How To Set Up Restricted Employee Sets

System security in your HRIS Portal is based on the concept of customizable roles. A user can be assigned to multiple roles, with each role having customizable account settings, field settings, and module settings.

When it comes to managers, sometimes you want to also configure which employees the role has access to view. This can be done by setting up a Restricted Employee Set for the role.

Tutorial Video

Step-By-Step Instructions

To begin, launch the HRIS Administration module from the home screen of your HRIS portal.

Then, select Restricted Employee Sets from the Payroll And Setup drop-down menu.

Here, users with access to other employees' information will be listed and grouped by whose information they have access to: All Employees or Other. If the user whose access you would like to edit is already set up to have access to other employees, you can click on them here.

Or, if you do not see the user you are looking for, click +Add Employee/User to grant them access.

Begin typing the employee's name or ID to select them, then choose the Access Level you would like to grant them and click Update.

Once you have located the user you would like to edit, select the drop-down next to their name.

Then, click the drop-down for Employee Access Level and select Custom View.

This will move the user down to the Other access grouping. Now, you will be able to select the drop-down next to the user's name to configure their access by department, location, branch, or shift-code.

You can also include or exclude individual employees from the user's view by typing their names in the Include Specific Employees and Exclude Specific Employees tables.

Top Tip: Click the X next to any included or excluded employees or parameters you add to delete them!

Once done, you can test your filter of the employee's access by clicking View Authorized Employees.

Your changes will automatically be saved in the system. However, as a best practice, we recommend you emulate the user from the Manage Users tab under Payroll And Setup by clicking the Gear icon next to their name to ensure employee access has been saved as intended.