If you are an administrator and you have the necessary authorisation, you can assign employees to security groups. Security groups control access to employee records in ezLaborManager. Each employee is assigned to one or more security groups. Administrators or supervisors can then view an employee's records when they have been assigned access to the employee's security group. For more information about security groups, see Security Groups Overview.

To assign employees to security groups:

  1. Click the Setup tab.

  2. Under the Setup tab, click the Employee Positions (or Employees) link.

  3. On the Employees page, click the Select button (next to the Find button). The Employee ID Lookup window opens. Select the employee you want to assign to security groups.

  4. On the Employees page, click the Security menu item on the left side of the page. The Security section displays all security groups to which the employee currently belongs. If the employee has not been assigned to any security groups, this section is blank.

  5. Under the Security section, click the Add additional Security Groups link.

  6. On the Security Group Lookup page, select the check box for each security group to which you want to assign the employee.

  7. Click the Done button. The security groups you selected are displayed in the Security section of the Employees page.

  8. In the Start Date column for each security group that you selected, the current date is automatically entered in the Start Date field. This date indicates when the employee will begin being a member of the security groups. To change this date, click the Select Date button next to the Start Date field for each security group and then select a different date.

    Note: If needed, you can also enter an end date on which you want the employee to stop being a member of each security group. To do this, click the Select Date button next to the End Date field and then select a date. If you want the employee to be a member of a security group indefinitely, do not enter a date in the End Date field.

  9. Click the Submit button.

    Note: To view the names of all users who can access the employee's records in ezLaborManager, click the View Employee - User Security Group Assignments link on the right side of the page.