Customising permission rights

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 Customising permission groups for more information.

Leave Management

• 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 also add and update requests in employee profile given the following are enabled:
    • View full employee information
    • Create and update employee

Business Intelligence

• View business intelligence
  • enables Business Intelligence link in Management dropdown
  • allows user to use the functionalities within the BI section

Documents Management

• View document library
  • enables Documents link in Management dropdown and tile on dashboard
  • allows user to see ALL shared documents
• Create and update documents in the document library
  • allows user to perform CRUD in the Documents section

Employee Management

• View basic employees information
  • enables Employees link in Management dropdown
  • allows user to see the following tabs in the employee profile:
    • Personal Information
    • Medical / Emergency Contact
• View full employees information
  • allow user to see other employee related tabs in the employee profile
    • Address Information
    • Additional Information
    • Documents & Notes
    • Leave and Unavailability
    • Licences and Training
• Create and update employees
  • allows user to add and edit information in the available tabs in employee profile
  • View basic or full employee information MUST be enabled
• Archive employees
  • allows user to hide employees from the front end and reports
• View and manage non-payrolled employee
  • allows user to see and manage non-payrolled employees
  • View basic or full employee information MUST be enabled for viewing
  • Create and update employees MUST be enabled for adding and updating

Expense Requests Management

• Approve expense request
  • allows user to approve or decline expense requests
  • Create and Update expense request MUST be enabled
  • can also approve or decline expense requests in employee profile given the following are enabled
• Create and update expense requests
  • enables Expense Claims in Management dropdown
  • allows user to add and edit expense requests
  • can also add and edit expense requests in employee profile given the following are enabled:
    • View full employee profile
    • Create and update employee
    • Payroll management

Employee Onboarding

• View onboarding statuses
  • enables Hire link in Management dropdown
  • allows user to access Status tile when in Hire section
  • allows user to Resend and Delete onboarding invites
• Create onboarding invites
  • allows user to access invite and Reserve Bench tiles in Hire section
  • allows user to create onboarding invites to employees

Permission Groups

• Create and update permission groups
  • enables Permission Group tile on dashboard
  • View settings MUST be enabled to view the Permission Group tile
  • allows user to manage custom permissions

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

• View reporting
  • enables Reporting link in Management dropdown
  • Includes Employee and T&A among available report
  • Payroll management MUST be enabled to view Analysis and Payroll reports
• View settings
  • enables Setting link in Management dropdown
  • Includes Add Device, Download Clock Application and Blackout Periods
  • Payroll Management MUST be enabled to add the following among the viewable tiles
    • Edit Location
    • Employee Settings
    • Manager Notifications
    • Edit Positions
    • Shift Requirements
    • Onboard Settings
    • Holidays
    • Default Standard Hours
• View roster
  • enables Roster at the top navigation
  • allows user to view shift schedule
• View roster and timesheets costings
  • enables costing in Roster given View roster is enabled
  • enables costing in Time(sheet) given View and attendance is enabled
• Update and publish schedule
  • allows user to add and edit shifts, publish and unpublish shifts
  • View roster MUST be enabled
• View time and attendance
  • enables Time(sheet) at the top navigation
  • allows user to view employee time(sheets)
• View own time and attendance in employee portal
  • enables Time and Attendance tile on own profile
  • View own employee profile MUST be enabled
• Create and update timesheets
  • allows user to add and edit time(sheets)
  • allows user to reject time(sheets)
• 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 time(sheets)
  • Create and update timesheets MUST be enable to unapprove a time(sheets)
• Authorise timesheets for payroll
  • enables user to authorise timesheet
  • Approve timesheets MUST be enabled to unauthorise a time(sheet)
  • Payroll management MUST be enabled to commit and submit to payroll
• Create, Update and Delete template
  • allows user to add, edit, delete and apply shift templates
  • View templates MUST be enabled
• View templates
  • allows user to view templates