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About the HR role

As an HR user, you can manage your company's Yokoy users.

Yokoy Team avatar
Written by Yokoy Team
Updated this week

Who is an HR user in Yokoy?

Only users that have been given the HR role have access to this menu. Finance, HR and Admin roles can be given by admin users under Finance/HR roles in the Admin menu.

With the HR role, you can add, manage, and, if necessary, deactivate employees in Yokoy.

Depending on your company's configuration, there will be slightly differing information required when setting up employee's accounts, such as policies and approval flows. If your company follows a line manager approval flow, you'll need to determine each employee's manager in Yokoy. In the case of a cost object approval flow, you can determine the default cost object for users, but this isn't required, as it will configure automatically after the first expense report submission.

How does the HR menu work?

The HR menu has one section, User Management. In this section, you're able to administrate over your company's Yokoy users.

You can learn more about the functionalities of the HR menu in the User Management chapter of the HR & Admin Guide.

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