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Company planner viewing levels

Learn which information employees and managers can view under each company planner visibility setting.

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Written by Joshua Shooter

When using the company planner, you can set different access levels for managers and employees.

To access these settings:

  1. Click Access Button image then click HR Admin.

  2. Click Settings then select Company.

  3. Check the Employee Access or Manager Access options.

See the definitions below:

  • View all Employee Events - Users will be able to see ALL Employees.

  • View all Department Events - Users will be able to see ALL users within the same Department as well as those in their team.

  • View all Location Events - Users will be able to see ALL user within the same Location as well as those in their team.

  • View all Team Events - Users will be able to see ALL users that report to the same Manager as them.


See our article about Company planner on mobile for more information.

📌Note: Team events is the default access for company planner and the minimum users can see. For location and department events, these options are additional access ontop of the Team events they can see by default.

If employees or managers can view sickness records in the Company Planner, they cannot view the reason for the absence. They can only see that a sickness absence exists on a specific day.

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