Employee Permissions define what users can view, edit, or manage regarding employee information. These permissions ensure that personal and sensitive data is only accessible to authorised roles, while allowing managers and HR teams to efficiently handle employee profiles, contracts, documents, and employment details. Properly configured permissions help maintain privacy, compliance, and clarity across the organisation.

How to set up your Employee permissions

1. In your sidebar, go to Settings
2. Click on Permissions
3. Select the Employees section
4. Enable or diable permissions 
5. Click on Save changes

Employees permissions

• Add new employees
  
  This permission allows the employees inside the specific group of permissions to add new employees from the Employees section. 

• Bulk import cost centre assignments
  
  This permission allows the employees inside the specific group of permissions to assign or update employees’ cost centres in bulk by importing a file (e.g. CSV or Excel).

• Can add or remove admins
  
  This permission allows the employees inside the specific group of permissions to grant or revoke administrator access in Factorial.

• Can manage jobs
  
  This permission allows the employees inside the specific group of permissions to create, edit, and delete jobs in Factorial. Users with this permission can manage job titles and job structures used across the platform, including their assignment to employees and their use in reports and organisational data.

• Can view roles and levels
  
  This permission allows the employees inside the specific group of permissions to hide or display the Jobs section, as well as the job role and level for each employee system-wide.

• Export employees
  
  This permission allows the employees inside the specific group of permissions to export employees. 

• Import employees
  
  This permission allows the employees inside the specific group of permissions to import employees.

• Manage Positions
  
  This permission allows the employees inside the specific group of permissions to manage positions in the Organisational Chart.

• See Org chart
  
  This permission allows the employees inside the specific group of permissions to view the Organisational Chart of the entire company.

• See preferred name
  
  This permission allows the employees inside the specific group of permissions to see the preferred names of the rest of the company. The preference name does not appear in tools related to Payroll, mass documents and SEPA.

• View aggregated data
  
  This permission allows the employees inside the specific group of permissions to view employee insights like gender and age in the team list. 

• Edit employee's company identifier
  
  This permission allows the employees inside the specific group of permissions to modify an employee’s company identifier in Factorial. The company identifier is a unique code or ID used to track employees internally for reporting, integrations, or administrative purposes.

• Edit employee's manager
  
  This permission allows the employees inside the specific group of permissions to edit the person who reports to you from the employee's profile. It also allows you to edit the absence supervisor.

• Edit employee's seniority date
  
  This permission allows the employees inside the specific group of permissions to update an employee’s seniority date in Factorial. The seniority date is used to calculate tenure, benefits, and eligibility for certain policies.

• Edit employees in bulk
  
  This permission allows the employees inside the specific group of permissions to edit all available information in the ‘Edit in Bulk’. 

• Edit personal info
  
  This permission allows the employees inside the specific group of permissions to edit all information found in the "Personal" tab for each employee.
  This information includes:
  • General information
    • First name
    • Last name
    • Preferred name (You will need to have permission to See preferred name)
    • Your pronouns
    • Date of birth
    • Legal gender
    • Nationality
    • Phone number
    • Communications email
  • Identification documents
    • ID type
    • ID number
    • ID expiration date
  • Address
    • Address line 1
    • Address line 2
    • City
    • Post code
    • County
    • Country
  • Emergency contact 
    • Name
    • Phone number
  • Bank information
    • Account number format
    • Account number
    • Sort code
  • Payroll information
    • Type of IRPF (%)

• Edit profile email
  
  This permission allows the employees inside the specific group of permissions to edit any employee's email.

• Make future employees visible
  
  This permission allows the employees inside the specific group of permissions to view employees who have been added to Factorial but whose start date is in the future. It is useful for HR and managers who need to plan onboarding, assign equipment, or prepare workflows before the employee officially starts.

• Manage cost centre assignments
  
  This permission allows the employees inside the specific group of permissions to create, change, or remove which cost centres are assigned to specific people, projects, or transactions.

• See cost centre assignments
  
  This permission allows the employees inside the specific group of permissions to view which cost centres are assigned, without being able to change or manage them.

• See employee's company identifier
  
  This permission allows the employees inside the specific group of permissions to view an employee’s company identifier, without being able to edit or manage it.

• See employee's seniority date
  
  This permission allows the employees inside the specific group of permissions to view an employee’s seniority date, without being able to edit or manage it.

• See Former Employees
  
  This permission allows the employees inside the specific group of permissions to see employees who no longer work in the company.

• See personal info
  
  This permission allows the employees inside the specific group of permissions to access the "Personal" tab within each employee. You can view general information, identity document, address, emergency contact and payroll information.

• See Terminated Employees Info
  
  This permission allows the employees inside the specific group of permissions to see the information related to the termination of an employee.

• Share email
  
  This permission allows the employees inside the specific group of permissions to view the email from the employee's profile.

• Terminate Employees
  
  This permission allows the employees inside the specific group of permissions to terminate an employee from their profile by clicking on the contextual menu located in the upper right corner.