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Set company planner viewing levels

Decide how much of the company planner your employees and managers can see.

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Written by Robert Martin

The company planner shows holidays and other events for the people around you. You can set how much of it employees and managers see, from their own team up to the whole organisation.

Only administrators can change these settings.


Change the viewing level

You can set separate levels for employees and managers:

  1. Click Access Button Access Button, then click HR Admin.

  2. Click Settings, then click Company.

  3. Select a viewing level under Employee Access, Manager Access or both.


Understand the viewing levels

Each level shows users these events:

Viewing level

Who users can see

View all Team Events

Everyone who reports to the same manager as them. This is the default level.

View all Department Events

Everyone in their department, as well as their team.

View all Location Events

Everyone in their location, as well as their team.

View all Employee Events

Every employee in the organisation.

📌 Note: View all Team Events is the minimum level. Department and location events add to the team events that users already see.


Know what you can't restrict

Some planner visibility doesn't change with these settings:

  • You can't limit employees to seeing only their own events. Team events is the lowest level, so users always see colleagues who report to the same manager.

  • Managers who report to the same manager see each other in the planner, as well as their own teams.

  • Users who can see a sickness absence can't see the reason for it. They only see that the absence exists on that day.

For more about the mobile app, see Company planner on mobile.

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