Skip to content

Location Roles

The following tables provide a brief description of the features related to single location access.

Admin Section

Feature

Description

Admin

Provides the ability to edit the Unique ID, set employee privileges, and set swap board rules for the location.

Collaboration Section

Feature

Description

Feedback Administrator

allows the addition, editing, sharing and deletion of feedback surveys.

Full

provides full access to the Collaboration section for events, messages, and notifications. Provides access to the Feedback menu to edit/manage results of an existing survey, but cannot add a new survey. See Feedback Administrator role setting above.

Employees Section

Feature

Description

Manage Rotations

allows the addition, editing, assigning employees and deletion of rotations

View

allows viewing of the Employees section data; no editing

Edit Personal Info

allows editing the personal information of employees on the Info screen

Edit Contact Info

allows editing of the contact information on the Info screen

Change Password

allows changing the password of an employee

Edit Crew

allows assigning an employee to a crew

Edit Schedule Settings

allows editing the scheduling settings for employees

Edit Swap Settings

allows editing the ability of an employee to access the swap board

Edit Note

allows editing the note field on the employee Info page

View and Edit PayRates

allows full access to the employee pay rate field

Inactivate

allows for the inactivation or reactivation of an employee

Delete

allows for the deletion of the employee from the location, but not the enterprise

View Leave

allows view-only of employee leave requests and status, no management ability

Edit Leave

allows adding, editing, and managing employee leave requests

Mass-Update Information

allows access to the Mass Update link in the left menu

View Availability

allows employee availability settings to be viewed; no editing

Edit Availability

allows employee availability settings to be added, edited or deleted

View Only Default Employees

RESTRICTS view access. Limits employee list at the location so that only employees with that location as the default are listed.

View Credentials

allows information in the Credentials section to be viewed; no editing.

Forecasting Section

Feature

Description

Full

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

View Leave

allows information in the Leave section to be viewed; no editing

Add Leave Bid

allows adding a bid for leave

Edit Leave Settings

allows editing of the leave bid settings

Delete Leave Bid

allows for the deletion of a leave bid

Manage Bid Schedule

allows adding, editing, and deleting leave bid rounds

Manage Bid Status

allows adding and editing leave bid status

Commit Bid

allows performance of admin functions related to a leave bid

Manage Groups

allows assigning employees into groups for leave bidding

Manage Employees

allows adding, editing, and deleting employees from a leave bid

Manage Quotas

allows adding, editing, and deleting employee quotas in a leave bid

Manage Thresholds

allows adding, editing, and deleting global limits and date range limits in a leave bid

Manual Assign

allows manual assignment of an employee to a leave bid

Clear Assign

allows manual clearing of an employee from a leave bid

Reset Assign

allows resetting of a bid on the Status, Overview, and Selections windows

Invoke Assign

allows selection of manager invoked assignment on settings window

Manage Messages

allows adding, deleting, and editing messages related to a leave bid

Edit Leave Requests

allows managing leave including approving and canceling leave requests

Locations Section

Feature

Description

View

allows viewing of the Locations section data; no editing

View Weekdays

allows viewing Weekdays data; no editing

Manage Crews

allows full access to crew data

Manage Labor Pools

allows full access to labor pools data

Manage Special Days

allows full access to special days (including holiday entry)

Manage ShiftGroups

allows full access to shift group data

Edit Weekdays

allows full access to the week day data

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.

Schedule Section

Feature

Description

View

allows viewing of the Schedule section data – no editing

Add Schedule

allows adding a schedule

Approve Schedule

allows ability to approve the schedule as completed status

Edit Schedule

allows editing a schedule

Publish Schedule

allows ability to publish a schedule so visible in employee portal

Delete Schedule

allows the deletion of a schedule

Archive Schedule

allows the archiving of a schedule

Edit Schedule Settings

allows editing the schedule settings from the Schedule Settings link

Add Shift

allows a shift to be added

Edit Shift

allows a shift to be edited

Assign Employees to Shift

allows an employee to be assigned to a shift

Override Conflict/Availability

allows for ignoring the availability conflict when assigning shifts

Delete Shift

allows a shift to be deleted

Run Auto Fill

allows access to the Auto Fill engine for automatic assignment of shifts

Merge Shifts

allows back to back shifts at the same station to be merged

Split Shifts

allows shifts to be split

Mass-Update

allows access to the mass update functionality for editing shifts

Mass-Assign

allows access to the mass assigning of shifts to an employee

Add from Tour

allows schedules to be built from tours that are defined

Add from Templates

allows schedules to be built from templates that are defined

Add from Schedules

allows schedules to be built from schedules that are already built

Auto Create Breaks

allows the auto creation of breaks within a set of shifts

View Swapboard

allows view-only of the swapboard shifts

Approve Swap

allows the approval of swaps if the Require Manager Approval check box is selected in the Swap Board section of the location's settings for employees.

Post to Swapboard

allows ability to post a shift for an employee to the swapboard

Coverage Report

allows access to the coverage report in the Schedules section

Totals Report

allows access to the totals report in the Schedules section

Over/Under Report

allows access to the over/under report in the Schedules section

Tours

allows access to the Tours section on the main menu

View BidBoards

allows view-only of Bid Boards that have been created. Must also have role permission enabled to View Swapboard.

Post Shifts to BidBoard

allows selecting shifts to post to Bid Board and viewing only employee bids entered. Must also have role permission to Assign Employee to Shift.

Award Shifts on BidBoard

allows awarding shifts on the Bid Board to available employees

Manage BidBoards

allows adding, deleting, and editing settings on Bid Board

Stations Section

Feature

Description

View

allows viewing of the stations section data; no editing.

Edit

allows full editing of the stations section data.

Templates Section

Feature

Description

View

allows viewing information in the template section.

Edit

allows editing information in the template section.

Time Section

Feature

Description

View

allows viewing of the Time section data – no editing

Edit

allows full editing of the time data, but not the ability to clock an employee in

Clock in Employees

adds ability to clock in an employee; link added on the employee Timesheet

Lock

allows a timesheet to be locked to prevent changes

UnLock

allows a timesheet to be unlocked for changes

Mass-Lock

allows all timesheets to be locked at once

Approve

allows a timesheet to be locked and approved

UnApprove

allows for a timesheet being unapproved for changes

Mass-Approve

allows all timesheets to approved at once

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

* indicates

these are also known as Attendance issues