Permissions

The Permissions screen in Thulo HR Payroll allows administrators to control access to payroll information and features for employees in Human Resources, Finance, Payroll, and Accounting departments.

Using permissions, administrators can determine which employees can view, create, edit, or delete payroll-related information within the system.

Add a New Permission

Step 1: Open the Permissions Screen

1. Navigate to Thulo HR → Payroll.

2. Select Settings → Permissions.

3. Click Add.

Step 2: Assign Permissions

The Add Permission screen will be displayed.

1. Select the appropriate Role.

2. Select the Staff Member.

3. Assign the required permissions for each module or screen.

4. Click Save to apply the changes.

Alternatively, click Close to cancel the operation without saving.

Field Descriptions

Role

The Role field retrieves data from:

Setup → Roles

Select the role that should receive the assigned permissions.

Staff Name

The Staff Name field retrieves employee data from:

HR Records → Employees

Select the employee who will receive the assigned permissions.

Permission Types

The system supports the following permission levels:

View (Own)

Allows employees to view only information related to themselves.

Capabilities

• View their own payroll information.

• View records assigned to them.

• No permission to create, edit, or delete records.

Important

When View (Own) is selected, View (Global) cannot be selected.

View (Global)

Allows employees to view all records available on the selected screen.

Capabilities

• View payroll information for all employees.

• View all records on the assigned screen.

• No permission to create, edit, or delete records.

Important

When View (Global) is selected, View (Own) cannot be selected.

Create

Allows employees to create new records on the selected screen.

Capabilities

• Add new records.

• Cannot edit existing records.

• Cannot delete records.

Important

A user must also have either View (Own) or View (Global) permission to access the screen.

Edit

Allows employees to modify existing records.

Capabilities

• Edit existing records.

• Cannot create new records.

• Cannot delete records.

Important

A user must also have either View (Own) or View (Global) permission to access the screen.

Delete

Allows employees to remove records from the selected screen.

Capabilities

• Delete existing records.

• Cannot create records.

• Cannot edit records.

Important

A user must also have either View (Own) or View (Global) permission to access the screen.

Edit a Permission

To modify an existing permission:

1. Navigate to Payroll → Settings → Permissions.

2. Locate the permission record.

3. Click the Edit icon.

4. Update the required permissions.

5. Click Save.

Result

The updated permissions will take effect immediately.

Delete a Permission

To remove an existing permission:

1. Navigate to Payroll → Settings → Permissions.

2. Locate the permission record.

3. Click the Delete icon.

4. Confirm the deletion.

Result

The selected permission assignment will be removed from the system.

Permission Rules

Additional Rules

• View (Own) and View (Global) cannot be assigned at the same time.

• Users must have either View (Own) or View (Global) permission before Create, Edit, or Delete permissions can be effectively used.

• Permissions can be assigned based on both employee and role requirements.

• Changes to permissions take effect immediately after saving.

Example

A Payroll Manager may be assigned:

• View (Global)

• Create

• Edit

• Delete

This allows full access to payroll information for all employees.

A regular employee may be assigned:

• View (Own)

This allows access only to their own payroll records and payslips.