HR Professional vs Restricted HR Professional

Both the HR Professional and Restricted HR Professional security roles provide access to employee information and HR administration functionality. However, the Restricted HR Professional role is designed for users who need access to HR data without access to system configuration, security settings, advanced reporting, and other administrative functions.

HR Professional role

HR Professionals typically have broader access to employee records and administrative functionality across the system. They can be granted access to system-wide configuration, reporting, security, and organisational management features.

Restricted HR Professional role

Restricted HR Professionals are intended for users who need access to employee information but should not have access to higher-level system administration features.

This role is commonly used for:

Regional HR teams
Departmental HR users
External HR providers
HR users who should not manage system configuration

Access to employees can still be controlled using Employee Groups and security role configuration.

Key Functional Differences

The additional features in each of the following categories are only available to HR Professionals:

People

Add New Person
Career Plan Report

Organisation

Add New Company
Add New Org Unit
Job Candidates
Position Candidates

They also have broader access to company, organisational structure, job, and position administration.

Absences

HR Professionals have access to the Open Ended Sickness Error Log.

Documents & Emails

Email Log
Archived Email Log
Email Details
Archived Email Details

Analytics

Dynamics Report
Absence Monitoring Report
Talent Matrix
EEO-1 Report

They also have broader access to workforce analytics and reporting tools.

Processes & Notifications

Processes
Process Flow configuration
Notifications
Notification administration and logs

This includes creating, maintaining, and activating process flows and notifications.

Lookups & Picklists

HR Professionals can manage system picklists, including Adding New Custom Picklist

System Setup access

The largest difference between the two roles is access to System Setup functionality.

Restricted HR Professionals cannot be granted access to the following areas:

Security & User Administration

Manage Users
Manage Security Roles
Security Settings
Security Configuration
Security Role Permissions
Security Role Settings
User Security Policy
Password Policies
Two-Step Verification
Login History

Company & System Configuration

Company Profile
Company Information
Region & Language Settings
Calendar Configuration
Contacts List Configuration

Forms & Objects

Form Builder
Add New Form
Form Details
Object Management
Object Details

Employee Groups

Manage Employee Groups
Employee Group Details

Integrations

Integrations
User Integration Mappings
Single Sign-On Configuration
Authorised Applications
Docebo
Litmos
PBS
Pay As You Go

Scheduled Exports

Scheduled Exports
Add New Scheduled Export
Scheduled Export Details

Data Retention

Data Retention Policies
Retention Policies
Retention Exclusions
Retention Policy Details
Data Retention Exclusion Reasons

System access at a glance

Area	HR Professional	Restricted HR Professional
Employee Administration	✅	✅
Add New Person	✅	❌
Organisation Configuration	✅	❌
Advanced Analytics	✅	❌
Email Logs	✅	❌
Process Flows & Notifications	✅	❌
Form Builder	✅	❌
Security Roles & Permissions	✅	❌
Integrations	✅	❌
Scheduled Exports	✅	❌
System Configuration	✅	❌