A comprehensive list of the Security Group Privileges and a description of each Privilege.
A Security Group is comprised of Privileges. Privileges enable users to view and access specific features within the software. Below is a comprehensive list of the available privileges. Privileges are applied to both the web app (easyworkforce.com) and the mobile app.
Some "Also Required" Privileges are automatically selected and enabled upon assignment. These Privileges are marked as 🅰️ (Automatic).
Privilege Categories
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Category (click to jump |
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| Managers | |
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Managers |
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Managers |
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Managers |
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| Managers | |
| Employees - Privileges for employees to view their own information. | |
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Managers |
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Managers |
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Managers |
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| Managers |
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Advanced Scheduling
| Name | Also Required | Description |
| Convert Shift to Open Shift | - | - |
| Manage Employee Preferences |
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| Manage Open Shifts |
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Enables Schedule Plans in the Left Nav with access to manage the following options:
This Privilege enables the following Manager Widgets:
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| Manage Reports |
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Enables access to the Schedules Reports
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| Manage Schedule Alerts | - | - |
| Manage Schedule Plans |
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Enables access to the Scheduler
Enables access to view and manage the following options:
This Privilege enables the following Manager Widgets:
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| Manage Schedule Shifts |
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| Scheduler Read Only |
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Enables Schedule Plans in the Left Nav with access to view only the Scheduler.
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| Shift Cancellations | - | - |
| View Reports |
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Enables Reports in the Left Nav and access to run the available Schedules reports.
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options.
options. 
Global Settings:
CRM
| Name | Also Required | Description |
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Subscription Management |
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Enables the Billing & Subscriptions option in the User Profile Menu
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Devices
| Name | Also Required | Description |
| Manage Credentials |
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Enables access to view and manage the Credentials Tab in Employee Profiles.
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| Manage Kiosk | - |
Enables Kiosks in the
-------------------------------------- The View Timesheets Privilege is also required to view and manage the Kiosks feature in the Left Nav.
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| Manage Time Clocks | - |
Enables Time Clocks in the
-------------------------------------- The View Timesheets Privilege is also required to view and manage the Time Clocks feature in the Left Nav.
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Human Resources
| Name | Also Required | Description |
| Assign Assets |
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Enables access to view and asign Assets through the Assets tab in the Employee List Profile.
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| Assign Employee Benefits |
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Enables access to view and enroll Benefits through the Assets tab in the Employee List Profile.
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| Employee Group Assignments |
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Enables Employees in the Easy HR Left Nav with access to manage the following options:
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| Manage Assets | - |
Enables Assets in the Easy HR Left Nav with access to manage the following options:
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| Manage Compliances | - |
Enables Compliances in the Human Resources |
| Manage Document Center |
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Enables Document Center in the Easy HR Left Nav with access to manage the following options:
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| Manage Employee Availability | - |
Enables Employees in the Left Nav with access to manage Availability.
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| Manage Employee Benefits | - |
Enables Benefits Management HR Left Nav with access to manage the following options:
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| Manage Employee Documents |
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Enables access to view assigned and pending documents through the Documents tab in the Employee List Profile.
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| Manage Employee Import |
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Enables Import in the Left Nav and access to import Employees.
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| Manage Employee Profiles |
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Enables access to edit fields in the Employment tab of the Employee List Profile.
---------------------------------------------- The Manage Configuration Rules Privilege is also required to manage the Employee List Profile Settings Tab.
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| Manage Employee Training |
Enables Training in the HR Left Nav with access to manage the following options:
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| Manage Employees |
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Enables Employees in the Left Nav with access to manage the following options:
This Privilege enables the following Manager Widgets:
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| Manage Pay Info |
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| Manage Profile Designer | - |
Enables the following Human Resources options in the Global Settings
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| Manage Reports |
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Enables access to the Employee Reports
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| Review Training Attendance |
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Enables the Trainings tab within the employee profile and allows the access to manage attendance |
| Set Manager Assignments | - |
Enables Employees in the Left Nav with access to view and manage Manager Assignments.
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| View Employee Profiles | - |
Enables Employees in the Left Nav with access to the Employee List option and access to view the Personal and Employment tabs in the Employee Profile.
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| View Pay Info | - |
Enables access to view Pay Rates in the following:
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| View Reports |
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Enables Reports in the Left Nav and access to run the available Employee reports.
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Job Costing
| Name | Also Required | Description |
| Manage Jobs & Settings |
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Enables the following Job Costing options in the Global Settings
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| View Job List |
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My Portal
| Name | Also Required | Description |
| My Coworkers |
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Enables Co-Workers in My Schedules.
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| My Schedules | - |
Enables the My Portal feature in the Left Nav and access to view Schedules in My Portal.
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| My Shift Preferences |
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Enables Shift Preferences in My Portal and access to manage Shift Preferences.
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| My Team Staff |
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Enables Team Staffing in My Schedules.
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| My Credentials |
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Enables access to view the Credentials tab in the My Portal Profile and access to set/edit the PIN number.
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| My Assets |
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Enables access to view the Assets tab in the My Portal Profile and access to view assigned assets.
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| My Availability | - |
Enables My Portal in the Left Nav and access to manage their Availability.
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| My Benefits |
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Enables access to view the Benefits tab in the My Portal Profile and access to view assigned benefits.
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| My Documents |
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Enables access to view the Documents tab in the My Portal Profile and access to view assigned documents.
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| My Pay Info |
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Enables access to view monetary amounts in the My Portal Timesheets. Example |
| My Profile | - |
Enables My Portal in the Left Nav and Profile.
*Allows employees to view their Personal and Employment information.
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| My Trainings |
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Enables access to view the Trainings tab in the My Portal Profile and access to view assigned trainings.
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| My Requests |
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Enables My Portal in the Left Nav and access to manage Time Off Requests.
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| My Timesheets |
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Enables My Portal in the Left Nav and the following features:
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Platform
| Name | Also Required | Description |
| Configuration Level 1 | - |
Enables Groups in the Left Nav and access to manage Groups.
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| Configuration Level 2 | - |
Enables the following options in the
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| Configuration Level 3 | - |
Enables the following options in the
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| Exceptions Feature |
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Enables Exceptions in the back-end |
| Manage Advanced Settings | - |
Enables Advanced Settings in the  ---------------------------------------- The View Timesheets Privilege is also required to view the EasyClocking options.
---------------------------------------- The Manage Policy Plans Privilege is also required to view the EasyTimeOff options.
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| Manage Exports | - |
Enables the following Export options in the Global Settings
Enables the Export Options in the Left Nav with access to manage Exports
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| Manage QuickBooks Online | - |
Enables the following Integrations options in the Global Settings
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Security
| Name | Also Required | Description |
| Manage Security Settings | - |
Enables the System Security section in the Left Nav with access to manage the following options:
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| Manage Users |
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Enables the following System Security options:
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| Receive Tech Support Consent | - |
Enables the System Security section in the Left Nav with access to Technical Support.
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Time Off
| Name | Also Required | Description |
| Holidays |
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Enables the Holidays option in the Time Off |
| Manage Configuration |
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Enables the following settings in the Time Off
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| Manage Employee Balances | - |
Enables Time Taken & Balances in the Left Nav without access to adjust balances.
-------------------------------------------- The Manage TO Adjustments privilege is also required to adjust time off balances. |
| Manage Policy Plans | - |
Enables Policy Plans in the Left Nav with access to view and manage Policy Plans.
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| Manage Reports |
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Enables access to the Time Off Reports
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| Manage Requests |
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Enables Review Requests in the Left Nav.
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| Manage TO Adjustments |
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Enables the Adjust Balance
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| Manage TO Imports |
OR
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Enables Import in the Left Nav and access to import Time Off Balances.
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| View Reports |
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Enables Reports in the Left Nav and access to run the available Time Off reports.
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option within Time Taken & Balances.
Time and Attendance
| Name | Also Required | Description |
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Exceptions Feature |
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Enables Exceptions in the Left Nav
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| Manage Configuration Rules | - |
Enables the following settings under the Time and Attendance
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| Manage Pay Entities | - |
Enables the Pay Entities setting under the Time and Attendance |
| Manage Pay Periods |
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Enables the following settings under the Time and Attendance
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| Manage Payable Types | - |
Enables the Payable Types setting under the Time and Attendance |
| Manage Reports |
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Enables access to the Time and Attendance and Job Costing Reports
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| Manage Time Codes | - |
Enables the Time Codes option in the Time and Attendance |
| Manage Timesheets |
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Enables access to the Employee Timesheet
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| Timesheet Administrator |
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Enables access to close the pay period, manage all employee Timesheets, and make changes after the approval deadline.
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| View Reports |
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Enables Reports in the Left Nav and access to run the available Time & Attendance and Job Costing reports.
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| View Timesheets | - |
Enables Timesheets in the Left Nav with access to view Employee Timesheets without payment info. Example
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| Who Is In | - |
Enables Who’s In in the Left Nav
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