Roles: Functionality > Employees

Click on the arrow on the left of "Employees" to unfold this section.

On the right side of the Employees bar, you can see 2 icons: Show (green) and Hide (red). The Show icon allows the user with the assigned role to see the HR Management module on their account. Moreover, the icon gives access to the 15 options below.

The Hide icon blocks the Employees settings for this role.

Continue to the following chapters to read about the 15 options available within the Employees settings, given that you have enabled the Show icon:

• Organization
• Messages
• Calendar
• Tasks
• Forms
• Feedback
• Documents
• Job profiles
• Skills
• Certificates
• Goals
• Absence
• Learning
• Payroll
• Comments

1.1 Organization

Click on the arrow on the left of Organization to unfold this section. This section consists of 9 sub-sections:

There are 4 icons on the right side of the Organization bar:

 

• "All" (green):
  By clicking this icon, you will be able to edit all the sub-sections below without any limitations. These sections apply to everyone within this organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the access for a user with the assigned role to match a specific criterion. From the dropdown list, select the criterion of your choice. Then, select a symbol and a value that should match the criterion.
  
  Example 1: If only an employee’s manager should have access to the full employee profile, it should look like this: “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to see each other’s full profiles, it should look like this: “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking this icon, you can limit the options below to only affect the account of the user with the assigned role.
   
• "Hide" (red):
  This icon allows you to block the section from the account completely.

Continue to the following chapters to read about the 9 sub-sections available within the Organization settings, given that you have enabled the "All", "Custom" or "Own" icon.

1.1.1 Full employee profile

Full employee profile relates to what you can see on an employee profile.

There are 4 icons on the right side of the Full employee profile bar:

• "All" (green):
  By clicking on this icon, you can give this role access to the full employee profile for everyone within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the access for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should have access to the full employee profile, it should look like this: “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to see each other’s full profiles, it should look like this: “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view the full employee view for their own profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny access to the full employee profile for this role.
   

1.1.2 Create employees

If you click the "Show" icon, a user with the assigned role will be able to create employees within the organization.

If you click the "Hide" icon, a user with the assigned role will not be able to create employees within the organization.

1.1.3 Tag employees

Tag employees relates to the right to add tags to an employee profile.

 

There are 4 icons on the right side of the "Tag employees" bar:

• "All" (green):
  By clicking on this icon, you can give this role the rights to add tags to all the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the right to add tags for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to add tags, it should look like this: “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to add tags to each other’s profiles, it should look like this: “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to add tags to their own profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny access to add tags to employee profiles.

1.1.4 Export employees

Export employees relates to the role’s exporting permissions for employee information within the organization.
In order to do so, you would also need access to the Integrations section, where exports templates are generated.

There are 4 icons on the right side of the Export employee bar:

• "All" (green):
  By clicking on this icon, you can enable this role to export employee data across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the export permissions for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to export, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to export each other’s profiles, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to export their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to export employees.

1.1.5 Archive employees

Archive employees relates to the role’s archiving permissions for employee data within the organization.

There are 4 icons on the right side of the Archive employee bar:

• "All" (green):
  By clicking on this icon, you can enable this role to archive employee data across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the archiving permissions for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to archive, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to archive each other’s profiles, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to archive their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to archive employees.

1.1.6 Delete employees

Delete employees relates to the role’s deleting permissions for employee data within the organization.

There are 4 icons on the right side of the Delete employee bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete employee data across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can be able to customize the delete permissions for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to delete each other’s profiles, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete employees.

1.1.7 Run manual automations

Run manual automations relates to the role’s permissions to create manual automations for employees within the organization.

NOTE: Please keep in mind that if a user wants to set up a manual automation, you will also need access to the permission Functionality > Settings > Automations.

There are 4 icons on the right side of the Run manual automations bar:

• "All" (green):
  By clicking on this icon, you can enable this role to run manual automations for employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the manual automation permissions for this role to match a specific criterion.
  
  Example: If only an employee’s manager should be able to run manual automations involving the employee, you can enter the criterion “Predefined user” “equals” “Manager”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to run manual automations for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to run manual automations for employees.

1.1.8 Show archived employees

Show archived employees relates to the role’s permissions to see employees with status “archived” within the organization.

There are 4 icons on the right side of the Show archived employees bar:

• "All" (green):
  By clicking on this icon, you can enable this role to see archived employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to see archived employees for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to see archived employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to see archived employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to see their own archived employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to see archived employees.

1.1.9 Show pending employees

Show pending employees relates to the role’s permissions to see employees with status “pending” within the organization.

There are 4 icons on the right side of the Show pending employees bar:

• "All" (green):
  By clicking on this icon, you can enable this role to see pending employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to see pending employees for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to see pending employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to see pending employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to see their own pending employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to see pending employees.

1.2 Messages

Click on the arrow on the left of Messages to unfold this section. You will see that this section consists of 2 sub-sections:

There are 2 icons on the right side of the Messages bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 2 sub-sections available within the Messages settings, given that you have enabled the "Show" icon.

1.2.1 Send email to employees

Send email to employees relates to the role’s permissions to send emails to employees within the organization.

There are 4 icons on the right side of the Send email to employees bar:

• "All" (green):
  By clicking on this icon, you can enable this role to send emails to all employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to send emails to employees for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to send emails to employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to send emails to employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to send emails to his own profile, which does not work in practice.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to send emails to employees.

1.2.2 Send SMS to employees

Send SMS to employees relates to the role’s permissions to send emails to employees within the organization.

There are 4 icons on the right side of the Send SMS to employees bar:

• "All" (green):
  By clicking on this icon, you can enable this role to send SMS to all employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to send SMS to employees for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to send SMS to employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to send SMS to employees, you can enter the element “Department” “equals” “Department access”.
  
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to send SMS to their own profile, which does not work in practice.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to send SMS to employees.

1.3 Calendar

Click on the arrow on the left of Calendar to unfold this section. This section consists of 3 sub-sections:

There are 2 icons on the right side of the Calendar bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 3 sub-sections available within the Calendar settings, given that you have enabled the "Show" icon.

1.3.1 Create meeting

Create meeting relates to the role’s permissions to create meetings within the organization.

There are 4 icons on the right side of the Create meeting bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create meetings for employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to create meetings for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to create meetings, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create meetings, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create meetings for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create meetings.

1.3.2 Edit meeting

Edit meeting relates to the role’s permissions to edit existing meetings scheduled in Emply within the organization.

There are 4 icons on the right side of the Edit meeting bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit meetings for employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to edit meetings for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit meetings, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit meetings, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit meetings for their own account.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit meetings.

1.3.3 Delete meeting

Delete meeting relates to the role’s permissions to delete existing meetings scheduled in Emply within the organization.

There are 4 icons on the right side of the Delete meeting bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete meetings for employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete meetings for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete meetings, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete meetings, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete meetings for their own account.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete meetings.

1.4 Tasks

Click on the arrow on the left of Tasks to unfold this section. This section consists of 4 sub-sections:

A task in Emply is an assignment for a specific user explaining what needs to be done. It can contain a due date, a short message and it needs to be checked off.

There are 2 icons on the right side of the Tasks bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 4 sub-sections available within the Tasks settings, given that you have enabled the Show icon.

1.4.1 Create tasks

Create tasks relates to the role’s permissions to create tasks in the HR Management module (HR Basic).

There are 4 icons on the right side of the Create tasks bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create tasks across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to create tasks for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to create tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, user with this role will only be able to create tasks for their own account.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create tasks.

1.4.2 Edit tasks

Edit tasks relates to the role’s permissions to edit tasks in the HR Management module (HR Basic).

There are 4 icons on the right side of the Edit tasks bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit tasks across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to edit tasks for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit tasks for their own account.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit tasks.

1.4.3 Delete tasks

Delete tasks relates to the role’s permissions to delete tasks in the HR Management module (HR Basic).

There are 4 icons on the right side of the Delete tasks bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete tasks across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete tasks for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit tasks for their own account.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete tasks.
   

1.4.4 Show other user's tasks

Show other user’s tasks relates to the role’s permissions to view other users’ tasks in the HR Management module (HR Basic).

There are 4 icons on the right side of the Show other user’s tasks bar:

• "All" (green):
  By clicking on this icon, you can enable this role to view other users’ tasks across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to view other users’ tasks for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to view other users’ tasks, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view other users’ tasks, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view their own tasks, which in practice does not work.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view other users’ tasks.

1.5 Forms

Click on the arrow on the left of Forms to unfold this section. This section consists of 3 sub-sections:

Forms in Emply allow you to gather information on specific areas by using a customized set of elements.

There are 2 icons on the right side of the Forms bar:

• "Show" (green):
  By clicking this icon, you can edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 3 sub-sections available within the Forms settings, given that you have enabled the "Show" icon.

1.5.1 Create forms

Create forms relates to the role’s permissions to use forms on an employee profile.
The forms you can select are defined by the accesses set on the form itself or on the role. For more information, please read the article Roles: Content tab.

There are 4 icons on the right side of the Create forms bar:

• "All" (green):
  By clicking on this icon, you can enable this role to use forms on all employee profiles.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to use forms for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to use forms, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to use forms, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to use forms for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to use forms on employee profiles.

1.5.2 Edit forms

Edit forms relates to the role’s permissions to edit the available forms on employee profiles.

There are 4 icons on the right side of the Edit forms bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit forms for all employee profiles.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to edit forms for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit forms, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit forms, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit forms for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit forms.

1.5.3 Delete forms

Delete forms relates to the role’s permissions to delete forms within the organization.

There are 4 icons on the right side of the Delete forms bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete forms across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete form for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete forms, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete forms, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit forms for their own account, which in practice does not work.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete forms.

1.6 Feedback

Click on the arrow on the left of Feedback to unfold this section. This section consists of 3 sub-sections:

Feedback forms are a tool in Emply that allow you to gather feedback on specific aspects.

There are 2 icons on the right side of the Feedback bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 3 sub-sections available within the Feedback settings, given that you have enabled the "Show" icon.

1.6.1 Create feedback

Create feedback relates to the role’s permissions to assign feedback within the HR Management module (HR Basic).
The feedback you can select is defined by the accesses set on the feedback itself or on the role. Also read the article Roles: Content tab.

There are 4 icons on the right side of the Create feedback bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create feedback across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to create feedback for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to create feedback, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create feedback, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create feedback for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create feedback.

1.6.2 Edit feedback

Edit feedback relates to the role’s permissions to edit feedback within the HR Management module (HR Basic).

There are 4 icons on the right side of the Edit feedback bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit feedback across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to edit feedback for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit feedback, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit feedback, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit feedback for their employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit feedback.

1.6.3 Delete feedback

Delete feedback relates to the role’s permissions to delete feedback within the HR Management module (HR Basic).

There are 4 icons on the right side of the Delete feedback bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete feedback across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete feedback for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete feedback, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete feedback, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete feedback for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete feedback.

1.7 Documents

Click on the arrow on the left of Documents to unfold this section. This section consists of 3 sub-sections:

Documents in this section refer to all employee related documents, such as CV’s, employment contracts, forms that have been filled out and more.

There are 2 icons on the right side of the Documents bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 3 sub-sections available within the Documents settings, given that you have enabled the Show icon.

NOTE: Please keep in mind that you will also need to have access to the employee profile to be able to view, upload and delete employee documents. You can activate this access in the roles under Functionality > Employees > Organization > Full employee profile. This has to be set to "All", "Custom" or "Own", the latter in case you want a user to only access their own documents.

1.7.1 Upload documents

Upload documents relates to the role’s permissions to upload documents for an employee within the organization.

There are 4 icons on the right side of the Upload documents bar:

• "All" (green):
  By clicking on this icon, you can enable this role to upload documents for an employee across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to upload documents for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to upload documents, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to upload documents, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to upload documents for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to upload documents.

1.7.2 Delete documents

Delete documents relates to the role’s permissions to delete documents for an employee within the organization.

There are 4 icons on the right side of the Delete documents bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete documents for an employee across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability to delete documents for this role to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete documents, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete documents, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete documents for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete documents.

1.7.3 Create folders

Create folders relates to the role’s permissions to create folders to organize documents on an employee profile.

There are 4 icons on the right side of the Create folders bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create folders to organize documents on an employee profile across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to create folders to organize documents on an employee profile to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to create folders, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create folders, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create folders for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create folders.

1.8 Job profiles

This section does not unfold.

Job profiles in this section refer to all the job profiles that are set up in the Settings. They consist of a set of skills, work tasks and a job description and they are used to benchmark employees.

There are 2 icons on the right side of the Job profiles bar:

• "Show" (green):
  By clicking this icon, you can view the Job profiles tab in the HR Management module.
• "Hide" (red):
  This icon allows you to block the Job profiles tab in the HR Management module.

1.9 Skills

Click on the arrow on the left of Skills to unfold this section. This section consists of 4 sub-sections:

Skills in this section refer to employee skills that can be created in the Settings > Templates > Employees.

There are 2 icons on the right side of the Skills bar:

• "Show" (green):
  By clicking this icon, you can edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon allows you to block the section below completely from the user’s account.

Continue to the following chapters to read about the 4 sub-sections available within the Skills settings, given that you have enabled the Show icon.

NOTE: Please keep in mind that you will also need to have access to the employee profile to be able to view and add skills on the employee. You can activate this access in the roles under Functionality > Employees > Organization > Full employee profile. This has to be set to "All", "Custom" or "Own", the latter in case you want a user to only see their own skills.

1.9.1 Overview

Here, Overview relates to the role’s permissions to view the Skills tab in the HR Management module and the skills on an employee profile.

The Skills tab:

The skills on an employee profile:

There are 4 icons on the right side of the Overview bar under Skills:

• "All" (green):
  By clicking on this icon, you can enable this role to view the skills for all the employee within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view skills to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to view skills, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view skills, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view skills for their own profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view the Skills tab in the HR Management module (HR Basic) and to view the skills on an employee profile.

1.9.2 Add skills

Add skills relates to the role’s permissions to add skills to an employee profile.

NOTE: To be able to add skills to an employee profile, you also need access to the full employee profile of that employee.

There are 4 icons on the right side of the Add skills bar:

• "All" (green):
  By clicking on this icon, you can enable this role to add skills to an employee profile across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to add skills to an employee profile to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to add skills to an employee profile, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to add skills to an employee profile, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to add skills to their own profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add skills.

1.9.3 Edit skills

Edit skills relates to the role’s permissions to edit skills on an employee profile.

NOTE: To be able to edit skills on an employee profile, you also need access to the full employee profile of that employee.

There are 4 icons on the right side of the Edit skills bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit skills on an employee profile across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit skills on an employee profile to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit skills, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit skills, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit skills on their own profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit skills.

1.9.4 Delete skills

Delete skills relates to the role’s permissions to delete skills on an employee profile.

NOTE: To be able to edit skills on an employee profile, you also need access to the full employee profile of that employee.

There are 4 icons on the right side of the Delete skills bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete skills on an employee profile across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete skills on an employee profile to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete skills, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete skills, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete skills on their own profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete skills.

1.10 Certificates

Click on the arrow to the left of Certificates to unfold this section. This section consists of 5 sub-sections:

Certificates in this section refer to digitalized certificates assigned or uploaded into Emply and linked to an employee profile. These can be viewed in the HR Management module in the tab Certificates and on the employee profile.

There are 2 icons on the right side of the Certificates bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 5 sub-sections available within the Skills settings, given that you have enabled the "Show" icon.

1.10.1 Overview

Here, Overview relates to the role’s permissions to view the "Certificates" tab in the HR Management module.

There are 4 icons on the right side of the Overview bar under Certificates:

• "All" (green):
  By clicking on this icon, you can enable this role to view the certificates for all the employee within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view certificates to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to view certificates, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view certificates, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with will only be able to view certificates for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view the Certificates tab in the HR Management module.
   

1.10.2 Create certificates

Create certificates relates to the role’s permissions to create new certificates, link them to employees and assign or upload digitalized certificates.

There are 4 icons on the right side of the Create certificates bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create certificates for all the employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to create certificates to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to create certificates, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create certificates, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create certificates for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create certificates.

1.10.3 Edit certificates

Edit certificates relates to the role’s permissions to edit existing certificates.

There are 4 icons on the right side of the Edit certificates bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit certificates for all the employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit certificates to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit certificates, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit certificates, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit certificates for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit certificates.

1.10.4 Archive certificates

Archive certificates relates to the role’s permissions to archive existing certificates.

There are 4 icons on the right side of the Archive certificates bar:

• "All" (green):
  By clicking on this icon, you can enable this role to archive certificates for the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to archive certificates to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to archive certificates, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to archive certificates, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to archive certificates that pertain to themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to archive certificates.

1.10.5 Delete certificates

Delete certificates relates to the role’s permissions to delete archived certificates.

There are 4 icons on the right side of the Delete certificates bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete certificates for the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete certificates to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete certificates, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete certificates, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete certificates that pertain to themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete certificates.

1.11 Goals

Click on the arrow on the left of Goals to unfold this section. This section consists of 7 sub-sections:

Goals in this section refer to goals (soft and hard) that can be created for the entire organization. Goals, in turn, consist of objectives.

NOTE: Goals are created in Settings > Templates > Employees > Goals. To do so, a user will need access to the permission Functionality > Settings > Templates > Employees 
Next, these goals can be added to employee profiles.

There are 2 icons on the right side of the Goals bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 7 sub-sections available within the Goals settings, given that you have enabled the Show icon.

1.11.1 Overview

Here, Overview relates to the role’s permissions to view the Goals tab in the HR Management module.
Goals and objectives are visible in this list when they have been added to an employee profile.

There are 4 icons on the right side of the Overview bar under Goals:

• "All" (green):
  By clicking on this icon, you can enable this role to view the goals and objectives for all the employee within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view goals and objectives to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to view goals and objectives, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view goals and objectives, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view their own goals and objectives.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view the Goals tab in the HR Management module (HR Basic).

1.11.2 Create goals

Create goals relates to the role’s permissions to add new goals to employee profiles.

There are 4 icons on the right side of the Create goals bar:

• "All" (green):
  By clicking on this icon, you can enable this role to add new goals to all employee profiles across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to add new goals to employee profiles to match a specific criterion..
  
  Example 1: If only an employee’s manager should be able to add new goals, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to add new goals, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create new goals for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add new goals to employee profiles.

1.11.3 Edit goals

Edit goals relates to the role’s permissions to edit existing goals.

There are 4 icons on the right side of the Edit goals bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit existing goals for all the employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit existing goals to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit existing goals, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to edit existing goals, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit existing goals for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit existing goals.

1.11.4 Delete goals

Delete goals relates to the role’s permissions to delete existing goals.

There are 4 icons on the right side of the Delete goals bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete existing goals for all the employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete existing goals to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete existing goals, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to delete existing goals, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit existing goals for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete existing goals.

1.11.5 Create objectives

Create objectives relates to the role’s permissions to add new objectives to employee profiles.

There are 4 icons on the right side of the Create objectives bar:

• "All" (green):
  By clicking on this icon, you can enable this role to add new objectives to all employee profiles across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to add new objectives to employee profiles to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to add new objectives, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to add new objectives, you can enter the element “Department” “equals” “Department access”.
  
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create new objectives for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add new objectives to employee profiles.

1.11.6 Edit objectives

Edit objectives relates to the role’s permissions to edit existing objectives.

There are 4 icons on the right side of the Edit objectives bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit existing objectives for all the employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit existing objectives to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit existing objectives, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to edit existing objectives, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit existing objectives for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit existing objectives.

1.11.7 Delete objectives

Delete objectives relates to the role’s permissions to delete existing objectives.

There are 4 icons on the right side of the Delete objectives bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete existing objectives for all the employees across the whole organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete existing objectives to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete existing objectives, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to delete existing objectives, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit existing objectives for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete existing objectives.

1.12 Absence

Click on the arrow on the left of Absence to unfold this section. This section consists of 6 sub-sections:

Here, Absence refers to any leave types as they were created in the Settings.

There are 2 icons on the right side of the Absence bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 6 sub-sections available within the Absence settings, given that you have enabled the "Show" icon.

1.12.1 Overview

Here, Overview relates to the role’s permissions to view the Absence tab in the HR Management module.

There are 4 icons on the right side of the Overview bar under Absence:

• "All" (green):
  By clicking on this icon, you can enable this role to view the absences for all the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view absences to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to view absences, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view absences, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view their own absences.
  
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view the Absence tab in the HR Management module.
   

1.12.2 Register absence

Register absence relates to the role’s permissions to register absences in general. This can be done in Employees > Absence.

There are 4 icons on the right side of the Register absence bar:

• "All" (green):
  By clicking on this icon, you can enable this role to register absences for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to register absences to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to register absences, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to register absences, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to register absences for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to register absences.

1.12.3 Edit absence

Edit absence relates to the role’s permissions to edit absences. This can be done in Employees > Absence.

There are 4 icons on the right side of the Edit absence bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit absences for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit absences to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit absences, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit absences, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit absences for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit absences.

1.12.4 Delete absence

Delete absence relates to the role’s permissions to delete absences. This can be done in Employees > Absence.

There are 4 icons on the right side of the Delete absence bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete absences for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete absences to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete absences, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete absences, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit absences for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete absences.

1.12.5 Export absence

Export absence relates to the role’s permissions to export absences. This can be done in Employees > Organization, given that that the export template for absences has been created in the Settings and that this role has access to that export.

There are 4 icons on the right side of the Export absence bar:

• "All" (green):
  By clicking on this icon, you can enable this role to export absences for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to export absences to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to export absences, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to export absences, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to export absences for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to export absences.

1.12.6 Change allowances

Change allowances relates to the role’s permissions to change allowances for an employee. This can be done in the Absence tab in the HR Management module.

There are 4 icons on the right side of the Change allowances bar:

• "All" (green):
  By clicking on this icon, you can enable this role to change allowances for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to change allowances to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to change allowances, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to change allowances, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to change allowances for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to change allowances.

1.13 Learning

Click on the arrow on the left of Learning to unfold this section. This section consists of 2 sub-sections:

Here, Learning refers to the Learning module within HR Management.

There are 2 icons on the right side of the Learning bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 2 sub-sections available within the Learning settings, given that you have enabled the "Show" icon.

1.13.1 Assign learning (Course bank)

Assign learning – Course bank relates to the role’s permissions to assign a course from the own learning universe, given that the role has access to those courses.

There are 4 icons on the right side of the Assign learning (Course bank) bar:

• "All" (green):
  By clicking on this icon, you can enable this role to assign a course from the course bank to the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to assign a course from the course bank to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to assign a course, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to assign a course, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to assign a course to themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to assign a course from the course bank.

1.13.2 Assign learning (Manual course)

Assign learning – Manual course relates to the role’s permissions to assign a separately entered course to an employee, given that that this role also has access to the Learning permission and subsequently to the Course permission within Learning. This permission can also be found under Functionality > Learning.

There are 4 icons on the right side of the Assign learning (Manual course) bar:

• "All" (green):
  By clicking on this icon, you can enable this role to assign a manual course to the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to assign a manual course to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to assign a course, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to assign a course, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to assign a manual course to themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to assign a manual course.

1.14 Payroll

Click on the arrow on the left of "Payroll" to unfold this section. This section consists of 19 sub-sections:

There are 2 icons on the right side of the "Payroll" bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 19 sub-sections available within the Payroll settings, given that you have enabled the "Show" icon.

1.14.1 Overview

Here, Overview relates to the role’s permissions to view the Payroll tab in the HR Management module (HR Basic).

There are 4 icons on the right side of the Overview bar under Payroll:

• "All" (green):
  By clicking on this icon, you can enable this role to view the payroll rules for all the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view payroll rules to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to view payroll rules, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view payroll rules, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view their own payroll rules.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view the Payroll tab in the HR Management module (HR Basic).

1.14.2 Create employments

Create employments relates to the role’s permissions to create employments in the Payroll tab under Employees for a specific Payroll group. These groups can be created in the Settings > Templates > Employees > Payroll, given that that the role has access to this part of the Settings.

Moreover, this permission also allows to create new employments, given that that the role has access to the Payroll widget on the employee profile.

There are 4 icons on the right side of the Create employments bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create employments for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to create employments to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to create employments, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create employments, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create employments on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create employments.

1.14.3 Edit employments

Edit employments relates to the role’s permissions to edit existing employments in the Payroll tab.
Moreover, it allows users to edit employments on employee profiles.

There are 4 icons on the right side of the Edit employments bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit employments for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit employments to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit employments, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit employments, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit employments on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit employments.

1.14.4 Delete employments

Delete employments relates to the role’s permissions to delete existing employments in the Payroll tab. Moreover, it allows users to delete employments on employee profiles.

There are 4 icons on the right side of the Delete employments bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete employments for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete employments to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete employments, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete employments, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete employments on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete employments.

1.14.5 Create agreements

Create agreements relates to the role’s permissions to create new agreements within an employment on employee level.

An agreement is an employee’s duties that you can create per an employment. It is possible to have multiple agreements per employment. An employment never has to change, but one could just adjust agreements.

There are 4 icons on the right side of the Create agreements bar:

• "All" (green):
  By clicking on this icon, you can enable this role to create agreements for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to create agreements to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to create agreements, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to create agreements, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to create agreements on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to create agreements.

1.14.6 Edit agreements

Edit agreements relates to the role’s permissions to edit agreements on employee level.

There are 4 icons on the right side of the Edit agreements bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit agreements for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit agreements to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit agreements, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit agreements, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit agreements on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit agreements.

1.14.7 Delete agreements

Delete agreements relates to the role’s permissions to delete agreements on employee level.

There are 4 icons on the right side of the Delete agreements bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete agreements for the employees this role has access to.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete agreements to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete agreements, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete agreements, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete agreements on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete agreements.

1.14.8 Create benefits

Create benefits relates to the role’s permissions to add benefits, based on existing benefit templates, to an employee profile.

NOTE:

• Benefit templates are created in Settings > Templates > Employees > Benefits. 
  To do this, you would need the permission Functionality > Settings > Templates > Employees.
• It is important to understand that benefits are added to employee profiles via the master data form. To add the benefits group to this form, go to Settings > Forms > look for Master data > Add the existing element Benefit group.
  Please keep in mind that the role should have access to the permission Functionality > Settings > Forms in order to edit forms.
• For the benefits to be visible on an employee profile, the Payroll widget needs to be added. For more information, read 1.1.1 Full employee profile. 
  When a benefit group has been added to an employee via the master data form, the benefits, supplements and deductions, pension schemes and hourly salary rates will be generated from the Payroll widget.

There are 4 icons on the right side of the Create benefits bar:

• "All" (green):
  By clicking on this icon, you can enable this role to add benefits to all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to add benefits to employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to add benefits to employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to add benefits to employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to add benefits to their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add benefits to employees.

1.14.9 Edit benefits

Edit benefits relates to the role’s permissions to edit benefits on an employee profile.

There are 4 icons on the right side of the Edit benefits bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit benefits for all the employees within the organization.
   
• Custom (blue):
  By clicking on this icon, you can customize the ability for this role to edit benefits for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit benefits for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit benefits for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to add benefits to their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit benefits for employees.

1.14.10 Delete benefits

Delete benefits relates to the role’s permissions to delete benefits on an employee profile.

There are 4 icons on the right side of the Delete benefits bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete benefits for all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete benefits for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete benefits for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete benefits for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete benefits on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete benefits for employees.

1.14.11 Create supplements and deduction

Create supplements and deduction relates to the role’s permissions to add supplements and deductions, based on existing benefit templates, to an employee profile.

NOTE: 

• Benefit templates, including supplements and deductions are created in Settings > Templates > Employees > Benefits. 
  A user who would need to do this, would need the permission Functionality > Settings > Templates > Employees.
• It is important to understand that benefits, including supplements and deductions are added to employee profiles via the master data form. To add the benefits group to this form, go to Settings > Forms > look for Master data > Add the existing element Benefit group. 
  Please keep in mind that the role should have access to the permission Functionality > Settings > Forms in order to edit forms.
• For the supplements and deductions to be visible on an employee profile, the Payroll widget needs to be added. For more information, read 1.1.1 Full employee profile. 
  When a benefit group has been added to an employee via the master data form, the benefits, supplements and deductions, pension schemes and hourly salary rates will be able to be created from the Payroll widget.

There are 4 icons on the right side of the Create supplements and deduction bar:

• "All" (green):
  By clicking on this icon, you can enable this role to add supplements and deductions to all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to add supplements and deductions to employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to add supplements and deductions to employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to add supplements and deductions to employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to add supplements and deductions to their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add supplements and deductions to employees.

1.14.12 Edit supplements and deduction

Edit supplements and deduction relates to the role’s permissions to edit supplements and deductions on an employee profile.

There are 4 icons on the right side of the Edit supplements and deduction bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit supplements and deductions for all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit supplements and deductions for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit supplements and deductions for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit supplements and deductions for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit supplements and deductions on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit supplements and deductions for employees.

1.14.13 Delete supplements and deduction

Delete supplements and deduction relates to the role’s permissions to delete supplements and deductions on an employee profile.

There are 4 icons on the right side of the Delete supplements and deduction bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete supplements and deductions for all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete supplements and deductions for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete supplements and deductions for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete supplements and deductions for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete supplements and deductions on their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete supplements and deductions for employees.

1.14.14 Create pension schemes

Create pension schemes relates to the role’s permissions to add pension schemes, based on existing benefit templates, to an employee profile.

NOTE:

• Benefit templates, including pension schemes, are created in Settings > Templates > Employees > Benefits. 
  A user who would need to do this, would need the permission Functionality > Settings > Templates > Employees.
• It is important to understand that benefits, including pension schemes are added to employee profiles via the master data form. To add the benefits group to this form, go to Settings > Forms > look for Master data > Add the existing element Benefit group. 
  Please keep in mind that the role should have access to the permission Functionality > Settings > Forms in order to edit forms.
• For the pension schemes to be visible on an employee profile, the Payroll widget needs to be added. For more information, read 1.3.1.1 Full employee profile. 
  When a benefit group has been added to an employee via the master data form, the benefits, supplements and deductions, pension schemes and hourly salary rates will be able to be created from the Payroll widget.

There are 4 icons on the right side of the Create pension schemes bar:

• "All" (green):
  By clicking on this icon, you can enable this role to add pension schemes to all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to add pension schemes to employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to add pension schemes to employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to add pension schemes to employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to add pension schemes to their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add pension schemes to employees.

1.14.15 Edit pension schemes

Edit pension schemes relates to the role’s permissions to edit pension schemes on an employee profile.

There are 4 icons on the right side of the Edit pension schemes bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit pension schemes for all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit pension schemes for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit pension schemes for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit pension schemes for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit pension schemes for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit pension schemes for employees.

1.14.16 Delete pension schemes

Delete pension schemes relates to the role’s permissions to delete pension schemes on an employee profile.

There are 4 icons on the right side of the Delete pension schemes bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete pension schemes for all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete pension schemes for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete pension schemes for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete pension schemes for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete pension schemes for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete pension schemes for employees.

1.14.17 Create hourly salary rates

Create hourly salary rates deals with the role’s permissions to add hourly salary, based on existing benefit templates, to an employee profile.

NOTE:

• Benefit templates, including hourly salary, are created in Settings > Templates > Employees > Benefits. 
  A user who would need to do this, would need the permission Functionality > Settings > Templates > Employees.
• It is important to understand that benefits, including hourly salary, are added to employee profiles via the master data form. To add the benefits group to this form, go to Settings > Forms > look for Master data > Add the existing element Benefit group. 
  Please keep in mind that the role should have access to the permission Functionality > Settings > Forms in order to edit forms.
• For the hourly salary to be visible on an employee profile, the Payroll widget needs to be added. For more information, read 1.3.1.1 Full employee profile. 
  When a benefit group has been added to an employee via the master data form, the benefits, supplements and deductions, pension schemes and hourly salary rates will be able to be created from the Payroll widget.

There are 4 icons on the right side of the Create hourly salary bar:

• "All" (green):
  By clicking on this icon, you can enable this role to add hourly salary to all the employees within the organization.
  
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to add hourly salary to employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to add hourly salary to employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to add hourly salary to employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to add hourly salary to their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to add hourly salary to employees.

1.14.18 Edit hourly salary rates

Edit hourly salary rates relates to the role’s permissions to edit hourly salary on an employee profile.

There are 4 icons on the right side of the Edit hourly salary bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit hourly salary for all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit hourly salary for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to edit hourly salary for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit hourly salary for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit hourly salary for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit hourly salary for employees.

1.14.19 Delete hourly salary rates

Delete hourly salary rates relates to the role’s permissions to delete hourly salary on an employee profile.

There are 4 icons on the right side of the Delete hourly salary bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete hourly salary for all the employees within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete hourly salary for employees to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to delete hourly salary for employees, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete hourly salary for employees, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete hourly salary for their own employee profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete hourly salary for employees.

1.15 Comments

Click on the arrow on the left of Comments to unfold this section. This section consists of 2 sub-sections:

Comment here refers to the comments that users can leave on employee profiles, given that this permission is enabled for their roles.

There are 2 icons on the right side of the Comments bar:

• "Show" (green):
  By clicking this icon, you will be able to edit the sub-sections below without any limitations. These sections apply to everyone within this organization.
• "Hide" (red):
  This icon will allow you to block the section below completely from the account.

Continue to the following chapters to read about the 2 sub-sections available within the Comments settings, given that you have enabled the "Show" icon.

1.15.1 Comment on employees

Comment on employees relates to the role’s permissions to write and delete comments on an employee profile.
NOTE: Please bear in mind that it is not possible to edit comments. 
Comments that are locked with the Padlock icon are only visible to the user who wrote the comment.

There are 4 icons on the right side of the Comment on employees allowances bar:

• "All" (green):
  By clicking on this icon, you can enable this role to write and delete comments on all employee profiles with in the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to write and delete comments on employee profiles to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to write and delete comments, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to write and delete comments, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to write and delete comments for themselves.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to write and delete comments on employee profiles.

1.15.2 Show other comments on employees

Show other comments on employees relates to the role’s permissions to see comments from other users on an employee profile.

There are 4 icons on the right side of the Show other comments on employees bar:

• "All" (green):
  By clicking on this icon, you can enable this role to view other comments on all the employee profiles within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view other comments to match a specific criterion.
  
  Example 1: If only an employee’s manager should be able to view comments, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view comments, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view other comments on their own profile.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view other comments on employee profiles.

Roles: Functionality > Learning 

1. Go to "Settings" in the main menu and click on "Account"

1.1. Go to the "Roles" tab and click on the relevant role 

2. Click on the arrow on the left of "Learning" to unfold this section.

Learning here refers to the Learning module.

On the right of the "Learning" bar, you will see 2 icons: "Show" (green) and "Hide" (red). The "Show" icon allows the user with the assigned role to see the Learning module on their account. Moreover, it gives access to the 2 options below.
The "Hide" icon blocks this Learning module for this role.

Continue to the following chapters to read about the 2 options available within the Learning settings, given that you have enabled the "Show" icon.

2.1 Courses

Click on the arrow on the left of "Courses" to unfold this section. This section consists of 12 sub-sections:

There are 4 icons on the right side of the "Courses" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to view the existing courses within the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view the existing courses in the Learning module to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to view the existing courses, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view the existing courses, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view their own courses.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view courses in the Learning module.

Continue to the following chapters to read about the 12 sub-sections available within the Courses settings, given that you have enabled the "All", "Custom" or "Own" icon.

2.1.1 Create online courses

Create online courses relates to the role’s permissions to create new online courses in the Learning module.

There are 2 icons on the right side of the "Create online courses" bar:

• "Show" (green): 
  By clicking this icon, you will be able to see the "New course" button, allowing you to create a new online course.
• "Hide" (red): 
  With this button, you will be able to block the creation of new online courses.

2.1.2 Edit online courses

Edit online courses relates to the role’s permissions to edit existing online courses in the Learning module.

There are 4 icons on the right side of the "Edit online courses" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit any existing online course available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit online courses to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to edit online courses, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit online courses, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit their own courses.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit online courses.

2.1.3 Delete online courses

Delete online courses relates to the role’s permissions to delete existing online courses in the Learning module.

There are 4 icons on the right side of the "Delete online courses" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete any existing online course available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete online courses to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete online courses, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete online courses, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete their own courses.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete online courses.

2.1.4 Create onsite courses

Create onsite courses relates to the role’s permissions to create new onsite courses in the Learning module.

There are 2 icons on the right side of the Create onsite courses bar:

• "Show" (green): 
  By clicking this icon, you will be able to see the "New course" button, allowing you to create a new onsite course.
• "Hide" (red): 
  With this button, you will be able to block the creation of new onsite courses.

2.1.5 Edit onsite courses

Edit onsite courses relates to the role’s permissions to edit existing onsite courses in the Learning module.

There are 4 icons on the right side of the "Edit onsite courses" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit any existing onsite course available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit onsite courses to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to edit onsite courses, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit onsite courses, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit their own courses.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit onsite courses.

2.1.6 Delete onsite courses

Delete onsite courses relates to the role’s permissions to delete existing onsite courses in the Learning module.

There are 4 icons on the right side of the "Delete onsite courses" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete any existing onsite course available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete onsite courses to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete onsite courses, you can enter the criterion “Predefined user” “equals” “Manager”.

          Example 2: If you only want people within the same department to be able to delete onsite      

          courses, you can enter the element “Department” “equals” “Department access”.

• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete their own onsite courses.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete onsite courses.

2.1.7 Create webinars

Create webinars relates to the role’s permissions to create new webinars in the Learning module.

There are 2 icons on the right side of the "Create webinars" bar:

• "Show" (green): 
  By clicking this icon, you will be able to see the "New course" button, allowing you to create a new webinar.
• "Hide" (red): 
  With this button, you will be able to block the creation of new webinars.

2.1.8 Edit webinars

Edit webinars relates to the role’s permissions to edit existing webinars in the Learning module.

There are 4 icons on the right side of the "Edit webinars" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit any existing webinar available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit webinars to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to edit webinars, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit webinars, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit their own webinars.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit webinars.

2.1.9 Delete webinars

Delete webinars relates to the role’s permissions to delete existing webinars in the Learning module.

There are 4 icons on the right side of the "Delete webinars" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete any existing webinar available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete webinars to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete webinars, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete webinars, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete their own webinars.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete webinars.

2.1.10 Create learning paths

Create learning paths relates to the role’s permissions to create new learning paths in the Learning module.

There are 2 icons on the right side of the "Create learning paths" bar:

• "Show" (green): 
  By clicking this icon, you will be able to see the "+ New course" button, allowing you to create a new learning path.
• "Hide" (red): 
  With this button, you will be able to block the creation of new learning paths.

2.1.11 Edit learning paths

Edit learning paths relates to the role’s permissions to edit existing learning paths in the Learning module.

There are 4 icons on the right side of the "Edit learning paths" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to edit any existing learning path available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to edit learning paths to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to edit learning paths, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to edit learning paths, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to edit their own learning paths.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to edit learning paths.

2.1.12 Delete learning paths

Delete learning paths relates to the role’s permissions to delete existing learning paths in the Learning module.

There are 4 icons on the right side of the "Delete learning paths" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete any existing learning path available in the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete learning paths to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete learning paths, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete learning paths, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete their own learning paths.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete learning paths.

2.2 Participants

Click on the arrow on the left of "Participants" to unfold this section. This section consists of 2 sub-sections:

There are 4 icons on the right side of the "Participants" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to view the participants for all courses within the organization in the "Participants"
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to view participants in the Learning module to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to view participants, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to view participants, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to view participants for their own courses.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to view participants in the Learning module.

Continue to the following chapters to read about the 2 sub-sections available within the Participants settings, given that you have enabled the "All", "Custom" or "Own" icon.

2.2.1 Send message to participants

Send messages to participants relates to the role’s permissions to contact course participants

There are 4 icons on the right side of the "Send messages to participants" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to contact all course participants within the organization.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to contact course participants to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to contact participants, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to contact participants, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to contact themselves as a participant.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to contact participants.

2.2.2 Delete participants

Delete participants relates to the role’s permissions to delete course participants

There are 4 icons on the right side of the "Delete participants" bar:

• "All" (green):
  By clicking on this icon, you can enable this role to delete all course participants within the organization from the Learning module.
   
• "Custom" (blue):
  By clicking on this icon, you can customize the ability for this role to delete course participants to match a specific criterion. 
  
  Example 1: If only an employee’s manager should be able to delete participants, you can enter the criterion “Predefined user” “equals” “Manager”.
  
  Example 2: If you only want people within the same department to be able to delete participants, you can enter the element “Department” “equals” “Department access”.
   
• "Own" (yellow):
  By clicking on this icon, users with this role will only be able to delete themselves as a participant.
   
• "Hide" (red):
  By clicking on this icon, you will altogether deny this role the ability to delete participants.