Mastering the New Time-Off Permission in NetSuite 2026.1

Introduction

In the latest release of NetSuite (2026.1), Oracle has introduced a new Time-Off permission aimed at enhancing how employee access to Time-Off Request records is managed. This feature is particularly relevant for organizations looking to streamline their employee management processes within NetSuite's SuitePeople module.

Overview of Time-Off Permissions

The Time-Off permission categorization includes three distinct access levels, each tailored for specific user needs:

• None: This level effectively locks users out of any interaction with Time-Off Request records or the Time-Off portlet, preventing them from creating, viewing, canceling, or accessing any Time-Off related functionalities. Note that this restriction can only be applied to Employee Center roles.
• View: Users granted this permission will have the ability to view Time-Off Request records and access the Time-Off portlet. However, they will lack the ability to modify or cancel requests, making it suitable for managers or HR personnel who need oversight without direct control.
• Edit: With this access level, users can not only view but also create, modify, and cancel Time-Off requests. This permission is essential for HR administrators or any role requiring full management of employee time-off activities.

Setting Up Time-Off Permissions

When creating or modifying custom roles within NetSuite, it's crucial to set the Time-Off permission correctly to align with your organization's workflows and policy guidelines:

1. Access the Role Management: Navigate to the role management section in your NetSuite interface.
2. Select the Role: Choose the specific custom role you wish to adjust.
3. Adjust Permissions: Locate the Time-Off permission setting and set it to either None, View, or Edit based on the user's responsibilities.
4. Save Changes: After adjustments, ensure you save the role settings to apply the new permissions.

Best Practices and Considerations

• Review Role Requirements: Regularly assess your organization's requirements and update roles accordingly. This ensures that permissions align with evolving business needs.
• Train Users: Proper training for employees on their access capabilities will minimize confusion and ensure compliance with time-off policies.
• Check for Role Conflicts: When designing custom roles, be mindful of other permissions that might conflict with Time-Off permissions, potentially leading to user access issues.
• Monitor Usage: Utilize NetSuite's reporting features to track how often Time-Off requests are made and authorized. This visibility can help improve time-off policy effectiveness.

Key Takeaways

• The Time-Off permission feature enhances control over employee access to time-off requests in NetSuite 2026.1.
• There are three access levels: None, View, and Edit, each designed for different user needs.
• Properly configuring these permissions is vital for maintaining efficient workflows and compliance.
• Regularly review and adjust roles as organizational requirements evolve.
• Educate users on their permissions to avoid confusion and improve time-off management.