Advanced Employee Permissions Use Cases

The following section provides five use cases illustrating how to use Advanced Employee Permissions. These are examples only. They are meant to illustrate how using a combination of permissions exposes only the information that a particular type of employee requires access to.

For a complete list of the fields and sublists exposed with each advanced employee permission, see the following help topics:

• Employee Self Permission Overview

• Employee Public Permission Overview

• Employee Confidential Permission Overview

• Employee Compensation Permission Overview

• Employee Access Tab Permission Overview

• Employee Administration Permission Overview

• Employee Record Full Permission Overview

Note:

These examples use the default Advanced Employee Permissions and the default restrictions, but you can customize both. For more information, see Custom Advanced Employee Permissions and Custom Restrictions for Advanced Employee Permissions.

Use Case 1: Employee Access for All Employees

The following table provides the permissions, access levels, and restrictions required to give employees access to basic employee information about other employees. It also provides relevant information about themselves.

Important:

The Lists > Employee Record and Lists > Perform Search permissions are standard NetSuite permissions, and are not part of Advanced Employee Permissions. However, these permissions are required to access employee menus in NetSuite and to be able to perform searches. For more information about the standard permissions, see NetSuite Permissions Overview.

Permission	Access Level	Restriction	Gives Employees Access To
Lists > Employee Record	Edit	–	Ability to see NetSuite menus related to employees. For example, List > Employees. This permission does not give access to the employee record.
Lists > Perform Search	Full	–	Search for employees.
Employee Public	View	Active and Non-Terminated	View and search basic employee information, such as email address and supervisor, for all active, non-terminated employees.
Employee Self	View	Own Only	View relevant information about themselves on their employee record, such as job description and compensation.

Use Case 2: Employee Access for Managers

The following table gives an example of how to use Advanced Employee Permissions to give the required access to employee information for a manager.

Important:

The Lists > Employee Record and Lists > Perform Search permissions are standard NetSuite permissions, and are not part of Advanced Employee Permissions. However, these permissions are required to access employee menus in NetSuite and to be able to perform searches. For more information about the standard permissions, see NetSuite Permissions Overview.

Permission	Access Level	Restriction	Gives Managers Access To
Lists > Employee Record	View	–	Ability to see NetSuite menus related to employees. For example, List > Employees. This permission does not give access to the employee record.
Lists > Perform Search	Full	–	Search for employees.
Employee Confidential	View	Subordinates	View and search confidential employee information, such as hire date and expense limit, for direct reports and below.
Employee Compensation	View	Subordinates	View and search compensation information for direct reports and below.
Employee Public	View	Active and Non-Terminated	View and search basic employee information, such as email address and supervisor, for all active, non-terminated employees.
Employee Self	View	Own Only	View relevant information about themselves on their employee record, such as job description and address.

Use Case 3: Employee Access for Human Resources Generalists

The following table gives an example of how to use Advanced Employee Permissions to give required access to employee information for a Human Resources Generalist.

Important:

The Lists > Employee Record and Lists > Perform Search permissions are standard NetSuite permissions, and are not part of Advanced Employee Permissions. However, these permissions are required to access employee menus in NetSuite and to be able to perform searches. For more information about the standard permissions, see NetSuite Permissions Overview.

Permission	Access Level	Restriction	Gives Human Resources Generalists Access To
Lists > Employee Record	Full	–	Ability to see NetSuite menus related to employees. For example, List > Employees. This permission does not give access to the employee record.
Lists > Perform Search	Full	–	Search for employees.
Employee Administration	Full	Inherit from Role	View, create, edit, and search for personal information, such as home phone, for employees who match the restrictions defined on the Role page. If no restrictions are defined, this information is available for all employees.
Employee Confidential	View	Subordinates	View and search confidential employee information, such as hire date and expense limit, for direct reports and below.
Employee Compensation	View	Subordinates	View compensation information for direct reports and below.
Employee Public	View	Active and Non-Terminated	View and search basic employee information, such as email address and supervisor, for all active, non-terminated employees.

Use Case 4: Employee Access for Human Resources Directors

The following table gives an example of how to use Advanced Employee Permissions to give required access to employee information for a Human Resources Director.

Important:

The Lists > Employee Record and Lists > Perform Search permissions are standard NetSuite permissions, and are not part of Advanced Employee Permissions. However, these permissions are required to access employee menus in NetSuite and to be able to perform searches. For more information about the standard permissions, see NetSuite Permissions Overview.

Permission	Access Level	Restriction	Gives Human Resources Directors and Above Access To
Lists > Employee Record*	Full	–	Ability to see NetSuite menus related to employees. For example, List > Employees. This permission does not give access to the employee record.
Lists > Perform Search*	Full	–	Search for employees.
Employee Record Full	Full	Inherit from Role	View, create, edit, and search all employee record information for employees who match the restrictions defined on the Role page. If no restrictions are defined, this information is available for all employees.
Employee Public	View	Active and Non-Terminated	View and search basic employee information, such as email address and supervisor, for all active, non-terminated employees.

Use Case 5: Employee Access for IT Administrators

The following table gives an example of how to use Advanced Employee Permissions to give the required access to employee information for an IT administrator.

Important:

The Lists > Employee Record and Lists > Perform Search permissions are standard NetSuite permissions, and are not part of Advanced Employee Permissions. However, these permissions are required to access employee menus in NetSuite and to be able to perform searches. For more information about the standard permissions, see NetSuite Permissions Overview.

Permission	Access Level	Restriction	Gives IT Administrators Access To
Lists > Employee Record	View	–	Ability to see NetSuite menus related to employees. For example, List > Employees. This permission does not give access to the employee record.
Lists > Perform Search	Full	–	Search for employees.
Employee Access Tab	Full	Inherit from Role	Give access and assign roles to employees who match the restrictions defined on the Role page.
Employee Public	View	Active and Non-Terminated	View and search basic employee information, such as email address and supervisor, for all active, non-terminated employees.

Related Topics

• Advanced Employee Permissions Overview
• Before Enabling the Advanced Employee Permissions Feature
• Advanced Employee Permissions and Standard NetSuite Roles
• Advanced Employee Permissions Use Cases
• Setting Employee Access for Advanced Employee Permissions
• Custom Advanced Employee Permissions
• Creating Custom Fields for Advanced Employee Permissions
• Creating Custom Sublists for Advanced Employee Permissions
• Custom Restrictions for Advanced Employee Permissions
• Advanced Employee Permissions

General Notices