How do I add or update HR Users and Payroll Users on a cohort in Tilt?
Assign HR and Payroll access at the cohort level — who sees leave data, who sees pay data, or both.
Quick answer
You can add or update HR and Payroll users on a cohort directly through the UI. Open the cohort from Org Settings → Cohorts, use the HR Users and Payroll Users search fields to add or remove users, and click Save. HR Users can view and edit all leaves and employees within the cohort. Payroll Users can view and edit all payroll data within the cohort.
Who this applies to / Prerequisites
- You are an HR Admin at a Tilt customer.
- The cohort already exists in Tilt.
- The users you want to assign already exist in Tilt (and do not have HR Admin or Payroll Admin access — those roles already see everything).
Steps
- Log into Tilt as an HR Admin.
- Click Org Settings in the left-hand navigation.
- Click Cohorts.
- Select the cohort you want to update.
- To assign HR Users: use the HR Owners search field to find and select the HR users you want to add.
- To assign Payroll Users: use the Payroll Owners search field to find and select the Payroll users you want to add.
- To remove someone: unselect them from the field.
- Click Save.
What if it doesn't work
- If a user you added still can't see cohort data after saving, ask them to log out and back in.
- If changes don't save, refresh the page and try again.
Limits and exceptions
- Only HR Admins can add or update HR Users and Payroll Users on a cohort.
- HR Admins and Payroll Admins should not be scoped to specific cohorts since they already have full company-wide access. If any of those being added to the cohort currently have Admin access, you will need to deactivate their HR/Payroll Admin access prior to adding them as an HR/Payroll User.
- A user can be assigned to multiple cohorts at once.
- Removing a user from a cohort takes effect immediately — they lose access to that cohort's data on their next login or dashboard load.
- HR User and Payroll User assignments are separate: an HR User sees the cohort's HR data, and a Payroll User sees the cohort's payroll data. Assign a user to both if they need both types of access.
Related questions
- What's the difference between HR Admin, HR User, HR User: View Only, Payroll Admin, and Payroll User in Tilt?
- How do I create a cohort in Tilt?