which is where our Custom Security feature comes in handy.

The custom security feature allows you to create your own security groups based on either an employee list or teams and then specify what access this group has within the HR platform. You can also use this feature to edit any previously created information and delete a record if it is no longer required.

HR Best Practice

The custom security settings feature allows you to customise what your employees can see and do. This feature allows you to avoid having to make nominated employees an Employment Hero Admin unnecessarily. For example, your Talent Acquisition Specialists may need to onboard your new hires or your IT Coordinators may be responsible for your Asset Register. This is especially important as it avoids the sharing of logins in order to complete certain activity in the platform. Our HR experts recommend you create teams to apply permissions to groups of employees.

Availability

HR Plan: Free Standard Premium  Platinum
Payroll Plan:   Standard Premium

Getting started

Adding a security group
  1. Click the General Settings menu. 
  2. Click the Custom Security Settings submenu.
  3. Click the New Security Group button.
    Security_1.jpg
  4. Complete the following fields:
    • Group name.
    • Description.
    • Set permissions for:
      • All employees.
      • Team.
      • Employee.
  5. You now have three options you can choose from with your security group:

    Important

    To read a breakdown on what the terms used in the Security Group permissions page mean and also what access you can grant in each section, please refer to the following article section.

    • Set Employee access permissions:
      1. Click the Employees tab.
      2. Select the required permissions.
      3. Click the Create button.
    • Set Contractor access permissions:
      1. Click the Contractors tab.
      2. Select the required permissions.
      3. Click the Create button.
    • Set Other Permissions access permissions:
      1. Click the Other Permissions tab.
      2. Select the required permissions.
      3. Click the Create button.

Maintain

Editing a security group
  1. Click the General Settings menu. 
  2. Click the Custom Security Settings submenu.
  3. Click the Action button.
  4. Click the Edit button.
  5. Make the required changes and click the Save button. 
    Security_2.jpg
Deleting a security group
  1. Click the General Settings menu. 
  2. Click the Custom Security Settings submenu.
  3. Click the Action button.
  4. Click the Delete button.
    Security_3.jpg
  5. Click the Delete button. 
    Security_4.jpg

Further information

Definitions
Use Allows the user to use the feature. If the feature supports modifying and deleting, then the user will have access to that function.
View Allows the user to view the feature.
Modify Allows the user to modify the feature.
Delete Allows the user to delete the feature.
All staff The user can access this feature for all employees in their company.
Teams The user can access this feature for all members within their team.
Reporting Employee's The use can access the feature for all employees under them but not themselves.
All Contractors The user can access this feature for all contractors in their company. 
Reporting Contractors The use can access the feature for all Contractor's under them.
Knowledge Base Access to the HR Guides section of the Employment Hero HR platform.
Access options: Employees
Security group Access within the security group Standard Premium Platinum
Custom reports        
Documents        
Financial details Banking details

You can grant access as a group.

You can grant access as a group.

You can grant access individually.

Tax declaration
Superannuation details
Non payroll details Personnel details You can grant access as a group. You can grant access as a group. You can grant access individually.
Employment history
Uploaded documents
Emergency contacts
Work eligibility
Management notes
Audit Trail
Certifications
Medical disclosure statement
Payroll Details Employment details You can grant access as a group. You can grant access as a group. You can grant access individually.
Employment history
Pay details
Benefits (Allowances)
Payroll errors
Uploaded documents
Leave requests           
Engagement reports           
Reports           
Timesheets           
Access options: Contractors
Security group Standard Premium Platinum
Independent contractors      
Access option: Other permissions
Security group Standard Premium Platinum
Post announcements to everyone      
Post announcements to teams        
API Access      
Manage asset register        
View asset register         
Knowledge base      
Leave calender         
Offboarding         
Onboarding employees      
Issue employee contracts      
Policies      
Recruitment      
Review settings      
Incident reports      
Template management      
Web Hooks      

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