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Privileges Overview

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In WorkEasy Software, user privileges (also known as permissions) determine what actions users can take and what data they can see, based on their assigned security group. The built-in groups with pre-assigned, editable privileges are Employee, Manager, and Supervisor; custom groups can also be added as needed. These privileges are organized by modules.

Privileges help to:

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

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

  • Apply role-specific settings through Security Groups, ensuring employees can only access features appropriate for their role.

The example below illustrates the built-in security groups in WorkEasy Software. The default groups available are Employee, Manager, and Supervisor. In this view, the Employee group is selected. On the right-hand panel, you can see its default privileges. These privileges are fully editable, meaning admins can add or remove access depending on the group's requirements. Groups are also assigned to specific locations and departments to control which employees fall under those specific sets of permissions.

WorkEasy Security Groups Interface

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 company assets assigned to them.

  • Benefits: Users can view the list of benefits assigned to them.

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

  • Documents: Users can view company-wide shared documents and their personal employee documents.

  • Notes: Users can view 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 personal details if permitted.

  • Training: Users can view ongoing, upcoming, and past training sessions assigned to them.

Scheduling

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

  • Co-workers: Users can view the schedules of their co-workers.

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

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

  • Team Staffing: Users can view full team staffing layouts within Schedules.

Time Off Requests

  • Time Off Requests: Users can manage their time off requests, view time balances, and track their 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 portals and system users, as well as export system user datasets.

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

  • Tech Support Verification: Users can verify and authorize technical support access requests.

Time and Attendance

Attendance Exceptions

  • Attendance Exceptions: Users can access and manage the exceptions feature.

Job Costing

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

  • 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 rules related to Schedules, Breaks, Overtime, Punch Restrictions, Reporting Hours, Rounding, and Shift Differentials.

Timesheets

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

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

  • Manage Timesheets: Users can manage employee timesheets, submit them for approval, or process approval/denial requests up to the standard deadline.

  • Timesheet Administrator: Users can fully manage employee timesheets, force submissions, approve/deny requests, and close or reopen pay periods at any time without restriction.

  • View Timesheets: Users can view general employee timesheets.

Who's In

  • Who's In: Users can view the live "Who's In" dashboard.

Devices

Group Clock

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

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

Devices Kiosk

  • Kiosk: Users can view, add, edit, and archive hardware kiosks, localized kiosk permissions, and device rules.

Devices Time Clocks

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

  • Manage Selfie Enrollment: Users can view, issue, or update biometric selfie enrollment invitations.

Scheduling

Open Shifts

  • Convert Shifts: Users can convert pre-scheduled shifts into Open Shifts.

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

Schedules

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

  • Cancel Shifts: Users can cancel assigned work shifts.

  • Manage Schedules: Users can view, add, edit, and configure employee timetables, shift patterns, weekly layouts, shift templates, and staffing counts.

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

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

  • View Schedules: Users can view general team schedules.

Time Off

Balances

  • Adjust Balances: Users can manually alter time off balance figures.

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

  • View Balances: Users can view detailed employee time off balances.

Holidays

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

Policies

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

Requests

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

  • View Requests: Users can track time off requests, upcoming leaves, and organizational history logs.

HR Data Management

Assets

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

  • Manage Assets: Users can view, add, edit, and archive inventory assets, alongside assignment logs.

Management Availability

  • Availability: Users can view, add, edit, and archive administrative parameters for employee availability.

Benefits

  • Assign Benefits: Users can allocate specific benefits packages to individual employees.

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

Compliance

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

Documents

  • Document Center: Users can view, add, edit, and delete directories or individual files within shared company document templates.

  • Document Request: Users can view, issue, and complete document confirmation reviews.

  • Employee Documents: Users can view core employee files directly inside profiles, through Document Explorer, or inside individual validation queries.

Employees

  • Import Employees: Users can batch-upload or update employee records.

  • Manage Biometric & Clock Credentials: Users can toggle biometric certification and modify device access variables like PIN keys, RFID Proximity Cards, Fingerprints, and Face ID structures (requires 'View Employee' to be active).

  • Manage Employees: Users can create, update, and archive employee identities, alongside organizational chart mappings and reporting configurations.

  • Manage Pay Rates: Users can alter complex compensation details inside worker profiles.

  • View Employees: Users can view core personal info and historical background statements.

Platform

Billing & Subscription

  • Billing & Subscription: Users can view and manage financial invoices, license quotas, and corporate credit cards.

Exports

  • Exports: Users can configure, trigger, or archive platform data export routines.

Integrations

  • {Integration Name}: Users can customize third-party api syncs, payload configurations, and ecosystem connection values.

Settings

  • Manage Groups: Users can define, change, or drop fundamental Custom Fields and localized structural values.

  • Manage Organizational Structures & Workflows: Users can manage organizational charts, management thresholds, approval paths, and core notification guidelines.

  • Manage Platform Configurations: Users can change environment preferences, toggle modules on or off, and trace platform QuickPay system logs.

  • Manage System Configuration: Users can update core company master layouts, template notification mail maps, formatting matrices, labels, global clocks, geofences, and localized search logic indexes.

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