Your member access will determine which employee onboarding & management features are available to you.
- All-access users (typically the HR admins) can access everything in Employee Management and manage employee profiles, onboarding workflows, profile & document templates, and approvals.
- Standard access users can manage their own and direct reports' profiles, view & sign documents, and access all public information in Employee Management (documents, employee profiles, etc.). Both employees and line managers fall under this access level.
💡Click here for a detailed comparison of employee management user permissions and what they can do.
- Download our PDF guides for a complete walkthrough on Onboard & Manage and Time off.
- Setting up these features for the first time? Check our implementation guides on Onboard & Manage and Time off.
| Features for HR Admins | |
| Onboard & Manage | |
| Access all Employee Management settings |
Under Settings > Employee Management you are able to: ▶︎ Create and manage company entities ▶︎ Create and manage employee profile templates ▶︎ Create and manage document templates (for e-signatures) ▶︎ Create and manage onboarding workflows |
| Create employee profiles |
Add your existing or new employees to onboard them and/or make them visible in People Directory and org chart. |
| View and edit all employee profiles |
View all employees (draft, active, inactive) and edit their profiles. |
| Approve employee profile updates |
You may be requested to approve profile changes that employees/line managers action. |
| Start, edit, stop and track onboarding |
You will have access to all actions related to onboarding and offboarding. ▶︎ How do I onboard an employee? |
| Access and manage all company folders and files |
Organize your company folders/files and choose who will have access to them (custom access criteria). |
| Request e-signatures and track their progress |
Assign an e-signature document to an employee and request that the signers involved in the document template sign it as well. ▶︎ Requesting e-signatures from employees View stats for each signature request. |
| Invite new members |
❗You need to be a Super Admin (“All access” permission for both Employee Management and Recruiting) to invite new members. |
| Time off | |
| Access all Time-off related settings |
Under Settings > Employee Management you are able to: ▶︎ Create and manage work schedules ▶︎ Create and manage holiday calendars ▶︎ Create and manage time-off types and policies and time-off approval flows |
| Assign time-off policies to employees |
Assign time-off policies to employees manually or in bulk via a CSV file. |
| Edit time-off balance for employees |
Update employees' time-off balances manually or in bulk via a CSV file. |
| Request/cancel time off |
You can request and cancel time-off requests for all employees. |
| Approve/reject time-off requests |
You may be requested to approve time-off requests. |
| Features for line managers | |
| Onboard & Manage | |
| Edit employee profiles of those in your reporting line |
Easily edit the employee profile information of those who report to you. Note: Fields not visible while editing can only be edited by HR administrators. |
| View draft and inactive employee profiles of your reporting line |
As a line manager, you will be able to view the draft and inactive employee profiles of your reporting line within the People Directory. |
| Track onboarding for employees on your reporting line |
Track onboarding for employees on your reporting line (including all direct reports of your direct reports) by accessing the onboarding dashboard. ▶︎ Onboarding dashboard overview ❗To stop or edit an employee’s onboarding, contact your HR Administrator. |
| Time off | |
| Request/cancel time off on behalf of your direct reports |
If needed, you can request or cancel time off on behalf of your direct reports. |
| Approve/reject time-off requests |
You may be requested to approve time-off requests. |
| Features for employees | |
| Onboard & Manage | |
| Complete your onboarding tasks |
Before your start date, your employer will send you onboarding information. On the onboarding website, complete your onboarding tasks, including filling out your profile details and signing documents. |
| Sign up in Workable | After your onboarding is complete, you will be notified by your employer when and how you can access Workable. |
| Access company information |
Under the Company tab you can access: |
| Edit your profile information |
Easily edit your employee profile information. Note: Some field changes may need HR approval to be reflected in your profile. |
| View and sign your assigned documents |
As an employee, you may be requested to review and sign documents at any point during your employment. |
| Time off | |
| Request time off |
Request time off for yourself via desktop or mobile. |
| Cancel time off requests |
Cancel upcoming time off requests via desktop or mobile. |