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Summary:
Employee Ranks are designed to prevent employees from seeing information about employees in a higher rank.
Example:
Rank 1:
- Will be able to see information about employees in Rank 1 and below.
Rank 3:
- Will be able to see information about employees in ranks 3, 4, 5...
- Will not be able to see information about employees in ranks 1 or 2
Rank 0:
- This is not a valid Rank. Will open a ticket to prevent rank 0
Setup:
- Create User Roles.
- Set up Screen Permissions as well.
- Set up Control Permissions too.
Expand title Employee User Role Menu Structure: Timecards, Employees
Screen Permissions:
Control Permissions:
Expand title Supervisor User Role Menu Structure: Timecards, Time Approval, Employees
Screen Permissions:
Control Permissions:
Expand title Payroll Admin User Role Menu Structure: Time Approval, Process Pay Groups, Paychecks, Batch Posting, Process Paychecks, Paycheck Calculator, Employees
Screen Permissions:
Control Permissions: None
- Click Save toolbar button.
- Open an existing employee with UserEntity Type in Employees from Payroll module.
- Click User tab.
Enter Username in the text field.
Info Usename and Password will be prompted for new employee records. Once set, the Username field will be disabled and Password field will disappear. Password should also be masked.
To change user's password, it can be changed in Detail tab from User tab in Change Password panel.
- Select User Role from the dropdown.
- Select Default Security Policy from the dropdown.
- Set Rank on Payroll Details in Detail tab from Employees tab.
- Click Save toolbar button.
Check if the setup applied by logging in.
Info The ranking is the lower the number, the higher its rank. However, the employee rank '0' means it is a normal employee or staff. Those with high ranks will be able to see the lower ranking employee records or as set by their permissions
(Ex: A department supervisor shouldn't be able to see another supervisor's employees.)
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