Understand Employee Record Centre permissions
Apply the exact v1.3.0 capability gates for viewing records, editing data, approving protected changes and downloading versions.
Exact navigation Admin Area → Setup → Staff → Roles → Human Resource Management
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
What you need before you start
- Access to Admin Area → Setup → Staff → Roles → Human Resource Management.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Open the relevant staff role.
- Enable View for staff who may open the Employee Record Centre.
- Enable Edit for staff who may submit record changes, update document metadata, replace, withdraw or restore documents.
- Enable Approve for staff who may approve or reject controlled amendments.
- Enable Export for staff who may download current or historical document versions.
- Save the role and test with a non-administrator account.
Fields and options
ViewOpen employee register and record tabs.
EditSubmit record amendments and document lifecycle changes.
ApproveApprove/reject controlled employee changes.
ExportDownload document/version files.
What the module checks
- The action is permission-aware.
- Required values must pass the exact server-side validation.
- Verify the saved record and audit/log result.
What happens next
The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.
Troubleshooting
- If the control is missing, confirm the required HRM permission and module version 1.3.0.
- If saving fails, correct the exact field or state named in the validation message.
- If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: employee record centreemployee record approvals