MYOB Advanced Workforce Management
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Can't onboard new hires? In version 8.5 (April 2022) we added a new View permission groups option that is required to send new onboarding invitations. To restore access to members of custom permission groups, add the new permission to any groups that need it.

Apart from the default permission rights, custom permissions are also possible in MYOB Workforce Management. This is to cater for businesses with different hierarchal setups that allow Employees to Managers to access certain modules or sections.

To customize a permission, go

...

to Management > Settings > Manage Permissions - see Managing permission groups

...

 for more information.

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 Custom permissions only apply to the locations they were explicitly applied to.

Leave

...

requests and balances

NameFunctions and prerequisites
Approve leave requests

...

  • Enables Leave at the top navigation and Leave tile on the dashboard

...

  • Allows user to approve and decline leave request.
View leave balances

...

  • Allows user to see leave balance when adding / editing leave requests
  • Approve leave requests

...

  • must be enabled.
Create and update leave requests

...

  • Allows user to add and update leave requests

...

  • Can add and update requests in their employee profile

...

  • (requires View full employee information

...

  • and Create and update employee permissions).

Business

...

intelligence

NameFunctions and prerequisites
View business intelligence

...

  • Enables Business Intelligence link in Management dropdown

...

  • Allows user to use the functionalities within the BI section.

Documents Management

Document library

NameFunctions and prerequisites
View document library

...

  • Enables Documents link in Management dropdown and tile on dashboard

...

  • Allows user to see

...

Employee Management

  • all shared documents.
Create and update documents in the document library

...

  • Allows user to see leave balances when adding or editing leave requests
  • Requires Approve leave requests permissions.

Employee details

NameFunctions and prerequisites
View basic employees information

...

  • Enables Employees link in Management dropdown

...

  • Allows user to see the

...

  • Personal Information

...

  • and Medical / Emergency Contact tabs in the employee profile screen
View full employees information

...

  • Allow user to see most other

...

  • tabs in the employee profile
  • Address Information
  • Additional Information
  • Documents & Notes
  • Leave and Unavailability
  • Licences and Training
  • screen
Create and update employees

...

  • Allows user to add and edit information in the available tabs in employee profile
  • Requires either View

...

  • full employee information

...

  • or View basic employees information permission
Archive employees

...

  • Allows user to hide employees from the front end and reports
View and manage non-payrolled employee

...

  • Allows user to see and

...

  • update non-payrolled employees.
  • Viewing requires either View

...

  • full employee information

...

  • or View basic employees information permission.
  • Updating requires Create and update employees

...

Expense Requests Management

...

  • permission.
View own employee profile

  • Enables My Profile link in Account dropdown and tile on dashboard.

  • Allows user to see, add and edit most tabs on their own profile.

View own employee roster

  • Allows user to see the Schedule tab on their own profile.

  • Requires View own employee permission.
View own employee shift requests

  • Allows user to see the Shift Request tab on their own profile.

  • Requires View own employee permission.
View own employee leave

  • Allows user to see the Leave & Unavailability tab on their own profile.

  • Allows user to add, edit and delete their own leave requests.
  • Requires View own employee permission.
View own employee expenses

  • Allows user to see the Expenses tab on their own profile.

  • Requires View own employee permission.

Expense requests

NameFunctions and prerequisites
Approve expense request
  • Allows user to approve or decline expense requests
  • Requires Create and Update expense request

...

  • permission
  • Allows user to approve or decline expense requests in employee profile

...

Employee Onboarding

...

  • (requires all of View full employee profile, Create and update employee, and Payroll management permissions)
Create and update expense requests

...

  • View full employee profile
  • Create and update employee
  • Payroll management
  • Allows user to see leave balances when adding or editing leave requests
  • Requires Approve leave requests permissions

Onboarding

NameFunctions and prerequisites
View onboarding statuses
  • Enables the invite button Image Added in the Employees screen
  • Allows user to Resend and Delete onboarding invites
Create onboarding invites

...

  • Allows user to

...

  • send onboarding invites to employees

Permission

...

groups

NameFunctions and prerequisites
Create and update permission groups

...

  • Enables the Permission Group tile on the dashboard

...

  • (requires View settings

...

  • permission)
  • Allows user to manage custom permissions

 

View permission groups
  • Enables users to view permission groups on various screens, including onboarding

...

  • Required to

...

  • send new onboarding invitations

My Profile

  • View own employee profile
    • enables My Profile link in Account dropdown and tile on dashboard
    • allows user to see, add and edit the following tiles on own profile:
      • Personal Information
      • Address
      • Bank Accounts
      • Financial & Payroll
      • Licences & Training
      • Emergency
      • Settings
  • View own employee roster
    • adds Schedule among viewable tiles on own profile
    • View own employee profile MUST be enabled
  • View own employee shift requests
    • adds Shift Request among the viewable tiles on own profile
    • View own employee profile MUST be enabled
  • View own employee leave
    • adds Leave & Unavailability among the viewable tiles on own profile
    • allows user to add, edit and delete own leave request
    • View own employee profile MUST be enabled
  • View own employee expenses
    • adds Expenses among the viewable tiles on own profile
    • allows user to add, edit and delete own expense requests

Administrative

...

Administration

NameFunctions and prerequisites
View reporting
  • Enables Reporting link in Management dropdown.

...

  • Makes the Employee and T&A

...

  • report available

...

  • .
  • Viewing the Analysis and Payroll reports requires Payroll management permission.
View settings

...

  • Enables Setting link in Management dropdown.
  • Includes Add Device, Download Clock Application and Blackout

...

  • Edit Location
  • Employee Settings
  • Manager Notifications
  • Edit Positions
  • Shift Requirements
  • Onboard Settings
  • Holidays
  • Default Standard Hours

...

  • Period.
  • Adds a wide range of tiles to the Management > Settings screen.

View roster

  • Enables Roster at the top navigation.

...

  • Allows user to view shift schedule.

View roster and timesheets costings

...


  • Enables costing in Roster

...

  • (requires View roster

...

  • permission).
  • Enables costing in Time(sheet)

...

  • (requires View and attendance

...

  • permission).

Update and publish schedule

...


  • Allows user to add and edit shifts, publish and unpublish shifts.
  • Requires View roster

...

  • permission.

View time and attendance

...


  • Enables Time(sheet) at the top navigation.

...

  • Allows user to view employee

...

  • timesheets.

View own time and attendance in employee portal

...


  • Anables Time and Attendance tile on own profile.
  • Requires View own employee profile

...

  • permission.

Create and update timesheets

...


  • Allows user to add and edit

...

  • timesheets.
  • Allows user to reject

...

  • timesheets.

Create and update own timesheet entry through the employee portal or mobile app

...

  • Allows employee user to create their own timesheets via web or the Advanced Team app.

Approve timesheets

...


  • Allows user to approve timesheets.
  • Allows user to unapprove time (

...

  • requires Create and update timesheets

...

  • permission).

Authorise timesheets for payroll

...


  • Enables user to authorise

...

  • timesheets
  • Enables user to un-authorise timesheets (requires Approve timesheets permission)
  • Enables user to commit timesheets and submit them to payroll (requires Payroll management permission)

Create, Update and Delete template

...

  • Allows user to add, edit, delete and apply shift templates.
  • Requires View templates

...

  • permission.
View templates

...

 

  • Allows user to view templates

 

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