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Permission management system 2.0. New roles and interface
Managing roles and permissions: Granting access to the features in PeopleForce modules, reports, and settings
Managing roles and permissions: Granting access to the features in PeopleForce modules, reports, and settings

Learn how to configure access for employees to different features and menus when configuring the role permissions

Updated over a week ago

For employees to effectively perform their job responsibilities, it is essential to grant them appropriate access to the features and menus of the system. To enable specific actions for this role within your company, you can configure the following settings:

  • General

  • PeopleHR

  • PeopleRecruit

  • PeoplePerform

  • PeoplePulse

  • Reports

  • Settings

This article will explore the benefits of granting employees access to the features of the PeopleHR, PeopleRecruit, PeoplePerform, PeoplePulse, Reports, and Settings sections, which can help them manage the system effectively.


In the PeopleHR section, you have the ability to grant specific permissions related to employee leave policies, team management, and company property.

Access to Leave Timeline: With this permission, employees can view all the leave across the company using a timeline view.

Approve and Reject Leaves: This permission allows employees to approve and reject all leaves within the company.

Manage Employee Leave Policies: This permission allows employees to update their vacation policy.

Manage Employee Documents: This permission allows employees to view and manage all employee documents within the company.

Manage Workflows: This permission allows employees to manage workflows within the company.

Manage Teams: This permission can be granted in three different ways. None means that the ''Team'' tab will not be visible on employees' pages. ''View'' means that employees have access to view Teams. ''Edit'' means employees can add, edit, and delete teams.

Manage Assets: This permission can be granted in three different ways.'' None'' means that the ''Assets'' tab is not accessible. ''View'' means that employees can view existing assets. ''Edit'' means employees can add, edit, and delete assets.


In the PeopleDesk module, you have the ability to grant specific permission to assist in managing a wide range of cases that may arise within the company. By granting permission to "Manage cases", employees are empowered to handle cases with efficiency.


In the PeopleRecruit module section, you have the ability to grant specific permissions to the recruitment module:

If your company has employees who occasionally participate in the hiring process and interviews, you can enable the first checkbox in the settings and skip the rest (if the employee is not a recruitment manager and only needs access to specific vacancies they are involved in).

1. Hiring Plan: Provides access to the Hiring Plan section, which is formed based on vacancy applications. You can learn more about applications through forms in the article.

2. Manage test templates: This access allows employees to create tests and export data. More information can be found in the article.

3. Export data: Provides the ability to export lists of vacancies and candidates from the system.

4. Vacancies:

- Show all vacancies: Can view all vacancies within the company.

- Create new vacancies: Can add new vacancies within the company.

- Show vacancy salaries: Can see the minimum and maximum salary expectations for vacancies.

5. Candidates:

- Show all candidates: Can view all candidates within the company.

- Manage candidates: Can add new candidates, edit candidates, and move candidates between stages for the vacancies they collaborate on.

- Manage offers: Can create, send, and view sent offers for the candidates they can view.

- Delete candidates: Can delete any candidate the user has access to.

- Show candidate salaries: Can see the desired salary of candidates.

- Show candidate-sensitive fields. Can see all candidates' fields marked as sensitive.


In the PeoplePerform section, you can grant access to the following functions:

1. Manage KPIs

2. Manage Objectives

3. Manage 1-on-1s

4. Manage Performance Reviews


The access granting process for the PeopleTime section may differ based on your preferences. Currently, there are two versions of the PeopleTime module available - the project version and the attendance tracking version.

With the "Projects" permission, employees can view or edit (create and delete) projects in the PeopleTime module within the company. Selecting the "None" status will hide the Projects tab on the admin panel.

With the "Manage attendance" permission, you can allow employees to access and manage their attendance records and submit the timesheets.


By granting access to the "Manage Surveys" feature, employees can effortlessly create and modify surveys within the system and conveniently use the PeoplePulse module.


Users with permission can generate all reports, including personal information, salary, working hours, leave balances, assets, headcount, etc. Additionally, users with this permission can export the generated reports to XLSX or CSV format for further analysis.

1. Create custom reports: Empower employees to generate their own reports. You can find additional details on report creation in the article provided.

2. Select specific reports: Grant access to specific reports based on user roles by selecting which ones they can view and use.


Access to PeopleForce Settings can be granted to users for customization of the platform. The specific sections that can be accessed are:

GENERAL: General, Billing, Alerts, Import, Integrations, Export, Webhooks.

CORE: Home, Calendars, Locations, Divisions, Departments, Positions, Holiday policies, Employment types, Skills, Forms.

PEOPLEHR: Leave policies, Work patterns, Compensations, Onboarding, Offboarding, Probation policies, Termination reasons, Termination types, Employee Fields, Asset categories, and Document templates.

PEOPLEPERFORM: 1-on-1 types, 1-on-1 templates, Competencies.

PEOPLERECRUIT: Career Site, GDPR, Vacancy Fields, Candidate Fields, Pipelines, Disqualify reasons, Sources, Applicant levels, Scorecards, Offer Templates, Email Templates, Interview Templates, Resume Templates, Vacancy Tags, Candidate Tags.

PEOPLEPULSE: Segments, Scales.

PEOPLETIME: Attendance tracking.

SECURITY: Permissions, Authentications, API keys.

You can configure the settings for each module individually, granting access to specific actions as needed.

Roles and permission video guide

You can also access our video guide by clicking on the following link.

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