As an admin user of Sprout HR, you can allow or restrict access to certain features or pages for employees and managers.
For example, employees should only access a limited set of information, while payroll admins or managers can access more information.
To start, go to Maintenance menu, then select Access Levels.
Access Level, Name, Dashboard, and Viewing
Default access levels are already provided in the Level drop-down. If any of these apply to your current employees, these can be assigned via their Sprout HR profile. Otherwise, you can create a new access level.
To create an access level, select the New Access Level option under the Level drop-down.
Enter a name that you'd like to call this access level.
Choose the dashboard type. In this example, we're creating an access level for a supervisor, so the correct type to select is Manager. To learn more about dashboard types and its uses, visit this related article - What Are the Different Dashboard Types?
Select the Employee Viewing option that applies. In this example, we selected Direct Reports so the supervisor can only view employees that directly report to him or her. To learn more about employee viewing options and how these work, see this related article - What Is Employee Viewing? (Access Levels)
Employee Page Access
Click the Can Add Employee dropdown. Select Yes to allow the supervisor have access to add new employees to the account or select No to restrict this capability.
In the following sections below, you will set up how much the supervisor can access the following sections of his or her own profile and other employees' profiles as well. Ideally, only HR administrators are given the access to make changes and delete information.
- No access - Can't view the specific section.
- View or View Only - Can view but cannot make any changes.
- Add - Can add but cannot make changes.
- Editor or Edit - Can make changes.
- Delete - Can delete the information.
Make sure to scroll all the way to the bottom so you don't miss any section.
The next step is to click the Navigation Access tab. Then check the ones that should be accessible/enabled for that level.
The last step is to scroll back up to the top of the page and click the green Save button.
A prompt will show that you've successfully added a new access level.
You've just learned how to add a new access level. If you have any questions, let us know at email@example.com!