Customising permission rights

https://help.myob.com/wiki/x/3IDtB

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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.

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

Leave requests and balances

Name	Functions 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

Name	Functions and prerequisites
View business intelligence	Enables Business Intelligence link in Management dropdown Allows user to use the functionalities within the BI section.

Document library

Name	Functions and prerequisites
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 see leave balances when adding or editing leave requests Requires Approve leave requests permissions.

Employee details

Name	Functions 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 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 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

Name	Functions 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 (requires all of View full employee profile, Create and update employee, and Payroll management permissions)
Create and update expense requests	Allows user to see leave balances when adding or editing leave requests Requires Approve leave requests permissions

Onboarding

Name	Functions and prerequisites
View onboarding statuses	Enables the invite button 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

Name	Functions 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

Administration

Name	Functions 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 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

Paying time off in lieu

Setting ordinary rate calculation methods for an individual employee (New Zealand)

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Troubleshooting

Contacts tab disappears when WFM is enabled

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