User Rights for Employee Access

To set up user rights to view and manage employee records, follow these steps.

  1. Go to Settings > User Roles & Rights > [Role Name] > Scheduling.
  2. Select any of the check boxes in the 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 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 to-do 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 Payroll

Allows the user to view the employee’s payroll.

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 Employee

Allows the user to add a new employee.

Edit Employee

Allows the user to edit an existing employee.

Delete Employee

Allows the user to delete an 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 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’s default schedule.

Edit Default Schedule

Allows the user to edit employee’s default schedule.

View Upcoming Schedule

Allows the user to employee’s upcoming schedule.

Override Scheduled Days

Allows the user to override employee’s schedule.

View Scheduled Work

Allows the user to an employee’s scheduled jobs.

Reset Employee Password

Allows the user to reset an employee’s password.

 

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