Custom role time off permissions allows admins to give specific employees admin-like access to the Time off tool.
There are two types of permissions an admin can set for custom role owners:
- Global: Permission will apply to all users.
- Targeted: Permissions only apply to the subset of employees that the admin has selected for the role owner. The role member(s) will not have access to the private information of other employees that fall outside of this subset. The role member will have access to view and edit Admin-only attributes for employees in the targeted group.
Learn how to configure custom role admin permissions in Set Up Custom Role Admin Permissions.
Global Permissions
The Global permission allows custom role owners to manage Time Off for all users.
Permissions include:
- View time off data in Analytics
- Access to time off data for all employees in Analytics Exports
Note: If user is also assigned targeted permissions to View analytics for selected employees, they will only be able to view time off analytics for that target group.
- View time off policies and policy types
- Allows role members to view time off policies and policy types
- Edit time off policies and policy types
- Allows role members to create new time off policies and edit existing policies
- View employee time off balances
- Allow role members to view employee time off balances for all policies
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Edit employee time off balances
- Allows role members to edit employee time off balances for all policies
- View time off requests
- Allows role members to view time off requests
- Approve time off requests
- Allows role members to approve time off requests
Targeted permissions
The Targeted permissions allow custom role owners to manage reviews for a subset of employees.
Permissions include:
- View employee time off balances
- Allow role members to view employee time off balances for all policies
- Edit employee time off balances
- Allows role members to edit time off balances for all policies
- Approve time off requests
- Allows role members to approve time off requests
Custom role owner view
Access the custom role view by navigating to Admin > Products > Policies.
Admins will be able to view the active and archived Time Off policies and create new policies by selecting Create at the top right of their admin view. Custom role owners will also be able to enable or disable Time Off for employees.