Enterprise Roles

The following tables provide a brief description of the features related to the enterprise and multiple location access.

Admin Section

Feature	Description
View	allows viewing of the Admin section data – no editing.
Information	allows editing the data on the Information link.
Configuration	allows editing the information on the Configuration link.
Usage	allows viewing the Usage link information.
Enterprise Custom Fields	can add, edit and delete all the Custom Fields and the Lists for Employee Agreements and Employee Positions.
Location Custom Fields	can add, edit and delete the Location Custom Fields data.
User Custom Fields	can add, edit and delete the User Custom Fields data.
Employee Custom Fields	can add, edit and delete the Employee Custom Fields data.
Station Custom Fields	can add, edit and delete the Station Custom Fields data.
Shift Swap Reasons	can add, edit and delete the Shift Swap Reasons.
Shift Reassign Reasons	can add, edit and delete the Shift Reassign Reasons.
Shift Cancel Reasons	can add, edit and delete the Shift Cancel Reasons.
IP Address Blocking	can unblock the IP Address Blocking caused by logon failures.
Leave Types	can add, edit and delete Leave Types used in the Days Off requests.
Special Day Types	can add, edit and delete the Special Day Types.
Special Days	can add, delete and assign as a blackout day the Special Day.
Accounting Ids	can add, edit and delete Accounting ids used with web services.

Collaboration Section

Feature	Description
View	allows viewing of the Collaboration section data – no editing.
Event Administrator	allows the addition, editing, sharing and deletion of events on the calendar.
Message Administrator	allows the addition, editing, sharing and deletion of messages.
Notification Administrator	allows the addition, editing, sharing and deletion of notification settings.
Feedback Administrator	allows the addition, editing, sharing and deletion of feedback surveys.

Credentials Section

Feature	Description
View	allows information in the Credentials section to be viewed; no editing.
Edit	allows information in the Credentials section to be edited. Includes adding prerequisites and identifying stations where qualification, training class, or certification is required.
Assign	allows assignment of qualification, training  class, and certification to employee.
Schedule Enforcement Settings	allows editing of schedule and time enforcement information for a location.
Clear Non-Compliant Shifts	allows clearing non-compliant shifts.

Employees Section

Feature	Description
View	allows viewing the information in the Employee section – no editing.
Add	allows adding employees to the organization.
Edit	allows editing the employee information.
Delete	allows deleting employees from the organization.
Inactive	allows inactivating or reactivating employees in the organization.
Change Password	allows changing the employee’s password.
Assign to Folders	allows employees to be assigned to folders in the Organization section.
Deploy to Locations	allows employees to be deployed or assigned to Locations.
Assign to Stations	allows the employee to be assigned to a Station and give a master skill level.
Assign Employee Agreement	If Policy Management is enabled, allows the employee to be assigned agreements.
Mass-Assign Employee Agreement	allows new employees to be assigned Employee Agreements and Employee Positions (if Lists have been created in the Organization section). If Policy Management is enabled, allows new employees to be assigned a policy.
View Leave	allows viewing of leave requests and status.
Edit Leave	allows managing leave including approving and cancel if user is authorized at the location.
View Credentials	allows information in the Credentials section to be viewed; no editing

Forecasting Section

Feature	Description
View	allows full access and editing to the Forecasting section to create templates based on headcounts and share the templates with locations.

Leave Section

Feature	Description
Leave	allows viewing of leave requests and status. Allows managing leave including approving and canceling leave if user is authorized at the location. Allows adding leave types.

Locations Section

Feature	Description
View	allows viewing the information in the Locations section – no editing.
Add	allows adding locations to the enterprise.
Edit	allows editing information for locations.
Copy Settings	allows copying the settings from one location to other locations.
Deploy Users	allows the assignment of Users so they can login to the location.
Deploy Employees	allows employees to be deployed (assigned) to a location.
Deploy Stations	allows stations to be deployed to a location for scheduling.
Deploy Projects	allows projects to be deployed to a location for scheduling.
Deploy Activities	allows activities to be deployed to a location for scheduling.

Organization Section

Feature	Description
View Folders	allows viewing the organization folder structure – no editing.
Edit Folders	allows additions, edits, or deletions to the organization folder structure.
View Policies	allows viewing the organization policies structure - no editing.
Edit Policies	allows additions, edits, or deletions to the organization policies structure.
Edit Policy Component	allows additions, edits, or deletions to the organization policy component structure.
Manage Default Policy	allows additions, edits, or deletions to the organization default policy.

Reports Section

Feature	Description
View	allows all reports to be viewed; can use filters but cannot edit or add new reports.
Edit	allows full access to reports to be added, edited or deleted.
Selected	allows access to only selected reports. Unless selected for this user, shared reports do not display.

Roles Section

Feature	Description
View	allows viewing the role settings in the Roles section – no editing.
Add	allows roles to be added in the Roles section.
Edit	allows existing roles to be edited in the Roles section.
Delete	allows existing roles to be deleted in the Roles section.
Assign to User	allows roles to be assigned to users.

Schedule Section

Feature	Description
View Local Schedule	adds Local Section to Menu bar; Adds List Schedules and Insert Template links to Tools folder; allows viewing the summary of the local schedules total shifts and hours that have been created by each location.
View Local SwapBoard	adds Swap Board link to Tools Folder; allows viewing the swapboard of shifts currently posted in each location for the next 7 days (Options tab filters are not applied)
Local Schedules Auto-Fill	adds Auto-Fill link to Tools folder; allows auto-fill to fill shifts for schedules created in the location (User does not have to be assigned to the location)
Edit Shift	under Shift Browser allows editing a location shift if User is assigned to the location
Assign Employee to Shift	under Shift Browser allows assigning employee to a location shift if User is assigned to the location
Post to Swapboard	allows posting shift for an employee to the swapboard (history shows user posted)

Scripting Section

Feature	Description
Admin	allows administering scripts

Stations Section

Feature	Description
View	allows the information in the Stations section to be viewed; no editing.
Add	allows stations to be added to the organization.
Edit	allows existing station information to be edited.
Delete	allows existing stations to be deleted.
Deploy to Location	allows existing stations to be deployed to a location.
Assign Employee	allows the employees to be assigned skills at existing stations.

Templates Section

Feature	Description
View	allows full access and editing to the Template section.

Time Section

Feature	Description
View	allows viewing of the Time section data; no editing
Manage Project/Task/Activities	allows full access to the Project, Task, and Activity links
Manage Pay Rate	allows full access to the Pay Rates Folder including the set up link
Manage Clocks	allows full access to the Clocks folder including the set up link
Manage IVR	allows full access to the IVR link for managing clocking on by telephone
Time Approver	allows for the approval of the time entries at the enterprise
Time Reviewer	allows for viewing the local time entries at the enterprise
Time View Coverage Report	allows access to the Coverage Report in the Time section
View Pay Periods	allows viewing the pay periods; no editing
Add Pay Periods	allows the addition of pay periods
Complete Pay Periods	allows for the completion of pay periods by locking and approving them
Edit Pay Periods	allows pay periods to be edited
Clock in Employees	adds ability to clock in an employee; link added on the employee Timesheet
Edit Payroll	allows access to the Time/Configuration/ “Payroll Exports page”; enables ability to set-up and design a custom payroll export
Export Payroll	allows access to the Time/Pay Period/ “Payroll page”; enables ability to download the pay period data from the fixed or the custom exports
View Pay Rates	adds pay rate data to the Review/Actuals & Pay Period/Time Sheet pages; displays the Total Dollars for Pay Rate for the time entry
View Bill Rates	adds bill rate data to the Review/Actuals & Pay Period/Time Sheet pages; displays the Total Dollars for Bill Rate for the time entry
View Time Issues	adds the ‘Issues Tab’ to the Review Section for view only
Edit Time Issues	adds ability to Edit Time Issues
Mark Time Issues Void	adds ability to Change Status of Time Entry to Void
Mark Times Issues Open	adds ability to Change Status of Time Entry to Open
Mark Attendance Issues Confirmed	allows changing attendance issues to Confirmed
Edit Attendance Points	allows editing the Point value of an attendance issue
View Attendance Roll Ups Report	allows access to summary report of attendance points
Add Manual Attendance	allows user-entered attendance points, in addition to system generated
Payroll Corrections	enables entering corrections to past pay periods, with adjustments inserted into a current or future period

Users Section

Feature	Description
View	allows information in the Users section to be viewed; no editing.
Add	allows the addition of Location and Enterprise Users to the application.
Edit	allows the User information to be edited.
Delete	allows the ability to delete any User from the application.
Change Password	allows the User password to be changed.
Deploy to Locations	allows the User to be deployed to locations so they can logon at the location.
Assign to Roles	allows the assignment of roles to Users.