Standard levels of access

In PeopleHR, there are three levels of access:

Admin
Manager
Employee

The table below outlines all areas of PeopleHR that each user type has access to by default.

📌Note: You can edit access rights at any time.

Item	Admin	Manager	Employee	Details
Dashboard	All company statistics	Team view	Request holiday	The dashboard view differs.
News	✓	View only	View only
Employees tab	✓	X	X
Team tab	X	✓	X
Me	✓	✓	✓
Overview	✓	✓	X
Processes	✓	X	X
Planner	✓	Edit limited Can't add or edit: Public Holidays Maternity Work Pattern Most fields in the employee's planner. Can add or deduct TOIL.	Edit limited Can't add or edit: Sick Late Public Holidays Maternity Work Pattern Planner setting options Delete past events
Planner Settings	✓	Add TOIL only	View only
Personal	✓	Edit Limited	Edit Limited	Managers and employees can only edit the known as and other names in the Personal tab.
Employee Docs	✓	Access dependant	View only	Employees can't upload documents. Admins can turn on or off the ability for managers to upload documents to their employee’s records. To do so, click Settings then click Employee. Each document in an employee’s record has the option for admins to select both Employee Access and Manager Access or just one, as well as Signature Required.
Logbook	✓	Access dependant	Access dependant	The logbook tab will be available for all users, but admins can set edit or view access per logbook.
Employment	✓	X	X
Contacts	✓	✓	✓	Admins enable managers to view the employee’s contacts. Additional managers can't view the contacts.
Skills	✓	✓	✓	Admins can only view everyone’s skills. Managers can only view their own and their direct and indirect reports. Employees can only view their own.
Thanks	✓	✓	View only
Performance	✓	Manager access	Employee access	Employee and managers can only complete their side of the review and share. Once shared on both sides, managers can close the review. Admins have full access to this area and can complete both sides on the employee or manager’s behalf and delete reviews. Admins have standard employee access for their own review.
Benefits	✓	X	X
Case Log	✓	X	X
Documents	✓	View only	View only
Thanks	✓	✓	✓
Planner	✓	Access dependant	Access dependant	Admins can edit what employees and managers view.
Tasks	✓	View or assign own and reports	View or assign own	Admins can assign and view all tasks. Managers can view their own tasks and assign and view their reports' tasks. Employees can assign tasks and view their own.
Cases	✓	X	X
Authorisations	✓	View own and reports	View own
Expenses	✓	X	X
Reports	✓	Limited reports based on the team only	Top facts only	Admins can change the access of each report by hovering over it and selecting the icon.
Queries	✓	X	X
Notifications	✓	View own and reports	View own
Training	✓	View reports	X
ATS	✓	Access dependant	Access dependant	By default, only admins can access the ATS. Admins can allow employees and managers to request job approvals. Admins can also assign jobs and offers approvers and hiring leads.
Benefits	✓	X	X
Org Chart	Access dependant	Access dependant	Access dependant	Admins can turn the org chart on or off for everyone
Bulk Actions	✓	Access dependant	X	Admins have full access to all bulk actions. Managers have the Holidays Accruals and Book Holiday options for their direct reports.
Plugins	✓	X	X
Settings	✓	X	X

Viewing levels for company planner

Use the employee planner

Set up an 0 hours contract for an employee

Holiday query showing incorrect information

Different users' access levels on mobile app

Item

Admin

Manager

Employee

Details