Role Functions and Permissions |
A check in any top-level function automatically enables all permissions for that function. Remove an individual permission by de-selecting it. |
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
Announcements |
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|
x |
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Clock Rules |
x |
x |
x |
x |
|
Company Logo |
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|
x |
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Device Log |
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|
x |
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Downloads |
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|
x |
|
IP Address Restriction |
x |
x |
x |
x |
|
Links |
|
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|
x |
|
Localization and Masking |
|
x |
|
x |
|
Polling Schedule |
x |
x |
x |
x |
|
Polling Settings |
|
x |
|
x |
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Punch Action Configuration |
x |
x |
|
x |
|
|
x |
|
x |
||
Rounding |
|
x |
|
x |
|
Security Management |
Maintain |
x |
|||
User Management |
x |
x |
x |
x |
|
Vision Functions |
x |
x |
|
x |
|
Vital Signs Configuration |
|
|
|
x |
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
Report Builder |
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x |
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Report Engine |
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|
x |
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Report for Available Employees |
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x |
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Report for Benefit Contacts |
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x |
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Report for Benefit Plan Coverage Type |
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|
x |
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Report for Benefit Plan Fees |
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|
x |
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Report for Benefit Plan Report |
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|
x |
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Report for Billing Details By Employee |
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|
x |
future release |
Report for Billing Details By Location |
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|
x |
future release |
Report for Billing Summary By Employee |
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|
x |
future release |
Report for Check Billing Not Finalized |
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|
x |
future release |
Report for COBRA Compliance |
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|
x |
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Report for Customer Holiday List |
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x |
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Report for Customer Listing |
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|
x |
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Report for Customer Matrix |
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|
x |
future release |
Report for Customer Notes |
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|
x |
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Report for Customer Summary Audit |
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|
x |
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Report for Duplicate Punches |
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|
x |
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Report for Education By Employee |
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|
x |
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Report for EEOC Data Report |
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|
x |
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Report for Emergency Contact Listing |
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|
x |
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Report for Employee Additional Phone List |
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|
x |
future release |
Report for Employee Benefit - Eligibility |
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|
x |
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Report for Employee Benefit - Enrollment |
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|
x |
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Report for Employee By Education |
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|
x |
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Report for Employee By Equipment |
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x |
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Report for Employee By License |
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|
x |
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Report for Employee By Skill |
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|
x |
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Report for Employee Dependents |
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|
x |
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Report for Employee E-mail |
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|
x |
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Report for Employee Equipment Signature Document |
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x |
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Report for Employee Last Date Worked |
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x |
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Report for Employee Leave Request |
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|
x |
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Report for Employee Leave Request (Grouped By Pay) |
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|
x |
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Report for Employee License Renewal |
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|
x |
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Report for Employee Performance Review |
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|
x |
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Report for Employee Profile |
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|
x |
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Report for Employee Qualification |
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|
x |
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Report for Employee Status |
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|
x |
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Report for Employee Turnover |
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|
x |
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Report for Employees By Events |
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x |
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Report for Events By Employees |
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|
x |
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Report for Length Of Service |
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|
x |
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Report for License By Employee |
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|
x |
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Report for Linked Users |
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|
x |
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Report for Location Tax Territory |
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|
|
x |
future release |
Report for Management Analysis Detail |
|
|
|
x |
future release |
Report for Management Customer |
|
|
|
x |
future release |
Report for Management Customer Trend Analysis |
|
|
|
x |
future release |
Report for Management Daily Sign In Sheet |
|
|
|
x |
future release |
Report for Manager Payroll vs Billing Analysis |
|
|
|
x |
future release |
Report for Missed Punch |
|
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|
x |
|
Report for New Customer |
|
|
|
x |
future release |
Report for No Schedule |
|
|
|
x |
future release |
Report for Open List |
|
|
|
x |
future release |
Report for Original Hire Seniority Date List |
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|
|
x |
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Report for OSHA 300 |
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|
|
x |
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Report for OSHA 300A |
|
|
|
x |
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Report for Overtime |
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|
|
x |
future release |
Report for Performance Report |
|
|
|
x |
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Report for Prior Employment |
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|
x |
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Report for Punch Report |
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|
x |
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Report for Recap Comparison By Customer |
|
|
|
x |
future release |
Report for Training By Employee |
|
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|
x |
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Report for Training Expiration |
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|
x |
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Report for Transaction Exceptions |
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|
x |
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Report for Transaction Records |
|
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|
x |
|
Report for Unlinked Users |
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|
|
x |
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Report for VETS 100 |
|
|
|
x |
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Report for Work Location |
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|
x |
|
Report Setup |
|
|
|
x |
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
Clock Records |
|
|
|
x |
|
Device Management |
x |
x |
x |
x |
|
Employee Management |
|
x |
|
x |
|
Pendrive Management |
x |
|
|
x |
|
Statistics |
|
|
|
x |
|
|
x |
x |
x |
Control Specific Function |
Available Permission(s) |
Where Found | |||
Distribution Center |
Print Checks |
Print Reports |
Release Reports |
Display |
|
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
Distribution Route To |
|
|
|
x |
|
Distribution Email |
x |
x |
x |
|
|
Distribution Group |
x |
x |
x |
|
|
Distribution Report |
x |
x |
x |
|
|
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
Generate General Ledger |
|
|
|
x |
|
Control Specific Function |
Available Permission(s) |
Where Found | ||||
Payroll List |
Add Rpt Options |
Adjustment Payroll |
Delete Payroll |
Delete Rpt Options |
Edit Rpt Options |
|
Finalize Payroll |
Manual Checks |
Override Taxes |
Override Wages |
Process Payroll |
| |
Display |
Display Rpt Options |
|
|
|
| |
View |
|
Add |
Edit |
Delete |
Display |
|
Employee@Company |
|
|
x |
|
x |
Review/Edit Batch > Employee > F8 |
Employee@Division |
|
|
x |
|
x |
Review/Edit Batch > Employee > F8 |
Employee Earning |
|
x |
x |
x |
x |
Review/Edit Batch > Earn > F8 |
Employee Deductions |
|
x |
x |
x |
x |
Review/Edit Batch > Ded > F8 |
Employee Taxes |
|
x |
x |
x |
x |
Review/Edit Batch > Tax > F8 |
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
Default Config |
|
x |
|
x |
|
Velocity Summary |
x |
x |
x |
x |
|
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
401(k) Planner |
|
|
|
x |
|
Access Denied |
|
|
|
x |
|
Administration |
|
|
|
x |
menu |
BA - Config Contact Types |
x |
x |
x |
x |
|
BA - Config Fee Types |
x |
x |
x |
x |
|
BA - Config Plan Types |
x |
x |
x |
x |
|
BA - Configuration |
x |
x |
x |
x |
|
BA - Coverage Types |
x |
x |
x |
x |
|
BA - Eligible Employees |
x |
|
x |
x |
|
BA - Fee Structure |
x |
x |
x |
x |
|
BA - Other |
|
|
|
x |
|
BA - Plan |
x |
x |
x |
x |
|
BA - Plan Contact |
x |
x |
x |
x |
|
BA_Config Billing Adjustment Reasons |
x |
x |
x |
x |
|
BE - Beneficiaries |
x |
x |
x |
x |
|
BE - Dependents |
x |
x |
x |
x |
|
BE - Eligibility |
|
x |
|
x |
|
BE - Enrollment |
x |
|
|
x |
|
BE - Other |
x |
x |
x |
x |
|
x |
x |
x |
x |
||
x |
x |
x |
x |
||
x |
x |
x |
x |
||
|
|
|
x |
||
x |
x |
x |
x |
||
Benefits |
|
|
|
x |
menu |
generate Rate Scenarios |
x |
|
x |
||
x |
x |
x |
x |
||
x |
x |
x |
x |
||
COBRA - Completed |
|
|
x |
x |
|
COBRA - Eligible |
x |
|
|
x |
|
COBRA - Participants
* Allow Workflow To Be Configured ** Display In Vital Signs Dashboard |
|
x |
x |
x |
|
*
|
|
|
** |
||
Compensation Management |
|
|
|
x |
|
Compliance |
|
|
|
x |
|
Dependents |
x |
x |
x |
x |
|
Dual Scenario |
|
|
|
x |
|
x |
x |
x |
x |
||
Email Addresses |
x |
x |
x |
x |
|
Emergency Contacts |
x |
x |
x |
x |
|
x |
x |
x |
x |
||
Employee Attributes |
|
|
|
x |
|
|
|
|
x |
||
x |
x |
x |
x |
||
Employee Direct Deposit |
x |
x |
x |
x |
|
Employee Earning |
x |
x |
x |
x |
|
Employee Education |
x |
x |
x |
x |
|
Modify Global Employee Finder Default Values |
Search function | ||||
x |
x |
x |
x |
||
* Receive Email |
x |
* |
x |
x |
|
Employee License |
x |
x |
x |
x |
|
Employee Master |
|
|
|
x |
|
Employee Profile |
x |
x |
x |
x |
|
Employee Rates Grid |
|
|
|
x |
|
Employee Secondary Job |
x |
x |
x |
x |
|
Employee Self Service (ESS) |
|
|
|
x |
|
|
|
|
x |
||
x |
x |
x |
x |
||
Employee Termination Wizard |
|
|
|
x |
|
Employee Wizard |
x |
x |
x |
x |
|
Employee Wizard Defaults |
x |
x |
x |
x |
|
Employee Wizard Required Screens |
|
x |
|
x |
|
Employee@Company |
|
x |
|
x |
|
Employee@Division |
|
x |
|
x |
|
Equipment |
x |
x |
x |
x |
|
Events |
x |
x |
x |
x |
|
FMLA |
x |
x |
x |
x |
|
Future Rate |
x |
x |
x |
x |
|
Gross Calculator |
|
|
|
x |
|
Job Summary |
x |
x |
x |
x |
|
Leave Management (LM) |
|
|
|
x |
|
Look-up Configuration |
|
|
|
x |
|
* |
* |
x |
|
x |
|
Manager View Configuration |
|
x |
|
x |
|
|
|
|
x |
||
Net Pay Calculator |
|
|
|
x |
|
New Hire - I-9 |
|
|
|
x |
|
New Hire - W4 |
|
|
|
x |
|
|
x |
|
x |
New Hire Checklist | |
x |
x |
x |
x |
||
x |
x |
x |
x |
||
OSHA |
x |
x |
x |
x |
|
Other Pay Bill |
x |
x |
x |
x |
|
Pay Check Replica and History |
|
|
|
x |
|
Performance History |
x |
x |
x |
x |
|
Performance Management |
|
|
|
x |
|
Performance Review Wizard |
|
|
|
x |
|
Personal Info |
|
|
|
x |
|
Post |
x |
x |
x |
x |
|
Prior Employment |
x |
x |
x |
x |
|
Qualifications |
x |
x |
x |
x |
|
Rates |
x |
x |
x |
x |
|
Relative And Friends |
x |
x |
x |
x |
|
Schedule History |
|
|
|
x |
|
Skills |
x |
x |
x |
x |
|
Tip Tax Calculator |
|
|
|
x |
|
Training |
x |
x |
x |
x |
|
|
|
|
x |
||
View Configuration |
x |
x |
x |
x |
|
W2 |
|
|
|
x |
|
W4 Assistant |
|
|
|
x |
|
Wellness |
x |
x |
|
x |
|
Wizard Settings |
|
|
|
x |
|
Work Locations |
x |
x |
x |
x |
|
Workers Compensation |
x |
x |
x |
x |
|
Workers Compensation Plans |
x |
x |
x |
x |
|
Control Specific Function |
Available Permission(s) |
Where Found | |||
Add |
Edit |
Delete |
Display |
||
Web Clock |
|
|
|
x |
Function |
V a l L i n k |
V e l o c i t y |
W e b C l o c k |
V i e w |
R e p o r t E n g |
V a l A d m i n |
C o m p A d m i n |
Description |
AddNotes |
|
x |
|
|
|
|
|
future release |
Allow_Add_Detail |
|
x |
|
|
|
|
|
future release |
Allow_Approve |
|
x |
|
|
|
|
|
future release |
Allow_Edit_Detail |
|
x |
|
|
|
|
|
future release |
Allow_View_Detail |
|
x |
|
|
|
|
|
future release |
Assign Devices |
|
|
|
|
|
|
x |
Enables Assign Group Devices tab in Scheduling>Clock Rules |
Assign Groups |
|
|
|
|
|
|
x |
Enables Assign
Group Employees tab |
Backup & Restore |
x |
|
|
|
|
|
|
|
Base Display |
|
|
|
x |
|
|
|
View more information on the Base rates |
Billing Rate Display |
|
|
|
x |
|
|
|
View more information on the billing rate grid in the Employee Rates Grid - used in future rate, other pay bill, rate |
Billing Rate Edit |
|
|
|
x |
|
|
|
Allows user to edit billing rates used on ratesgrid pages (for future release) |
Display Master Devices |
x |
|
|
|
|
|
|
|
Employee Address Display |
x |
|
|
x |
|
|
|
See an employee's email address on all pages where the address is displayed |
Employee Address Edit |
|
|
|
x |
|
|
|
Edit addresses used in employee profile and employee wizard |
Employee Name Edit |
|
|
|
x |
|
|
|
Edit the employee's name used in employee profile and employee wizard |
x |
x |
|
x |
x |
|
x |
See an employee's employee number in all screens displaying the employee number | |
Employee Number Edit |
|
|
|
x |
|
|
|
Edit employee number used in employee@company, employee wizard, employee profile |
Employee Picture Display |
|
|
|
x |
|
|
|
See an employee's picture - used in employee wizard, employee profile |
Generate Punches |
|
|
|
|
|
|
x |
Enables the Generate Missing Punch Action button in Punch Action Configuration |
Hire Date Edit |
|
|
|
x |
|
|
|
Edit an employee's hire date used in the Compensation tab of Employee@Company |
Initialize Clock Rule |
|
|
|
|
|
|
x |
Enables the Init Clock Rule Button in Polling Settings |
Pay Rate Display |
|
|
|
x |
|
|
|
See an employee's pay rate in all screens displaying a pay rate |
Pay Rate Edit |
|
|
|
x |
|
|
|
Edit pay rate used in employee@company, employee wizard, future rate, job summary pay rate, matrix rates |
Pull Template |
|
|
|
|
|
|
x |
Enables the pull template button in Polling Settings |
Replay Punches |
|
|
|
|
|
|
x |
Enables the replay punches button in Vision Functions |
Seniority Date Edit |
|
|
|
x |
|
|
|
Edit |
Set Masking |
|
|
|
|
|
|
x |
Enables the Save button (for Masking) on the Localization page |
|
|
|
x |
x |
|
|
See an employee's SSNUM in all screens displaying the SSNUM | |
SSN Edit |
|
|
|
|
|
|
|
Edit an employee's SSNUM used in EE benefit dependents, dependents, employee wizard, employee profile |
Supervisor Edit |
|
|
|
x |
|
|
|
Edit an employee's supervisor used in employee@division, employee wizard |
Sync Clocks |
|
|
|
|
|
|
x |
Enables the SyncClocks button in Polling Settings |
Update Employee Information |
|
|
|
|
|
|
x |
Enables the Update Employee Info Button in Vision Functions |
Work Order Generate |
|
|
|
|
|
|
x |
Enables the Generate Work Orders button on the Vision Functions page |
Work Order Manage |
|
|
|
|
|
|
x |
Enables the WorkCode tab in Vision Functions |