This article explains where to find permissions in the updated roles and permissions experience.
The new layout groups permissions by topic, for example, all Attendance permissions (for both people data and configurations) sit together in one permission group named Attendance. This makes it easier to manage access in one place. Use the tables below to find where each permission is now compared to where it used to be.
Employee profile
| New permission path | Old permission path |
| Employee profile > Public profile | People data > Personal data > Public profile |
| Employee profile > HR information | People data > Personal data > HR information |
| Employee profile > [Custom section] | People data > Personal data > [Custom section] |
Read about what each permission in the Employee profile group controls.
Workflows
| New permission path | Old permission path |
| Workflows > Automations Overview | Configurations > Automations Overview |
| Workflows > Monitoring Workflows | Configurations > Custom Workflows > Monitoring Workflows |
| Workflows > On-/Offboarding settings | Configurations > Account configuration > On-/Offboarding |
| Workflows > Role reminders | Configurations > Custom Workflows > Creating and managing Reminders |
| Workflows > Workflows | Configurations > Custom Workflows > Creating and managing Workflows |
Note:
The Reminders tab moved from Employee Roles to Automations > Reminders. This means you can now grant non-Admins permission to set up and manage role reminders. The Workflows > Role reminders permission controls this access.
Read about what each permission in the Workflows group controls.
Documents
| New permission path | Old permission path |
| Documents > [Document category] | People data > Documents > [Document category] |
| Documents > Document settings | Configurations > Account configuration > Documents |
| Documents > Documents hub | Configurations > Documents |
| Documents > Import - documents | Configurations > Imports > Document import |
You need to configure permissions for each document category separately. Read about what each permission in the Documents group controls.
Attendance
| New permission path | Old permission path |
| Attendance > Attendance data | People data > Attendance data |
| Attendance > Attendance Projects | Configurations > Account configuration > Attendance Projects |
| Attendance > Attendance settings | Configurations > Account configuration > Attendance |
| Attendance > Import - attendance periods | Configurations > Imports > Attendance periods import |
| Attendance > Import - project members | Configurations > Imports > Project members import |
| Attendance > Import - projects | Configurations > Imports > Projects import |
Read about what each permission in the Attendance group controls.
Time off
| New permission path | Old permission path |
| Time off > Employee availability | Employee Role > Calendars > Team Calendar > Time off |
| Time off > Time off / Balance history | People data > Time off / Balance history |
| Time off > [Time off type] | People data > Time off > [Time off type] |
| Time off > [Time off type] - Calendar availability | Employee Role > Calendars > Time off types > [Time off type] |
| Time off > Import - Time off balance | Configurations > Imports > Time off balance |
| Time off > Import - Time off periods | Configurations > Imports > Time off periods |
| Time off > Import - Time off policy assignments | Configurations > Imports > Time off policy assignments |
| Time off > Team calendar settings | Configurations > Account configuration > Team calendar |
| Time off > Time off settings | Configurations > Account configuration > Time off |
Each Time off type has two permissions:
- [Time off type]: controls the level of access to that time off type. This works the same as the old experience.
- [Time off type] - Calendar availability: controls whether that time off type is visible in the Team Calendar. This was previously managed in Employee Roles > Calendars > Time off types. These settings can override "View" permissions in the general access rights.
Note:
Access to the Team Calendar used to be controlled in the Calendars tab of each Employee Role under Team Calendar > Time off. You can now find this setting in the main permission configuration window under Time off > Employee availability.
Read about what each permission in the Time off group controls.
Analytics
| New permission path | Old permission path |
| Analytics > Report builder | Configurations > Reports |
| Analytics > Report builder (legacy) | Configurations > Custom Reports |
Read about what each permission in the Analytics group controls.
Payroll
| New permission path | Old permission path |
| Payroll > [Legal entity] | People data > Salary information |
Read about what each permission in the Payroll group controls.
Salary and Compensation
| New permission path | Old permission path |
| Salary and Compensation > Salary band | People data > Jobs > Salary Bands |
| Salary and Compensation > Salary information | People data > Salary information |
| Salary and Compensation > Compensation types settings | Configurations > Account configuration > Payroll |
| Salary and Compensation > Import - one-time compensation | Configurations > Imports > One-time compensation import |
| Salary and Compensation > Import - salary | Configurations > Imports > Salary import |
| Salary and Compensation > Manage compensation cycles | Configurations > Compensation Management > Manage compensation cycles |
Read about what each permission in the Salary and Compensation group controls.
Planning
| New permission path | Old permission path |
| Planning > Position list | Configurations > Planning > Positions list |
| Planning > Workforce planning app access | Configurations > Planning > Workforce planning |
Read about what each permission in the Planning group controls.
Recruiting
| New permission path | Old permission path |
| Recruiting > Application insights | Configurations > Recruiting insights > Applications |
| Recruiting > Channel insights | Configurations > Recruiting insights > Channels |
| Recruiting > Disqualification Reasons | Configurations > Recruiting insights > Disqualification reasons |
| Recruiting > Hiring efficiency | Configurations > Recruiting insights > Hiring efficiency |
| Recruiting > Hiring progress | Configurations > Recruiting insights > Hiring progress |
| Recruiting > Offer insights | Configurations > Recruiting insights > Offers |
| Recruiting > Pipeline health | Configurations > Recruiting insights > Pipeline health |
| Recruiting > Recruiting app access | Configurations > Recruiting |
| Recruiting > Recruiting calendar events | Employee Role > Calendars > Recruiting |
| Recruiting > Recruiting settings | Configurations > Account configuration > Recruiting |
Recruiting calendar events used to be in the Calendars tab of each Employee Role. It's now in the Recruiting permission group under Recruiting > Recruiting calendar events.
Read about what each permission in the Recruiting group controls.
Performance
| New permission path | Old permission path |
| Performance > Continuous Feedback and Performance notes | People data > Performance & Development > Continuous Feedback and Performance notes |
| Performance > Cycles and Cycle reviews | People data > Performance & Development > Cycles and Cycle reviews |
| Performance > Goals | People data > Performance & Development > Goals |
| Performance > Performance (config) | Configurations > Performance & Development settings |
Read about what each permission in the Performance group controls.
Training
| New permission path | Old permission path |
| Training > Training Record | People data > Training > Training record |
| Training > Course Management | People data > Training > Course management |
Read about what each permission in the Training group controls.
Surveys
| New permission path | Old permission path |
| Surveys > Surveys | Configurations > Surveys > Survey creation |
| Surveys > Survey Themes | Configurations > Surveys > Themes |
Read about what each permission in the Surveys group controls.
Whistleblowing
| New permission path | Old permission path |
| Whistleblowing > Whistleblowing app access | Configurations > Whistleblowing > Channel Administrator |
Read about what the Whistleblowing permission controls.
Employment details
| New permission path | Old permission path |
| Employment details > Assigning roles to employees | Configurations > Add new employee / Rehire employee > Assigning roles to employees |
| Employment details > Birthday visibility | Employee Role > Calendars > Birthdays |
| Employment details > Delete employee profile | Configurations > Delete employee profile |
| Employment details > Employee history - Details | People data > Employee history > Detailed view |
| Employment details > Employee history overview | People data > Employee history > Overview |
| Employment details > Employee notes | People data > Employee notes |
| Employment details > Job Families | People data > Personal data > Job family |
| Employment details > Job Levels | People data > Personal data > Job level |
| Employment details > Job Tracks | People data > Personal data > Job track |
| Employment details > On-/Offboarding | People data > Onboarding |
| Employment details > Start/end dates visibility | Employee Role > Calendars > Start/end dates |
| Employment details > Create employee profile or rehire | Configurations > Add new employee / Rehire employee > Create employee profile or rehire an existing employee |
| Employment details > Import - Employee data | Configurations > Imports > Employee data import |
| Employment details > People list & org chart (export) | People data > Data exports > People list & org chart |
| Employment details > View Archived Attributes | People data > View Archived Attributes |
Note:
Birthday visibility and Start/end dates visibility used to be in the Calendars tab of each Employee Role. They're now in the Employment details permission group.
Read about what each permission in the Employment details group controls.
Account
| New permission path | Old permission path |
| Account > Manage accounts | People data > Manage accounts > Manage accounts |
| Account > Reset Password | People data > Manage accounts > Reset Password |
| Account > Authentication settings | Configurations > Account configuration > Authentication |
| Account > Subscription Management | Configurations > Subscription management |
Read about what each permission in the Account group controls.
Integrations
| New permission path | Old permission path |
| Integrations > API configurations | Configurations > Account configuration > API |
| Integrations > Marketplace Integration | Configurations > Account configuration > Marketplace integrations |
Read about what each permission in the Integrations group controls.
Organization
| New permission path | Old permission path |
| Organization > Career frameworks | Configurations > Account configuration > Career Frameworks |
| Organization > Company information | Configurations > Account configuration > Company |
| Organization > Cost centers | Configurations > Account configuration > Cost centers |
| Organization > Departments | Configurations > Account configuration > Departments |
| Organization > Holidays | Configurations > Account configuration > Holidays |
| Organization > Job Architecture & Catalog | Configurations > Account configuration > Job Architecture & Catalog |
| Organization > Legal entities | Configurations > Account configuration > Legal entities |
| Organization > Org chart view | Configurations > Org chart view |
| Organization > Personal information settings | Configurations > Account configuration > Personal Information |
| Organization > Workplaces | Configurations > Account configuration > Workplaces |
Read about what each permission in the Organization group controls.
Home
| New permission path | Old permission path |
| Home > Announcements | Configurations > Home > Announcements |
| Home > Conversations | Configurations > Conversations |
| Home > Personio Assistant | Configurations > Personio Assistant |
| Home > Workforce overview | Configurations > Home > Workforce overview |
Read about what each permission in the Home group controls.