In the below chart, you can see which Employee Management features are available to each member access.
🔗 The Employee management permission member access will exist only if you have enabled our onboard & manage features.
To view or edit the access of your users click your profile icon in the upper right >Settings > and then Account Members.
See a comparison of the recruiting user permissions.
Activity category:
- Settings
- People Directory & Org Chart
- Onboarding/ Offboarding
- Company files
- E-signatures
- File Uploads
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|
Member access |
Admin |
Standard access |
Standard access |
|---|---|---|---|
|
  |
|||
| Create and manage company entities | ✓ |  |  |
| Create and manage profile templates | ✓ |  |  |
| Create and manage document templates | ✓ |  |  |
| Create and manage onboarding workflows | ✓ |  |  |
| Create and manage work schedules | ✓ |  |  |
| Â | |||
| View all employee profiles | ✓ |
- Published employee profiles - Draft and inactive employees of their reporting line |
Published employee profiles |
| Create employee profiles | ✓ |  |  |
| Edit employee profiles | ✓ | Edit their direct reports' profiles and their own profiles (*1) | Edit their own profiles (*1) |
| Change profile template | ✓ |  |  |
| Delete draft profiles | ✓ |  |  |
| Approve field updates | ✓ |  |  |
| Â | |||
| View onboarding dashboard | ✓ | ✓(*2) |  |
| Start, edit, or stop onboarding | ✓ |  |  |
| Offboard employees | ✓ |  |  |
| Â | |||
| View all company files and folders | ✓ | May not see specific files/folders based on the access rights set | May not see specific files/folders based on the access rights set |
| Create and manage folders | ✓ |  |  |
| Upload and manage files | ✓ |  |  |
| Â | |||
| Request e-signatures | ✓ |  |  |
| Track e-signature progress | ✓ |  |  |
| View, sign, and download assigned documents | ✓ | ✓(*3) | ✓(*3) |
| File Uploads | Â | Â | Â |
| Upload files to employee profiles | ✓ | Can upload files only to their own employee profile | Can upload files only to their own employee profile |
| Remove files from employee profiles | ✓ | Can only remove files they uploaded themselves | Can only remove files they uploaded themselves |
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1 Admin approval may be necessary for changes to certain profile information.
2 Managers can view the onboarding dashboard only for employees in their reporting line (including all direct reports of their direct reports).
3 Managers can view their direct reports' and their own documents. Employees can view only documents assigned to them.