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.
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.
- Create Employee
- Delete Employee
- Manage All Employee Data
- Manage Employee Documents
- Manage Employee Emergency Contact
- Manage Employee Employment Information
- Manage Employee Health Conditions
- Manage Employee Languages
- Manage Employee Other Details
- Manage Employee Personal Details
- Manage Employee Residence & Contact Details
- Manage Employment Position History
- Terminate Employee
- Update Basic Profile
- View All Employee Data
- View Basic Profile
- View Employee Competencies and Qualifications
- View Employee Emergency Contact
- View Employee Employment Information
- View Employee Health Conditions
- View Employee Languages
- View Employee Extra Info
- View Employee Personal Details
- View Employee Residence & Contact Details
- View Employment Position History
- View Salary & Benefits
Leave Permissions
This section includes 4 different permissions types. Click here for a detailed explanation on each one.
- Approve Leave
- Manage Leave Types
- Request Leave
- View Other Employee Leave
Checklists Permissions
This section includes 2 different permissions types. Click here for a detailed explanation on each one.
- Manage Checklist Template
- Manage Checklists
Time and Attendance Permissions
This section includes 7 different permissions types. Click here for a detailed explanation on each one.
- Approve Time Clocking
- Manage T&A Working Schedules
- Manage Time and Attendance Settings
- Manage Time Clocking
- Online Punch Clock
- View T&A Working Schedules
- View Time Clocking
Training Permissions
This section includes 6 different permissions types. Click here for a detailed explanation on each one.
- Manage Competencies and Qualifications
- Manage Courses
- Manage Employee Competencies and Qualifications
- Schedule Training
- Submit Attendance Sheet
- View Training
Resources Permissions
This section includes 3 different permissions types. Click here for a detailed explanation on each one.
- Manage Company Resources
- View Company Resources
- View Sensitive Company Resources
Payroll Permissions
This section includes 5 different permissions types. Click here for a detailed explanation on each one.
- Generate Employee FSS Documents
- Manage Benefits
- Manage Employee Payroll Details
- Manage Payroll
- View Employee Payroll Details
Performance Management Permissions
This section includes 5 different permissions types. Click here for a detailed explanation on each one.
- Manage Performance Objectives
- Manage Performance Reviews
- Manage Performance Strategies and Criteria
- View Performance Objectives
- View Performance Reviews
Settings Permissions
This section includes 11 different permissions types. Click here for a detailed explanation on each one.
- Manage Client Settings
- Manage Custom Fields
- Manage Job Schedule Types
- Manage Meetings
- Manage Permissions
- Manage Positions
- Manage Public Holidays
- Manage Template Documents
- Manage Units
- View Reporting Lines
- 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.
- Approve Allowance Requests
- Approve Salary Review
- Assign Role
- Create Draft Salary Review
- Insights
- Manage Allowance Request
- Manage Announcements
- Manage Data Retention/GDPR Settings
- Manage Employment Position History (Excluding Remuneration)
- Request Allowance
- View Allowance Requests
- View Historical Activity