List of available permissions

Overview

What you can see and do on Talexio depends on the permissions you have in place. Your profile can be granted a set of permissions before you log in for the first time, and they can also be customised at a later stage. It is important to grant users the correct permissions before giving them access to Talexio. The below lists all the possible permissions. Although this might sound daunting, we've got you covered. Click here for detailed instructions on how to set up permissions. Read on for a list of each permission and click on the relevant links for detailed explanation on what each permission does. 

Contents

1. Permissions
2. What is a permission?
3. Where can I find the available permissions?
4. List of Available Permissions
5. Employee Data Permissions
6. Leave Permissions
7. Checklists Permissions
8. Time and Attendance Permissions
9. Training Permissions
10. Resources Permissions
11. Payroll Permissions
12. Performance Management Permissions
13. Settings Permissions
14. Other Permissions

Permissions

To be able to set permissions, you will need the 'Manage Permissions' permission set on 'Global'. 

What is a permission?

A permission is the right to perform a particular action. There are 2 levels to each permission on Talexio: local and global. Local means that a permission restricts you (the person with the permission) to perform actions (for example: approve leave, manage employee data, view salaries, etc.) for specific employees or departments. Global means that a permission assigned to you allows you to perform an action on a global level (for example: approve leave for all the employees on your account, manage the profiles of all the employees on your account, etc.).

Where can I find the available permissions?

Permissions can be located from the Permissions section:

After navigating to the Permissions section, you can find the full list of permissions by clicking on the third tab in the section (titled permissions). Here, you will see a list of each permission in alphabetical order. Clicking on an individual permission will show you which permission roles and employees are assigned this permission. 

The employees shown here are those who have the permission assigned as an additional permission. To view who has the permission as part of a role, click on the role. 

You can also find the permissions sorted per module when creating a permission role:

From here, you can select the different permissions and assign them to the role you have created. But what does each permission mean and do? 

List of Available Permissions

There are many permissions available on Talexio, and you might not be aware of each one and its capabilities. Below, you will find a breakdown of the permissions available in each module and an explanation of what they do: 

Employee Data Permissions

This section includes 26 different permissions types. Click here for a detailed explanation on each one. 

1. Create Employee
2. Delete Employee
3. Manage All Employee Data
4. Manage Employee Documents
5. Manage Employee Emergency Contact
6. Manage Employee Employment Information
7. Manage Employee Health Conditions
8. Manage Employee Languages
9. Manage Employee Other Details
10. Manage Employee Personal Details
11. Manage Employee Residence & Contact Details
12. Manage Employment Position History
13. Terminate Employee
14. Update Basic Profile
15. View All Employee Data
16. View Basic Profile
17. View Employee Competencies and Qualifications
18. View Employee Emergency Contact
19. View Employee Employment Information
20. View Employee Health Conditions
21. View Employee Languages
22. View Employee Other Details
23. View Employee Personal Details
24. View Employee Residence & Contact Details
25. View Employment Position History
26. View Salary & Benefits

Leave Permissions

This section includes 4 different permissions types. Click here for a detailed explanation on each one.

1. Approve Leave
2. Manage Leave Types
3. Request Leave
4. View Other Employee Leave

Checklists Permissions

This section includes 2 different permissions types. Click here for a detailed explanation on each one.

1. Manage Checklist Template
2. Manage Checklists

Time and Attendance Permissions

This section includes 7 different permissions types. Click here for a detailed explanation on each one.

1. Approve Time Clocking
2. Manage T&A Working Schedules
3. Manage Time and Attendance Settings
4. Manage Time Clocking
5. Online Punch Clock
6. View T&A Working Schedules
7. View Time Clocking

Training Permissions

This section includes 6 different permissions types. Click here for a detailed explanation on each one.

1. Manage Competencies and Qualifications
2. Manage Courses
3. Manage Employee Competencies and Qualifications
4. Schedule Training
5. Submit Attendance Sheet
6. View Training

Resources Permissions

This section includes 3 different permissions types. Click here for a detailed explanation on each one.

1. Manage Company Resources
2. View Company Resources
3. View Sensitive Company Resources

Payroll Permissions

This section includes 5 different permissions types. Click here for a detailed explanation on each one. 

1. Generate Employee FSS Documents
2. Manage Benefits
3. Manage Employee Payroll Details
4. Manage Payroll
5. View Employee Payroll Details

Performance Management Permissions

This section includes 5 different permissions types. Click here for a detailed explanation on each one. 

1. Manage Performance Objectives
2. Manage Performance Reviews
3. Manage Performance Strategies and Criteria
4. View Performance Objectives
5. View Performance Reviews

Settings Permissions 

This section includes 11 different permissions types. Click here for a detailed explanation on each one. 

1. Manage Client Settings
2. Manage Custom Fields
3. Manage Job Schedule Types
4. Manage Meetings
5. Manage Permissions
6. Manage Positions
7. Manage Public Holidays
8. Manage Template Documents
9. Manage Units
10. View Reporting Lines
11. View Units

Other Permissions

Any other permission can be found here. There are 12 different permissions types. Click here for a detailed explanation on each one. 

1. Approve Allowance Requests
2. Approve Salary Review
3. Assign Role
4. Create Draft Salary Review
5. Insights
6. Manage Allowance Request
7. Manage Announcements
8. Manage Data Retention/GDPR Settings
9. Manage Employment Position History (Excluding Remuneration)
10. Request Allowance
11. View Allowance Requests
12. View Historical Activity