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 |