A comprehensive list of the Security Group Privileges and a description of each Privilege.
A Security Group is comprised of Privileges. Privileges enable users to view and access specific features within the software. Below is a comprehensive list of the available privileges. Privileges are applied to both the web app (Workeasysoftware.com) and the mobile app.
Privilege Categories
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Category (click to jump |
Scope |
| CRM | Managers |
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Managers |
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Managers |
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Managers |
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| Managers | |
| Employees - Privileges for employees to view their own information. | |
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Managers |
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Managers |
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Managers |
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| Managers | |
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Advanced Scheduling
| Name | Also Required | Description |
| Convert Shift to Open Shift | - | - |
| Manage Employee Preferences |
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| Manage Open Shifts |
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Enables Schedule Plans in the Left Nav with access to manage the following options:
This Privilege enables the following Manager Widgets:
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| Manage Reports |
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Enables access to the Schedules Reports
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| Manage Schedule Alerts | - | - |
| Manage Schedule Plans |
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Enables access to the Scheduler
Enables access to view and manage the following options:
This Privilege enables the following Manager Widgets:
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| Manage Schedule Shifts |
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| Scheduler Read Only |
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Enables Schedule Plans in the Left Nav with access to view only the Scheduler.
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| Shift Cancellations | - | - |
| View Reports |
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Enables Reports in the Left Nav and access to run the available Schedules reports.
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options.
options. 
Global Settings:
CRM
| Name | Also Required | Description |
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Subscription Management |
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Enables the Billing & Subscriptions option in the User Profile Menu
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Devices
| Name | Also Required | Description |
| Manage Credentials |
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Enables access to view and manage the Credentials Tab in Employee Profiles.
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| Manage Kiosk | - |
Enables Kiosks in the
-------------------------------------- The View Timesheets Privilege is also required to view and manage the Kiosks feature in the Left Nav.
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| Manage Time Clocks | - |
Enables Time Clocks in the
-------------------------------------- The View Timesheets Privilege is also required to view and manage the Time Clocks feature in the Left Nav.
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Human Resources
| Name | Also Required | Description |
| Assign Assets |
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Enables access to view and assign Assets through the Assets tab in the Employee List Profile.
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| Assign Employee Benefits |
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Enables access to view and enroll Benefits through the Assets tab in the Employee List Profile.
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| Employee Group Assignments |
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Enables Employees in the Easy HR Left Nav with access to manage the following options:
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| Manage Assets | - |
Enables Assets in the Easy HR Left Nav with access to manage the following options:
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| Manage Compliances | - |
Enables Compliances in the Human Resources |
| Manage Document Center |
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Enables Document Center in the Easy HR Left Nav with access to manage the following options:
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| Manage Employee Availability | - |
Enables Employees in the Left Nav with access to manage Availability.
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| Manage Employee Benefits | - |
Enables Benefits Management HR Left Nav with access to manage the following options:
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| Manage Employee Documents |
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Enables access to view assigned and pending documents through the Documents tab in the Employee List Profile.
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| Manage Employee Import |
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Enables Import in the Left Nav and access to import Employees.
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| Manage Employee Profiles |
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Enables access to edit fields in the Employment tab of the Employee List Profile.
---------------------------------------------- The Manage Configuration Rules Privilege is also required to manage the Employee List Profile Settings Tab.
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| Manage Employee Training |
Enables Training in the HR Left Nav with access to manage the following options:
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| Manage Employees |
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Enables Employees in the Left Nav with access to manage the following options:
This Privilege enables the following Manager Widgets:
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| Manage Pay Info |
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| Manage Profile Designer | - |
Enables the following Human Resources options in the Global Settings
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| Manage Reports |
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Enables access to the Employee Reports
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| Review Training Attendance |
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Enables the Trainings tab within the employee profile and allows the access to manage attendance |
| Set Manager Assignments | - |
Enables Employees in the Left Nav with access to view and manage Manager Assignments.
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| View Employee Profiles | - |
Enables Employees in the Left Nav with access to the Employee List option and access to view the Personal and Employment tabs in the Employee Profile.
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| View Pay Info | - |
Enables access to view Pay Rates in the following:
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| View Reports |
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Enables Reports in the Left Nav and access to run the available Employee reports.
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Job Costing
| Name | Also Required | Description |
| Manage Jobs & Settings |
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Enables the following Job Costing options in the Global Settings
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| View Job List |
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My Portal
| Name | Also Required | Description |
| My Coworkers |
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Enables Co-Workers in My Schedules.
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| My Schedules | - |
Enables the My Portal feature in the Left Nav and access to view Schedules in My Portal.
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| My Shift Preferences |
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Enables Shift Preferences in My Portal and access to manage Shift Preferences.
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| My Team Staff |
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Enables Team Staffing in My Schedules.
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| My Credentials |
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Enables access to view the Credentials tab in the My Portal Profile and access to set/edit the PIN number.
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| My Assets |
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Enables access to view the Assets tab in the My Portal Profile and access to view assigned assets.
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| My Availability | - |
Enables My Portal in the Left Nav and access to manage their Availability.
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| My Benefits |
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Enables access to view the Benefits tab in the My Portal Profile and access to view assigned benefits.
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| My Documents |
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Enables access to view the Documents tab in the My Portal Profile and access to view assigned documents.
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| My Pay Info |
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Enables access to view monetary amounts in the My Portal Timesheets. Example |
| My Profile | - |
Enables My Portal in the Left Nav and Profile.
*Allows employees to view their Personal and Employment information.
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| My Trainings |
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Enables access to view the Trainings tab in the My Portal Profile and access to view assigned trainings.
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| My Requests |
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Enables My Portal in the Left Nav and access to manage Time Off Requests.
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| My Timesheets |
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Enables My Portal in the Left Nav and the following features:
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Platform
| Name | Also Required | Description |
| Configuration Level 1 | - |
Enables Groups in the Left Nav and access to manage Groups.
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| Configuration Level 2 | - |
Enables the following options in the
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| Configuration Level 3 | - |
Enables the following options in the
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| Exceptions Feature |
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Enables Exceptions in the back-end |
| Manage Advanced Settings | - |
Enables Advanced Settings in the  ---------------------------------------- The View Timesheets Privilege is also required to view the EasyClocking options.
---------------------------------------- The Manage Policy Plans Privilege is also required to view the EasyTimeOff options.
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| Manage Exports | - |
Enables the following Export options in the Global Settings
Enables the Export Options in the Left Nav with access to manage Exports
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| Manage QuickBooks Online | - |
Enables the following Integrations options in the Global Settings
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Security
| Name | Also Required | Description |
| Manage Security Settings | - |
Enables the System Security section in the Left Nav with access to manage the following options:
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| Manage Users |
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Enables the following System Security options:
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| Receive Tech Support Consent | - |
Enables the System Security section in the Left Nav with access to Technical Support.
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Time Off
| Name | Also Required | Description |
| Holidays |
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Enables the Holidays option in the Time Off |
| Manage Configuration |
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Enables the following settings in the Time Off
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| Manage Employee Balances | - |
Enables Time Taken & Balances in the Left Nav without access to adjust balances.
-------------------------------------------- The Manage TO Adjustments privilege is also required to adjust time off balances. |
| Manage Policy Plans | - |
Enables Policy Plans in the Left Nav with access to view and manage Policy Plans.
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| Manage Reports |
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Enables access to the Time Off Reports
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| Manage Requests |
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Enables Review Requests in the Left Nav.
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| Manage TO Adjustments |
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Enables the Adjust Balance
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| Manage TO Imports |
OR
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Enables Import in the Left Nav and access to import Time Off Balances.
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| View Reports |
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Enables Reports in the Left Nav and access to run the available Time Off reports.
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option within Time Taken & Balances.
Time and Attendance
| Name | Also Required | Description |
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Exceptions Feature |
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Enables Exceptions in the Left Nav
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| Manage Configuration Rules | - |
Enables the following settings under the Time and Attendance
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| Manage Pay Entities | - |
Enables the Pay Entities setting under the Time and Attendance |
| Manage Pay Periods |
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Enables the following settings under the Time and Attendance
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| Manage Payable Types | - |
Enables the Payable Types setting under the Time and Attendance |
| Manage Reports |
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Enables access to the Time and Attendance and Job Costing Reports
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| Manage Time Codes | - |
Enables the Time Codes option in the Time and Attendance |
| Manage Timesheets |
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Enables access to the Employee Timesheet
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| Timesheet Administrator |
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Enables access to close the pay period, manage all employee Timesheets, and make changes after the approval deadline.
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| View Reports |
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Enables Reports in the Left Nav and access to run the available Time & Attendance and Job Costing reports.
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| View Timesheets |
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Enables Timesheets in the Left Nav with access to view Employee Timesheets without payment info. Example
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| Who Is In | - |
Enables Who’s In in the Left Nav
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Global Settings.
