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Roles

  • Discover Roles and access
  • What will I find in the "Roles and accesses" section?
  • What types of roles exist in Sesame, and what are their characteristics?
  • What are the Default General roles?
  • What are the Default Specific roles?
  • How can I create a role?
  • How can I duplicate roles?
  • How can I delete roles?
  • How can I edit the "Basic information" of a role?
  • How can I configure the "Access levels" of a role?
  • What actions can each role perform?
  • What are Holders and how can I assign them?
  • What are Managed and how can I assign them?
  • How can I assign roles if I manage a group of companies?
  • What is the "Change history"?
  • What is “Data privacy” for?
  • How do the roles granted through "Roles and Accesses" coexist with those granted by sections?
  • How can I see which groups or employees are managed by a role holder?
  • How can I manage access to employee data?
  • Do roles have default data privacy settings?
  • What happened to my “Access levels” settings after the migration to “Data privacy”?
  • Why are there new roles in my account?

What is “Data privacy” for?

From Data privacy, you decide which pieces of an employee’s personal information are available to people who hold a given role.

Go to: Configuration >> Roles and accesses >> [Role] >> Data privacy.

 

Employee information is grouped into three categories:

  • Personal data: document type and number, date of birth, address, social security number, and more.
  • Employment data: job title, education level, contribution group, bank account, and more.
  • Custom fields.

For each available data point, you have two options to choose from: view only (eye icon), or edit (pencil icon).

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