Privilege Group Overview

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.

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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
  • Timesheet Read Only

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

Enables Kiosks in the Global Settings

Manage Time Clocks

Enables Time Clocks in the Global Settings

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

    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

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

    View Job List  

     

     

     

     

    Platform 

     

    Name Also Required Purpose
    Configuration Level 1

    Enables Organization Groups in the Easy HR Left Nav and access to manage the Organization Groups



    Configuration Level 2

    Enables the following options in the Global Settings: General Settings, Geofences, Emails Template Designer, Recommendation Engine

    Configuration Level 3

    Enables Management Levels, Workflows, and Recommendation Engine in the Global Settings

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

    Enables Advanced Settings in the Global Settings and the  options

    Manage Exports

    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

    Quickbooks Configuration
    • Configuration Level 3
    • Manage Exports
    • View Employee Profiles

    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 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

    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

    Manage Employee Balances

    Enables Time Taken & Balances in the Easy Time Off Left Nav

    Manage Policy Plans
    • Manage Configuration

    Enables Policy Plans in the Easy Time Off Left Nav and access to manage Policy Plans

    Manage Reports

    OR

    • Manage Policy Plans

    Enables Reports in the Left Nav and access to manage the Time Off Reports

    Manage Requests

    Enables the Time Off Requests Widget on the Dashboard

    Enables Review Requests in the Easy Time Off Left Nav

    Manage TO Adjustments
    • Manage Employee Balances

    Enables the Adjust Balance option in

    Manage TO Imports

    OR

    • Manage Policy Plans

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

    My Requests

                 OR

    Enables Time Off Requests in My Portal

     

     

     

    Time and Attendance

     

    Name Also Required Purpose

    Exceptions Feature

    (Time & Attendance) 

    Enables the Exceptions feature in the EasyClocking Left Nav and the Exceptions Widget

    Manage Configuration Rules

    Enables the following settings under the Time and Attendance Global Settings: Reporting Hours, Rounding, Scheduling, Punch Restriction, Overtime, Breaks, Shift Differential

    Manage Pay Entities   (Coming Soon)
    Manage Pay Periods

    Enables the Pay Period Configuration and Alerts options in the Time and Attendance Global Settings

    Manage Payable Types

    Enables the Payable Types options in the Global Settings

    Manage Reports

    Enables Reports in the Left Nav and access to manage the Time & Attendance Reports

    Manage Time Codes

    Enables the Global Settings Options 

    Enables the Time Codes options in the Time and Attendance Global Settings

    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

    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

     

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