Every surface follows the permission
Screens, reports, exports, notifications, snapshots and private file retrieval apply the same current restrictions.
Give employees, managers and HR the access they need for their work.
Core HR separates everyday self-service, team coordination and HR decisions. Access follows the current person, employer and permitted purpose. Being listed as a manager, owning a task or administering the installation does not grant unrestricted access to employee information.
Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.
| Table | HR Manager | Manager | HR Specialist | Employee |
|---|---|---|---|---|
| master | ||||
OrgSummaries | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View peer-safe OrgSummaries only |
| transaction | ||||
LeaveRequests | —No table-specific permission stated | Specific actions: Approve ordinary LeaveRequests and confirm policy-qualified unused cancellations only when AssignedApproverUser is self, policy allows Manager and actual subject/preparer differs | —No table-specific permission stated | —No table-specific permission stated |
EmployeeDocuments | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Upload EmployeeDocuments and verify assigned document classes only with current SensitiveAccess scope and requirement-defined review independence | —No table-specific permission stated |
EmergencyContacts | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Maintain EmergencyContacts and Dependents only for authorized subject/purpose with recorded request | Manage / maintain: Maintain own EmergencyContacts and Dependents except external benefits IsCovered authority |
Dependents | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Maintain EmergencyContacts and Dependents only for authorized subject/purpose with recorded request | Manage / maintain: Maintain own EmergencyContacts and Dependents except external benefits IsCovered authority |
Screens, reports, exports, notifications, snapshots and private file retrieval apply the same current restrictions.
Historical records do not restore a former manager's access. Reassignment, separation and expired grants change current permissions even while an external account task remains unresolved.
IT and Facilities participants receive access to their assigned checklist work without becoming broad HR readers.
The HR Manager/HRBP domain role owns employee lifecycle, organization, policy and protected HR work within explicit employer/department grants.
Prepare HRChanges for Employees, EmploymentSpells, Positions, PositionAssignments, departments, titles, entities, schedules, leave policies and other HR mastersApprove hire/lifecycle/master/policy/readiness/closure/retention/migration decisions independently of preparer/material editors and subject conflictsApply only approved current revisions at evidenced effective boundariesReview escalated LeaveRequests, unused cancellations and LeaveEntries corrections independently of the employee/request preparerPrepare and authorize class-scoped AccessGrants under separation rulesAccess full identity/personal/contact/dependent/document data only with current subject/entity/class/purpose grantAn explicitly granted Manager role operates within the current cycle-safe direct/indirect reporting tree; a Manager pointer alone is not authorization.
Read team directory fields FullName, WorkEmail, WorkPhone, Position, Department, Location, current Manager, HireDate and employment statusRead only operational lifecycle summaries and absence dates/day fractions/status relevant to team workApprove ordinary LeaveRequests and confirm policy-qualified unused cancellations only when AssignedApproverUser is self, policy allows Manager and actual subject/preparer differsConfirm factual elapsed team LeaveDays under approved policy without editing balance bucketsRequest promotion/transfer/manager changes through HRChanges, never apply themComplete assigned ChecklistTasks and see team checklist readinessReceive approved neutral document requirement/expiry status only when ManagerVisible is trueNo NationalID, DOB, gender, home/personal contact, emergency/dependent details, sensitive leave reason, medical documentation, tax/identity files or unrestricted file linksPrepares delegated employee work and coordinates documents, tasks and acknowledgments without applying protected lifecycle decisions.
Prepare hire/profile proposals under explicit DelegatedPreparation AccessGrantsMaintain permitted PreferredName, PersonalEmail, HomeAddress and WorkPhone only with employee request/evidence and protected edit historyPrepare legal-name, NationalID, DOB, employer, manager, position or status changes for HR Manager review, not direct editsCoordinate OnboardingChecklists and assigned ChecklistTasksRecord factual actual commencement under current DelegatedPreparation scope, without applying employment state or substituting for HR Manager readinessUpload EmployeeDocuments and verify assigned document classes only with current SensitiveAccess scope and requirement-defined review independenceMaintain EmergencyContacts and Dependents only for authorized subject/purpose with recorded requestRead safe Positions, Departments, Locations, CompanyPolicies and scoped operational employee viewsUses the authenticated self-service identity and narrowly assigned tasks; peer directory visibility contains only names, titles and manager relationships. Manager tree access is calculated at request time from applied effective assignments and valid grants. It is cycle-safe, restricted by employer and allowed scope, and does not bypass document/field classification on joins, notifications, exports, snapshots or private-object retrieval. Services have named action scopes and cannot supply a human decision. A grant can reduce/temporarily delegate allowed preparation but cannot invent a role or bypass actual-person conflict checks.
Read own permitted profile, LeaveBalances, LeaveRequests and own EmployeeVisible documentsEdit PreferredName, PersonalEmail, HomeAddress and WorkPhone through auditable permitted self-service actionsPrepare own draft LeaveRequests, submit, request bounded cancellation and confirm own elapsed daily absence under approved policy without editing approval or ledger fieldsMaintain own EmergencyContacts and Dependents except external benefits IsCovered authorityAcknowledge own exact PolicyAssignments version/content as actual subjectComplete assigned ChecklistTasks and provide permitted evidenceView peer-safe OrgSummaries onlyNo access to peer PII or general employee records from a task assignmentHire approval and first-day readiness are separate HR Manager decisions. The first accepts the proposed employment and dated position; the second checks the required start evidence. The person who materially prepared a change cannot approve it by switching roles or using a delegation.
Ordinary leave may be reviewed by the assigned Manager under the approved policy. Escalated requests and corrections use the required HR Manager authority. Approval does not change the reserved day balance; actual use, cancellation and correction each have their own traceable effect.
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