Deputy accounts come preconfigured with a standard set of access permissions.
When managing team members' information in their profile on the People tab, these are the default permissions of all standard access roles:
- Personal
- Employment
- Payroll (AU add on only)
- Journals
- Onboarding form (HR add on only)
- Documents (HR add on only)
- Shifts
- Leave
- Availability
- News feed
Personal
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| Manage name, profile picture, date of birth, contact details and emergency contact details | ✅ | ✅ | ✅ | ✅ |
View only and only for team members with Employee level access |
❌ |
| Manage login issues with password reset and 2FA reset | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Archive team member | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| End employment | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Note: each team member can update their own personal details in the Deputy global profile and reset their own password.
Employment
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| Manage access level of team member | ✅ | ✅ | ✅ | ✅ |
View only and only for team members with Employee level access |
❌ |
| Manage locations team member works at and preferred areas | ✅ | ✅ | ✅ | ✅ |
View only and only for team members with Employee level access |
❌ |
| Manage hire date | ✅ | ✅ | ✅ | ✅ |
View only and only for team members with Employee level access |
❌ |
| Manage training records | ✅ | ✅ | ✅ | ✅ |
View only and only for team members with Employee level access |
❌ |
| Manage employment type | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Manage pay rate | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Manage pay calendar | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Manage Payroll ID | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Manage regular working hours | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Manage the assignment of leave entitlements to team members | ✅ | ✅ | ✅ | ✅ |
View only and only for team members with Employee level access |
❌ |
Note: only users with System Administrator access level have permission to create other users with System Administrator access permissions.
Payroll (AU add on only)
|
IMPORTANT Information provided by Deputy is intended for general guidance purposes only and is not a substitute for professional legal or financial advice. Deputy does not accept liability for actions taken based on this information. |
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| Bank details view | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Bank details edit | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Superannuation view | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Superannuation edit | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Tax File Number declaration view | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Tax file number declaration edit | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Payroll calendar view | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Payroll calendar edit | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Payslips | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
Note: each team member can view and edit their own payroll details if enabled.
Journals
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| View journal entries | ✅ | ✅ | ❌ | ✅ |
✅ only for team members with Employee level access in same location |
❌ |
| Add new journal entries | ✅ | ✅ | ❌ | ✅ |
✅ only for team members with Employee level access in same location |
❌ |
| Edit journal entries | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
| Rate performance as positive or negative | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Delete journal entries | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
Onboarding form (Deputy HR only)
See also: New hire onboarding user access permissions
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| Manage onboarding of team member | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Documents (Deputy HR only)
See also: Documents user access permissions
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| Request documents from team member | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ |
| View documents from team member | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Upload documents on behalf of team member | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ |
| Manage team member documents | ✅ | ✅ | can download documents only | ✅ | ❌ | ❌ |
Shifts
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| View upcoming shifts and past timesheets | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
| Replace team members in shifts | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Leave
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| View leave requests | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
| Add leave requests on behalf of team member | ✅ | ✅ | ✅ | ✅ |
✅ dates only |
❌ |
| Approve or decline leave requests | ✅ | ✅ | ✅ | ✅ |
✅ dates only |
❌ |
| Edit current leave balances | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Note: each team member can manage their own leave requests.
Availability
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
| Manage availability | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Note: each team member can manage their own availability.
News feed in the team member profile
| Task | System Admin | Location Manager | Advisor | Payroll Admin | Supervisor | Employee |
|
View other team members' news feed posts to groups (not direct messages between team members) |
✅ | ✅ | ✅ | ✅ |
only for team members with Employee level access |
❌ |
| Delete team members' posts | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
Read more about permissions in Deputy: