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.

Company Administration

 

Control Specific Function

Available Permission(s)

 

Where Found

Add

Edit

Delete

Display

Announcements

 

 

 

x

Home Page

Clock Rules

x

x

x

x

Scheduling

Company Logo

 

 

 

x

Portal

Device Log

 

 

 

x

Global

Downloads

 

 

 

x

My VIP

IP Address Restriction

x

x

x

x

WebClock

Links

 

 

 

x

My VIP

Localization and Masking

 

x

 

x

Global

Polling Schedule

x

x

x

x

Scheduling

Polling Settings

 

x

 

x

Global

Punch Action Configuration

x

x

 

x

Global

Range Setup

 

x

 

x

Global

Rounding

 

x

 

x

Global

Security Management

Maintain

x

Security

User Management

x

x

x

x

Security

Vision Functions

x

x

 

x

Global

Vital Signs Configuration

 

 

 

x

Vital Signs Configuration

 

Report Engine

 

Control Specific Function

Available Permission(s)

 

Where Found

Add

Edit

Delete

Display

Report Builder

 

 

 

x

Report Builder

Report Engine

 

 

 

x

My Reporting

Report for Available Employees

 

 

 

x

Available Employees

Report for Benefit Contacts

 

 

 

x

Benefit Plan Contacts

Report for Benefit Plan Coverage Type

 

 

 

x

Benefit Plan Coverage Type

Report for Benefit Plan Fees

 

 

 

x

Benefit Plan Fees

Report for Benefit Plan Report

 

 

 

x

Benefit Plan Report

Report for Billing Details By Employee

 

 

 

x

future release

Report for Billing Details By Location

 

 

 

x

future release

Report for Billing Summary By Employee

 

 

 

x

future release

Report for Check Billing Not Finalized

 

 

 

x

future release

Report for COBRA Compliance

 

 

 

x

COBRA Compliance

Report for Customer Holiday List

 

 

 

x

Customer Holiday List

Report for Customer Listing

 

 

 

x

Customer Listing

Report for Customer Matrix

 

 

 

x

future release

Report for Customer Notes

 

 

 

x

Customer Notes

Report for Customer Summary Audit

 

 

 

x

Customer Summary Audit

Report for Duplicate Punches

 

 

 

x

Duplicate Punches

Report for Education By Employee

 

 

 

x

Education By Employee

Report for EEOC Data Report

 

 

 

x

Equal Employee Opportunity By EEOC Code

Report for Emergency Contact Listing

 

 

 

x

Emergency Contact Listing

Report for Employee Additional Phone List

 

 

 

x

future release

Report for Employee Benefit - Eligibility

 

 

 

x

Employee Benefits - Eligibility

Report for Employee Benefit - Enrollment

 

 

 

x

Employee Benefits - Enrollment

Report for Employee By Education

 

 

 

x

Employee By Education

Report for Employee By Equipment

 

 

 

x

Employee By Equipment

Report for Employee By License

 

 

 

x

Employee By License

Report for Employee By Skill

 

 

 

x

Employee By Skill

Report for Employee Dependents

 

 

 

x

Employee Dependents

Report for Employee E-mail

 

 

 

x

Employee Email

Report for Employee Equipment Signature Document

 

 

 

x

Employee Equipment Signature

Report for Employee Last Date Worked

 

 

 

x

Employee Last Date Worked

Report for Employee Leave Request

 

 

 

x

Employee Leave Requests

Report for Employee Leave Request (Grouped By Pay)

 

 

 

x

Employee Leave Request By Pay Type

Report for Employee License Renewal

 

 

 

x

Employee License Renewal

Report for Employee Performance Review

 

 

 

x

Performance Review

Report for Employee Profile

 

 

 

x

Employee Profile

Report for Employee Qualification

 

 

 

x

Employee Qualification

Report for Employee Status

 

 

 

x

Employee Status

Report for Employee Turnover

 

 

 

x

Employee Turnover

Report for Employees By Events

 

 

 

x

Employees By Events

Report for Events By Employees

 

 

 

x

Events By Employees

Report for Length Of Service

 

 

 

x

Length Of Service

Report for License By Employee

 

 

 

x

License By Employee

Report for Linked Users

 

 

 

x

Linked Users

Report for Location Tax Territory

 

 

 

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

 

 

 

x

Missed Punch

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

 

 

 

x

Employee Original Hire, Seniority Date List

Report for OSHA 300

 

 

 

x

OSHA's Form  300

Report for OSHA 300A

 

 

 

x

OSHA's Form  300A

Report for Overtime

 

 

 

x

future release

Report for Performance Report

 

 

 

x

Performance Report

Report for Prior Employment

 

 

 

x

Prior Employment

Report for Punch Report

 

 

 

x

Punch Report

Report for Recap Comparison By Customer

 

 

 

x

future release

Report for Training By Employee

 

 

 

x

Training By Employee

Report for Training Expiration

 

 

 

x

Training Expiration

Report for Transaction Exceptions

 

 

 

x

Transaction Exceptions

Report for Transaction Records

 

 

 

x

Transaction Records

Report for Unlinked Users

 

 

 

x

Unlinked Users

Report for VETS 100

 

 

 

x

VETS 100

Report for Work Location

 

 

 

x

Work Location

Report Setup

 

 

 

x

Report Setup

 

Val Link

Control Specific Function

Available Permission(s)

Where Found

Add

Edit

Delete

Display

Clock Records

 

 

 

x

Clock Records

Device Management

x

x

x

x

Device Management

Employee Management

 

x

 

x

Employee Management

Pendrive Management

x

 

 

x

Pendrive Management

Statistics

 

 

 

x

Statistics

Template Management

 

x

x

x

Template Management

  

Vault Client

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

 

 

Velocity (future release)

 

Control Specific Function

Available Permission(s)

 

Where Found

Add

Edit

Delete

Display

Default Config

 

x

 

x

 

Velocity Summary

x

x

x

x

 

 

 View

 

Control Specific Function

Available Permission(s)

 

Where Found

Add

Edit

Delete

Display

401(k) Planner

 

 

 

x

Employee Self Service

Access Denied

 

 

 

x

 

Administration

 

 

 

x

menu

BA - Config Contact Types

x

x

x

x

Administration

BA - Config Fee Types

x

x

x

x

Administration

BA - Config Plan Types

x

x

x

x

Administration

BA - Configuration

x

x

x

x

Administration

BA - Coverage Types

x

x

x

x

Administration

BA - Eligible Employees

x

 

x

x

Administration

BA - Fee Structure

x

x

x

x

Administration

BA - Other

 

 

 

x

Administration

BA - Plan

x

x

x

x

Administration

BA - Plan Contact

x

x

x

x

Administration

BA_Config Billing Adjustment Reasons

x

x

x

x

Administration

BE - Beneficiaries

x

x

x

x

Benefits

BE - Dependents

x

x

x

x

Benefits

BE - Eligibility

 

x

 

x

Benefits

BE - Enrollment

x

 

 

x

Benefits

BE - Other

x

x

x

x

Benefits

Benefit Billing Adjustments

x

x

x

x

Benefits

Benefit Dependent Eligibility

x

x

x

x

Benefit Dependent Eligibility

Benefit Dependent Enrollment

x

x

x

x

Benefit Dependent Enrollment

Benefit Export

 

 

 

x

Benefits

Benefit History

x

x

x

x

Benefit History

Benefits

 

 

 

x

menu

Benefits Billing Rates

generate

Rate

Scenarios

x

 

x

Benefits

Benefits Group Management

x

x

x

x

Benefits

Benefits Rule Management

x

x

x

x

Benefits

COBRA - Completed

 

 

x

x

Compliance

COBRA - Eligible

x

 

 

x

Compliance

COBRA - Participants

 

* Allow Workflow To Be Configured

** Display In Vital Signs Dashboard

 

x

x

x

Compliance

*

 

 

 

 

**

COBRA WF

Compensation Management

 

 

 

x

Compensation Management

Compliance

 

 

 

x

Compliance

Dependents

x

x

x

x

Personal Information

Dual Scenario

 

 

 

x

Employee Self Service

Earnings

x

x

x

x

Earnings

Email Addresses

x

x

x

x

Personal Information

Emergency Contacts

x

x

x

x

Personal Information

Employee Absence

x

x

x

x

Employee Absence

Employee Attributes

 

 

 

x

Employee Profile

Employee Benefits Billing Details

 

 

 

x

Benefits

Employee Deductions

x

x

x

x

Employee Deductions

Employee Direct Deposit

x

x

x

x

Employee Direct Deposit

Employee Earning

x

x

x

x

Compensation Management

Employee Education

x

x

x

x

My Attributes

Employee Finder

Modify Global Employee Finder Default Values

Search function

Employee History

x

x

x

x

Employee History

Employee Leave Request

* Receive Email

x

*

x

x

Leave Management

Employee License

x

x

x

x

My Attributes

Employee Master

 

 

 

x

Employee Master

Employee Profile

x

x

x

x

Employee Profile

Employee Rates Grid

 

 

 

x

Compensation Management

Employee Secondary Job

x

x

x

x

Personal Information

Employee Self Service (ESS)

 

 

 

x

Employee Self Service

Employee Single Entry

 

 

 

x

Employee Single Entry

Employee Taxes

x

x

x

x

Employee Taxes

Employee Termination Wizard

 

 

 

x

Termination Wizard

Employee Wizard

x

x

x

x

Employee Wizard

Employee Wizard Defaults

x

x

x

x

Wizard Settings

Employee Wizard Required Screens

 

x

 

x

Required Screens

Employee@Company

 

x

 

x

Employee@Company

Employee@Division

 

x

 

x

Employee@Division

Equipment

x

x

x

x

Personal Info

Events

x

x

x

x

Personal Info

FMLA

x

x

x

x

 

Future Rate

x

x

x

x

Compensation Management

Gross Calculator

 

 

 

x

Employee Self Service

Job Summary

x

x

x

x

Performance

Leave Management (LM)

 

 

 

x

Leave Management

Look-up Configuration

 

 

 

x

Lookup Config

Manager Leave Approval

*  Receive Email

*

x

 

x

Leave Approval

Manager View Configuration

 

x

 

x

Administration

Move Employee Division

 

 

 

x

Move Employee Division

Net Pay Calculator

 

 

 

x

Employee Self Service

New Hire - I-9

 

 

 

x

Compliance

New Hire - W4

 

 

 

x

Compliance

New Hire Checklist

 

x

 

x

New Hire Checklist

New Hire Checklist Configuration

x

x

x

x

Checklist

Open Enrollment Periods

x

x

x

x

Open Enrollment

OSHA

x

x

x

x

Compliance

Other Pay Bill

x

x

x

x

Compensation Management

Pay Check Replica and History

 

 

 

x

Employee Self Service

Performance History

x

x

x

x

Performance History

Performance Management

 

 

 

x

Performance

Performance Review Wizard

 

 

 

x

Performance

Personal Info

 

 

 

x

Personal Info

Post

x

x

x

x

 

Prior Employment

x

x

x

x

Personal Info

Qualifications

x

x

x

x

My Attributes

Rates

x

x

x

x

 

Relative And Friends

x

x

x

x

Personal Info

Schedule History

 

 

 

x

 

Skills

x

x

x

x

My Attributes

Tip Tax Calculator

 

 

 

x

Employee Self Service

Training

x

x

x

x

My Attributes

Training Master

 

 

 

x

Training-Mass Update

View Configuration

x

x

x

x

 

W2

 

 

 

x

Employee Self Service

W4 Assistant

 

 

 

x

Employee Self Service

Wellness

x

x

 

x

Personal Info

Wizard Settings

 

 

 

x

Administration

Work Locations

x

x

x

x

Personal Info

Workers Compensation

x

x

x

x

 

Workers Compensation Plans

x

x

x

x

 

  

Web Clock

 

Control Specific Function

Available Permission(s)

 

Where Found

Add

Edit

Delete

Display

Web Clock

 

 

 

x

Web Clock

 

Global Functions

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  in Scheduling>Clock Rules

Backup & Restore

x

 

 

 

 

 

 

Enables backup and restore functions in Device Management

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

Employee Number Display

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  an employee's seniority date used in the Employment tab of employee@company, employee wizard

Set Masking

 

 

 

 

 

 

x

Enables the Save button (for Masking) on the Localization page

SSN Display

 

 

 

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