Understanding the Owner Role

An Owner in Eddy can do anything and everything within the product. If it's viewable, editable, or delete-able, an Owner can do it.

Owner Role Overview 

 

Additional Permissions

Owners can give additional permissions to HR Admins by accessing the "Permissions" sub-tab in the Admin Settings tab.

By default, HR Admins CANNOT view or edit Pay and Social Security Numbers.

If an Owner would like their HR Admins to view and/or edit this information, they can do so through the following steps.

Pay

To give HR Admins the ability to view and/or edit pay information for employees, the Owner should click into the Admin Settings tab. The Owner then needs to click on the "Pay Information" menu item beneath the "Permissions" sub-tab.

On this screen, there is a card dedicated to "Admins."

The owner can turn the permission to view or edit pay information by checking or unchecking the box for each admin user.

 

Additionally, the Owner can check a box for a Manager to be able to view pay. However, Managers are never able to edit pay information for employees.

Social Security

To give HR Admins the ability to view and/or edit social security numbers for employees, the Owner should click into the Admin Settings tab. The Owner then needs to click on the Social Security Number menu item beneath the Permissions sub-tab.

On this screen, there is a card dedicated to Admins.

The Owner can turn the permission to view or edit social security information by checking or unchecking the box for each admin user.

 

Managers can never view or edit social security numbers.