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Understanding Privilege Role & Hierarchy Visibility

Getting to grips with Privilege Roles and Hierarchy Visibility to ensure each employees' access is correct.

Jonathan Eve avatar
Written by Jonathan Eve
Updated over 6 years ago

Firstly, I would always say, if you're not sure - leave them set up with Privilege Role: Employee & Hierarchy Level: Employee

You can then double check with one of the Support team, a fellow team member or refresh yourself reading this article. 

Once you understand the difference between the two and what each level gives, it should be easy for you to assign new employees accordingly (and current employees if you're looking to increase their access)

PRIVILEGE ROLES 

The PRIVILEGE ROLE controls what Modules that user can see (Daily Input/Rotas etc), as well as what reports they can and can't see, so has no impact on pay rate visibility for individual employees at all.

Generally - both "MANAGER" and "ASSISTANT MANAGER" (and any other Managerial or Supervisor) roles tend to have similar access in terms of Reporting and the Modules they can access - as all of these employees will require Daily Input, Rota and Weekly Reporting access. 

The other thing the Privilege Roles control is Holiday Approval levels - Holiday must always be approved by a user on a level above the employee requesting Holiday. 

Therefore;

  •  EMPLOYEE Privilege can have holiday approved by ASSISTANT MANAGER or MANAGER Privilege Role 

  • ASSISTANT MANAGER Privilege can have Holiday approved by MANAGER Privilege Role 

  • MANAGER Privilege Role can have Holiday approved by an Operations Manager or Line Manager.  

(N.B. - there are optional settings to allow approval on the same level, please speak to your Head Office/Ops who can send a request to us for this to be implemented)

HIERARCHY VISIBILITY 

The HIERARCHY VISIBILITY controls what pay rates can and can't be seen by each user and on a works "top down" process;

So using this example (your Hierarchy Levels may differ slightly but the rules still apply with additional levels);

  • Manager - Can see pay rates of DEPUTY, ASSISTANT, EMPLOYEES (but not anyone else assigned as "Manager")

  • Deputy Manager - Can see pay rates of ASSISTANT and EMPLOYEES (but not anyone else assigned as "Manager" or "Deputy Manager")

  • Assitant Manager - Can see pay rates of EMPLOYEES (but not anyone else assigned as "Manager", "Deputy Manager" or "Assistant Manager")

  • Employees - Can see NO pay rates for any employees at all

Users cannot increase their own Privilege or Hierarchy Levels and cannot increase the levels of other colleagues past the level below their own;
I.E. - An Assistant Manager or Employee Hierarchy cannot change anyone, but a MANAGER can upgrade an EMPLOYEE to ASSISTANT MANAGER Visibility

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