Permissions: Employee Management

Employee management is one of the function-specific rights on the "Users and roles" page, which can be granted read or edit rights.

Employee management means that the user can edit the basic data of employees. The basic data of an employee can be accessed from the employee listing. For example, the company's HR staff can manage employee data and create new employees in Netvisor within the company hierarchy with these rights.

Function-specific rights and roles

For payroll calculation function-specific rights, edit rights from the personal register are needed for employee data management, 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. 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 cannot be managed without the P-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. An employee can only be deleted if there is no data related to the employee (e.g., history data, working hours records, travel expense reports, or payslips).

The delete function is found in the employee's information on the first tab at the top of the page in the "Employee actions" dropdown menu.

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. 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 employee's basic data they can handle in the employee listing. A user with the HH role sees all employee settings when drilling down from the employee's name in the employee listing, but not other tabs, such as tax cards, payslips, or employment data.

Creating a new employee

Pay > Personnel > New employee

No roles

• We do not recommend creating a new employee without the P-role or HH-role, as the user will not have sufficient rights to the employee they 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 
• Does not see employee actions

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 pay bases 

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