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Where Your Profile & Dashboards Data Goes in brioHR: User Groups, Profile Tabs and Payroll Centers

Part of the Profile & Dashboards data migration series for new brioHR clients. This article covers: Map 4: User groups and module access; Map 5: Optional profile detail tabs; Map 6: Payroll centres (a pointer).

Audience & Scope

Audience: HR and admin teams setting up brioHR for the first time

Module: Profile & Dashboards

Country: Malaysia, Singapore

Pre-requisites: Implementation kick-off meeting with your Implementation Manager (IM) completed; the Company Data Template and Employee List Template from your IM

 

This article is part of the Profile & Dashboards data migration series. It follows the Profile & Dashboards Data Migration Guide (PDF).

Map 4: User groups and module access

User groups and module access
What to provide
  • The user group for each employee (Admin or Employee by default).
  • On the User Group Access tab, True/False module access per group. The tab has room for extra groups and a remark column.
Where it goesSettings > User Groups, then assigned to each employee.
What it powersWhat each person can see and do across modules, reports and documents.
ExampleIn the sample template, only the Admin group has access to Leave, Payroll and Expense Claims.

The User Group Access tab covers eight modules: Leave, Payroll, Expense Claims, Onboarding, Performance, Recruitment, Training and Time Attendance. Timesheets, Document Management and profile permissions are not on the template, so your IM will confirm those with you. Sample of the User Group Access tab in the Employee List Template (MY & SG)

The image displays a user interface for a BIOfHR Employee List Template.

Where it appears in brioHR: Settings > User Groups

The image displays a settings interface for a user management system.

Map 5: Optional profile detail tabs

Optional profile details
What to provide
  • Family details: spouse and children only, with identity document.
  • Emergency contacts: any relationship.
  • Training and certificates.
  • Experience and education.

These are optional, but best sent together with the Employee List.

Where it goesThe matching sections on each employee profile, matched to the employee by email address.
What it powersProfile completeness and HR records.

Sample of the optional tabs in the Employee List Template (MY & SG)

The image shows a computer screen displaying a spreadsheet application.

Where it appears in brioHR: Employee Profile > Profile tab, in the Family Details, Emergency and Training & Certification sections

The image displays a user interface of a resume webpage.

Map 6: Payroll centres (a pointer)

Payroll centres
What to provideHow many payroll centres you have, which employees belong to each, and who is responsible.
Where it goesSettings > Payroll Centers, after which the Payroll Manager is assigned.
How the templates handle it
  • In the Malaysia Company Payroll Info template, each payroll centre has its own tab.
  • The Employee Payroll Data template asks for the payroll centre name only if you have more than one.

Full details for payroll centres are in the Payroll Malaysia and Payroll Singapore guides.

← Previous: Where Your Profile & Dashboards Data Goes in brioHR: Offices, Employees and Reporting Lines

Next: How to Fill In the Office Setting and Employee List Templates →

Back to Profile & Dashboards Data Migration and Verification: Start Here

 

Ownership

By: Aqilah