Hellohrm offers four default user roles, which we refer to as Access Groups. These roles are Admin, HR, Manager, and Employee. When an organization registers, they automatically receive these four user roles, each with specific permissions for different modules. Below is a detailed table showing the access level of HR, Manager, and Employee for each module, as Admins have full access across the platform and this cannot be changed.
Module’s Default Permission Details
| Module | HR | Manager | Employee |
| Organization | View and Edit | Only View | Only View |
| Department | Add/Edit/Delete/View | Only View | Only View |
| Employee | Add/Edit/Delete/View | View/Edit Personal & Subordinates | View/Edit Personal Only |
| Employee Custom Fields | Add/Edit/Delete/View | N/A | N/A |
| Attendance | Manage for All | Manage Personal & View Subordinates | Manage Personal Only |
| Leave | Manage for All | Manage Personal & Subordinates | Manage Personal Only |
| Leave Settings | Yes | N/A | N/A |
| Leave Configuration | N/A | N/A | N/A |
| Holiday | Add/Edit/Delete/View | Only View | Only View |
| Worklogs | Manage for All | Manage Personal & Subordinates | Manage Personal Only |
| Worklog Settings | N/A | N/A | N/A |
| Worklog Reports | Yes | Yes | Yes |
| Customer | Add/Edit/Delete/View | N/A | N/A |
| Project | Add/Edit/Delete/View | Add/Edit/Delete/View | Add/Edit/Delete/View |
| Task | Manage for All | Manage Assigned & Subordinates | Subordinates Manage Assigned Only |
| Announcement | Manage for All & Assigned | View Only | View Only |
| Requests | Manage for All |
Manage Assigned & Personal Requests | Manage Personal Requests Only |
| Request Category | Add/Edit/Delete/View | N/A | N/A |
| General Settings (Job Title, Project Type, Category, etc.) | Add/Edit/Delete/View | N/A | N/A |
| User Role (Access Group | N/A | N/A | N/A |
| Activity Logs | View All |
View Personal & Subordinates | View Personal Only |
| Assets | Add/Edit/Delete/View & Track | View Assigned Only | View Assigned Only |
Special Permissions:
In some cases, users may have specific roles but can obtain additional permissions for broader access and functionality.
- See all employee list: HR
- Employee profile update permission for all employees: HR
- See worklogs for all employees: HR
- See reports for all employees: HR
- See leave applications for all employees: HR
- Leave approve/reject permission: HR, Manager
- Request approve/reject permission: HR, Manager
- See all employee attendance list: HR
- Manage employee attendance: HR
- See tasks for all employees: HR, Manager, Employee
- See projects for all employees: HR, Manager, Employee
- Subordinate: HR, Manager
Add Role
In Hellohrm, you have the flexibility to create custom roles and assign them to employees, granting them specific access rights based on their responsibilities. This guide will walk you through the process of adding a new role.
1. Initiate Role Creation
- Begin by clicking on Add New Access. This action will take you to the role creation page.
2. Select Access Type
- On the role creation page, you’ll find an Access Type dropdown. Here, you can choose from predefined permissions such as Admin, HR, Manager, and Employee.
- If an employee requires a limited role but needs the ability to review all leave requests, you can assign Leave approve/reject permission under special permissions. Here you can set the name and special permission,
3. Name the Role and Set Special Permissions
- You can specify the role name and adjust special permissions according to your organization’s needs. This step allows you to fine-tune the access level for the new role.
4. Assign the Role to an Employee
- After creating the new Access Group, navigate to the Employee Profile.
- Go to Manage Account where you will find the option to change the User Role.
Customizing user roles in Hellohrm allows you to tailor access and permissions precisely to fit the unique needs of your organization, ensuring the right people have the right access.
