With Personio, you can set up employee roles to manage permissions. Customize these roles to fit your company’s needs and link them to permissions to control access to specific areas. This ensures employees only see and update what they should. 

Using employee roles and permissions to set up approvals helps minimize errors and unauthorized actions. When employees have propose permissions 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 permissions to view and approve such requests.

Setup

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

1. Add employees to an employee role
2. Set up permissions for an employee role
3. Set up Team Calendar access for an employee role
4. Set up attendance approval workflows
5. Set up employee data change approval workflows
6. Set up time off approval rules
7. Quality check: access and approvals

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