Employees Permissions

Sets a user’s ability to view a complete overview of all employee records and generate reports for comprehensive analysis.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

Bulk Actions - Pay Progression - Create

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.

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.

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.

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.

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.

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.

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.

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.

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.

Approve Posts

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.

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.

Users can open the Managed Employee Numbers tab in Payroll Settings.

Download and upload the designated import spreadsheet to bulk update Employee and Job Payroll Numbers. Manually edit Payroll Numbers directly in the product when the functionality has been enabled for the property.