Left Menu Bar: Privileges Folder
Go to Admin > Privileges and select Employee Access.
How Does This Functionality Help You?
- This enables you to give employees access to the Employee portal, but control what they can see and do.
- Employee portal access gives the employees the flexibility to view their real-time current schedules from any computer or mobile device with internet access.
- Employees can then perform other functions based on the privileges authorized by their organization.
- Edit: If you do not check the box, the employee can view but not edit.
Employee Access:
- The features selected specify the privileges that employees will have when they sign in to the Employee Portal for this location. Each location sets employee access privileges separately.
- These are global location settings that will affect all employees’ access.
- There are three categories of privileges: View, Edit, and Approvals
- The help icon, , opens a window with the details of what each option means, providing you easy review details from within the application.
- Select the check box to grant the privilege. Select Save.
- Privileges may be changed at any time and will take effect immediately.
- The following tables summarize each option.
Employee Privileges Defined/Location-specific:
View features | If enabled... |
Full schedule | Allows employees to view shifts for all employees. If this is not selected, an employee only see their own schedule. |
All contact info | Allows employees to view names, phone numbers, and emails of coworkers assigned to your location. |
All employee days off | Allows employees to view granted days off for all employees at this location. Helps employees to find days with few other granted day-off requests. |
Edit features | If enabled... |
Contact Info | Allows employees to view shifts for all employees. If this is not selected, an employee only see their own schedule. |
Scheduling Parameters | Allows employees to update their max days/week, max hours/week, and max shifts/day. |
Availability | Allows employees to update their availability for global, local, and date-based profiles. |
Single Day Override Availability | Allows employees to enter Single Day Override availability. These entries, when present, are used in scheduling in place of the profile availability. |
Request Days Off | Allows employees to add days off requests. Requests are granted by a scheduler before they become effective. When granted, they display in the Employee portal. |
Approvals feature | If enabled... |
Employee shift approval | Allows employee to approve working future shift. When schedule is published, employees can approve each shift individually or mass-approve all schedules. Approvals can also be undone by the employee. |