Roles and permissions

BlueOneHR does not have a fixed list of roles like "HR Manager" or "Payroll Officer" built in. Instead, access is built from two things: user groups, and employee permissions assigned directly to a person. Both live under Settings → General.

User groups

A user group is a named bundle of permissions — for example, everything a payroll administrator needs, or everything a line manager needs to approve their team's requests. Create the group once under Settings → General → User Group, then add employees to it.

Group membership is the normal way to manage access for more than a handful of people: change what the group can do, and everyone in it changes with it.

Direct employee permissions

Settings → General → Employee Permission grants or removes an individual permission for one specific employee, outside of any group. Use this for an exception — one person who needs a single extra permission — rather than as the everyday way of managing access. A permission granted this way does not appear anywhere in the group list, so it is easy to forget it is there; prefer a group for anything more than a temporary exception.

What a permission actually covers

Permissions are scoped to a module and an action — for instance, the ability to view the payroll register is separate from the ability to approve a payroll run, and both are separate from being able to see attendance records. Assign the narrowest set that lets someone do their job: a manager who should approve leave for their own team does not need the permission that lets them view payroll for the whole company.

Screenshot

Related

• The employee directory
• General settings