To set up user rights to view and manage employee records, follow these steps.
- Go to Settings > User Roles & Rights > [Role Name] > Scheduling.
- Select any of the check boxes under Employee Access.
User Role/Right |
Definition |
|
Manage Employees |
Allows the user to view the employee list, view timesheets, and edit timesheets. In order to get this right, the user must also have any right enabled under Home > Home Access. |
|
View Employee Information |
Allows the user to view basic information on the employee account screen. |
|
View I-9 Information |
Allows the user to view the employee’s I-9 information on the employee account screen. |
|
View Attachments |
Allows the user to view attachments on the employee account screen. |
|
View Rating |
Allows the user to view the employee’s rating on the employee account screen. |
|
View Time Off |
Allows the user to view the employee’s remaining vacation and sick time on the employee account screen. |
|
View Timeline Section |
Allows the user to view the employee’s timeline information on the employee account screen. |
|
View Resource Notes |
Allows the user to view any employee notes on the employee account screen. |
|
View Customer |
Allows the user to see the client a Ticket is associated with in the employee’s timeline. |
|
View Custom Fields |
Allows the user to view the custom fields for employees on the employee account screen. |
|
View User Settings |
Allows the user to view a snapshot of the employee’s user settings on the employee account screen. |
|
View License Info |
Allows the user to view the employee’s license information on the employee account screen. |
|
View Alerts |
Allows the user to view what alerts an employee is scheduled to receive on the employee account screen. |
|
Resolve Time Off Request |
Allows the user to approve time-off requests, including vacation and sick time. |
|
Can Log Others Time Off |
Allows the user to log another employee’s time off on that employee’s account screen. |
|
Can Approve Own Time Off Request |
Allows the user to approve their own requests for time off. |
|
Add/Edit Applicants |
Allows the user to add or edit applicants on the Applicants screen. |
|
View Applicants |
Allows the user to view applicants on the Applicants screen. |
|
Add Employee |
Allows the user to add a new employee. |
|
Edit Employee |
Allows the user to edit an existing employee. |
|
Edit Photo |
Allows the user to edit the photo for an employee. |
|
Add/Remove Tag |
Allows the user to add and remove resource tags. |
|
Add Time Off |
Allows the user to add a time-off request. |
|
Edit Time Off |
Allows the user to edit time off requests after being requested. |
|
Add/Edit Complaint |
Allows the user to add and edit a complaint. |
|
Add/Edit Compliment |
Allows the user to add and edit a compliment. |
|
Delete Complaint |
Allows the user to delete a complaint. |
|
Delete Compliment |
Allows the user to delete a compliment. |
|
Modify Note Expiration |
Allows the user to modify the expiration timeframe for a compliment or complaint. |
|
View Default Schedule |
Allows the user to view employee default schedules. |
|
Edit Default Schedule |
Allows the user to edit employee default schedules. |
|
View Upcoming Schedule |
Allows the user to employee’s upcoming schedule. |
|
Override Scheduled Days |
Allows the user to override employee schedules. |
|
View Scheduled Work |
Allows the user to an employee’s scheduled jobs. |
|
Reset Employee Password |
Allows the user to reset an employee’s password. |