Roles and Permissions for Time Off

This article explains the roles and permissions and field group bundles your team needs to configure and manage Time Off in Namely.

OVERVIEW

If you'd like to provision access to Time Off plan configuration and settings to employees at your organization that do not have full administrative capabilities, or if you'd like to empower your management team to handle time off requests for their direct reports, read on!

TIME OFF SETTINGS AND PLAN CONFIGURATION

Global Company Settings Permissions

  • Company setting time off:Grants the user access to time off plans, settings and employee assignment.

  • Company settings notifications:Allows a user to manage the global time off notifications for all users on the platform.

  • Company settings calendar:Grants the user the ability to control which events are displayed in the company calendar

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Certain functions such as resetting an employee's time off plan will only be available for those with the Administrator Role.

Field Group Bundles

  • Basic Read Self should be checked on the Time Off Request Field Group Bundle. This enables users to request Time Off.

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Admins can customize the types of notifications when Time Off is requested or altered. Refer to How do Admins configure notifications for Time-Off? for more information.

TIME MANAGEMENT

Scoped Permissions

  • Ability: time off manage: Permits a user to approve and decline time off requests for others. Typically scoped to direct line employees.

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Many clients scope this to Dotted Lines to if they’d like their time off requests to go to a Dotted Line Manager. 

NAMELY TIME

Namely Time Settings

Time Off Settings are set up by Namely during the implementation of Namely Time. Manager settings are also configured as well. If you need to update your settings or add a new role that can approve or decline an employe's Time Off requests in Namely Time, follow these instructions.

User Role Settings

  1. In Namely Time, go to Configuration > Users > User Roles.

  2. Select the applicable role.

  3. Expand the Manager column, and then the Tools tab.

  1. This is where you'll find the Requests section. Expand Requests and open the Request Manager. If you select the options pictured below, this role will have the ability to manage Time Off for direct reports. This is where an administrator can grant a role approval, denial, or edit privileges. 

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TIMESHEETS

Time Off for Timesheets clients is managed in HRIS. Review the Time Off Settings and Time Management sections of this article for any Roles and Permissions-related items for Time Off Management.