How to set up permissions for employees in Time and Attendance

Subscribers to the Time and Attendance features will need to set up permission levels for their employees. The different permission types will unlock various levels of access in Personelle for each staff member. The current permission levels to select from are Admin, Supervisor and Employee permissions. 

• 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.

Assigning Permissions From Directory Page 

To assign permissions for a specific staff member, select the Directory page and then select the profile of the employee you want to assign permissions for. Then select the Permissions tab. If the staff member has been sent an invite to register then you will see their permission settings populate in this tab. Then select the pencil icon to make edits to the current permission level assigned to the staff member. Be sure to save your changes when finished. 

Assigning Permissions From System Settings Page 

1. Select Settings from the quick links menu then select Permissions.
2. Select ‘Manage Permissions’ for Time & Attendance.
3. On the lower half of the Time & Attendance permissions page, you can view the employees within each permission.
   • Tip: Use the search bar to quickly find an employee
4. Select the edit icon to update their permission level.
5. Use the ‘Assign Permissions in Bulk’ option to conveniently assign multiple employees to a permission level all at once.

Note: If subscribed to Personelle Time & Attendance, then all staff accessing the site must be assigned a Role in the Time & Attendance permission setting in order to unlock the Time & Attendance features. If an employee has no role assigned, then their dashboard will be mostly blank. 

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