With Personio, you can set up employee roles to manage access rights. Customize these roles to fit your company’s needs and link them to access rights to control access to specific areas. This ensures employees only see and update what they should. You can also create temporary access, like assigning a temporary approver when a manager is away.

Using employee roles and access rights to set up approvals helps minimize errors and unauthorized actions. When employees have propose access rights for certain areas, they can suggest edits to Time off, Attendance, or Employee-related data.

To ensure any edits are reviewed and approved before they're finalized, create an approval process. You can assign an employee or role as responsible for making this decision. For example, a leave request might need to be approved by the employee's direct manager, who has the necessary access rights to view and approve such requests.

Setup

To set up employee roles and access rights, follow the instructions in these articles:

1. Add employees to an employee role
2. Set up access rights for an employee role
3. Set up Company Calendar access for an employee role
4. Set up default approval processes
5. Set up custom approval processes
6. Quality check: access and approvals

Tip
We recommend completing the Configure employee roles and access rights learning path from our Personio Voyager Academy to complement the information in this article.