Common Permission Scenarios

Not sure where to start with all the permissions possibilities? Read further for guidance!

With the flexibility of GoCo's advanced permissions, you can create roles to be applied to multiple people. Here are some great use cases to get started:

"Advanced" Manager:

In this role, you would expect the manager to fully manage their employees. This starts with the onboarding process, verifying their documents, managing their compensation/merit changes, and terminating (when necessary). Here are the permissions you need to enable for this role:

1. Company Access: ❌ No Access
2. Team Access:
   1. Specify the users (typically you'd use direct + indirect reports, but you can also filter by department/location/etc)
      1. Benefits: 👁️ Can View
      2. Contact Info: ✏️ Can Edit
      3. Custom Fields (if applicable): ✏️ Can Edit
      4. Documents: ⭐ Full Access
      5. Emergency Contacts: 👁️ Can View
      6. Employment & Compensation: ✏️ Can Edit
      7. Hiring & Termination: ⭐ Full Access
      8. Onboarding Tasks: ✏️ Can Edit
      9. Payment & Tax: 👁️ Can View
      10. Personal Info: 👁️ Can View
      11. Reports: 📥 Can Download
      12. Team Feedback (if applicable): ✏️ Can Edit
      13. Time Off (if applicable): ✏️ Can Edit
      14. Time Tracking (if applicable): ✏️ Can Edit

Accountant:

In this role, you might need to provide your accountant access to: process changes to compensation, view employees banking/tax withholding, view the payroll sync dashboard to ensure changes are being captured properly.

1. Company Access: ⚙️ Custom
   1. ACA Compliance (if applicable): ❌ No Access
   2. Benefits: ❌ No Access
   3. Company Billing: ⭐ Full Access
   4. Company Name, EIN & Logo: ❌ No Access
   5. Company Permissions: ❌ No Access
   6. Custom Fields: ❌ No Access
   7. Divisions/Departments & Locations: ❌ No Access
   8. Documents: ❌ No Access
   9. Integrations: ❌ No Access
   10. Onboarding Tasks: ❌ No Access
   11. Payroll Sync: 👁️ Can View
   12. Reports: ⭐ Full Access
   13. Team Directory & Org Chart: ⭐ Full Access
   14. Team Feedback (if applicable): ❌ No Access
   15. Time Off (if applicable): ❌ No Access
   16. Time Tracking (if applicable): ❌ No Access
2. Team Access:
   1. Specify the users (typically this role would require access to all team members)
      1. Benefits: 👁️ Can View
      2. Contact Info: ❌ No Access
      3. Custom Fields (if applicable): ❌ No Access
      4. Documents: ❌ No Access
      5. Emergency Contacts: ❌ No Access
      6. Employment & Compensation: 👁️ Can View
      7. Hiring & Termination: ❌ No Access
      8. Onboarding Tasks: ❌ No Access
      9. Payment & Tax: 👁️ Can View
      10. Personal Info: 👁️ Can View
      11. Reports: 📥 Can Download
      12. Team Feedback (if applicable): ❌ No Access
      13. Time Off (if applicable): 👁️ Can View
      14. Time Tracking (if applicable): 👁️ Can View

Hiring Manager:

In this role, you would see the manager owning the onboarding process for employees (this would include verifying their documents). Here are the permissions you need to enable for this role:

1. Company Access: ❌ No Access
2. Team Access:
   1. Specify the users (typically this role would require access to all team members)
      1. Benefits: ❌ No Access
      2. Contact Info: 👁️ Can View
      3. Custom Fields (if applicable): ❌ No Access
      4. Documents: ⭐ Full Access
      5. Emergency Contacts: ❌ No Access
      6. Employment & Compensation: ❌ No Access
      7. Hiring & Termination: ⭐ Full Access
      8. Onboarding Tasks: ❌ No Access
      9. Payment & Tax: ❌ No Access
      10. Personal Info: ⚙️ Custom
          1. Legal & Preferred Name: 👁️ Can View
          2. Photo: 👁️ Can View
          3. Legal Sex: 👁️ Can View
          4. Gender Identity: ❌ No Access
          5. Preferred Pronoun: 👁️ Can View
          6. Date of Birth: ❌ No Access
          7. SSN: ❌ No Access
      11. Reports: ❌ No Access
      12. Team Feedback (if applicable): ❌ No Access
      13. Time Off (if applicable): ❌ No Access
      14. Time Tracking (if applicable): ❌ No Access

Security Risk Manager:

For this role, you'd likely need someone who can gather contact information for employees at the snap of a finger! *knock on wood nothing happens on site*, but in case something does - this person would be responsible to pull current information for the employee and their emergency contacts! Here are the permissions you need to enable for this role:

1. Company Access: ❌ No Access
2. Team Access:
   1. Specify the users (typically this role would require access to all team members)
      1. Benefits: ❌ No Access
      2. Contact Info: 👁️ Can View
      3. Custom Fields (if applicable): ❌ No Access
      4. Documents: ❌ No Access
      5. Emergency Contacts: 👁️ Can View
      6. Employment & Compensation: ❌ No Access
      7. Hiring & Termination: ❌ No Access
      8. Onboarding Tasks: ❌ No Access
      9. Payment & Tax: ❌ No Access
      10. Personal Info: ❌ No Access
      11. Reports: 📥 Can Download
      12. Team Feedback (if applicable): ❌ No Access
      13. Time Off (if applicable): ❌ No Access
      14. Time Tracking (if applicable): ❌ No Access

For any additional questions, please reach out to us at help@goco.io or your Client Success Manager. 💚🥥