Setting up an Employee Ranking controls the viewing of other Employee records and transactions. The Employee should have the User account and set User Role according to their needs.
- In the System Manager module > User Roles, create New.
- Configure the Menus, Screen and Control Permissions. For the non-admin, only the following screens should be available to them.
- Employees - View only permission
- Timecards - View / Add permission
- Time Approval - View only permission ; Process toolbar button should be disabled
- Paychecks - View only permission
- Process Pay Groups - View only permission ;Process toolbar button should be disabled
- Click the Save toolbar button
- In the System Manager module > Users, create New.
- Select the created User Role then click the Save toolbar button.
- In Payroll module > Employees, open an Existing Employee (with User login).
Under Payroll Details panel, select the User Name and enter the Rank.
For Ranking, 1 is the highest rank. The lower the number means a higher rank. That means Employee with Rank 1 should see their own record and the Employees with lower rank.
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