Last updated 19 May 2025

Every HR Permissions for Users and User Groups

Below are all of the permissions on Every HR which impact their access on Every HR. These permissions can be applied to a user via a user group, or turned on or off on a specific user basis.

Tasks

Permission	Description	When On	When Off
Add Tasks	Sets a user’s ability to assign and manage tasks within the organisation.	Users can add tasks in the Task Management module and send them to colleagues with Every HR access. Assigned tasks appear in the recipient's My Task section of the My Portal area.	Users cannot create tasks in the task management module.
Edit Tasks	Sets a user’s ability to modify and manage task details. Access to the comprehensive All Task List is also affected.	Users can make changes or amendments to tasks within the system. They have access to an All Task List, including My Tasks, All Tasks, Overdue Tasks, and Completed Tasks.	Users cannot edit tasks directly. Instead, they can use the "Responses" feature to request changes from the task issuer.
Edit Settings	Does not impact users as the Task Management module does not have its own module settings.	Not Applicable	Not Applicable

Employees

Permission	Description	When On	When Off
View All Employees	Sets a user’s ability to view a complete overview of all employee records and generate reports for comprehensive analysis. .	Users can view but not edit all employee records within the specific property on the All Employees page. They can also generate reports on all employees.	Users are restricted from viewing all employee records and generating comprehensive reports.
Edit All Employees	Sets a user’s ability to edit employee records as well as view them within the specified property.	Users can view and edit all employee records on their All Employees page.	Users are restricted from editing employee records. They can still view them with the ‘View All Employees’ permission.
Archive Employees	Sets a user’s ability to archive employee records, impacting their visibility in reports and, if chosen, archiving the associated user and disabling their login to Every.	Users can archive employee records using the red ‘X’ icon on the All Employees page. They can also archive the associated user. Archiving removes them from reports and places them in the ‘Archived Employee Record’ section, also archiving their role. If both are archived, the associated user account is moved to the ‘Archived’ section of the User Administration page of the Admin area of Every HR, disabling their login to Every.	Users cannot archive employee records.
Archive Employee Jobs	Sets a user’s ability to archive employee job roles, affecting their visibility in the employee's record and moving them to the ‘Archived Employee Role Records’ section.	Users can archive employee job roles, using a red ‘X’ on the ‘Employees by Job Role/Type’ tab on the All Documents page. Archiving a job role removes it from the employee's record, making it visible in the ‘Archived Employee Role Records’ section.	Users cannot archive employee job roles.
Upload and edit own documents in My Portal	Sets a user’s ability to manage and view their documents within My Portal.	Users can upload and view all documents they have attached within the ‘Employee Documents’ and ‘Job Documents’ sections of the My Profile page with their My Portal.	Users cannot upload or edit their own documents in My Portal.
View Analytics	Sets a user’s ability to access the Analytics tab in Employees which displays employee-related metrics such as the number of employees, employee turnover, and employee salaries.	Users with this permission can access the Analytics page within Employees, allowing them to view analytics on the number of employees, employee turnover, and employee salaries.	Users cannot access the Analytics page for the Employees module, restricting them from viewing the specified employee analytics.
View Incomplete Records	Sets a user’s ability to identify and view employee records with missing data in specific fields through the ‘Incomplete Records’ tab.	Users can access the ‘Incomplete Records’ tab within the Employees module, allowing them to view employee records that are missing specific fields of data based on their incomplete record settings.	Users cannot access the ‘Incomplete Records’ tab, limiting their ability to identify and view incomplete employee records.
Edit Settings	Sets a user’s ability to configure and modify a range of settings within the Employees module, including those related to employee details, pay, benefits, tasks, and more.	Users can view and edit settings for the Employees module. This includes general module settings, and establishing pay additions and deductions, benefits, task templates, incomplete records settings, post types, adding shift templates, and other checks.	Users cannot access or edit the Settings page of the Employees module.
View Sensitive Data	Sets a user’s ability to view sensitive information within employee records.	Users can view sensitive data with employee records in Employees. This includes details such as an employee’s ethnicity, marital status, religion, disability, sexual orientation, reasonable adjustments, medical conditions, or allergies.	Users cannot access sensitive data within an employee's record.
Edit Sensitive Data	Sets a user’s ability to edit and update sensitive data within employee records.	Users can edit sensitive data within employee records. This includes details such as an employee’s ethnicity, marital status, religion, disability, sexual orientation, reasonable adjustments, medical conditions, or allergies.	Users cannot make changes to sensitive data within employee records. They may still be able to view this data if ‘View Sensitive Data’ is switch on.
View Employees for Direct Reports	Sets a user’s ability to view the employee records for their direct reports on Every HR.	Users can see the employee records of individuals they line manage. Line managers are determined by the ‘Reports To’ field in an employee’s record or the "Reports To" field on the ‘Roles’ sheet within an employee import spreadsheet.	Even if a user has direct reports aged to them, they cannot view the employee records for these individuals.
Edit Employees for Direct Reports	Sets a user’s ability to view and make changes to the employee records for their direct reports on Every HR.	Users can edit the employee records of individuals they line manage. Line managers are determined by the ‘Reports To’ field in an employee’s record or the "Reports To" field on the ‘Roles’ sheet within an employee import spreadsheet.	Users cannot edit the employee records of individuals they line manage. They may still be able to view these employee records if ‘View Employees For Direct Reports’ is switch on.
Edit User Group Access	Sets a user’s ability to edit employee records for individuals within a designated user group, offering a targeted approach for managing specific departmental or group access.	Users can edit the employee records within a specified user group. For example, a property’s ‘Head of IT’ can make changes to the employee records of all users within the ‘IT Department’ user group, even if they only line manage some of them directly.	Users will not have the ability to edit employee records within a specific user group. If they have permission to ‘Edit Employees For Direct Reports’, they will only be able to make changes to their direct reports.
View User Group Access	Sets a user’s ability to view employee records for individuals within a designated user group, offering view-only access across departments or other groupings of staff.	Users can view the employee records within a specified user group. For example, a property’s ‘Head of IT’ can view the employee records of all users added to the ‘IT Department’ user group, even if they only line manage some of them directly.	Users will not have the ability to view employee records within a specific user group. If they have permission to ‘View Employees For Direct Reports’, they will only be able to view their direct reports.
Import Employee Data	Sets a user’s ability to access the Import Employees page for exporting, amending, and reimporting data in bulk.	Users can access the Import Employees page. This allows them to export all employee data into a spreadsheet, make bulk amendments, validate their changes, and then reimport the updated data.	Users cannot access the Import Employees page, restricting their ability to perform bulk imports and exports of employee data.
View Posts	Sets a user’s permission to see the organisational structure or posts chart within the property, providing insight into the hierarchy or layout of positions.	Users can view the posts chart or organisational structure of the property.	Users cannot access or view the posts chart or organisational structure.
Edit Posts	Sets a user’s permission to both view and edit the organisational structure or posts chart within the property, allowing them to make changes to the hierarchy or positions.	Users can view and edit the posts chart or organisational structure of the property.	Users cannot view or edit the posts chart or organisational structure.
Manage Employee Signable Documents	This permission allows the user to add and edit signable documents within both 'Employee Documents' and 'Job Documents' sections of the employee profile. This must be activated alongside 'View All Employees' and 'Edit All Employees' permissions.	Users can add and edit signable documents within 'Employee Documents' and 'Job Documents' sections of the employee profile.	Users cannot add or edit signable documents within 'Employee Documents' and 'Job Documents' sections of the employee profile.
Bulk Actions	This permission allows users to create, edit, view and approve various bulk actions within the Employees module, such as pay progressions, paid-for-weeks amendments and changes to spot rates.	Users can create, edit or approve pay progressions, paid for weeks amendments and changes to spot rates using a bulk action. Precise permissions are defined by the other ‘Bulk Actions’ permissions.	Users cannot access the Bulk Actions page within the Employees module.
Bulk Actions - Pay Progression - Create	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to create bulk pay progression actions.	Users can create bulk pay progression actions.	Users cannot create bulk pay progression actions.
Bulk Actions - Pay Progression - Edit	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to edit bulk pay progression actions.	Users can edit bulk pay progression actions.	Users cannot edit bulk pay progression actions.
Bulk Actions - Pay Progression - Approve	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to approve bulk pay progression actions.	Users can approve bulk pay progression actions.	Users cannot approve bulk pay progression actions.
Bulk Actions - Paid For Weeks Amendment - Create	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to create bulk paid for weeks amendment actions.	Users can create bulk paid for weeks amendment actions.	Users cannot create bulk paid for weeks amendment actions.
Bulk Actions - Paid For Weeks Amendment - Edit	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to edit bulk paid for weeks amendment actions.	Users can edit bulk paid for weeks amendment actions.	Users cannot edit bulk paid for weeks amendment actions.
Bulk Actions - Paid For Weeks Amendment - Approve	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to edit bulk paid for weeks amendment actions.	Users can approve bulk paid for weeks amendment actions.	Users cannot approve bulk paid for weeks amendment actions.
Bulk Actions - Spot Rate - Create	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to create bulk actions to change spot rate salaries.	Users can create bulk actions to change spot rate salaries.	Users cannot create bulk actions to change spot rate salaries.
Bulk Actions - Spot Rate - Edit	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to edit bulk actions to change spot rate salaries.	Users can edit bulk actions to change spot rate salaries.	Users cannot edit bulk actions to change spot rate salaries.
Bulk Actions - Spot Rate - Approve	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to approve bulk actions to change spot rate salaries.	Users can approve bulk actions to change spot rate salaries.	Users cannot approve bulk actions to change spot rate salaries.
Bulk Actions - Enforce Calculations - Create	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to create bulk actions to enforce calculations.	Users can create bulk enforce calculations actions.	Users cannot create bulk enforce calculations actions.
Bulk Actions - Enforce Calculations - Edit	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to edit bulk actions to enforce calculations.	Users can edit bulk enforce calculations actions.	Users cannot edit bulk enforce calculations actions.
Bulk Actions - Enforce Calculations - Approve	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to approve bulk actions to enforce calculations.	Users can approve bulk enforce calculations actions.	Users cannot approve bulk enforce calculations actions.
Manage Entitlement Groups	This must be activated alongside an ‘Edit Employees’ permission. Allows users to view and access the 'Entitlement Groups' tab.	Users can access and view the 'Entitlement Groups' tab.	Users cannot access or view the 'Entitlement Groups' tab.
Approve Automatic Increments	This must be activated alongside ‘Bulk Actions’ and an ‘Edit Employees’ permission. This specifically gives the permission to approve automatic increments.	Users can approve automatic increments.	Users cannot approve automatic increments.
Create Automatic Increments	This must be activated alongside an ‘Edit Settings' permission. This specifically gives the permission to create an automatic increment rule and access the 'Automatic Point Increment' tab.	Users can create an increment rule and access the 'Automatic Point Increment' tab.	Users cannot create an increment rule and access the 'Automatic Point Increment' tab.
Approve Posts	Allows users to be involved in the approval of posts, providing access to the ‘Approve Posts’ tab.	Users can be part of the approval process for posts and can access the ‘Approve Posts’ tab on the Posts page.	Users cannot participate in the approval process for posts and cannot access the ‘Approve Posts’ tab.
Mass Upload Payslips & Statements	This permission grants users access to the ‘Distribute Payslips and Statements’ page, where users can upload payslips for multiple employee records at once.	Users can access the ‘Distribute Payslips and Statements’ page, allowing them to upload payslips for distribution to multiple employee records at once.	Users cannot access the ‘Distribute Payslips and Statements' page, limiting their ability to upload and distribute payslips in bulk.
Mass Upload Documents	This permission grants users access to the ‘Distribute Employee Documents’ page, where users can upload documents to multiple employee records at once.	Users can access the ‘Distribute Employee Documents’ page, allowing them to upload documents for distribution to multiple employee records at once.	Users cannot access the ‘Distribute Employee Documents' page, limiting their ability to upload and distribute employee documents in bulk.
Mass Upload Profile Images	This permission grants users access to the 'Distribute Profile Images' page, where users can upload and distribute sets of profile images to their employee records.	Users can access the 'Distribute Profile Images' page, allowing them to upload sets of profile images for distribution to the correct employee records.	Users cannot access the 'Distribute Profile Images' page, limiting their ability to upload sets of profile images to distribute to employee records.
Run Workflows	This must be activated alongside an ‘Edit Employees’ permission. Allows users to view and use the 'Workflows' button in an employee's profile.	Users can view and use the 'Workflows' button in an employee's profile.	Users cannot view or use the 'Workflows' button in an employee's profile.
Manage Job Category Filter	This must be activated alongside an ‘Edit Settings' permission. Allows users to view and access the 'Job Category Filter' tab.	Users can view and access the 'Job Category Filter' tab.	Users cannot view or access the 'Job Category Filter' tab.
Manage Payment Policies	This permission allows the user to view and edit the 'Payment Policies' tab if payment polices are enabled in 'Employee - Main Settings'. This must be activated alongside 'Edit Settings' permission.	Users can view and edit Payment Policies.	Users cannot view or edit Payment Policies.

Employee Directory

Permission	Description	When On	When Off
View Contact Information	Sets access to view contact details (such as work phones and email addresses) within the Employee Directory page of My Portal.	Users can see contact information (such as work phone numbers and email addresses) through the Employee Directory.	Users cannot view contact information using the Employee Directory.
View Personal Contact Information	Sets access to view private contact details (such as personal phone numbers and email addresses) through the Employee Directory.	Users can see private contact information (such as personal phone numbers and email addresses) through the Employee Directory.	Users cannot view personal contact information using the Employee Directory.
View Profile Images	Sets access to view profile images for other users when accessing the Employee Directory, providing visual identification within the directory.	Users can see the profile images for other users when accessing the Employee Directory. The images are pulled from their respective employee records.	Users cannot view profile images in the Employee Directory.
View Job Roles	Sets access to view the job roles of other users when accessing the Employee Directory, providing information about their roles within the organisation.	Users can see the job roles of other users when accessing the Employee Directory.	Users cannot view job roles in the Employee Directory.
View Absence Status	Sets access to view the absence status of other staff members in the Employee Directory, sourced from the Absence Management module.	Users can see the absence status of other staff members using the Employee Directory. This information is sourced from the Absence Management module.	Users cannot view the absence status of other staff members in the Employee Directory.
View Department	Sets access to view the department assignments of users when using the Employee Directory, sourced from the individual's employee record.	Users can see another staff member’s assigned department when using the Employee Directory. This information is retrieved from the individual's employee record.	Users cannot view another staff member’s assigned department when using the Employee Directory.
View Line Manager	Sets access to view the line manager for others in the organisation when using the Employee Directory, sourced from the individual's employee record.	Users can see other users’ line managers when using the Employee Directory. This information is extracted from the individual's employee record.	Users cannot view other users’ line managers when using the Employee Directory.
View Direct Reports	Allows users to determine if another individual is responsible for line managing other staff members, based on the information contained within employee records.	Users can see if a chosen individual is responsible for line managing any further members of staff when accessing the Employee Directory. This information is derived from any employee records that list this individual as a line manager.	Users cannot view if a chosen individual is responsible for line managing any further members of staff when accessing the Employee Directory.
View Next of Kin	Allows users to access and view the next of kin details for other individuals within the Employee Directory, providing important emergency contact information.	Users can see the next of kin details (usually the designated emergency contact) for individuals when using the Employee Directory.	Users cannot view the next of kin details (usually the designated emergency contact) for individuals when using the Employee Directory.
View Car Registration	Allows users to view the car registration details of other users when using the Employee Directory, sourced from their employee record.	Users can see the car registration details of other users when accessing the Employee Directory, if this information is populated within their employee record.	Users cannot view car registration details for other users in the Employee Directory.

Absence

Permission	Description	When On	When Off
View Absences For Direct Reports	Lets line managers view but not edit absence data for their direct reports.	Users can view but not change the absence data for users who are set as their reports on Every HR.	Users cannot view absence data unless granted by a different permission.
View All Absences	Gives users the ability to view all absence data, providing a comprehensive overview of absences at a property. It does not allow users to make changes to absences.	Users can view all absences added at the property, regardless of the department, reporting structure, or user group.	Users cannot view data, unless granted by a different permission.
Approve Absences For Assigned Tags	Lets specific users, such as headteachers, cover managers, or HR personnel approve absences relating to the absence approval tags they have attached to their employee records. Approval tags can be set up in the Settings area of Absence Management.	Users can approve absences as per the absence approver tags they have included within their ‘Job Information’ page of their employee record. Common examples of approver tags are headteacher, cover manager, or HR.	Users cannot approve absences, unless granted by a different permission.
Approve All Absences	Lets users approve all absences and is not specific to types, reasons, departments, or job roles. This will give you access to the 'Approve Requests' section of the system where you can monitor if an approval is awaiting, partially or fully approved.	Users can approve all absences submitted through an absence record or My Leave in My Portal. Users have access to the 'Approve Requests' section.	Users cannot approve any absences, unless grated by a different permission. Users will not have access to 'Approve Requests'.
Import Absences .	Lets users mass import new absences via the import absence spreadsheet but does not allow for the mass updating of existing records	Users can download and add new records to the import absences spreadsheet. This can be used to perform mass imports of new absences, but does not allow for the updating of existing absences.	Users cannot use the Import Absences page in Absence Management.
Edit Settings	Lets users oversee and modify the settings for the entire Absence Management module. It should be restricted to those responsible for managing the module as changes made will affect all records and users.	Users can access and modify the Settings page for the Absence Management module.	Users cannot view or change settings for the Absence Management module.
View Analytics	Gives users access to analytics for absence data they have permission to access, providing valuable insights into various aspects of absence data. It works in conjunction with ‘View Absences’ and ‘View Absences for Direct Reports’.	Users can view analytics for absence data they have permission to access. This includes insights into absence types, reasons, duration, and days of the week.	Users cannot access analytics for absence data.
View Team Calendar For All Departments	Allows users to view all absences, regardless of department, on the Team Calendar page.	Users can view the Team Calendar page and view absences across all departments.	Users are unable to view absences on the Team Calendar page unless granted by a different permission.
View Team Calendar For My Departments	Allows users to view absences for their own department on the Team Calendar page.	Users can view absences for their own department on the Team Calendar page.	Users are unable to view absences on the Team Calendar page unless granted by a different permission.
Edit Absences For Direct Reports	With this permission activated, line managers can effectively manage and update absence information for their direct reports, as set up in their employee record.	Users can view and edit the absence data for their direct reports, as set up in their employee record.	Users cannot make changes to absence data, unless granted by a different permission.
Edit All Absences	Gives users comprehensive access to all absence records across the property, allowing them to manage and update details for any absence.	Users can view and edit all absences in the property, irrespective of department, reporting hierarchy, or user group. They can upload supporting documents, add notes, and modify details, dates, and times for any absence record.	Users cannot make changes to absence data, unless granted by a different permission.
Edit User Group Access	This permission grants the ability to view and edit absence records for individuals within a specified user group, even if they do not directly manage those individuals.	Users can edit absence records for everyone within a specified user group.	Users cannot view or edit absence records unless this is granted through a different permission.
View User Group Access	This permission grants the ability to view absence records for individuals within a specified user group, even if they do not directly manage those individuals.	Users can view absence records for everyone within a specified user group.	Users cannot view absence records unless this is granted through a different permission.
Convert Absence Types	Lets users rectify absence type errors, ensuring accurate recording of absence information.	Users can convert the absence type after an absence has been recorded.	Users do not have the ability to convert absence types once they have been recorded.
View Absence Triggers	This is typically granted to users responsible for configuring and managing absence triggers. It must be combined with the ‘Edit Settings’ permission.	When combined with the ‘Edit Settings’ permission, users can view and edit triggers on the ‘Absence Triggers’ tab on the Settings page for Absence Management.	Users are restricted from viewing or making changes to absence triggers, even if they are permitted to ‘Edit Settings’.
View Phased Returns	This permission allows the user to view the 'Phased Return' tab within an absence. It must be combined with the ‘View All Absences' or 'Edit All Absences’ permission.	Users can view the 'Phased Return' tab.	Users cannot view the 'Phased Return' tab.
Edit Phased Returns	This permission allows the user to create and edit phased returns in the 'Phased Return' tab within an absence. It must be combined with the 'Edit All Absences’ permission.	Users can create and edit a phased return.	Users cannot create or edit a phased return.

Training & CPD

Permission	Description	When On	When Off
View All Training Records	Lets the user access all training instances and records across Every HR.	Users can review all training instances and training records across the entire Every HR site.	Users cannot access or view all training records.
View User Group Access	This permission allows users to view which users are within a user group to facilitate efficient management and distribution of courses or content to specific groups on Every HR.	Users can see who is part of any user group on Every HR. This is useful for confirming that all the correct members of staff are distributed the correct training.	Users cannot access or view user group information.
Edit All Training Records	Lets users edit all training records. This is beneficial for quality control and is typically granted to individuals keeping a record of CPD training hours.	Users can edit any documented training that has been approved on the system.	Users cannot edit training records.
Edit User Group Access	This permission is typically enabled alongside View User Group Access to ensure accurate management of staff clusters, particularly for ease of course distribution access.	Users can edit user group access to add or remove members from user groups.	Users cannot add or remove members from user groups via user group access.
Approve All Training Logs	This is crucial for individuals who manage their own CPD hours and training instances. If someone completes optional training and seeks approval for inclusion in their record, the designated approver must have this permission to log the training instance.	Users can approve all training logs within the Training & CPD module.	Users cannot approve training logs.
Edit Course Library	This permission empowers users to manage the content within course libraries, ensuring the inclusion of the latest information, creating new courses, and configuring various settings related to course completion on Every HR.	Users can add, remove, or edit the content within course libraries.	Users cannot edit the course library.
Edit Settings	Lets users configure various settings related to Training & CPD, ensuring flexibility and customisation based on organisational preferences within the Every HR system.	Users with this permission have full access to all settings on the module’s ‘Main Settings’ tab. This allows them to decide if user-logged training requires approval, set deadlines for training completion from distribution, expiration and categorisation of training by building categories, among other key settings.	Users cannot edit Training & CPD settings.

Single Central Record

Permission	Description	When On	When Off
View the Single Central Record	Lets users view the Summary for Single Central Record and check the accreditation status of employees or other individuals within the system.	Users can view the Summary page of the Single Central Record, providing a summary view of data in the module. They can also view employee and other individuals' records to ensure they have all have the required accreditation.	Users cannot access or view the Single Central Record.
Edit the Single Central Record	Lets users manage and update the Single Central Record, including adding non-employee individuals and importing or updating data, without allowing direct editing of employee records within the SCR.	Users can edit the Single Central Record, import or update data and add non-employee individuals. This does not grant permission to edit employee records directly.	Users cannot edit the Single Central Record.
Edit Employees for the Single Central Record	Lets users manage and update the Single Central Record, including adding non-employee individuals and importing or updating data, and also directly edit employee records within the SCR.	Users can edit the Single Central Record, import or update data and add non-employee individuals. They can also edit employee records directly with the SCR.	Users cannot edit the Single Central Record, unless granted through a different permission.
View Employee Audit Trail	Lets users review the audit trail of changes made to employee records within the Single Central Record. However, it is dependent on having the necessary permissions for viewing and editing the Single Central Record and employee records.	Users can access the audit trail for all changes made to an employee. Note that to view the employee audit trail, users must also have permission to ‘View the Single Central Record’ and ‘Edit Employees for the Single Central Record.’	Users cannot view the employee audit trail.
Edit Settings	Lets users customise settings on the Single Central Record module, providing flexibility in displaying information, especially related to other checks from the Employees module. It requires a user to also be able to 'View the Single Central Record'.	Users can customise the Single Central Record module, including displaying other checks from the Employees module. To set this permission, users must also have the permission to 'View the Single Central Record'.	Users cannot edit Settings page of the Single Central Record module.

Workforce Census

Permission	Description	When On	When Off
View School Workforce Census	Lets users view, download, and produce School Workforce Census data, providing them with necessary access to summary information and historical records. When turned off, users are entirely restricted from accessing the Workforce Census module.	Users can view the Summary page on School Workforce Census Summary. From here they can download previous census data and produce census data for the current year.	Users cannot access or view the School Workforce Census module.
Edit School Workforce Census	Gives users extensive access to all Workforce Census functionalities, allowing them to view the Summary page, produce and manage census data, and address errors.	Users can view the Summary page for the Workforce Census module, download previous census data, check for errors and queries, and produce a workforce census.	Users cannot access or view anything related to the school workforce census.

Case Management

Permission	Description	When On	When Off
Override Visibility	Also requires the ‘View Cases’ permission. Overrides the individual case visibility tab and allows a user to view all cases.	Overrides the individual case visibility tab and allows a user to view all cases if the ‘View Cases’ permission is also on.	A user with the View Cases permission will only be able to see cases assigned as visible to them.
View Cases	Lets the user view the All Cases page. On its own, this permission will only show cases where this user has been chosen in the visibility tab of the case. Otherwise, the user must have the ‘Override Visibility’ permission.	Users can view the All Cases page, but only cases where visibility has been assigned to them. Otherwise they must also have the ‘Override Visibility’ permission.	Users cannot view the All Cases page.
Edit Cases	Lets the user view and edit cases on the All Cases page. On its own, this permission will only show cases where this user has been chosen in the visibility tab of the case. Otherwise, the user must have the ‘Override Visibility’ permission.	Users can view and edit cases on the All Cases page, but only cases where visibility has been assigned to them. Otherwise they must also have the ‘Override Visibility’ permission.	Users cannot edit cases on the All Cases page. They may have view access through another permission.
View Appeals	Lets the user see the All Appeals page. On its own, this permission will only show appeals where this user has been chosen in the visibility tab of the appeal. Otherwise, the user must have the ‘Override Visibility’ permission.	Users can view the All Appeals page, but only appeals where visibility has been assigned to them. Otherwise they must also have the ‘Override Visibility’ permission.	Users cannot view the All Appeals page.
Edit Appeals	Lets the user access the All Appeals and Create Appeal pages. On its own, this permission will only display appeals where this user has been chosen in the visibility tab of the appeal. Otherwise, the user must have the ‘Override Visibility’ permission.	Users can view and edit appeals on the All Appeals page, but only appeals where visibility has been assigned to them. Otherwise they must also have the ‘Override Visibility’ permission. They can also create new appeals on the Create Appeal page.	Users cannot create or edit appeals. They may have view access through another permission.
View Meetings	Lets the user see the All Meetings page. On its own, this permission will only show meetings where this user has attended as an attendee. Otherwise, the user must have the ‘Override Visibility’ permission.	Users can view the All Meetings page, but only see meetings where they are set as an attendee. Otherwise they must also have the ‘Override Visibility’ permission.	Users cannot view the All Meetings page.
Edit Meetings	Lets the user access the All Meetings and Create Meeting pages. On its own, this permission will only display meetings where this user is listed as an attendee. Otherwise, the user must have the ‘Override Visibility’ permission.	Users can view and edit meetings on the All Meetings page, but only meetings where they are an attendee. Otherwise they must also have the ‘Override Visibility’ permission. They can also create new meetings on the Create Meeting page.	Users cannot create or edit meetings. They may have view access through another permission.
Edit Settings	Lets the user access the Settings page for the Case Management module.	Users can view an edit the settings for Case Management.	Users cannot access the module’s Settings page.
Run Workflows	Allows the user to access the 'Workflow' button within the 'Case Management' module to run workflows. Users will also require the 'View' or 'Edit' 'Case/Appeal/Meetings' permissions.	Users can run workflows for the 'Case Management' module.	Users cannot run workflows for the 'Case Management' module.

Performance

Permission	Description	When On	When Off
View Performance Records For Reviewees . .	Lets a user view performance records for those they are set up as the ‘designated reviewer’ for. This permission is relevant when reviewers are assigned manually, rather the person’s line manager.	Users can view performance records for anyone they are the ‘designated reviewer’ for	Users will not be able to see any performance records unless access is granted through a different permission
Edit Performance Records For Reviewees	Lets a user edit performance records for those they are set up as the ‘designated reviewer’ for. This permission is relevant when reviewers are assigned manually, rather the person’s line manager.	Users can edit performance records for anyone they are the ‘designated reviewer’ for.	Users will not be able to edit any performance records, or view them unless access is granted through a different permission.
View Performance Records For Direct Reports	Lets a user view performance records for those they line manage. This is determined in the employee records of their direct reports, where their name should be assigned in the ‘Reports To’ field.	Users can view performance records for their direct reports. Access is limited to performance records of employees who have this user listed in their ‘Reports To’ field in their employee record.	Users will not be able to see any performance records unless access is granted through a different permission.
Edit Performance Records For Direct Reports	Lets a user edit performance records for those they line manage. This is determined in the employee records of their direct reports, where their name should be assigned in the ‘Reports To’ field.	Users can edit performance records for their direct reports. Edit functionality is limited to performance records of employees who have this user listed in their ‘Reports To’ field in their employee record.	Users will not be able to edit any performance records, or view them unless access is granted through a different permission.
View All Performance Records	Lets a user view performance records for anyone in the workforce. It is typically granted to HR personnel, executives, or managers with a broader oversight role.	Users can view performance records for the entire workforce.	Users will not be able to see any performance records unless access is granted through a different permission.
Edit All Performance Records	Lets a user edit performance records for anyone in the workforce. It is typically granted to HR personnel, executives, or managers with a broader oversight role.	Users can edit performance records for the entire workforce.	Users will not be able to view or edit any performance records unless access is granted through a different permission.
Edit Observations For Observees	Sets a user’s ability to view and edit observations using the Observations page of the Performance module. This permission is typically granted to individuals who are assigned the role of an observer and need to actively engage with and modify observation records.	Users can view and edit observations using the Observations page of the Performance module.	Users without this permission won't be able to edit observations in the Performance module, even if they are assigned as observers. They may receive notifications and access observations through the My Tasks page in My Portal, but they won't have dedicated access to the Observations page.
View Property Objectives	Gives users the ability to view property objectives, which set out the property’s overall goals and targets for performance. This is typically granted to those who need to be aware of organisational goals and targets.	Users can view property objectives.	Users won't have access to view property objectives.
Edit Property Objectives	Gives users the ability to edit property objectives, which set out the property’s overall goals and targets for performance. This is typically granted to those who need to set organisational goals and targets.	Users can edit property objectives.	Users will not have access to edit property objectives, but could still view them if they have permission to ‘View Property Objectives’.
View Property Standards	Gives users permission to view property standards, outlining performance guidelines, benchmarks, or expectations.	Users can view property standards.	Users will not have access to view property standards.
Edit Property Standards	Gives users permission to edit property standards, letting them create and modify performance guidelines, benchmarks, or expectations.	Users can edit property standards.	Users cannot edit property standards, though could still view them if they have permission to ‘View Property Standards’.
Edit Review Templates .	This permission is typically granted to individuals responsible for designing and managing the review process. It gives users the ability to add and modify review templates, make changes to custom forms and determine whether pay review conversations are allowed.	Users can add and modify review templates. They can also make changes to custom forms and decide whether discussions about pay reviews are allowed	Users will not have the ability to edit or create review templates.
Edit Observation Templates	This permission is typically granted to individuals responsible for designing and managing the observation process. It gives users the ability to add and modify observation templates, and make changes to observation forms.	Users can add or modify observation templates. This includes the ability to make changes to the structure, content, or format of observation forms.	Users cannot edit or create observation templates.
Edit Settings	This permission is typically granted to administrators or individuals responsible for overseeing the configuration and customisation of Every HR. It gives users access to the Settings page for the Performance module.	Users can access and modify the Settings page for the Performance module.	Users cannot access or modify Performance module settings.
Edit User Group Access	This permission grants the ability to view and edit performance records for individuals within a specified user group, even if they do not directly manage or serve as reviewers for those individuals.	Users can edit performance records for everyone within a specified user group.	Users cannot view or edit performance records unless this is granted through a different permission.
View User Group Access	This permission grants the ability to view performance records for individuals within a specified user group, even if they do not directly manage or serve as reviewers for those individuals.	Users can view performance records for everyone within a specified user group.	Users cannot view performance records unless this is granted through a different permission.

Payroll

Permission	Description	When On	When Off
Manage Absence Export	This permission is designed specifically for payroll managers or payroll staff to download reports outlining unpaid absences and sickness in the current month. It may also be used by HR staff for payroll-related purposes. The availability of both features is dependent on the payroll settings configuration, determining what users can see in this section.	Users can download an Excel export report of unpaid absences (e.g., unpaid wedding leave or unpaid leave for a house move) and sickness for the current month. They can specify a date in settings and view any changes to absences that have appeared on previous reports.	Users cannot download the report of all unpaid and sickness absences for the current month. They cannot view any changes to absences that were on previous months' reports.
Manage Employee Export	This permission is intended specifically for payroll managers or payroll staff to download reports outlining changes related to employees. These could include changes to employees’ contracts, job roles (e.g., pay, hours), addresses, or bank details. This feature may also be used by HR staff for payroll-related purposes. The functionality of this permission depends on the settings for the Payroll module. For example, if the ‘manual change approval’ setting is turned on, the employee export gains additional functionality to see all changes to records in real-time, which can be actioned.	Users can download an Excel export report of all changes related to an employee and their role for the current month. They can specify a date on the Settings page and view any changes that have occurred since the last employee export that require manual intervention.	Users cannot download Excel export reports to view all changes related to an employee and their role for the current month.
Manage Claim Export	This permission is intended for payroll-related staff who may need to send this report to the headteacher for approval before forwarding it to payroll. The functionality described is specific to time and expense claims and is typically used in payroll processes for approval and subsequent processing.	Users can download an Excel export report of all the approved time and expense claims for the current month. This is only downloadable on a specified date that can be added on the Settings page.	Users cannot download an Excel report of that month's time and expense claims.
Manage Payroll Approval	This permission allows users to access to the 'Payroll Approval' section of the module.	Users can approve payroll.	Users cannot approve payroll.
Edit Payroll Settings	Lets the user access the Settings page for the Payroll module.	Users can view an edit the settings for Payroll.	Users cannot access the module’s Settings page.

Admin

Permission	Description	When On	When Off
Main Settings	This permission is typically granted to core system users such as Business Managers or HR Directors who require comprehensive access to system configuration settings. It allows users to manage and modify essential system settings, ensuring flexibility and customisation according to the organisation’s requirements.	Users can access the Main Settings page on Every HR, allowing them to change setup details related to property details, term dates, departments, payment policies, pay scales, job categories, other settings, financial codes, and email settings.	Users cannot access or modify the Main Settings page on Every HR.
User Admin	This permission is typically granted to senior members of the property who require administrative control over user accounts, groups, and permission settings. It allows users to manage user-related functions, including account creation, archiving, user groups, and permission control, ensuring effective user administration within the system.	Users can access the User Administration page, letting them create user accounts, archive user accounts, create user groups, and control access levels through permission checklists.	Users cannot access the User Administration page.
Notification Admin	This permission lets users manage notification settings, giving them control over who receives notifications for specific system events and the ability to review system-generated emails.	Users can access the Notification Centre page, allowing them to control which users receive notifications for changes and when. Changes to personal information within an employee record, bank details, hitting probation reminders, and employee leaver notifications can all trigger notifications. They can also enable ‘force review for system emails’ giving them the authority to review and choose to send or delete emails created by Every HR.	Users cannot access or control the Notification Centre page, and they do not have the authority to review or manage system-generated emails.
Pay Award Admin	This permission allows users to access the 'Pay Awards' page.	Users can access the 'Pay Awards' page.	Users cannot access the 'Pay Awards' page.
Pay Award Admin Setup	This permission allows users to access to the 'Settings' tab within the 'Pay Awards' page. This must be activated alongside ‘Pay Award Admin’ permission.	Users can complete the setup for pay awards.	Users cannot complete the setup for pay awards.
Point Consolidation	This permission allows users to access the 'Point Consolidation' page.	Users can access and create point consolidation.	Users cannot access or create point consolidation.
Manage User Permissions	This permission allows the user to edit user permissions in the 'User Admin' page. This must be activated alongside ‘User Admin’ permission.	Users can edit user permissions.	Users cannot edit user permissions.
View Documents to Sign	This permission allows the user to access the 'Documents for signing' tab within the 'Main Settings' page. This must be activated alongside ‘Main Settings’ permission.	Users can access and view all documents related to their property that have been sent for signing.	Users cannot access or view documents related to their property that have been sent for signing.
Run Workflows	This permission allows users to run any workflows that may be available within the Admin area of Every HR.	Allows users to run Admin workflows.	Users cannot run Admin workflows.

MIS Integration

Permission	Description	When On	When Off
Manage MIS Integration	This permission grants users the capability to oversee and control MIS integrations, ensuring the ability to manage, modify, or set up schedules according to their organisation’s needs.	Users can review, manage, or change MIS integrations and set up schedules.	Users cannot review, manage, or change MIS integrations or schedules.
Manage MIS Change Approvals	This permission allows users to configure and control the approval settings for changes from the MIS, providing flexibility in determining which types of data changes (all absence data or specific elements like sickness end dates) require approval before being transferred into Every HR.	Users can enable a means for approving absence data information flowing from the MIS into Every HR. Specifically, they can choose to transfer any changed absence data (e.g., reason) or update sickness end dates only from the MIS into Every HR.	Users cannot manage the approval settings for changes from the MIS into Every HR.
View Raw MIS Data	This permission is useful for IT specialists to analyse the raw MIS data, offering insights into the functioning of the link and aiding in troubleshooting and issue resolution.	Users can review the code and commands within the raw MIS data. This is useful for troubleshooting and understanding how the link operates.	Users cannot view the raw MIS data.
Edit Integration Channels	This permission lets users to manage and modify MIS integration channels, allowing them the flexibility to adapt and expand the integration capabilities over time as needed. This can be useful if they want to create an employee data channel first, and add an absence channel later.	Users can edit existing integration channels and also also add new channels.	Users cannot add or edit integration channels.
View Integration Channels	Sets the user’s ability to view all integration channels established within the immediate property.	Users can view all integration channels that have been set up within the immediate property.	Users cannot view integration channels.

Reports

Permission	Description	When On	When Off
Manage Templates	Lets users add or upload templates to use in the Report Builder module.	Users can access the Templates page. This allows them to add or upload templates to the Report Builder module.	Users cannot access or manage templates in the Report Builder module.
Manage Reports	Lets users access the ‘Reports’ page, add and view existing templates, and see the 'Run Report' icon. However, they cannot run or access reports without the additional ‘Download Report’ permission.	Users can access the Reports page within the Report Builder module to add and view report templates, and see the 'Run Report' icon.	Users cannot access the ‘Reports’ page in the Report Builder module.
Download Reports	When combined with the ‘Manage Reports’ permission this permission allows users to use the 'Run Report' icon and download reports created in the Report Builder Module. However, if used alone, it does not provide access to any module functionalities.	When combined with the ‘Manage Reports’ permission users can use the 'Run Report' icon and download reports created.	Users cannot download reports from the Report Builder module.
Full Model Reports	This permission gives the user further information if an attempted report download errors. This information can then be used to identify the issue causing the error.	Further information will be available when a custom report errors on download.	Only standard information will be available when a custom report errors on download.

Recruitment

Permission	Description	When On	When Off
Edit Vacancies	Sets a user’s ability to add and edit vacancies within the Recruitment module.	Users can edit existing vacancies and add new vacancies.	Users cannot edit or add vacancies.
Edit Vacancies (Recruitment Panel)	Sets a user’s ability to manage the recruitment panel. ED&I information and sensitive questions that feature in the recruitment panel will be anonymised.	Users can manage the recruitment panel, edit a vacancy, and handle linked candidates, but ED&I and sensitive responses will be anonymised.	Users cannot manage the recruitment panel, edit vacancies, or handle linked candidates.
Edit Vacancies (Recruitment Panel Sensitive)	Sets a user’s ability to manage the recruitment panel and also see ED&I information and sensitive answers.	Users can manage the recruitment panel, edit a vacancy, handle linked candidates, and view ED&I and sensitive responses.	Users cannot manage the recruitment panel, edit vacancies, or handle linked candidates unless they have permission to ‘Edit Vacancies (Recruitment Panel)’.
Approve Vacancies	Sets the user’s ability to approve vacancies, but only if they already have permission to ‘Edit Vacancies’.	When combined with the ‘Edit Vacancies’ permission, users can also approve vacancies.	Users cannot approve vacancies.
Edit Settings	Sets a user’s ability to edit Recruitment settings.	Users can edit the Settings page for the Recruitment module.	Users cannot edit Recruitment settings.
Manage Talent Pool Candidates	Sets a user’s ability to view and edit information related to individuals in the talent pool.	Users can view and edit all talent pool candidates.	Users cannot view or edit talent pool candidates.

Payroll Integration

Permission	Description	When On	When Off
Manage Files	Lets the user access the Files page within the Payroll module where they can receive, upload and send additional documents to their payroll provider.	Users can access the Files page within Payroll.	Users cannot access the Files page within Payroll.
Support	Lets the user access the Support page within the Payroll module where they can create and view all their payroll support tickets.	Users create, send and view payroll support tickets on the Support page within Payroll.	Users cannot access the Support page within Payroll.
Manage Batches	Lets the user access the Batches page within the Payroll module to view the details of final payroll batches.	Users can access the Batches page within Payroll. This will only be turned on for those responsible for overseeing final payroll batches at the property.	Users cannot access the Batches page.
Approve Batches	When combined with the ‘Manage Batches’ permission, users can also approve final payroll batches.	In addition to viewing the Batches page, users can also approve final payroll batches.	This permission has no affect when the user does not also have the ‘Manage Batches’ permission.
Check Batches	When combined with the ‘Manage Batches’ permission, users can also check final payroll batches.	In addition to viewing the Batches page, users can also check final payroll batches.	This permission has no effect when the user does not also have the ‘Manage Batches’ permission.

Time and Expenses

Permission	Description	When On	When Off
View Time Claims	Sets a user’s access to view details of time claims made on the module.	Users can access the ‘Time Claims’ tab on View page and view all time claims using the eye icons	. Users cannot access or view time claims.
View Timesheets	Sets a user’s ability to view the details of timesheets filed in Time and Expenses.	Users can access the ‘Timesheets’ tab on the View page and view all filed timesheets using the eye icons.	Users cannot access or view timesheets.
View Expenses	Sets a user’s ability to view details of any expense claims in the Time and Expenses Module.	Users can access the ‘Expense Claims’ tab on the View page and view all expense claims using the eye icons.	Users cannot access or view expense claims.
Approve Assigned Requests	Sets a user’s ability to view, review, and manage assigned approval requests on the ‘Approvals’ page.	Users can access the ‘My Required Approvals’ and ‘My Historic Reviews’ tab on the Approvals page to view items that require approval, review them, and see a list of approved items.	Users cannot access or review assigned requests on the ‘Approvals’ page.
Manage Approval Issues	Set a user’s ability to view and resolve cases where approvals are blocked due to missing settings or inappropriate approvers in Time and Expenses.	Users can access the ‘All Approvals’ tab on the Approvals page and see the 'Update and Refresh Issues' button, which, when pressed, displays all approvals that are blocked due to missing settings or approvers not being allowed to approve.	Users cannot view or resolve blocked issues.
Edit Settings	Sets the user’s ability to access the module settings page, test expense claims, time claims, and timesheets as either themselves or as another employee.	Users can access the Testing and Settings pages within the Time and Expenses module.	Users cannot access or modify settings or test time or expense claims.

My Portal

Permission	Description	When On	When Off
View My Profile	Lets a user access and edit their own employee profile information, providing a level of self-service within Every HR.	Users can view a simplified version of their employee record, including the ability to edit contact information, address, next of kin, and bank details.	Users cannot view or edit their profile information in My Portal.
View My Tasks	Lets a user access and complete tasks assigned to them, providing an organised and accessible way to stay on top of their responsibilities.	Users can access, view, and complete tasks assigned to them. They can also see overdue tasks.	Users cannot access or view tasks in My Portal.
View My Leave	Lets a user book general leave and holidays, track absence requests, and access details of their absences, including self-certifications and return-to-work forms (if required).	Users can access the My Leave area of My Portal to book their own leave and access their absence details.	Users cannot access or view their leave-related information in My Portal.
View My Training	Lets users access assigned training and make requests for additional training.	Users can access training assigned to them and request additional training through My Portal.	Users cannot access or view training through My Portal.
View My Performance	Lets users review and complete forms in preparation for performance reviews.	Users can access their own performance record in My Portal, allowing them to complete review forms before performance review meetings.	Users cannot access or view their performance records in My Portal.
View My Payslips	Lets users access and view their own payslips and pay statements on My Portal, if distributed through Every HR.	Users can access their payslips and pay statements on My Portal.	Users cannot access or view the Payslips page.
View My Time	Lets users log time-related information on Every HR. This is essential for properties using the Time & Expenses module as it is the only area where employees can log time.	Users can log their time items or time sheets in My Portal.	Users cannot access the My Time page on My Portal to log time items or time sheets.
View My Expenses	Lets users log expense items on Every HR. This permission is crucial for users utilising the Time and Expenses module as it is the only area where employees can log expenses.	Users can log their expense items in My Portal.	Users cannot access the My Expenses page on My Portal to log expense items.
View My Documents	Lets users view documents assigned to them within My Documents section of My Portal.	Users can view documents assigned to them in My Portal.	Users cannot view documents assigned to them in My Portal.

My Portal Sensitive Information

Permission	Description	When On	When Off
Edit My Ethnicity	Lets a user edit their ethnicity information using the My Profile page within My Portal.	An employee can edit their ethnicity information.	An employee cannot edit their ethnicity information.
Edit My Disability	Lets a user edit their disability information using the My Profile page within My Portal.	An employee can edit their disability information.	An employee cannot edit their disability information.
Edit My Marital Status	Lets a user edit their marital status using the My Profile page within My Portal.	An employee can edit their marital status.	An employee cannot edit their marital status.
Edit My Sexual Orientation	Lets a user edit their sexual orientation using the My Profile page within My Portal.	An employee can edit their sexual orientation.	An employee cannot edit their sexual orientation.
Edit My Religion	Lets a user edit their religion using the My Profile page within My Portal.	An employee can edit their religion.	An employee cannot edit their religion.
Edit My Allergies	Lets a user edit their allergy information using the My Profile page within My Portal.	An employee can edit their allergy information.	An employee cannot edit their allergy information.
Edit My Medical Conditions	Lets a user edit their medical information using the My Profile page within My Portal. For example, this could state that they are diabetic and will have and EpiPen on site.	An employee can edit their medical information.	An employee cannot edit their medical information.
Edit My Reasonable Adjustments	Lets a user edit the reasonable adjustments field using the My Profile page within My Portal. For example, this could state that they are a wheelchair user and require access to lifts and ramps.	An employee can edit the reasonable adjustments field.	An employee cannot edit the reasonable adjustments field.