Attendance Menu

Attendance/Time Banks

Time Banks

Attendance/Time Banks

Time Off Request

Attendance/Request Time Off

Employee Discipline Calculation

Attendance/Discipline

Override Blackout Dates

Attendance/Manage Time Off Requests/ List & Planner

Budget

Config/Business/Budget (for the PPD report)

Budget Dictionaries

For budget configuration

Budget Settings

For budget settings.

Business Intelligence

BI

BI Setup

BI Configuration

Calculation Config

Config/Setup

System Rules

Config/Setup/System Rules

Day Codes

Config/Setup/Day Codes

Shift Codes

Config/Setup/Shift Rotation - Full Access = all options (OT, Holidays etc.)

Attendance Codes Profile

Config/Setup/Attendance Codes.

This option also gives any user access to the Apply option on the Attendance / Time Off Request / Configuration menu which allows you to select Attendance Codes from the list which can be used to make time off requests. To restrict this access (Apply button will not be accessible) setting must be View Only.

System Exceptions

Config/Setup/System Exception Code Groups

Additional Tables

Config/Setup

Clocks

Clocks (Poll & Process)

Clocks

Setup

Clocks Setup

Company Profile

Config/Setup/Company Profile

▪This function also controls access to Filter Division level setup of the Employee List. Users must have full access to set Division levels.

▪This function must be set to a minimum of Modify to enable the Weekly Shift Exchange option as shown below.

▪This function must be set to a minimum of Modify to enable the Time Off  / Attendance codes and Reset Calendar function.

Seniority Rules

Config / Setup / System Rules / Seniority

System Pool

Config/System/Pool Monitor & Pool Parameters (connected with Configuration System access).

Configuration Menu Item

Config

Configuration Pages

Config/Pages

Configuration System

Config/System

Configuration Business

Config/Business

View

Config/View

A Full Access setting allows access to Manage Setup and Drop-down Display.

For full Manage Setup access in Personnel / HR Information you must also set Calculation Configuration / Additional Tables  (Training / Accidents etc.) to any setting greater than View Only as well as set Department Config / Skills to any setting greater than View Only (pertains to Skills only)..

Custom Item

For Access to custom software and custom software reports.

Custom Menu

This option may be set up to allow you to create custom menus. Select the applicable drop-down access option from the custom menu as shown. Please note that the default setup for this option is blank and it must be manually configured.

SaveAs Custom Menu

This option allows you to assign the user's Save As level i.e. will the custom menu(s) be accessible to this user only or to other users as well? Please see Grid Visibility for further information.

Custom Templates

Config/Setup/Custom Templates

Data Exports

No longer in use in this software version.

Department Config

Config/Setup/Departments - Full Access = all configuration options.

Departments

Config/Setup/Departments - Full Access = Department page only - no right click options available.

Supervisors

Config/Setup/Supervisor Setup

Positions

Config/Setup/Position Setup

Skills

Config/Setup/Skill Setup

See also Configuration / View for further information on Manage Setup access for the HR Skills Option.

Units and Tasks

Config/Setup/Units and Task Setup

Employee Header

Personnel/Profile Header

Employee Import

Employee Import

Enterprise

Enterprise

Enterprise

Enterprise Dashboard

Enterprise Dashboard Setup

Enterprise Dashboard Config

Grid Visibility Columns

Grid Visibility Column access

Grid Column Visibility Level

Grid Column Visibility Level access

This is a custom setting with three setting option: User, Security Access Group or Company. The selected option will determine which of these option(s) will appear in the drop-down menu shown on the Field Visibility menu below.

.

HCM

Human Capital Management Access

HSCIS

HSCIS access. This is a government reporting tool for British Columbia, Canada.

HSCIS Table Setup

HSCIS Table Setup access

Human Resources

Personnel / HR

Time Bank Setup

Config/Setup/Time Bank

Time Bank Rules

Config/Setup/Time Bank Rules

Evaluation Setup

Config/Setup/Evaluation Setup

Holiday Setup

Config/Setup/Holiday Groups

Update Time Bank

Payroll/Time Bank Update

Class Rate Increase

Payroll Tools/Class Rate Increase

Import

Config/Setup/Imports.

Labor Distribution

Config/Setup/Labour Class

Classes

Config/Setup/Labour Class.

General Ledger Codes

Config/Setup/General Ledger

Mobile Beta Testers

Mobile Testing (internal)

Notes

Attendance/Attendance/Notes

Payroll Menu

Payroll

Bank Interface/Payroll

Payroll/Payroll (process)

Holiday Calculation

Payroll/Holiday (process)

Payroll Visual Builder

Payroll/Payroll Visual Builder

Update Seniority

Payroll/Seniority (process)

Payroll Setup

Recalc Utils

Payroll Tools/Recalc Utils

Time Bank

Payroll/Time Bank (process). This option must be set to Full Access in order to access the Time Bank Report menu.You DO NOT have to assign Full Access to the Payroll security menu HEADER option (below) for Time Bank report access.

Assign Hours

Payroll/Assign Hours (process)

Global Wage

Payroll/Other

Assign Attendance

Payroll/Assign Attendance (internal process)

Personnel Menu Item

Personnel

Employee Profile Personal Info

Personnel/Personal Info

Employee Profile Name & Address - Time Zone

As defined under Personal Info

Rates and Class & Employee Class

As defined under Personnel/Rates & Classes

HR Information

Personnel/HR Information

Accidents - Employee Profile Vehicle & Discipline

As defined under Personnel/HR Information

Payroll Info

Personnel/Payroll Info

Payroll

Personnel/Payroll Info/Ceridian & Payroll

SIN/SSN

Personnel/Personal Info/Name & Address/SIN-SSN

Employee Profile Race/Gender

Personnel/Personal Info/Name & Address - Race/Gender

Employee Profile Seniority Act/Post

As defined under Personnel/Seniority

Employee Personal

Personnel/Personal Info/Address

Track List

Personnel/Personal Info/Track List

Employee Profile Seniority History

Personnel/Seniority/Standard/History Radio Button

Class - Type History

Personnel/Rates&Classes/Employee Class/Employee Type Tracking

Date of Birth

Personnel/Personal Info/Name & Address/Birth Date

Employee Liability

Personnel/Time Banks/Liability Tab.

Rates are visible under this section. If manager should not see rates, set this security item to No Access.

Grievances

Personnel/HR Information/Grievances

Attachments

Personnel/HR Information/Attachments

Users cannot access attachments unless they have a security setting of View Only or higher. User cannot add any attachments unless they have an access setting of Create / Modify or higher. Users cannot delete any attachments unless they have a Full Access setting. On the Attachments (summary) menus, users can only see the folders for menus they have access to. For example, users who do not have access to Performance Evaluations will not be able to see the folders associated with this module.

Pimpi

Config/Setup/Pimpi TST

Attendance Rates

Reports/Time & Attendance/Payroll Summary etc.Any access level from View Only and higher, will allow you to see rates associated with Attendanace Codes.

Employee Rates

This options allows you to see employee rates in Personnel and on the Time Card where applicable.

Recycle Cache

Config/System/Recycle Cache

Registration

Company Profile/General/Registration

Reports Menu

Reports/

All Reports

Admin/Custom/Schedule/HR/T&A/Time Bank

Schedule Menu

Schedules

Schedules Active/Daily

Schedules/Active/Daily

Schedule Complement

For future development.

Postponed Employee

Schedules/Postponed

Schedule Master

Schedules/Master/By Lines or By Weeks

Availability Date

Schedules/Availability/By Date

Availability Week

Schedules/Availability/By Week

Schedule Individual

Schedules/Individual

Shift Exchange Request

Schedules/Shift Exchange/Request (ESS)

View/Approve Available

Schedules/Availability/Manage Requests/Availability By

Schedules/Availability by Date or By Week (ESS)

View/Approve Shift Exchange

Schedules/Availability/Manage Requests/Shift Exchange

Schedules/Shift Exchange/Request and View (ESS)

TFT/TSR/Outbreak

Schedules/TFT

Schedule Wizard

Wizard

Override Sched Rules

When scheduling, this option allows a manager to book an employee while overriding the pop-up message that appears indicating that schedule rules are being broken.

Active Schedule Save Options

Please see Grid Visibility for further information.

Schedule Tools

Schedule/Schedule Tools

Active Schedule Save Option Levels

Please see Grid Visibility for further information.

Master Schedule Save Options

For future development.

Master Schedule Save Option Levels

Please see Grid Visibility for further information

Security

Config/Security

Security Groups

Config/Security/Security Access Groups

Security Users

Config/Security/Security Users

Security IP

Config/Security/IP Security Access Groups

Security Restrictions Groups

Config/Security/Security Restriction Groups

Self-Schedule

Schedules/Self-Scheduling

Configuration

Schedules/Manage Self Scheduling

Open/Close Period

Schedules/Manage Self Scheduling

Main Page

Schedules/Manage Self Scheduling

Bidding

Schedules/Self-Scheduling Menu

Employee Group

Schedules/Manage Self Scheduling

Incentive/Relax

Schedules/Manage Self Scheduling

Unbooking

Schedule/Self-Scheduling Menu

SMS

This function must be set to Full Access for employees to be able to flag on that they agree to receive SMS messages, or for managers to do so on their behalf. SMS Manual is responsible for access to Mass Messaging and Mass Messaging Monitor.

SMS Configuration

SMS Config

SMS Manual

Allow access to Mass Messaging and Mass Messaging Moni.

SMS Auto

Assign for Mass Messaging and Mass Messaging Moni.

SMS Employee's preferences

This function must be set to Full Access for employees to be able to flag on that they agree to receive SMS messages, or for managers to do so on their behalf.

SMS Broadcasting

Surge Learning

Company Profile/Interfaces/Surge Learning

Task Scheduler

Config/Setup/Task Scheduler

Accrual Rules

Config/Setup/Accrual Rules

Time Card Menu Item

Time Card Menu

Time Card Hours

Time Card/ Hours Section

Time Card Punches

Time Card/ Punches Section

Time Card Attendance

Time Card/ Attendance Section

Time Card SaveAs Level

Three possible settings related to Field Visibility. Please see Grid Visibility for more information.

Time Control Config

Company Profile/Miscellaneous/Time Resentation

We Check You Check

Reports/Admin/Daily 1 on 1 report

Welcome

Welcome menu access

Xml Editor

No longer in use in this software version