User accounts

This article explains how to grant employees, managers and colleagues access to Nmbrs®. You can specify exactly which levels and which dashboards the user is allowed to see and edit. This is done by selecting, creating or customising what we call a user template.

(For accountants, the information about granting access to clients can be found in the Debtor management article.)

The topics are:

Employee self-service (ESS)

Nmbrs® offers two login types for employees (Employee Self Service, or ESS): the Employee Login (ESS) and the Payslip Viewer (ESS). This enables employees to view their personal details, leave, absence and payslips on a computer or smartphone, anywhere and anytime. Employees can also apply for leave and/or submit declarations.

 

Manager self-service (MSS)

For managers there is a Manager login (Manager Self Service, or MSS). Using this login, managers can control various HR processes such as approving leave requests, managing the personnel files and registering new staff.

 

Granting access to colleagues

For accountants:
as an accountant you can create a login account for colleagues, giving each one access to one or more debtors in Nmbrs.
For business clients:
As a business client you can create a login account for a user in your organisation who needs access to your Nmbrs administration.

 

Granting clients access (for accountants)

Nmbrs® offers three different scenarios which you as an accountant can offer your client. The scenario determines which activities are carried out by you or by your client. Selecting a scenario is not binding and can be altered. The basic scenarios, at customer level, can also be adapted for the particular situation.

Below is a description of what the client / accountant can do in each scenario.

Template Scenario 1:  Document viewer

Intended for clients who want to outsource their entire HR and payroll processing. For this, you need to use Template: Scenario 1 document viewer.

 

Template Scenario 2: Salary entry + payroll run request

Intended for clients who use HR services themselves and would like to leave the processing of difficult mutations and the monthly audit to the accountant.
For this, you should use Template: Scenario 2 Salary entry + payroll run request.

Template Scenario 3: Business administrator

Intended for clients who want to have an online HR payroll system but whose HR and payroll settings are managed by the accountant.
For this you should use Template: Scenario 3 Business Administrator.

You can modify the existing templates only by turning certain permissions off; you cannot add permissions.

It's possible, however, to create your own templates so you can set up permissions just the way you want. You can create multiple templates for multiple users.

Standard templates

Nmbrs has a few standard templates, which are described below. 

  • Manager Login Template: an view only the data of the employees under his management.
  • Employee Login Template: Possible functionalities include viewing personal data, managing time registration, viewing and requesting leave and viewing and downloading payslips.
  • Payslip Viewer Template: The employee only has access to his or her payslips per period.
 
Accountants:
For employees in your own office, the following standard accountant templates (with debtor management or debtor viewing) are available:
Business clients:
For employees of your own organisation, the following standard business templates are available: 
  • Payroll professional: Can modify everything at the highest level except leave, absence and settings.

  • Business Viewer: can view all available HR and salary documents and has reading permissions for all payroll-related dashlets.
  • HR Professional: Access to all levels and HR reports. Can modify much of an employee's data, including leave, absence and contract. Has no permissions for modifying payroll data and wage components. Cannot execute runs or make returns.

 

Follow

Comments