The finance user is a user who can see anything relating to employees financial details e.g. salary information, time logs and expenses. The Finance user role is available on the regular plan and upwards.
What does the Finance User have access to?
Employees pay
Expenses
Time logs
Payroll export
Billing history
Financial reports
The great benefit of the Finance user is that you can assign anyone within the company with finance access, however the assignee will need to be an HR and Finance/Admin user in order to do this.
So how do I assign someone as a Finance user?
Click into the employees profile via your employee list.
Click the more tab in their profile
From here you can assign the user permissions. Click the blue pencil icon in the top right hand corner to edit organisational roles. Click 'yes' next to Finance User.
When you go back to your employee list, you will then see 'FIN' appear next to their name. This means the employee now has Finance user access.
Please note that you have to be the admin of the account to assign finance permissions.
So what can a HR user see that does not have Finance user access?
Leave
Sickness
Performance Hub
Training
Kudos
Jobs
History
Notes
ID docs
Company docs
Emergency contacts
DBS
Grievances
Work pattern and leave allowances
Permissions
So basically anything that does not involve finance!
They cannot set finance user permissions for other employees
They cannot add line managers who are set up to 'view/manage/delete' anything to do with their employees financial information in their permissions. (Configure > Settings > Change what line managers can see and do)