Employee Access Level View
What does BambooHR look like to an employee access level user?
Purpose: You can give employee access level users access to the following administrative tabs: Home, My Info, People, Hiring, and Files. This guide will discuss what an employee will see on each of these tabs in BambooHR.
When you enable an employee with employee access for the first time, they will receive a welcome email with a link to set up a password and log in to BambooHR. If you have enabled an Identity Management service or 2-Step Login, the email will ask them to enable those features instead. The employee will need to go directly to their company's BambooHR URL to log in. After the employee logs in, they can access the following tabs (depending on the access given): Home, My Info, People, Hiring, and Files. Below, you can find more information on what each tab will look like to the employee.
Home is an at-a-glance view that shows both an individual employee and company-wide information. You can determine access for each widget when setting up employee access levels. Home includes the following widgets:
- Who's Out: This widget displays company holidays and which employees will be out of the office during the next seven days, the rest of the month, and the following month. An option to load further information is available until no holidays or requests load. This widget also includes a link to view the calendar.
- Celebrations: This widget displays all celebrations that have happened in the last seven days and will be happening in the upcoming 30 days with the option to load more. You have the option to include birthdays or anniversaries when determining access. All employees will show in this widget unless they individually opt out of sharing their birthday.
- Links: This widget displays quick links to outside websites.
- What's Happening: This widget displays notifications about items that need the employee's attention in BambooHR. Some examples include time off requests that need approval, e-signature requests to sign, and assigned onboarding or offboarding tasks. Company announcements are also included in this widget if the employee has access to view them.
- Welcome: Displays for new employees who log in to BambooHR for the first five times. This widget includes interactive guides to help an employee familiarize themselves with BambooHR.
Please note the following widgets will automatically appear on Home if an employee has access to an available item in the widget:
- My Time: This widget will only appear if the user has purchased and enabled BambooHR Time Tracking. The employee can clock in and out, track hours to specific projects, and review their timesheet right from their home page.
- Time Off: This widget includes time off balances for any accruing time off categories in addition to a button to request time off and calculate a future balance. Time off details will only appear if the employee has access to the specific time off category or the option to request time off.
- My Stuff: This widget displays basic information about goals, training, and benefits for the employee. This widget only displays if the employee has at least one active goal or training, or is enrolled in at least one benefit plan.
- My Team: This widget displays the names, profile pictures, and important information about a manager's direct reports. It will also display one year's worth of your team's headcount data.
- Welcome to Company: This widget displays all new employees in your company. New hires will show on their first day if they are active and have a hire date OR if hired within the last 30 days. Additionally, if you have the Advantage, Core, or Pro package, you will see the Get To Know You information from the New Hire Packet. Please note, employees with an employment status of "Contractor" will not be included.
The My Info tab will be an employee's view of their profile. The employee can only see tabs and fields they have been granted access to through employee access levels. You can give the employee access to the following tabs on their employee profile:
- Personal
- Job
- Time Off
- Benefits
- Emergency
- Training
- Documents*
- Performance**
- Pay Info***
- Timesheet****
* The Documents tab only shows if an employee has documents that are shared.
** The Performance tab only shows if enabled for an employee.
*** The Pay Info tab will show only if your account has BambooHR Payroll enabled.
****The Timesheet tab only shows if an employee has access granted to Time Tracking.
The People tab will show the company directory and Org Chart depending on if you enable these options or not. An employee can toggle between the two views by clicking the corresponding icon in the top right corner under the tab.
If a user invites an employee to collaborate on a job opening, the Hiring tab will display for the employee. When an employee is a collaborator on specific job openings, they can access a candidate's information.
If any user has shared files with an employee, they will have access to the Files tab. Notice the employee does not have access to upload a new file but can only view the shared files. To learn more about the difference between Files and Documents in BambooHR, click here.