Purpose: Under "What this Access Level Can See," you will determine what information the users in this level will be able to see for other employees, as well as what information they are able to see for themselves. This step is broken down into three sections, and you can find detailed guidance on each section in this help guide.

Table of Contents

• See About Other Employees
• See About Themselves
• See on Home

The See About Other Employees section is where you determine the information the custom access level user can see about other people. With custom access, you also have the ability to grant them Edit access, which would allow them to perform certain actions on the employee's behalf.

You will need to decide which group of employees and their information the user can access. The following options are available:

• All Employees: Access to all employees in your BambooHR account.
• Direct Reports: Access to employees who report directly to the user.
• Direct and Indirect Reports: Access to employees who report directly to the user and employees reporting to those direct reports and so forth through the reporting chain.
• Only Some Employees: Access to employees is defined by standard filters. If you select this option, a pop-up box will appear where you can filter by each of the standard filters. It will only include employees who meet all filter requirements.

After you determine which employees you would like the users to see, you will need to select which fields you would like the user to have access to within each tab of an employee profile. You can grant access to fields in three different ways:

1. Set Access on all Fields: This allows you to set access for all fields under the specific tab to No Access, View Only, or Edit.
2. Access by Section: Hovering over a section of fields allows you to set access for that section to No Access, View Only, or Edit.
3. Access by Field: You can set the access for a specific field to No Access, View Only, or Edit.

After you determine what the user will see about other employees, you need to decide what personal information you would like the user to view for themselves.

1. First, you will need to select if you would like the user to view their personal information. If not, the user will not see their My Info tab in BambooHR.
2. Second, if you would like to grant them access, you need to decide what type of access they should have:
   • Employee Access: The user can view or edit their information as defined in their assigned employee access level settings.
   • Equal Access: The user can view or edit any fields for other individuals as part of their custom access level. They can view or edit information about themselves, including all selected fields in the See About other Employees section above.

Home is the first page an employee will see after they log in to BambooHR. You can grant access on each widget in the See on Home tab. The widgets on Home include the following:

• Celebrations: An employee can view all celebrations that have happened in the last seven days and will be happening in the upcoming 30 days.
• Announcements: This widget displays company announcements in the What's Happening widget. Granting Edit access to this widget allows the user to create, edit, or delete announcements.
• Links: This widget displays quick links to outside websites. Granting Edit access to this widget allows the user to manage links.
• Welcome New Hires: This widget displays all new employees in your company and the answers to your get-to-know-you questions.
• Who's Out: This widget displays company holidays and which employees will be out of the office.

The following widgets will not appear in acces level settings because they automatically appear on Home if the employee has an available item in the specific widget:

• My Time: This widget gives employees a quick overview of their timesheet and allows them to document their time. An admin must manually add the employee to time tracking for the My Time widget to appear.
• Time Off: This widget displays time off balances and allows an employee to request time off or calculate a future balance. An admin must assign at least one time off policy for the Time Off widget to appear.
• My Stuff: The individual sections in this widget will only appear if there are active items for the category. This possible information includes trainings and benefits, and if you are on the Pro or Elite plan, may include Total Rewards, Compensation Benchmarks, and Compensation Planning Worksheets.
• What's Happening: This widget displays notifications about items that need the employee's attention in BambooHR. This widget only appears if the employee has at least one outstanding notification.