For customers of our PTO module and Timesheets feature.
This article details role permissions specific to our Time Approval features, accessible from Built’s main navigation. Learn more about managing user roles and permissions in Built.
Reports
The Reports page provides access to a number of data reports based on the features included in your Built account.
Base User | Manager | Limited Admin | HR Manager | HR Admin | Company Admin | |
|---|---|---|---|---|---|---|
View and export People, PTO, and Timesheets reports | X | X | X |
For HR Admins, HR Managers, and Limited Admins, access to compensation and/or budgeting data is based on whether the individual has been granted compensation and/or budgeting permissions, allowing access limited to their specified scope. Learn more about assigning or editing a person’s admin permissions.
Calendar
Customers of our PTO module or Timesheets feature can view important dates and individuals’ schedules on the Calendar page.
Base User | Manager | Limited Admin | HR Manager | HR Admin | Company Admin | |
|---|---|---|---|---|---|---|
View and filter anniversaries, birthdays, blackout days, holidays, and schedules | X | X | X | X | X | X |
Manage calendar settings | X | X |
Customers of our PTO module can also manage PTO requests from the calendar. To learn about PTO permissions, refer to the section below.
PTO
Individuals’ PTO records can be managed by navigating to their profile and clicking the Paid Time Off tab. Within the scope of their permissions, Managers and Admins can access requests pending approval on the Time Approvals page by clicking the Time Off tab.
Base User | Manager | Limited Admin | HR Manager | HR Admin | Company Admin | |
|---|---|---|---|---|---|---|
PTO requests | ||||||
Submit, view, modify, and cancel their own requests | X | X | X | X | X | X |
Approve, deny, modify, cancel, and submit requests for direct reports only | X | |||||
Approve, deny, modify, cancel, and submit requests for all subordinates | X | X | X | X | ||
Approve, deny, modify, cancel, and submit requests for all other individuals | X | X | X | |||
Transaction History | ||||||
View and print their own | X | X | X | X | X | X |
View and print for direct reports only | X | |||||
View, print, and delete for all subordinates | X | X | X | X | ||
View, print, and delete for all other individuals | X | X | X | |||
Account Balances and Accrual Rates | ||||||
Edit for subordinates only | X | |||||
Edit for all other individuals | X | X | X | |||
Company Settings | ||||||
Create and manage PTO policies | X | X | ||||
Timesheets
Individuals’ timesheets can be accessed by navigating to their profile and clicking the Timesheets tab. Within the scope of their permissions, Managers and Admins can also review a list of timesheets pending approval on the Time Approvals page by clicking the Timesheets tab.
Base User | Manager | Limited Admin | HR Manager | HR Admin | Company Admin | |
|---|---|---|---|---|---|---|
Submit, view, edit, and print their own | X | X | X | X | X | X |
Approve, edit, filter, print, and export for direct reports only | X | |||||
Approve, edit, filter, print, and export for all subordinates | X | X | X | X | ||
Approve, edit, filter, print, and export for all other individuals | X | X | X | |||
Company Settings | ||||||
View and edit | X | X | ||||
Notes about Time Approval permissions:
By default, Limited Admins can edit their subordinates’ data. Alternatively, a Limited Admin can be allowed to edit data for others’ subordinates in addition to or excluding their own subordinates. If a Limited Admin can edit data for one or more subordinates other than their own, for those individuals, they can create and manage PTO policies, edit accrual rates, and delete transactions, in addition to the privileges listed above. Others’ subordinates’ PTO requests and timesheets must be managed from the Paid Time Off/Timesheets tabs within their profiles, while their own subordinates’ requests and timesheets can be managed from the calendar, the Time Approvals page, or their profiles.
If viewing permissions allow employees to view only themselves, Managers without admin privileges will have limited access to their subordinates’ data across Built and must manage subordinates’ PTO requests and timesheets from the Time Approvals page. Learn more about adjusting your company’s org chart permissions.
Please contact our Customer Success Team for additional assistance.
Additional Resources
Managing User Roles and Permissions