Access levels determine whether and what kind of access different platform users have to employee profiles. The default permissions associated with these access levels govern the ability to view and edit information in different tabs on employee profiles, and even determine whether or not the tabs are displayed at all on profiles.
Therefore, different employees in your organization who have different access levels might be able to view and interact with their own profiles and profiles of other employees in different ways.
For example, the following default permissions govern how different users can access employee profiles:
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On their own profiles, employees can view information related to their employment, salary, benefits, and more. They can even edit some information, such as personal information, emergency contacts, and more.
However, on profiles of other employees, they can view only contact cards, which are the sections displayed at the top of the profiles. -
On profiles of team members, managers can view all available information, including personal, salary, and leave information, and other details.
However, on profiles of other employees, they can view only contact cards. -
On all profiles, the payroll team can view and edit information related to salaries and benefits.
However, the Account tab, which contains user account information, is hidden from them entirely.
As a platform admin, you can configure custom permissions to determine what different users can view on employee profiles. You can set up rules to display or hide any tab, data element, or UI component for all users having a specific access level or in a specific audience.
For example, you can display or hide the following, and more:
- a tab
- a sub-tab inside a tab
- a field that contains specific information
- a button that provides access to a specific feature
- a data container
Customizing the UI does not impact the default or configured permissions set up for access level.
For example, if you set up a rule to display a profile tab only to a particular audience (a custom group of employees), the ability of each employee in that group to edit information on that tab still depends on their respective access levels.
Displaying or hiding a tab on employee profiles
To display or hide a profile tab, do the following:
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In the sidebar, in the Business section, click Settings.
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Go to Customization > User Interface.
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Click each of the following options to expand them:
EmiratesHR
Employee Profile
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Click the tab that you want to hide or display and click the settings ( ) icon.
For example, to hide to display the Movement tab, click Movement Tab (Tab) and click .
The Rules dialogue is displayed.
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In the dialogue, do the following:
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In the Role drop-down menu, select the access level or audience for whom you want to apply the rule.
For example, if you select EVERYONE, you can set up a rule to hide or display the tab for all employees in your organization.
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Do one of the following to the Visible toggle button depending on how you want to set up the rule for the selected access level or audience:
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To display the tab, enable the toggle button.
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To hide the tab, disable the toggle button.
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(Optional) Enter a Comment to document the change you have made.
For example, to enable all employees to view the Movement tab on any employee profile, configure the following in the Rules for Movement Tab Component Details dialogue.
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Click Save.
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Log out and log back in to view the changes in the UI.
Displaying the tab to a custom group of employees
You can set up multiple rules in the Rules dialogue to display the tab to only the required group of employees.
For example, you can set up rules to display the tab to:
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Only employees having specific access levels or in specific audiences
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All employees except those having specific access levels or in specific audiences.
In the Rules dialogue, you must add rules for each audience for whom you want to customize whether or not the tab is displayed.
Do the following:
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Click or in the Role column to add or delete rows in the dialogue.
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For each row, configure the following:
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In the Role drop-down menu, select the access level or audience.
Creating an audience that includes all employees for whom you want to set up the rule is a prerequisite if you don't want to select an access level. To create an audience, do the following:
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In your business settings, go to Organisation > Assignee Groups.
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Click + Create Assignee Group.
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Enter the details and click Save.
For more information, see Defining the senior management audience in Creating a folder for organization documents.
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Enable or disable the Visible toggle button.
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For example, the following image illustrates how to set up rules to display the Documents tab only to your organization's HR team, who are part of an audience called HR TEAM, and hide it from all other employees:
Displaying or hiding the information in a tab
Similar to setting up rules for displaying or hiding tabs for everyone or displaying tabs only to select employees, you can set up rules to display or hide specific information in the tabs.
In your business settings, in the , the list of UI components mirrors their hierarchy in the platform UI.
The hierarchy in the list of UI components in the Customization > User Interface tab mirrors their actual position in the platform's UI.
For example, Gender is a field displayed in the Personal tab on employee profiles. In the list on the Customization > User Interface tab, this field (Employee Gender (Field)) is listed below Personal Tab (Tab), which in turn is listed below Employee Profile (Feature).
You can click in any expandable option to view the list of UI components nested within it that you can customize.
For example, you can expand the following options to view the list of UI components that the Employment tab contains:
EmiratesHR
Employee Profile
Employment Tab
To open the respective Rules dialogue for any UI component (which enables you to set up custom rules to display or hide it to all or selected access levels or audiences), click its name and click the settings ( ) icon.
For example, to hide or display employee Emirates ID numbers in the Employment tab, click EmiratesID Number (Field) and click .
In the Rules dialogue, you must add rules for each access level or audience for whom you want to customize whether or not the UI component is displayed.
You can set up rules for displaying or hiding UI components in profile tabs in the same manner as you would for tabs. See Displaying the tab to a custom group of employees.
Related information
See Customizing the Yomly UI for additional articles that explain how to customize the platform.
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