System Security

Privilege Group Overview

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


Category (click to jump )

 Scope
Managers 

Managers

Managers

Managers

Managers
Employees - Privileges for employees to view their own information.

Managers

Managers

Managers

Managers

   

 

 

 

Advanced Scheduling

 

Name Also Required Description
Convert Shift to Open Shift - -
Manage Employee Preferences -
Manage Open Shifts
  • Manage Schedule Alerts 🅰️

Feature Access

Enables Schedule Plans in the Left Nav with access to manage the following options:

  • Shift Planner
  • Shift Templates
  • Shift Patterns
  • Team Staffing

Widget Access



This Privilege enables the following Manager Widgets: 

  • Scheduled Hours
  • Exceeded Employees Hours
  • Open Shift Criteria Counter
  • Planned vs Scheduled
  • Unfilled Team Staff
  • Scheduled vs Need Criteria Counter
  • Schedule Criteria Counter
  • Total Scheduled Hours
  • Schedule Monitor
Manage Reports
  • View Reports 🅰️

Subfeature Access


Enables access to the Schedules Reports    options.


Manage Schedule Alerts - -
Manage Schedule Plans
  • Manage Schedule Alerts

  • Manage Schedule Shifts
  • Scheduler Read Only
  • View Reports

Subfeature Access

Enables access to the Scheduler    options. 


Enables access to view and manage the following options: 

Global Settings Access


Enables the following settings in the Employee Scheduling    Global Settings:

Widget Access

This Privilege enables the following Manager Widgets: 

  • Scheduled Hours
  • Exceeded Employees Hours
  • Open Shift Criteria Counter
  • Planned vs Scheduled
  • Unfilled Team Staff
  • Scheduled vs Need Criteria Counter
  • Schedule Criteria Counter
  • Total Scheduled Hours
  • Schedule Monitor
Manage Schedule Shifts
  • Manage Reports
  • Manage Schedule Alerts
  • Scheduler Read Only 🅰️
-
Scheduler Read Only
  • Manage Schedule Alerts 🅰️
  • View Reports 🅰️

Feature Access

Enables Schedule Plans in the Left Nav with access to view only the Scheduler.


--------------------------------------------

  • The Manage Schedule Plans Privilege is also required to access Shift Templates, Shift Patterns, Weekly Patterns, and Team Staffing. 
Shift Cancellations - -
View Reports

Feature Access

Enables Reports in the Left Nav and access to run the available Schedules reports.

 

 

 

CRM

 

Name Also Required Description

Subscription Management

    -

    Feature Access

    Enables the Billing & Subscriptions option in the User Profile Menu

     

     

     

    Devices

     

    Name Also Required Description
    Manage Credentials
    • Employee Management
    • Employee Profile

    Subfeature Access

    Enables access to view and manage the Credentials Tab in Employee Profiles. 

    Manage Kiosk -

    Global Settings Access

    Enables Kiosks in the    Global Settings with access to view and manage the following options: 

    --------------------------------------

    Feature Access

    The View Timesheets Privilege is also required to view and manage the Kiosks feature in the Left Nav. 

    Manage Time Clocks -

    Global Settings Access

    Enables Time Clocks in the    Global Settings with access to view and manage the following options: 

    --------------------------------------

    Feature Access

    The View Timesheets Privilege is also required to view and manage the Time Clocks feature in the Left Nav. 

       

       

       

       

      Human Resources

       

      Name Also Required Description
      Assign Assets
      • Manage Assets
      • View Employee Profiles

      Subfeature Access

      Enables access to view and asign Assets through the Assets tab in the Employee List Profile.

      Assign Employee Benefits
      • Manage Employee Benefits
      • View Employee Profiles

      Subfeature Access

      Enables access to view and enroll Benefits through the Assets tab in the Employee List Profile.

      Employee Group Assignments
      • View Employee Profiles
      • Manage Employees

      Feature Access

      Enables Employees in the Easy HR Left Nav with access to manage the following options:

      • Employee Groups
      • Reporting Structure
      Manage Assets -

      Feature Access

      Enables Assets in the Easy HR Left Nav with access to manage the following options:

      • Asset List
      • Asset Categories

      Manage Compliances -

      Global Settings Access

      Enables Compliances in the Human Resources    Global Settings.

      Manage Document Center
      • Manage Employees
      • View Employee Profiles 🅰️

      Feature Access

      Enables Document Center in the Easy HR Left Nav with access to manage the following options:

      Manage Employee Availability -

      Feature Access

      Enables Employees in the Left Nav with access to manage Availability.

      Manage Employee Benefits
      -

      Feature Access

      Enables Benefits Management HR Left Nav with access to manage the following options:

      • Benefit Plans
      • Benefit Groups
      • Benefit Types
      • Benefit Carriers

      Manage Employee Documents
      • View Employee Proiles

      Feature Access

      Enables access to view assigned and pending documents through the Documents tab in the Employee List Profile.

      Manage Employee Import
      • View Employee Profiles

      Feature Access

      Enables Import in the Left Nav and access to import Employees.

      Manage Employee Profiles
      • Manage Employees
      • Manage Pay Info 🅰️
      • View Pay Info
      • View Employee Profiles

      Subfeature Access

      Enables access to edit fields in the Employment tab of the Employee List Profile.

      ----------------------------------------------

      Subfeature Access

      The Manage Configuration Rules Privilege is also required to manage the Employee List Profile Settings Tab. 

      Manage Employee Training  

      Feature Access

      Enables Training in the HR Left Nav with access to manage the following options:

      • Overview
      • Training Categories
      • Training Programs
      Manage Employees
      • View Employee Profiles 🅰️

      Feature Access

      Enables Employees in the Left Nav with access to manage the following options:

      • Employee List
      • Employee Groups
      • Reporting Structure

      Widget Access

      This Privilege enables the following Manager Widgets: 

      • Birthdays
      • Employee Headcount
      • Custom Field Expiration - Detailed
      • Custom Field Expiration - Summary
      Manage Pay Info
      • View Pay Info 🅰️
       
      Manage Profile Designer -

      Global Settings Access

      Enables the following Human Resources options in the Global Settings  

      Manage Reports
      • View Reports 🅰️

      Subfeature Access

      Enables access to the Employee Reports    options. 


      Review Training Attendance
      • View Employee Profiles

      Subfeature Access

      Enables the Trainings tab within the employee profile and allows the access to manage attendance

      Set Manager Assignments -

      Feature Access

      Enables Employees in the Left Nav with access to view and manage Manager Assignments.

      View Employee Profiles -

      Feature Access

      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. 

      View Pay Info -

      Subfeature Access

      Enables access to view Pay Rates in the following:

      • Timesheets
      • Reports
      • Exports 
      View Reports
      • View Employee Profiles

      Feature Access

      Enables Reports in the Left Nav and access to run the available Employee reports.

       

       

       

       

      Job Costing

       

      Name Also Required Description
      Manage Jobs & Settings
        -

        Global Settings Access

        Enables the following Job Costing options in the Global Settings  

        View Job List  

        -

         

         

         

        My Portal 

         

        Name Also Required Description
        My Coworkers
        • My Schedules 🅰️

        Subfeature Access

        Enables Co-Workers in My Schedules.

        My Schedules -

        Feature Access

        Enables the My Portal feature in the Left Nav and access to view Schedules in My Portal.

        Widget Access

        • Next Shifts
        • Open shift available
        • Total Hours
        • Tracking
        My Shift Preferences
        • My Schedules 🅰️

        Feature Access

        Enables Shift Preferences in My Portal and access to manage Shift Preferences.

        My Team Staff
        • My Schedules

        Subfeature Access

        Enables Team Staffing in My Schedules.

        My Credentials
        • My Profile

        Subfeature Access

        Enables access to view the Credentials tab in the My Portal Profile and access to set/edit the PIN number. 

        My Assets
        • My Profile 🅰️

        Subfeature Access

        Enables access to view the Assets tab in the My Portal Profile and access to view assigned assets. 

        My Availability -

        Feature Access

        Enables My Portal in the Left Nav and access to manage their Availability.

        My Benefits
        • My Profile 🅰️

        Subfeature Access

        Enables access to view the Benefits tab in the My Portal Profile and access to view assigned benefits. 

        My Documents
        • My Profile 🅰️

        Subfeature Access

        Enables access to view the Documents tab in the My Portal Profile and access to view assigned documents. 

        My Pay Info
        • My Timesheets

        Subfeature Access

        Enables access to view monetary amounts in the My Portal Timesheets. Example

        My Profile -

        Feature Access

        Enables My Portal in the Left Nav and Profile.

        *Allows employees to view their Personal and Employment information. 

        • Allows employees to edit the Personal information fields. 

        My Trainings
        • My Profile 🅰️

        Subfeature Access

        Enables access to view the Trainings tab in the My Portal Profile and access to view assigned trainings. 

        My Requests
          -

          Feature Access

          Enables My Portal in the Left Nav and access to manage Time Off Requests.

          Widget Access

          My Timesheets
          • My Profile 🅰️

          Feature Access

          Enables My Portal in the Left Nav and the following features: 

          ------------------------------------------

          • The My Pay Info Privilege is also required to view monetary amounts. Example

          ------------------------------------------

          Widget Access

           

           

           

          Platform

           

          Name Also Required Description
          Configuration Level 1
          -

          Feature Access

          Enables Groups in the Left Nav and access to manage Groups.

          ----------------------------------------

          Global Settings Access


          • The Configuration Level 3 Privilege is also required to access Groups in the   Global Settings. 
          Configuration Level 2 -

          Global Settings Access

          Enables the following options in the    Global Settings:

          ----------------------------------------

          • Custom Fields - The Configuration Level 1 Privilege is also required to access Custom Fields in the    Global Settings.
          Configuration Level 3 -

          Global Settings Access

          Enables the following options in the     Global Settings:

          Exceptions Feature
          • Exceptions Feature
          Enables Exceptions in the back-end
          Manage Advanced Settings -

          Global Settings Access

          Enables Advanced Settings in the    Global Settings and the EasyWorkforce options.


          ----------------------------------------

          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. 

          Manage Exports -

          Global Settings Access

          Enables the following Export options in the Global Settings  

          Enables the Export Options in the Left Nav with access to manage Exports

          Manage QuickBooks Online -

          Global Settings Access

          Enables the following Integrations options in the Global Settings  

          • Quickbooks Online

           

           

           

          Security

           

          Name Also Required Description
          Manage Security Settings
          -

          Feature Access

          Enables the System Security section in the Left Nav with access to manage the following options:

          Manage Users
          • Configuration Level 2
          • Manage Security Settings

          Feature Access

          Enables the following System Security options:

          Receive Tech Support Consent -

          Feature Access

          Enables the System Security section in the Left Nav

          with access to Technical Support.


           

           

           

          Time Off

           

          Name Also Required Description
          Holidays
          • Manage Policy Plans

          Global Settings Access

          Enables the Holidays option in the Time Off     Global Settings.

          Manage Configuration
          • Manage Policy Plans

          Global Settings Access

          Enables the following settings in the Time Off     Global Settings:

          Manage Employee Balances -

          Feature Access

          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 -

          Feature Access

          Enables Policy Plans in the Left Nav with access to view and manage Policy Plans.

          Manage Reports
            • View Reports 🅰️

            Subfeature Access

            Enables access to the Time Off Reports    options. 


            Manage Requests

            Feature Access

            Enables Review Requests in the Left Nav.

            Widget Access

            Manage TO Adjustments
            • Manage Employee Balances

            Subfeature Access

            Enables the Adjust Balance    option within Time Taken & Balances.


            Manage TO Imports

            OR

            • Manage Policy Plans

            Feature Access

            Enables Import in the Left Nav and access to import Time Off Balances.

            View Reports

            Feature Access

            Enables Reports in the Left Nav and access to run the available Time Off reports.

             

             

             

            Time and Attendance

             

            Name Also Required Description

            Exceptions Feature

            Feature Access

            Enables Exceptions in the Left Nav

            Widget Access

            Manage Configuration Rules -

            Global Settings Access

            Enables the following settings under the Time and Attendance    Global Settings:

            Manage Pay Entities -

            Global Settings Access

            Enables the Pay Entities setting under the Time and Attendance    Global Settings.

            Manage Pay Periods
            • Configuration Level 3 🅰️ 

            Global Settings Access

            Enables the following settings under the Time and Attendance    Global Settings:

            Manage Payable Types -

            Global Settings Access

            Enables the Payable Types setting under the Time and Attendance    Global Settings:

            Manage Reports
            • View Reports 🅰️

            Subfeature Access

            Enables access to the Time and Attendance and Job Costing Reports    options.


            --------------------------------------------

            • The View Pay Info Privilege is also required to view punches, Time Codes, and monetary amounts.
            Manage Time Codes -

            Global Settings Access

            Enables the Time Codes option in the Time and Attendance    Global Settings.

            Manage Timesheets
            • View Timesheets 🅰️

            Subfeature Access

            Enables access to the Employee Timesheet    options: 


            Timesheet Administrator
            • View Timesheets 🅰️
            • Manage Timesheets 🅰️

            Subfeature Access

            Enables access to close the pay period, manage all employee Timesheets, and make changes after the approval deadline.

            View Reports

            Feature Access

            Enables Reports in the Left Nav and access to run the available Time & Attendance and Job Costing reports.



            The view is restricted to Total Hours Paid, without access to view punches, Time Codes, or payment info. Example

            --------------------------------------------

            • The View Pay Info Privilege is also required to view punches, Time Codes, and monetary amounts.
            View Timesheets  -

            Feature Access

            Enables Timesheets in the Left Nav with access to view Employee Timesheets without payment info. Example

            --------------------------------------------

            • The View Pay Info Privilege is also required to view monetary amounts. Example
            Who Is In -

            Feature Access

            Enables Who’s In in the Left Nav

            Widget Access