Privileges Overview

  • Updated on Jul 15, 2025
  • Published on Apr 15, 2025
  • 5 minute(s) read
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In WorkEasy Software, user privileges determine what actions users can take and what data they can see, based on their security group (e.g., Employee, Manager, Supervisor). These privileges are divided into modules like My Portal, Reports, User Access, Time and Attendance, and others.

Privileges help to:

  • Control access to features such as timesheets, schedules, reports, or employee information.

  • Allow or restrict actions like changing pay rates, managing time off, or viewing colleague information.

  • Apply role-specific permissions through Security Groups, ensuring employees can only access or perform tasks appropriate for their role.



Privilege descriptions by module

Below are the current privileges available in WorkEasy Software, organized by module and subcategory.

My Portal


HR Data

  • Assets: Users can view the list of assets that have been assigned to them.

  • Benefits: Users can view the list of assets that have been assigned to them.

  • Credentials: Users can view and edit their own clocking PIN number.

  • Documents: Users can view shared documents and their own employee documents.

  • Notes: Users can view the notes posted on their profile.

  • Pay Rates: Users can view pay rates and amounts across the software.

  • Profile: Users can view their own employee profile and adjust the personal section if applicable.

  • Training: Users can view the list of ongoing, upcoming, and past trainings they have been assigned.

Scheduling

  • Availability: Users can view, edit, or delete their availability.

  • Co-workers: Users can view the schedule of their co-workers within the Schedules.

  • Schedules: Users can view their schedules and available open shifts if applicable.

  • Shift Preferences: Users can view, edit, or delete their shift preferences.

  • Team Staffing: Users can view the schedule of their team staffing within the Schedules.

Time Off Requests

  • Time Off Requests: Users can manage their time off requests, view their balances, and request history.

Timesheets

  • Timesheets: Users can view their own timesheets.

Reports


HR Data

  • Manage Reports: Users can view, add, edit, and delete HR Data reports.

  • View Reports: Users can view HR Data reports.

Questionnaires

  • Manage Reports: Users can view, add, edit, and delete questionnaire reports.

  • View Reports: Users can view questionnaire reports.

Scheduling

  • Manage Reports: Users can view, add, edit, and delete Scheduling reports.

  • View Reports: Users can view Scheduling reports.

Time and Attendance

  • Manage Reports: Users can view, add, edit, and delete Time and Attendance reports.

  • View Reports: Users can view Time and Attendance reports.

Time Off

  • Manage Reports: Users can view, add, edit, and delete Time Off reports.

  • View Reports: Users can view Time Off reports.

User Access

  • Manage Users: Users can add, import, or link employee portal and system users as well as export system users.

  • Security Groups: Users can add, edit, or archive security groups.

  • Tech Support Verification: Users can verify and allow technical support access when requested.

Time and Attendance


Attendance Exceptions

  • Attendance Exceptions: Users can access the exceptions feature.

Job Costing

  • Manage Jobs: Users can view, add, edit, or delete Jobs, Projects, Clients, and Tasks, and configure the job definition.

  • View Jobs: Users can view Jobs, Projects, Clients, and Tasks.

Questionnaires

  • Questionnaires: Users can view, add, edit, and archive questions and questionnaires.

Settings

  • Pay Entities: Users can view, add, edit, and archive pay entities.

  • Pay Periods: Users can view, add, edit, and archive pay periods.

  • Payables: Users can view, add, edit, and archive payables.

  • Time Codes: Users can view, add, edit, and archive time codes.

  • Time Tracking: Users can manage Attendance by Schedules, Breaks, Overtime, Punch Restriction, Reporting Hours, Rounding, and Shift Differentials rules.

Timesheets

  • Hours Distribution: Users can view, add, edit, and archive the distribution of hours.

  • Import Time Data: Users can add or update time data.

  • Manage Timesheets: Users can manage employees' timesheets, submit timesheets for approval, or approve/deny approval requests up to the pay period approval deadline.

  • Timesheet Administrator: Users can manage employees' timesheets, submit for approval, approve/deny requests, and close/reopen pay periods at any time.

  • View Timesheets: Users can view employees' timesheets.

Who's In

  • Who's In: Users can view the Who's In.

Devices


Group Clock

  • Mobile App: Users can access the Group Clock feature.

  • Settings: Users can view, add, edit, and archive Group Clock settings.

Devices Kiosk

  • Kiosk: Users can view, add, edit, and archive kiosks, kiosk permissions, and settings.

Devices Time Clocks

  • Manage Time Clocks: Users can view, add, edit, and archive time clocks, permissions, and settings.

  • Manage Selfie Enrollment: Users can view, send, or update enrollment invitations.

Scheduling


Open Shifts

  • Convert Shifts: Users can convert shifts into Open Shifts.

  • Manage Open Shifts: Users can view, add, edit, and archive open shifts.

Schedules

  • Alerts: Users can view, add, edit, and archive schedule alerts.

  • Cancel Shifts: Users can cancel shifts.

  • Manage Schedules: Users can view, add, edit, and manage employees' schedules, shift patterns, weekly patterns, shift templates, and team staffing.

  • Schedule Plans: Users can view, add, edit, and archive Coworkers, Recommendation Rules, Schedule Criteria, and Schedule Plans.

  • Shift Preferences: Users can view, add, edit, and archive Shift Preferences and Shift Swap & Drop rules.

  • View Schedules: Users can view employees' schedules.

Time Off


Balances

  • Adjust Balances: Users can adjust time off balances.

  • Import Balances: Users can add or update time off balances.

  • View Balances: Users can view employees' time off balances.

Holidays

  • Holidays: Users can view, add, edit, and archive Holidays.

Policies

  • Policies: Users can view, add, edit, and archive time off policies.

Requests

  • Manage Requests: Users can view, add, approve, deny, cancel, or delete time off requests or add time off manually.

  • View Requests: Users can view time off requests, upcoming time off, and history.

HR Data Management


Assets

  • Assign Assets: Users can assign assets to employees and return assets.

  • Manage Assets: Users can view, add, edit, and archive assets, and view assignment history.

Management Availability

  • Availability: Users can view, add, edit, and archive employees' availability.

Benefits

  • Assign Benefits: Users can assign benefits to employees.

  • Manage Benefits: Users can view, add, edit, and archive benefits.

Compliance

  • Compliance: Users can view, add, edit, and archive compliance rules.

Documents

  • Document Center: Users can view, add, edit, and delete folders and files within company documents and templates.

  • Document Request: Users can view, create, and review document requests.

  • Employee Documents: Users can view employee documents from the employee profile or from the Document Explorer or Request.

Employees

  • Import Employees: Users can add or update employees.

  • Manage Biometric & Clock Credentials: Users can enable/disable biometric attestation and manage PIN number, Proximity Card, Fingerprints, and Face (if View Employee is enabled).

  • Manage Employees: Users can add, edit, and archive employees and view employee groups and reporting structures.

  • Manage Pay Rates: Users can edit employees' compensation.

  • View Employees: Users can view employees' personal and employment information.

Platform


Billing & Subscription

  • Billing & Subscription: User access to view and manage the billing, the subscription, and credit cards.

Exports

  • Exports: User access to add, edit, or archive exports.

Integrations

  • {Integration Name}: User access to configure third-party integration settings, including data sync and connection preferences.

Settings

  • Manage Groups: User access to add, edit, or archive Group values and Custom Fields values.

  • Manage Organizational Structures & Workflows: User access to add, edit, or archive Group Structure, Management Levels, Workflows, and Recommendation rules.

  • Manage Platform Configurations: User access to configure or enable the platform configurations and view QuickPay Logs.

  • Manage System Configuration: Users can manage the Company Information, Email Templates, Name Format, Tags, Time & Language, Geofences, Recommendation Assistant, and Recommendation Periods.

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