Assigning Employees to Security Groups |
|
As a practitioner, you can make an employee a member of a security group. Employees are grouped into security groups to control who can access their information in the Time & Attendance module.
To assign employees to security groups:
From the Time & Attendance menu, select Setup.
Note: If the Setup option is not visible, make sure that you have selected Practitioner in the Role Selector.
Under the Users heading on the Setup page, click the Security Groups link. The Security Groups page opens, which lists all security groups defined for your company.
In the Security Group ID column, click the security group for which you want to add employees. The Security Group page opens.
Click the Employees tab. The Employees tab lists all employees who are currently members of the security group.
Click the Assign additional employees link. The Employee ID Lookup window opens. Select the employee to whom you want to assign to a security group.
On the left side of the Employee ID Lookup window, select the check box for each employee that you want to make a member of the security group and then click the Done button.
Notes:
When you click the Done button,
you are returned to the Security Group page. For each employee you
selected, the Start Date field is automatically filled in with the
current date. The date in this field indicates when an employee begins
being a member of the security group. If needed, you can change the
start date by clicking the button and then selecting
a different date.
You can also enter an optional end date on which the employee will
stop being a member of the security group. Click the button next to the End Date field and then
select an end date. If you want the employee to be a member of the
security group indefinitely, do not enter a date in the End Date field.
When you have selected all employees you want as members of the security group, click the Submit button.
Note: If you want to assign access to a security group to a practitioner or manager, see Assigning access to security groups.