Permissions: Employee Section

Overview

The Permissions section in Talexio manages employee access to system components and data. With over 80 permissions across multiple modules, it offers comprehensive control and delegation of functions.

This article explains how permissions can be assigned to employees from the Employee section of Permissions, and when to assign an Additional Permission instead of an Access Level.

Access Level: An Access Level is a set of permissions that can be shared among multiple employees.
Additional Permission: An Additional Permission is a standalone permission directly assigned to an employee.

Permissions

To assign employees to an Access Level, you need either the Manage Permissions or Assign Access Level permission at a level that includes the employee.

Employee Section of Permissions

In the Employee Permissions section, assign an Access Level or Additional Permission to an employee. If the Access Level isn't created yet, follow the steps in this article first.

Access Level or Additional Permission?

If you're unsure whether to assign an employee to an Access Level or give them an Additional Permission, remember: Access Level permissions apply to all employees in that level, so changes affect everyone. Additional Permissions are personalised for individual employees.

Case Examples

Employee A shares Access Level 1 but needs the Approve Leave permission, which others shouldn't have. Instead of adding it to Access Level 1, assign Approve Leave as an Additional Permission to Employee A.
Employee B shares Access Level 2, and all employees need Approve Leave. However, Employee B requires it at a different level. To avoid granting it to others on Access Level 2, assign Approve Leave to Employee B as an Additional Permission.

Managing Permissions from the Employee Section

1. Go to the Permissions section and click on the Employees tab.
2. Search for the name of the employee in the employee search bar and click on the employee's name.
3. Click on the + button next to Access Levels in the middle column.
4. Select the Access Level from the list of created Access Levels.
5. Click Add to assign the Access Level to the employee. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section and click on the Employees tab.
2. Search for the name of the employee in the employee search bar and click on the employee's name.
3. Click on the edit button next to the Access Level in the middle column you would like to change.
4. Select the new Access Level from the list of created Access Levels.
5. Click Add to assign the Access Level to the employee. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section and click on the Employees tab.
2. Search for the name of the employee in the employee search bar and click on the employee's name.
3. Click on the X button next to the Access Level in the middle column you would like to remove the employee from.
4. Click Remove Access Level to confirm the deletion. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section and click on the Employees tab.
2. Search for the name of the employee in the employee search bar and click on the employee's name.
3. Click on the + button next to Additional Permission in the column on the right.
4. Select the permission from the list of permissions and specify the selected permission level; Global, Direct Reports, Employee, Unit or Target Group.
5. Click Add to grant the permission to the employee as an Additional Permission. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section and click on the Employees tab.
2. Search for the name of the employee in the employee search bar and click on the employee's name.
3. Click on the edit button next to the Additional Permission in the column on the right you would like to amend.
4. Edit the permission level details and click Save. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section and click on the Employees tab.
2. Search for the name of the employee in the employee search bar and click on the employee's name.
3. Click on the X button next to the Additional Permission in the column on the right you would like to remove.
4. Click Remove Permission to confirm the deletion. Changes take effect immediately, but users may need to refresh their page to see them.