Knowledge Base

Human Resources

System Security

Privilege Group Overview

This page is under construction. Please Contact your onboarding specialist to assist with Security Group Configurations.

A Security Group is comprised of Privileges that enable users to view and access specific features within the software. Below is a comprehensive list of the available privileges.

Advanced Scheduling

Name	Also Required	Purpose
Convert Shift to Open Shift	Cancel Schedules	Anyone with this privilege can convert an assigned shift to an open shift
Manage Employee Preferences		Anyone (i.e. Manager) with this privilege has access to the Availability & Preferences Left Nav menu under Employees. Will be able to manage all employees in that person's scope
Manage Open Shifts		Manager has access to: Create schedules based on specific needs. Manage schedule based on specific needs. Special needs schedules are based on pre-configured criteria (e.g. Need X number of Carpenters with X number of experience)
Manage Reports	Manage Schedule Shifts [top]	Enables Reports in the Left Nav and access to manage the Schedules and Open Shifts Reports
Manage Schedule Alerts	Previous: Schedules Manage Schedule Shifts	Manager has access to: Schedule Alerts Manager Schedule Alerts
Manage Schedule Plans	Convert Shift to Open Shift Manage Open Shifts Manage Reports Manage Schedule Alerts Manage Schedule Shifts [top] Manage Timesheets Time and Attendance Timesheet Read Only Time and Attendance	Enables the following widgets on the Dashboard: Exceeded Employees Hours, Scheduled Hours, Schedule Criteria Counter, Total Scheduled Hours Enables Schedule Plans in the Left Nav with access to manage the Shift Planner, Scheduler, Shift Templates, Shift Patterns, Weekly Patterns, and Team Staffing
Manage Schedule Shifts [top]	Manage Reports Manage Schedule Alerts	Manage has access to: Add schedules for individual employees Manage individual employees schedules
Manage Schedule Shifts [bottom]		Same as the one above "Manage Schedule Shifts" but with reduced functionality
My Coworkers	My Schedules [top]	Enables Co-Workers in My Schedules
My Schedules [top]		Enables My Portal and access to view Schedules in My Portal
My Schedules [bottom]
My Shift Preferences	My Schedules [top]	Enables Shift Preferences in My Portal and access to manage Shift Preferences
My Team Staff	My Schedules [top]	Enables Team Staffing in My Schedules
Shift Cancellations		Anyone with this privilege can cancel a schedule shift and Schedule Plans (with access to) and the associated workflow will spawn/start

Devices

Name	Also Required	Purpose
Manage Credentials	Employee Management, Employee Profile	(Coming Soon)
Manage Kiosk	Manage Time Clocks View Employee Profiles Human Resources	Enables Kiosks in the Global Settings How to Configure the Kiosk Settings How to Set Kiosk Permissions
Manage Time Clocks	Manage Exports Platform View Employee Profiles Human Resources	Enables Time Clocks in the Global Settings Time Clock Settings Overview How to Set the Time Clock Clocking Permissions
My Credentials	My Profile	(Coming Soon)

Human Resources

Name	Also Required	Purpose
Assign Assets	Manage Assets	Assign from ellipsis to employees under Assets > Asset List
Assign Employee Benefits	Manage Employee Benefits	Enables the Benefit tab within the employee profile and allows user to enroll employees to benefit plans
Edit Payment	[]	[]
Employee Group Assignments		Enables the user to assign/reassign employee groups to the employee
Import employees	View Employee Profiles	Enables Import in the Left Nav and access to import Employees How to Use the Import Tool
Manage Assets		Enables Assets in the Easy HR Left Nav with access to manage the Asset List and Asset Categories
Manage Compliances		Enables the Compliance option under the Human Resource unified settings. It requires the Employee Profile Designer privilege. CRUD access
Manage Document Center	Manage Employees	Enables Document Center in the Easy HR Left Nav with the options Document Explorer and Employees Documents
Manage Employee Benefits		Enables Benefits Management in the Easy HR Left Nav with access to manage Benefit Plans, Benefit Groups, Benefit Types, and Benefit Carriers
Manage Employees	View Employee Profiles	Enables the Employee Groups and Reporting Structure options under Employees in the Left Nav
Manage Profile Designer	Manage Employees	Enables the following settings with unified settings: Profile Designer, Termination Reason, Visa Type, Job Title, Pay Schedule, Degree Title, and Compensation Reason.
Review Training Attendance		Enables the Trainings tab within the employee profile and allows the access to manage attendance
Manage Employee Documents		Enables the Document nav option within the employee profile view - full access
Manage HR Reports		Enables Reports in the Left nav and access to manage Employee Reports
Manage Document Request	TO be hidden and group with Manage Document Center	Enables the access to the options Employee Documents, Document Status and Request Status under the Employees Documents
Set Manager Assignments		Enables the Manager Assignments option on the left nav under Employees. Access View and Manage: Employees Manager assignments
My Assets		(Coming Soon)
My Availability		Enables My Portal in the Left Nav and access to manage Availability
My Benefits	My Profile	(Coming Soon)
My Trainings	My Profile	(Coming Soon)
My Documents	My Profile	Enables access to view the Documents Tab in My Profile
My Payment	[]	[]
My Profile		Enables the Dashboard without access to view widgets Enables My Portal and Profile Allows employee to view and edit* their employee information
Manage Employee Profiles	View Employee Profiles	(Coming Soon)
Manage Employee Training		Enables Training in the Easy HR Left Nav with access to manage the Overview, Training Categories, and Training Programs options
Manage Employee Availability		Enables Employees in the Left Nav and access to manage Availability
Review Training Attendance	[]	[]
Set Manager Assignments	[]	[]
View Employee Profiles		Enables Employees in the Left Nav and access to view the Employee List
View Payment	[]	[]

Job Tracking

Name

Also Required

Purpose

Manage Jobs & Settings

Manage Exports
Platform

View Employee Profiles
Human Resources

Enables the Initial Setup and the proceeding options (Job, Project, Client, Task) in the Job Costing Global Settings

Job Costing Initial Setup
How to Add a Job
How to Add a Project
How to Add a Client (Coming Soon)
How to Add a Task (Coming Soon)

View Job List

Platform

Name	Also Required	Purpose
Configuration Level 1	View Employee Profiles Human Resources	Enables Organization Groups in the Easy HR Left Nav and access to manage the Organization Groups
Configuration Level 2	Manage Exports View Employee Profiles Human Resources	Enables the following options in the Global Settings: General Settings, Geofences, Emails Template Designer, Recommendation Engine How to Update the Company Logo How to Update Time & Language How to Update Name Format How to Add a Geofence Email Template Designer (Coming Soon) Recommendation Engine Overview
Configuration Level 3	Manage Exports View Employee Profiles Human Resources	Enables Management Levels, Workflows, and Recommendation Engine in the Global Settings Management Level Overview Workflows Overview Recommendation Engine Overview
Exceptions Feature		Enables Exceptions in the back-end
Manage Advanced Settings	Manage Exports View Employee Profiles Human Resources	Enables Advanced Settings in the Global Settings and the options
Manage Exports	View Employee Profiles Human Resources	Enables the Global Settings Options Enables the Export Options in the Left Nav Enables the Export Global Settings options including Export Delivery, Export Recurrence, and Export History Exports Overview How to Add an Export Delivery How to Add an Export Recurrence Export History (Coming Soon)
Quickbooks Configuration	Configuration Level 3 Manage Exports View Employee Profiles Human Resources	Enables Integrations in the Global Settings

Security

Name	Also Required	Purpose
Manage Security Settings		Enables the System Security section in the Easy HR Left Nav with the options Security Groups and Password Policies. Also access to manage Security Groups and Password Policies
Manage Users		Enables System Security in the Easy HR Left Nav with access t o manage Employee Portal Users and System Users
Receive Tech Support Consent	View Employee Profiles Human Resources AND Manage Security Settings OR Manage Users	Enables Technical Support in the System Security Options

Time Off

Name	Also Required	Purpose
Holidays	Manage Policy Plans	Enables the Holidays options in the Time Off Global Settings How to Add Holidays
Manage Configuration	Manage Policy Plans	Enables the following settings under the Time Off Global Settings: Time Off Types, Blackout Set, FMLA Reasons, Time Off Tags How to Add Time Off Types How to Add a Blackout Set How to Add FMLA Reasons How to Add Time Off Tags
Manage Employee Balances	View Employee Profiles Human Resources	Enables Time Taken & Balances in the Easy Time Off Left Nav Time Taken & Balances Overview
Manage Policy Plans	Manage Configuration	Enables Policy Plans in the Easy Time Off Left Nav and access to manage Policy Plans Policy Plan Overview
Manage Reports	View Employee Profiles Human Resources OR Manage Policy Plans	Enables Reports in the Left Nav and access to manage the Time Off Reports Reports Overview
Manage Requests	View Employee Profiles Human Resources	Enables the Time Off Requests Widget on the Dashboard Enables Review Requests in the Easy Time Off Left Nav How to Review Time Off Requests
Manage TO Adjustments	Manage Employee Balances View Employee Profiles Human Resources	Enables the Adjust Balance option in
Manage TO Imports	View Employee Profiles Human Resources OR Manage Policy Plans	Enables Import in the Left Nav and access to import Time Off Balances
My Requests	My Profile Human Resources OR My Schedules [top] Advanced Scheduling	Enables Time Off Requests in My Portal How to Request Time Off (Web)

Time and Attendance

Name	Also Required	Purpose
Exceptions Feature (Time & Attendance)	Exceptions Feature Platform View Employee Profiles Human Resources	Enables the Exceptions feature in the EasyClocking Left Nav and the Exceptions Widget Exceptions Overview
Manage Configuration Rules	Manage Exports Platform View Employee Profiles Human Resources	Enables the following settings under the Time and Attendance Global Settings: Reporting Hours, Rounding, Scheduling, Punch Restriction, Overtime, Breaks, Shift Differential Reporting Hours Overview How to Add a Rounding Rule (Scheduling) How to Add a Grace Period How to Add a Punch Restriction How to Add an Overtime Rule How to Add a Break Shift Differential (Article Coming Soon)
Manage Pay Entities		(Coming Soon)
Manage Pay Periods	Manage Exports Platform View Employee Profiles Human Resources	Enables the Pay Period Configuration and Alerts options in the Time and Attendance Global Settings Pay Period Configuration Overview Alerts
Manage Payable Types	Manage Exports Platform View Employee Profiles Human Resources	Enables the Payable Types options in the Global Settings How to Add Payable Types
Manage Reports	View Employee Profiles Human Resources	Enables Reports in the Left Nav and access to manage the Time & Attendance Reports Reports Overview
Manage Time Codes	View Employee Profiles Human Resources	Enables the Global Settings Options Enables the Time Codes options in the Time and Attendance Global Settings How to Add a Time Code
Manage Timesheets	Manage Pay Periods Manage Time Codes Timesheet Read Only	Manage Timesheets up to the approval deadline
My Timesheets	View Job List My Profile	Enables My Portal and Timesheets * Allows employee to view their own Timesheet
Timesheet Administrator	Manage Pay Periods Manage Time Codes Timesheet Administrator Timesheet Read Only	Access to close pay period and manage all employee Timesheets. Can make changes after the approval deadline.
Timesheet - Read Only	Manage Pay Period Manage Timecodes View Employee Profiles Human Resources	Enables Timesheets in the Left Nav to view employee Timesheets without access to make changes
Who Is In		Enables the Employee Status Widget on the Dashboard Enables Who’s In in the Left Nav Who's In Overview