These instructions cover employee management and related access rights and roles. The instructions explain how to create new employees, how employee data is managed with different roles, and how the company hierarchy affects data visibility.

TABLE OF CONTENTS

Employee management

On the Users and roles page, employee management can be granted read or edit rights. With employee management rights, you can edit the basic data of employees. The basic data of an employee can be accessed from the employee listing. With these rights (for example, the company's HR staff) can manage employee data and create new employees in Netvisor within the company hierarchy.

Function-specific rights and roles

For payroll calculation function-specific rights, edit rights from the personal register are needed so that the user is allowed into the employee listing.

Pay > Personnel > Employee listing

In payroll calculation function-specific rights, edit rights are added to the "Employee management" section. Use payroll calculation profiles with the necessary rights already included: Employee, All rights, Approver, and Company management.

Payroll calculation roles complement the function-specific right.

Payroll accountant (P-role)

The Payroll accountant role given to the user overrides hierarchy rights and grants the user rights to see all employees. Mainly, employee data is managed with this role.

Accessing pay bases, tax cards, and employee history data requires the Payroll accountant (P) role.

Help: Payroll accountant role (P-role)

An employee can only be deleted with the Payroll accountant (P) role. Before deleting, make sure that there is no data related to the employee (e.g., history data, working hours records, travel expense reports, or payslips). An employee cannot be deleted if they have the aforementioned data.

Delete an employee as follows:

  1. Open the employee information view and go to the first tab.
  2. At the top of the page, open the "Employee actions" dropdown menu.
  3. Select the delete function.

Personal details handler (HH-role)

With the Personal details handler role, employees can be managed through the employee listing. In the employee listing, the role sees all employees but can only edit employees according to the company hierarchy. Note that in other views, the role respects hierarchy rights, unlike the P-role.

During the creation phase of an employee, only a level to which the user has approval rights can be set as the employee's hierarchy.

Company hierarchy

Alongside the Personal details handler (HH) role, the user needs approval rights from the company hierarchy for the level whose employees' basic data they can handle in the employee listing. With the HH role, the user can drill down from the employee's name in the employee listing to the employee information tab and see all employee settings. Note that other tabs, such as tax cards, payslips, or employment data, are not visible.

Creating a new employee

Pay > Personnel > New employee

No roles

  • Do not create a new employee without the P-role or HH-role, as you will not have sufficient rights to the employee you create.

Personal details handler (HH) role

  • Can create a new employee.
  • Sees only the first tab of the employee view.

Payroll accountant (P) role

  • Can create a new employee.
  • After creation (providing basic data), sees other tabs of the employee view and can manage data.

Employee listing

In the employee listing view, the employees visible to the user can be restricted.

No roles

  • When drilling down from employee information, sees only the first tab and only part of the information up to contact information.
  • The user sees only employees according to hierarchy rights.
  • Can drill down only into the information of employees covered by hierarchy rights.

Personal details handler (HH) role

  • When drilling down from employee information, sees only the information on the first tab.
  • The user sees all employees in the employee listing regardless of the company hierarchy.
  • The user can drill down from the employee listing only into the information of employees for whom they have approval rights in the company hierarchy.
  • All mass actions available in the "Handle x selected" menu.

Payroll accountant (P) role

  • When drilling down into employee information, sees all tabs of the employee view.
  • The user sees all employees.
  • All mass actions available.
  • Can drill down into the information of any employee, as the P-role overrides the company hierarchy.

Employee information

The user can drill down into the basic data of an employee from the employee's name through the employee listing. Payslips (pdf) are not displayed in employee information without the Payroll accountant (P) or Supervisor (E) role.

No roles

  • Can drill down only to employees according to hierarchy rights.
  • Sees and can manage only part of the employee's information (Basic data and contact information).
  • Sees only the first "Employee information" tab from the view.

Personal details handler (HH) role

  • Can drill down only to employees according to hierarchy rights.
  • Sees and can manage all information on the Employee information page:
    • Basic data
    • Contact information
    • Settings (Company hierarchy, payroll calculation data, annual leave data, time management data, settlement points, default calculation targets, employee additional information, and billable services)
  • Does not see other pages besides the first "Employee information" page.

Payroll accountant (P) role

  • Can drill down to all employees.
  • Sees all tabs of the view.
  • Sees and can manage all information on all pages.
  • Can drill down from the first tab to tax cards and employment data.

Frequently asked questions

Who can delete an employee?
An employee can only be deleted by a user with the Payroll accountant (P) role. In addition, an employee can only be deleted if they do not have history data, working hours records, travel expense reports, or payslips in the software.

How do the Payroll accountant role (P) and Personal details handler role (HH) differ in terms of the company hierarchy?
The Payroll accountant role overrides hierarchy rights, allowing you to see all employees and drill down into anyone's information. The HH role shows all employees in the employee listing, but in other views and when editing, it strictly respects the company hierarchy approval rights.

Why do I not see an employee's payslips (pdf) in employee information?
Seeing payslips requires the Payroll accountant (P) or Supervisor (E) role.

Can I create a new employee without the P or HH role?
This is not recommended, as without these roles you will not have sufficient rights to manage the data of the employee you create.

Keywords: employee management, function-specific rights, Payroll accountant role, P-role, Personal details handler, HH-role, company hierarchy, creating a new employee, employee listing, employee information

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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