Assigning permissions to users

How to assign permissions to users 

There are four default permission levels - 1) Owner, 2) Administrator, 3) Manager, and 4) Colleague. 

Only Owners are allowed to set permissions in Simployer One, while admins can view permission information.

Head over to Settings > Permissions. The standard roles are on the Default roles tab, with the number of people in each role

Assigning or changing permission levels  

Find the employee you want to change permission for. Select the arrow on the role the employee has today (for example Colleague) to show its members. 

• Mark them using the checkbox  
• Select Change role 
• Choose which permission level they should have: Owner, Administrator or Colleague
• Select Save. The change takes effect immediately. 

Keep in mind that an employee can have multiple roles at once. Everyone has one main role (Owner, Administrator or Colleague). The manager role can be added on top of it, and so can one or more custom roles:

If an employee has subordinates reporting to them, they are automatically assigned the Manager Role. This role gives  specific abilities to manage your direct reports. Manager cannot be chosen in Change role. To make someone a Manager, set them as Reports to for at least one employee. 

• Core permission access for other areas in the system can still be defined by your main role — such as Colleague, Administrator, or Owner.
• To see what users with different permissions can see and do, read What are the standard roles in Simployer One?

Customize default settings 

Managers 

For managers, you can set more granular permissions to apply to all managers in your company or on an individual level. Use Edit default permissions in the Manager section, or Edit Permissions next to a manager. 

You can edit settings for 

• Access for their entire subordinate tree (enables Manager permissions on the direct reports of their direct reports) 
• Access to their direct reports' compensation details 
• Create candidates (the manager field is auto-assigned to themselves 
• Initiate e-signing of documents for their candidates 
• Move their candidates to “new hires” 
• Start onboarding for their own hires 
• Create and edit competencies
• View competencies for all employees

For instructions, see How do I manage Manager permissions in Simployer One?

Adminstrators

For administrators, you can set more granular permissions to apply to all Administrators in your company or on an individual level. 

• Access to Profile Documents
• Manage custom fields

For instructions, see How do I manage Administrator permissions in Simployer?

Custom roles

If someone needs a specific combination of permissions, or access to only a group of employees, use a custom role on the Custom roles tab. See How do I create a custom role in Simployer One?

FAQ

Question: Why can´t I find an employee under Permissions:

Answer: One reason could be if the employee is a new hire and haven't been invited yet. 

Question: Can I change the role for several people at once

Answer: Yes. Check the boxes next to the relevant employees and click Change role. They will all then be changed to the correct role