How to Set Up Permissions for Employees in Employee Records

1. Select Settings, then Permissions
2. Select ‘Manage Permissions’ for Employee Records 
3. Employee Records has three different permission levels: Employee, Supervisor, Admin
   • Admins will be able to perform all functions within the subscriptions for all employees within the company including viewing and editing all employee data. With sensitive HR data, it’s important to give this permission only as absolutely needed!
   • Supervisors will be able to manage basic information and perform basic functions for only their direct reports. 
   • Employees will be able to manage their own basic information.
4. On the lower half of this page, you can view the employees within each permission and their currently assigned role. 
   • Tip: Use the search bar to quickly find an employee
5. Select the edit icon to update their permission level / Role. 
6. Use the ‘Assign Permissions in Bulk’ option to conveniently assign multiple employees to a permission level/ Role all at once.

Note: When assigning Admin and Supervisor permissions roles, be sure to assign the role in both Time & Attendance and Employee Records permission settings.