AppsHomebase

Employee self-service and HR workspace

HR roles, permissions and privacy

Autessa Homebase uses role-based permissions enforced on the server: HR administrators, HR partners for the departments they look after, executives and knowledge authors are set in Settings → HR roles, managers are anyone with people reporting to them, and everyone with a record is an employee. Privacy switches decide who sees pay and reviews, and the same rules apply to every page, search and assistant answer.

  • Managers are derived from the org chart, no role needed
  • HR partners scoped to their departments
  • Switches for pay and review visibility
  • Every change kept in the audit history
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Who can see whatSample
DirectoryPersonalReviewsPay
Employee✓OwnOwnOwn
Manager✓—TeamIf on
HR partner✓DeptsDeptsDepts
Executive✓—If onUnless off
HR administrator✓AllAllAll
Decided on the server for every page, search and assistant answer.

The problem

HR data is the most sensitive data you have

Salaries, reviews, time-off reasons and personal details must never leak to the wrong colleague. Hiding buttons is not enough. Homebase decides every read and write on the server by role and reporting line, so nothing private can show up anywhere it should not.

How it works

How hR roles, permissions and privacy works in Homebase

  1. Give HR roles

    In Settings → HR roles, give HR staff and executives a role. HR partners get the departments they look after.

  2. Managers come from the org chart

    Anyone with people reporting to them sees their team’s time off, reviews and goals. No role needed.

  3. Set the privacy switches

    Choose whether managers see the pay of people below them, executives see everyone’s pay, executives read every review and promotion case, and people update their own personal details.

  4. Trust the server

    Every page, search, report and assistant answer is filtered for the viewer. Every change is recorded in the history.

Settings · Custom fieldsSample
T-shirt size
Choice field · People
Everyone
Desk or neighborhood
Text field · People
Everyone
Work authorization expires
Date field · People
HR only
Dietary needs
Text field · People
Managers and HR
A colleague opening Casey’s profile never receives the HR-only value at all.

Options and settings

Every option, in plain words

OptionWhat it does
HR administratorEverything in HR, including settings.
HR partnerEverything about the people in the departments they look after.
ExecutiveOrg-wide reports, reviews and promotion cases, with pay per the privacy settings.
Knowledge authorWrites knowledge articles, except HR-internal ones.
Managers see the pay of people below themOff by default.
Executives see everyone’s payFor headcount and budget planning.
Executives read every review and promotion caseFor calibration and promotion committees.
People update their own personal and emergency detailsOff means they ask HR to change them.
Directory is publicNames, titles, teams, managers and work contact details are visible to everyone; personal details are not.
Private by designTime-off reasons, 1:1 private notes and anonymous peer authors stay private; HR sees that a 1:1 series exists, never its notes.

Permissions

Who can do what

EmployeeSees the directory and their own record, pay, reviews, goals and time off.
ManagerSees what they need to manage their reports: reviews, goals and time off, and pay only if HR allows.
HR partnerSees and acts on everyone in their departments.
HR administratorGives roles and sets the privacy switches.
ExecutiveOrg-wide views per the switches.

Connected

How it connects to the rest of Homebase

FAQ

Questions about hR roles, permissions and privacy

Who can see salaries in Autessa Homebase?

Each person sees their own pay and HR sees everyone’s. Executives see pay unless HR turns that off, and managers see their team’s pay only if HR turns that on.

Do managers need an HR role?

No. Anyone with people reporting to them is a manager and sees their team automatically.

Can an HR partner see the whole company?

No. An HR partner covers the departments listed on their role. HR administrators cover everyone.

Are permissions only enforced in the user interface?

No. The server decides every read and write, for every page, search, report and the assistant.

Is there an audit trail?

Yes. Every change is written to the history automatically, and nobody can edit it.

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Try hR roles, permissions and privacy with your own team.

Homebase installs with starter content and optional demo data, so you can see this working before you invite anyone.

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Starter policies, checklists and trainings install for you, with optional demo data to explore first.

100% customizable, code and all

Make Autessa Homebase fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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