This employee does not have an access level. 

How can I fix it?

The employee will need to have an access level assigned. Only Full Admin users can assign a custom access level or manager access level. If this is the first time the employee gets assigned an access level, they will receive a password email automatically. If the employee is getting re-hired or had an access level before, you can reset their password as an admin.

Where can I learn more about how to do this?

• Enable Employee Access
• Reset the Employee's Password

Some features are hidden in the See On Home section of the access level, or in the case of benefits, there is no information available in the employee profile.

How can I fix it?

In Settings > Access Levels, select the access level, click on the gear icon, and then select Access Level Settings. Under See on Home, make sure the box is checked for each widget that your employees should see. This tab is separate on every access level. Make sure that you check each level and adjust accordingly.

Where can I learn more about how to do this?

• Create an Employee Access Level

Their access level currently does not have access to create reports, and no one has shared reports with this user yet.

How can I fix it?

1. In the user's access level, you can grant them access to create new reports. This will allow them to make new reports for themselves about employees. All field names will be visible but will appear with a lock symbol if not available to the user in the access level.
2. You can share a report with the user without giving them access to create reports. The user must have access to all the fields in the report.

Where can I learn more about how to do this?

• Custom Access Levels: What this Access Level Can Do
• Report Actions

The system keeps the Onboarding tab hidden from employees. This is to protect confidential tasks.

How can I fix it?

The onboarding tasks automatically go to the new hire’s inbox. When they log in, they will be able to complete any pending tasks. You can send many tasks through the New Hire Packet before the employee starts.

Where can I learn more about how to do this?

• Create and Send a New Hire Packet
• Employee View of the New Hire Packet

Access will get removed differently based on the date of termination. If the termination takes place the same day, access gets removed immediately. If the termination is future-dated, access will get removed at 11:59 PM (local time) the night of termination.

How can I fix it?

You can remove or reassign access levels at any time through the employee profile. To add an access level, make sure the employee has an Active employee status on the Personal tab.

Where can I learn more about how to do this?

• Terminate an Employee

By default, the system will not allow employees to log in to the account before their first day. However, if there is a situation where an employee needs to log in before that time, then a reset password email can be sent to them, and that will allow them to log into the account.

Yes. If a user is included in an email alert, then they will see all data that is included in that alert.

You can do so either via Power Edit (employee access levels only) or in Access Level settings by navigating to the access level, clicking Add Employee, then choosing Add Many Employees.

Where can I learn more about how to do this?

• Power Edit

Yes. An admin can do this with the Power Edit tool. Simply add the Self-service access field to your Selected Fields, choose No Access, and Save your changes.

Where can I learn more about how to do this?

• Power Edit

Yes. This is a common request for employees who wear many hats.

Where can I learn more about how to do this?

• Assign a User to Multiple Access Levels

Yes. These users are called non-employee users.​ They function differently from regular employees and have unique access and visibility settings. For setup instructions and additional details, you can review this help guide.

This is a system feature that allows limited access to employee information when needed but prevents them from having access to that information all the time. This is an effort to allow them to get work done and still protect sensitive information. There is no way around this feature. The best thing you could do is remove the user from the approval process or email alert.

Account Owners, Full Admin users, and custom access level users (not manager access level users) have the "?" button in BambooHR that gives them direct access to the Help Center. This will automatically show them the help guides available. If you go to help.bamboohr.com without logging into the Help Center, you will see the public articles available for anyone to see. This includes the BambooHR for Employees section and the Partner Integrations section. Full Admins can share links to help guides in these sections, and employees will not need to sign in to the Help Center to view the information.

Users must have access to all fields that contribute to a calculated value. If access is missing for one or more of those fields, the calculated field may not display correctly or may not appear at all.

How can I fix it?
Review the user’s access level and make sure they have the appropriate View Only or Edit access to each field used in the calculation.

Where can I learn more about how to do this?

• Custom Access Levels: What this Access Level Can See
• Custom Access Levels: What this Access Level Can Do

This is because of incorrect access level settings. Incorrect settings include being in the wrong access level, having the wrong View/Edit access, or having access to the wrong employees. These are not spontaneous changes, and someone must have changed those in the system.

How can I fix it?

A Full Admin user in the internal system must make all access level edits. Customer Support cannot make access changes. To make edits, go to Settings > Access Levels. Select the access level, click the gear icon on the right, and then select Access Level Settings. From there, you can view each tab and make any necessary changes. Make sure to preview as a user after saving the changes. This will allow you to verify they can now see everything they should see.

Where can I learn more about how to do this?

• Preview BambooHR as Another User

Having a clean list of access levels is very helpful for troubleshooting access issues. The best way to clear out access levels is to edit one employee access level first. Make sure that employees can see everything they need to, and then assign all users except the admins to this updated employee level. Go through each access level and make edits. 

If you have decided that you do not need an access level, you can delete it (click on the access level name > select the gear icon > click Delete Access Level) as long as nobody is using that level. Make sure a custom or manager access level is not using this level (applicable only for employee access levels). 

We recommend creating access levels by job title rather than employee name because this makes it easier if an employee leaves or has somebody join them in the position. Assign access levels as needed.

There may be sensitive or behind-the-scenes tasks on the Onboarding tab that the employee doesn't need to see. To allow the employees to see only the tasks that pertain to themselves, we've designed the system to prevent employees from seeing the Onboarding tab. Instead, employees will have a section in their Inbox labeled "Onboarding/Offboarding" where they will see and complete their tasks.

Has the employee completed their New Hire Packet? When employees are sent a New Hire Packet, they are added to an invisible Access Level called "Preboarding" access. This allows them Edit permissions to any field that the NHP asks them to complete. They are automatically removed from this access when they finish their packet, but if they never finished it, the software won't know to remove them from that level. The admin can either cancel the New Hire Packet, or they can ask the employee to go in and complete the packet.

When the termination date is listed as today, it often indicates that the employee either did not give notice or is being terminated immediately, possibly for sensitive reasons. Employers likely do not want someone who is upset about the termination to have continued access to the employee directory or system. By contrast, future terminations are usually the result of someone resigning or retiring ahead of time. When an employee's termination is recorded after their termination date, their access is also changed immediately.

11:59 PM, company timezone.

Yes.