Why can't I view certain documents in the Human Resources folder?

Modified on Mon, 10 Jun at 1:47 PM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


The Human Resources folder contains the following tabs by default:

  • Pay slips
  • Expense claims
  • HR documents
  • Assessments.


Hover your mouse over the Archive icon in the navigation bar, click on File cabinet and then open the Human resources folder in the now-opened screen.



TIP!

A user with the 'Back office' role in the domain or the 'Management' or 'HRM' role can set additional security for the 'Human resources' folder by clicking on the Change properties of folder and tabs button. The following screen is opened:



By default, an employee can view his or her own pay slips, expense claims, HR documents and assessments, the manager cannot view an employee's personnel documents.


This security can be changed in the above screen by selecting the appropriate option or unchecking the box.


TIP!

An employee's manager can be defined in the Manager field on the Employee tab of the employee's contact card.


Only a user with the 'Management' or 'HRM' role can view the pay slips, expense claims, HR documents and assessments of all employees


The accountant can view all documents except the HR documents (non-financial documents) of all employees.


All other users (if employee) can view only their own pay slips, expense claims, HR documents and assessments in the Human resources folder.


They can also view these documents by clicking on HR documents from their own contact card on the left side of the screen.



The following screen is opened:



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