Standard Permissions

Modified on Thu, 13 Mar at 11:06 AM

Get details on what users with various permissions/roles can see and do in Simployer One

Standard permissions are the default access rights predefined for different user groups/roles in Simployer One.

For each role, there are distinct permission levels categorized into two main groups:

Features
- Access to Features
- Actions that can be formed and information being shared
People Data
- Read (See Only)
- Write (Create, Edit, Archive, Delete)

Permission Terminology

In 'Settings --> Permissions' you will see the 4 permission description but for easier understanding we will adjust terminology a bit as per followed:

Owner = Role that allows user to see & do everything
Admin = Role that allows user to the most with a few limitations in terms of feature and people data access
Colleagues = Role that has Member at core with limited access to features and people data in the organization
- Below we will continue refer to Members as Employee
- The term 'colleague' we will instead continue to refer to when talking about what an employee can see for fellow employees
Manager = Role that has Member (Employee) but has extended permission for subordinates (direct reports)

Detailed access to Features
Below you can see the access permission for features based on one's role. The role is also defining to what extend you can see and use a feature.
✔︎ Read & Write Access
❃ Read Only Access
✘ No Acces

Dashbord	Owner	Admin	Manager	Employee
Dashbord	✔︎	✔︎	✔︎	✔︎

People	Owner	Admin	Manager	Employee
Employees	✔︎	❃ - Access to all people data except compensation	❃* - Access to detailed info om subordinates (if enabled) Access to basic info om other members	❃* - Access to basic info on other members only
Department	✔︎	✔︎	❃	❃
Offices	✔︎	✔︎	❃	❃
Teams	✔︎	✔︎	❃	❃
Org. Chart	✔︎	✔︎	✔︎	✔︎
Export/Import	✔︎	✘	✘	✘
Job titles	✔︎	✔︎	✘	✘
Onboarding	✔︎	✔︎	✘	✘

* Compensation information is managed separately and can be enabled or disabled

Company	Owner	Admin	Manager	Employee
Company Profile	✔︎	✔︎	✔︎	✔︎
Workflow Templates	✔︎	✔︎	✘	✘
Slack	✔︎	✔︎	✘	✘
Notifications	✔︎	✔︎	✘	✘
Handbooks	✔︎	✔︎	❃	❃

Manage Time	Owner	Admin	Manager	Employee
My time off	✔︎	✔︎	✔︎	✔︎
Time off overview	✔︎	✘	✘	✘
Payroll	✔︎	✘	✘	✘
Report time**	✔︎	✔︎	✔︎	✔︎
My submissions - overview**	✔︎	✔︎	❃ - Own & for Subordinates - Read and write access can be expanded if user is approver of a time reporting policy	❃ -Own only - Read and write access can be expanded is user is approver of a time reporting policy
Report time - overview**	✔︎	✔︎	✔︎	✘
Projects**	✔︎	✔︎	❃	❃

** Feature only show if time reporting is enabled

Documents	Owner	Admin	Manager	Employee
My documents***	✔︎	✔︎	✔︎	✔︎
Company documents	✔︎	✔︎	✔︎	✔︎
Document templates	✔︎	✔︎	✘	✘
Signing processes	✔︎	✔︎	❃ - Read only by default - Write access can be added	❃

*** Read and Write access is set separately depending on type, folder & document

Goals	Owner	Admin	Manager	Employee
Goals	✔︎	✔︎	✔︎	✔︎

Reviews	Owner	Admin	Manager	Employee
Employee Reviews	✔︎	✔︎	✔︎	✔︎
Salary Reviews	✔︎	✘	✘	✘

Insights	Owner	Admin	Manager	Employee
Charts	✔︎	❃ - no access to Compensation	✘	✘
Reports	✔︎	✘	✘	✘

Settings	Owner	Admin	Manager	Employee
Time off settings	✔︎	✔︎	✘	✘
Time reporting	✔︎	✔︎	✘	✘
Documents	✔︎	✔︎	✘	✘
Permissions	✔︎	❃	✘	✘
Custom fields	✔︎	❃****	✘	✘
Profile templates	✔︎	✔︎	✘	✘
Onboarding templates	✔︎	✔︎	✘	✘
Integrations	✔︎	✘	✘	✘
Cost centers	✔︎	✔︎	✘	✘
SAML Single sign-on	✔︎	✘	✘	✘
Access tokens	✔︎	✘	✘	✘
Whistleblowing	✔︎	✘	✘	✘

**** Owners can enable or disable admin rights to custom fields

Detailed access to People Data

Below you can see what the access level to employee profiles cards. The summary focuses on what the different roles can see on other's profiles.

The Manager roles gives extended permission to information on subordinates. For other colleagues the manager has the same permission as a regular employee.

On one's own profile one has always Read access to all tabs and profile sections.

✔︎ Read & Write

❃ Read

✘ No Access

Profile Tabs	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Overview	✔︎	✔︎	✔︎	✔︎	✔︎
Profile	✔︎	✔︎	✔︎	✔︎	✔︎
Notes	✔︎	✔︎	✔︎	✔︎	✘
Documents	✔︎	✔︎	✔︎	✔︎	✘
Reviews	✔︎	✔︎	✔︎	✔︎	✘
Time off	✔︎	✔︎	✔︎	✔︎	✘
Report time*	✔︎	✔︎	✔︎	✔︎	✘
Tasks	✔︎	✔︎	✔︎	✔︎	✘
Account	✔︎	✔︎	✘	✔︎	✘

* only shows if time reporting policy is set up

Overview	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Presentation	✔︎	✔︎	✔︎	✔︎	✔︎
Status	✔︎	✔︎	✔︎	✔︎	✔︎
Time to Anniversary	✔︎	✔︎	✔︎	✔︎	✔︎
Time to Birthday	✔︎	✔︎	✔︎	✔︎	✔︎
Reports to	✔︎	✔︎	✔︎	✔︎	✔︎
Manager of	✔︎	✔︎	✔︎	✔︎	✔︎
Department	✔︎	✔︎	✔︎	✔︎	✔︎
Office	✔︎	✔︎	✔︎	✔︎	✔︎
Upcoming leaves	✔︎	✔︎	✔︎	✔︎	✘
Upcoming reviews	✔︎	✔︎	✔︎	✔︎	✘
Approved vacation days	✔︎	✔︎	✔︎	✔︎	✘
Sick leave days	✔︎	✔︎	✔︎	✔︎	✘
Remote work days	✔︎	✔︎	✔︎	✔︎	✘
Timeline	✔︎	✔︎	✔︎	✔︎	✘

Profile

Below you can see the details for each profile section.

Work	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Work email	✔︎	✔︎	❃	❃	❃
Work phone	✔︎	✔︎	❃	❃	❃
Employee number	✔︎	❃	❃	❃	❃
Title	✔︎	✔︎	❃	❃	❃
Reports to	✔︎	✔︎	❃	❃	❃
Office	✔︎	✔︎	❃	❃	❃
Department	✔︎	✔︎	❃	❃	❃
Cost Center	✔︎	✔︎	❃	❃	✘
Organization	✔︎	✔︎	❃	❃	✘
Division	✔︎	✔︎	❃	❃	✘
Vacation adjustment	✔︎	✔︎	❃	❃	✘
Work week	✔︎	✔︎	❃	❃	❃

Financial	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Tax table	✔︎	✔︎	❃	✔︎	✘
Tax column	✔︎	✔︎	❃	✔︎	✘
Has occupational pension	✔︎	✔︎	❃	❃	✘
Bank name	✔︎	✘	✘	✔︎	✘
Clearing number	✔︎	✘	✘	✔︎	✘
Bank account	✔︎	✘	✘	✔︎	✘
IBAN	✔︎	✘	✘	✔︎	✘
BIC	✔︎	✘	✘	✔︎	✘
Country	✔︎	✘	✘	✔︎	✘

Personal	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
First name	✔︎	✔︎	❃	✔︎	❃
Last name	✔︎	✔︎	❃	✔︎	❃
Private email	✔︎	❃	❃	✔︎	✘
Private phone	✔︎	✔︎	❃	✔︎	✘
Presentation	✔︎	✔︎	❃	✔︎	❃
Birthdate	✔︎	✔︎	❃	✔︎	❃
Social security number	✔︎	✔︎	❃	✔︎	✘
Nationality	✔︎	✔︎	❃	✔︎	✘
Legal gender	✔︎	✔︎	❃	✔︎	✘
Pronoun	✔︎	✔︎	❃	✔︎	✘
Street name	✔︎	✔︎	❃	✔︎	✘
Zip code	✔︎	✔︎	❃	✔︎	✘
City	✔︎	✔︎	❃	✔︎	✘
Country	✔︎	✔︎	❃	✔︎	✘

Employment	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Start date	✔︎	✔︎	✔︎	❃	✘
End date	✔︎	✔︎	✔︎	❃	✘
Employment type	✔︎	✔︎	✔︎	❃	✘
Rate	✔︎	✔︎	✔︎	❃	✘
Terminated	✔︎	✔︎	❃	❃	✘
Country	✔︎	✔︎	✔︎	❃	✘
Public holidays	✔︎	✔︎	✔︎	❃	✘
Note	✔︎	✔︎	✔︎	❃	✘

Compensation	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Effective date	✔︎	✘	✔︎	❃	✘
Payout date	✔︎	✘	✔︎	❃	✘
Salary	✔︎	✘	❃	❃	✘
Currency	✔︎	✘	❃	❃	✘
Payout period	✔︎	✘	❃	❃	✘
Payout frequency	✔︎	✘	❃	❃	✘
Salary schedule	✔︎	✘	✔︎	❃	✘
Paid overtime	✔︎	✘	❃	❃	✘
Note	✔︎	✘	✔︎	❃	✘

Emergency contacts	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Full name	✔︎	✔︎	❃	✔︎	✘
Phone	✔︎	✔︎	❃	✔︎	✘
Email	✔︎	✔︎	❃	✔︎	✘

Children	Owner (all)	Admin (all)	Manager (for subordinates)	Employee (one-self)	Colleagues (others)
Name	✔︎	✔︎	✔︎	✔︎	✘
Birthdate	✔︎	✔︎	✔︎	✔︎	✘

Standard Permissions

Permission Terminology

Detailed access to FeaturesBelow you can see the access permission for features based on one's role. The role is also defining to what extend you can see and use a feature.✔︎ Read & Write Access❃ Read Only Access✘ No Acces

Detailed access to People Data

Profile

Detailed access to Features
Below you can see the access permission for features based on one's role. The role is also defining to what extend you can see and use a feature.
✔︎ Read & Write Access
❃ Read Only Access
✘ No Acces