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Roles & Permissions

What employees, managers and HR admins can do in Holiday Ocean 360, how roles are assigned, and a side-by-side comparison of their permissions.

Three Core Roles

Holiday Ocean 360 uses three roles, each with clearly defined permissions. Roles control what users can see and do across the platform.


Employee

The default role assigned to every team member.

PermissionAccess
View own leave balances and historyYes
Submit leave requestsYes
Track request status and view decision explanationsYes
Cancel pending or upcoming requestsYes
View other employees’ balancesNo
Approve or reject requestsNo
Modify policies or settingsNo

Manager

Assigned to department heads and team leads. Managers see only their own department and sub-departments.

Everything an Employee can do, plus:

PermissionAccess
View team’s pending requests in the Approvals pageYes
See team capacity and conflict informationYes
Approve, reject, or escalate leave requestsYes
Propose alternative dates to employeesYes
Approve requests via emailProfessional plan+
Note

Managers can only see requests from employees in their department and sub-departments. They cannot view requests from other teams.


HR Admin

Full administrative access to the entire organization.

Everything a Manager can do, plus:

PermissionAccess
Configure leave types and policiesYes
Manage policy assignmentsYes
Build and modify the department hierarchyYes
Adjust employee balances with documented reasonsYes
View the full audit logYes
Export data to CSV / Excel (plan dependent)Yes
Manage users and invitationsYes
Configure approval modes and holiday calendarsYes
Tip

Every balance adjustment made by an HR Admin requires a reason. This is recorded in the audit log for compliance and transparency.


Role Assignment

Assign roles when inviting users or update them later from Organization → Users:

  1. Open the user’s profile
  2. Click the Role dropdown
  3. Select the role to assign
  4. Click Save Changes

A user holds exactly one role at a time. Department managers receive approver permissions automatically when assigned as the head of an Org Structure unit, even if their role is Employee.


Role Comparison

CapabilityEmployeeManagerHR Admin
Submit leave requestsYesYesYes
View own balancesYesYesYes
Approve/reject requests—YesYes
View team capacity—YesYes
Configure policies——Yes
Access audit log——Yes
Manage users——Yes
Export data——Yes