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      System Privileges: What's Changed

      As part of our ongoing efforts to improve platform usability, we've streamlined and restructured our system privileges. This includes renaming, re-categorizing, consolidating, and, in a few cases, deprecating privileges. These changes aim to make privilege management more intuitive and aligned with how teams use the platform.

      Privileges are selected by going to User Access > Security Groups > Add >Privileges.

      This guide outlines recent updates to system privileges, including renamed and reorganized items to enhance clarity and alignment with platform functionality. The information is divided into two sections:

      • Before and After: Shows privilege name changes and where privileges were moved within the system.

      • All Privileges: A complete, current list of all privileges, organized by category and sub-category.

      Before and After

      Before

      After

      CRM

      Before: Subscription Management (CRM)
      After: Billing & Subscription
      Moved to: Platform

      Devices

      Before: Manage Credentials
      After: Manage Biometric & Clock Credentials
      Moved to: HR Data Management > Employees

      Before: Manage Group Clock
      After: Mobile App
      Moved to: Devices > Group Clock

      Before: Manage GroupClock Settings
      After: Settings
      Moved to: Devices > Group Clock

      Before: Manage Kiosk
      After: Kiosk

      Before: Manage Time Clocks
      Moved to: Devices > Time Clock

      Before: Manage Selfie Enrollments
      After: Selfie Enrollment
      Moved to: Devices > Time Clock

      My Portal

      Before: My Assets
      After: Assets
      Moved to: My Portal > HR Data

      Before: My Availability
      After: Availability
      Moved to: My Portal > Scheduling

      Before: My Benefits
      After: Benefits
      Moved to: My Portal > HR Data

      Before: My Credentials
      After: Credentials
      Moved to: My Portal > HR Data

      Before: My Documents
      After: Documents
      Moved to: My Portal > HR Data

      Before: My Notes
      After: Notes
      Moved to: My Portal > HR Data

      Before: My Pay Info
      After: Pay Rates
      Moved to: My Portal > HR Data

      Before: My Profile
      After: Profile
      Moved to: My Portal > HR Data

      Before: My Trainings
      After: Trainings
      Moved to: My Portal > HR Data

      Before: My Coworkers
      After: Co-workers
      Moved to: My Portal > Scheduling

      Before: My Schedules
      After: Schedules
      Moved to: My Portal > Scheduling

      Before: My Shift Preferences
      After: Shift Preferences
      Moved to: My Portal > Scheduling

      Before: My Team Staff
      After: Team Staffing
      Moved to: My Portal > Scheduling

      Before: My Requests
      After: Time Off Requests
      Moved to: My Portal

      Before: My Timesheets
      After: Timesheets

      Human Resources

      Before: Assign Assets
      Moved to: HR Data Management > Benefits

      Before: Assign Employee Benefits
      After: Assign Benefits
      Moved to: HR Data Management > Benefits

      Before: Employee Group Assignments
      After: Group Assignments
      Moved to: HR Data Management > HR Core Management

      Before: Manage Assets
      Moved to: HR Data Management > Benefits

      Before: Manage Compliances
      After: Compliance
      Moved to: HR Data Management

      Before: Manage Document Center
      After: Document Center
      Moved to: HR Data Management > Documents

      Before: Manage Document Request
      After: Document Request
      Moved to: HR Data Management > Documents

      Before: Manage Employee Availability
      After: Availability
      Moved to: HR Data Management

      Before: Manage Employee Benefits
      After: Manage Benefits
      Moved to: HR Data Management > Benefits

      Before: Manage Employee Documents
      After: Employee Document
      Moved to: HR Data Management > Documents

      Before: Manage Employee Import
      After: Import Employee
      Moved to: HR Data Management > Employees

      Before: Manage Employee Notes
      After: Manage Notes
      Moved to: HR Data Management > Employees Notest

      Before: Manage Employee Profiles
      Combined with: Manage Employees
      Moved to: HR Data Management > Employees > Manage Employees

      Before: Manage Employee Training
      After: Employee Training
      Moved to: HR Data Management > Training

      Before: Manage Employees
      Combined with: Manage Employees
      Moved to: HR Data Management > Employees > Manage Employees

      Before: Manage Pay Info
      After: Manage Pay Rates
      Moved to: HR Data Management > Employees

      Before: Manage Profile Designer
      After: Profile Designer
      Moved to: HR Data Management > HR Core Management

      Before: Manage Reports
      After: Manage Reports
      Moved to: Reports > HR Data

      Before: Review Training Attendance
      After: Review Training Attendance
      Moved to: HR Data Management > Training

      Before: Set Manager Assignments
      After: Manager Assignments
      Moved to: HR Data Management > HR Core Management

      Before: View Employee Notes
      After: View Notes
      Moved to: HR Data Management > Employees Notest

      Before: View Employee Profiles
      After: View Employees
      Moved to: HR Data Management > Employees

      Before: View Pay Info
      After: View Pay Rates
      Moved to: HR Data Management > Employees

      Before: View Reports
      After: View Reports
      Moved to: Reports > HR Data

      Job Costing

      Before: Manage Jobs & Settings
      After: Manage Jobs
      Moved to: Time and Attendance > Job Costing

      Before: View Job List
      After: View Jobs
      Moved to: Time and Attendance > Job Costing

      Platform

      Before: ADP Integration
      After: ADP
      Moved to: Platform > Integrations

      Before: Clair Integartion
      After: Clair
      Moved to: Platform > Integrations

      Before: BambooHR Integration
      After: BambooHR
      Moved to: Platform > Integrations

      Before: Configuration Level 1
      After: Configuration Level 1
      Moved to: Platform > Settings

      Before: Configuration Level 2
      After: Configuration Level 2
      Moved to: Platform > Settings

      Before: Configuration Level 3
      After: Configuration Level 3
      Moved to: Platform > Settings

      Before: Exceptions Feature
      Removed

      Before: Manage Advanced Settings
      After: Advance Settings
      Moved to: Platform > Settings

      Before: Manage Exports
      After: Exports
      Moved to: Platform

      Before: Manage QuickBooks Online
      After: QuickBooks Online
      Moved to: Platform > Integrations

      Before: Manage QuickPay
      After: QuickPay
      Moved to: Platform > Integrations

      Before: Manage Rosnet Integration
      After: Rosnet
      Moved to: Platform > Integrations

      Before: SAP Integration
      After: SAP Success Factors
      Moved to: Platform > Integrations

      Scheduling

      Before: Convert Shift to Open Shift
      After: Convert Shifts
      Moved to: Scheduling > Open Shifts

      Before: Manage Employee Preferences
      After: Shift Preferences
      Moved to: Scheduling > Schedules

      Before: Manage Open Shifts
      After: Manage Open Shifts
      Moved to: Scheduling > Open Shifts

      Before: Manage Reports
      After: Manage Reports
      Moved to: Reports > Scheduling

      Before: Manage Schedule Alerts
      After: Alerts
      Moved to: Scheduling > Schedules

      Before: Manage Schedule Plans
      After: Schedule Plans
      Moved to: Scheduling > Schedules

      Before: Manage Schedule Shifts
      After: Manage Schedules
      Moved to: Scheduling > Schedules

      Before: Scheduler Read Only
      After: View Schedules
      Moved to: Scheduling > Schedules

      Before: Shift Cancellations
      After: Cancel Shifts
      Moved to: Scheduling > Schedules

      Before: View Reports
      After: View Reports
      Moved to: Reports > Scheduling

      Security

      Before: Manage Security Settings
      After: Security Groups
      Moved to: User Access

      Before: Manage Users
      After: Manage Users
      Moved to: User Access

      Before: Receive Tech Support Consent
      After: Tech Support Verification
      Moved to: User Access

      Time Off

      Before: Manage Configuration
      Combined with: Manage Policy Plans
      Moved to: Time Off > Policies

      Before: Manage Employee Balances
      After: View Balances
      Moved to: Time Off

      Before: Manage Policy Plans
      After: Policies
      Moved to: Time Off

      Before: Manage Reports
      After: Manage Reports
      Moved to: Reports > Time Off

      Before: Manage Requests
      Moved to: Time Off > Requests

      Before: Manage TO Adjustments
      After: Adjust Balances
      Moved to: Time Off > Requests

      Before: Manage TO Imports
      After: Import Balances
      Moved to: Time Off > Requests

      Before: View Reports
      After: View Reports
      Moved to: Reports > Time Off

      Before: View Request
      After: View Requests
      Moved to: Time Off > Request

      Time and Attendance

      Before: Exceptions Feature
      After: Time and Attendance > Attendance Exceptions

      Before: Import Punches
      After: Import Time Data
      Moved to: Time and Attendance > Timesheets

      Before: Manage Configuration Rules
      After: Time Tracking
      Moved to: Time and Attendance > Settings

      Before: Manage Hours Distribution
      After: Hours Distribution
      Moved to: Time and Attendance > Timesheets

      Before: Manage Pay Entities
      After: Pay Entities
      Moved to: Time and Attendance > Settings

      Before: Manage Pay Periods
      After: Pay Periods
      Moved to: Time and Attendance > Settings

      Before: Manage Payable Types
      After: Payables
      Moved to: Time and Attendance > Settings

      Before: Manage Questionnaire Reports
      After: Manage Reports
      Moved to: Reports > Questionnaires

      Before: Manage Reports
      After: Manage Reports
      Moved to: Reports > Time and Attendance

      Before: Manage Time Codes
      After: Time Codes
      Moved to: Time and Attendance > Settings

      Before: Manage Timesheets
      Moved to: Time and Attendance > Timesheets

      Before: Timesheet Administrator
      Moved to: Time and Attendance > Timesheets

      Before: View Questionnaire Reports
      After: View Reports
      Moved to: Reports > Questionnaires

      Before: View Reports
      After: View Reports
      Moved to: Reports > Time and Attendance

      Before: View Timesheets
      Moved to: Time and Attendance > Timesheets

      Webhooks

      Before: Webhooks Management
      After: Webhooks
      Moved to: Platform > Integrations

      All Privileges

      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

        • 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

        • 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

        • 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

        • 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

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

      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

        • 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

        • 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 the Document Explorer, or the Request.

      Employees

        • Import Employees > Users can add or update employees.

        • Manage Biometric & Clock Credentials > Users can enable/disable biometric attestation and manage PIN, 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

        • User access to view and manage the billing, the subscription, and credit cards.

      Exports

        • User access to add, edit, or archive exports

      Integrations

        • ADP > User access to configure the ADP integrations, such as ADP Run and ADP Workforce Now
        • BambooHR > User access to configure the BambooHR integrations
        • Clair > User access to configure the Clair integrations
        • FolksHR > User access to configure the FolksHR integrations
        • QuickBooks Online > User access to configure the QuickBooks Online integrations
        • QuickPay > User access to configure the QuickPay integrations
        • Rosnet > User access to configure the Rosnet integrations
        • SAP Success Factors > User access to configure the SAP Success Factors integrations
        • Webhooks > User access to configure the Webhooks integrations

      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