If you are a practitioner and you have the necessary authorization, use the following steps to create security groups and make security group assignments for employees and users:

  1. 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.

  2. Under the Users heading on the Setup page, click the Security Groups link.

  3. On the Security Groups page, click the Add New button.

  4. On the Security Group page, enter an ID for the security group in the Security Group field.

  5. In the Description fields, enter a short description of the security group for each culture supported by your company.

  6. Click the Employees tab. The Employees tab displays all employees who are currently members of the security group. (Because you are creating a new security group, no employees should be listed on this tab yet.)

  7. Click the Assign additional Administrators or Supervisors link. The Employee ID Lookup window opens.

  8. On the left side of the 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 Select Date 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 Select Date button next to the End Date field and then select a 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.

  9. Click the Users tab. The Users tab displays all users who currently have access to the security group. Users listed on this tab can view and edit the employees who are listed on the Employees tab. (Because you are creating a new security group, no users should be listed on this tab yet.)

  10. Click the Assign additional users link. The User ID Lookup window opens.

  11. On the left side of the window, select the check box for each user who should have access to 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 user you selected, the Start Date field is automatically filled in with the current date. The date in this field indicates when a user can begin accessing the employees in the security group. If needed, you can change the start date by clicking the Select Date button and selecting a different date.

    You can also enter an optional end date on which the user will no longer have access to the security group. Click the Select Date button next to the End Date field and then select an end date. If you want the user to have access to the security group indefinitely, do not enter a date in the End Date field.

  12. Click the Submit button.

Note: Using the above procedure is the most efficient way to make security groups assignments. However, if needed, you can also assign employees to security groups from the Employees page and assign user access from the Users page.