Configuring Work Groups

To configure work groups:

  1. Open the Work Groups form.
  2. Select a work group record from the grid at left, then specify a workgroup code and description for the work group.
  3. Optionally, to remove an employee from the Employees tab, change the workgroup assignment in the employee's employee record. This tab fills with employee records as employees are assigned to the group in their employee record.
  4. On the Privileges tab, assign authorization to the workgroup by entering a supervisor's username in the User field. A validation will run that returns the name associated with the username and the user's Time Track role. You can adjust privileges by selecting or clearing the activity check boxes at the bottom of the tab.
    View Punch
    Select this check box to allow the supervisor to view hours for employees in this work group. If cleared, the supervisor is not able to see the employee’s hours in the Hours Summary or Detail forms.
    Modify Punch
    Select the check box to allow the supervisor to modify Hours Detail records.
    Add Punch
    Select the check box to allow the supervisor to add new punches on the Dashboard Transactions form.
    Approve Punch
    Select the check box to allow a supervisor to approve an employee’s hours.
    Process Punch
    Select the check box to allow a supervisor to process an employee’s hours.
    Open Processed Punch
    Select the check box to allow the supervisor to reopen hours that have been processed.
    Delete Punch
    Select the check box to delete labor records on the Hours Detail form.
    Report Quantities
    Select the check box to allow the supervisor to report quantities for the employee on the Dashboard Transaction form.
    Create Planned Absence
    Select the check box to allow the supervisor to create absence hours for employees.
    Approve Absence Requests
    Select the check box to allow the supervisor to approve or deny an employee’s absence requests. When this is selected supervisor profiles that have email addresses must receive email notification of the request.
    Enter Temporary Shift Change
    Select the check box to allow the supervisor to enter temporary shift changes for employees.
    Receive Disciplinary Notice
    When the Attendance Points System is on and set to generate notices, select this check box for the supervisor to receive disciplinary notices.
    Process Disciplinary Notice
    When the Attendance Points System is on and processing notices is required, select this check box to allow the supervisor to process disciplinary notices.
    View Payroll
    Select the check box to give the supervisor or administrator access to view the employee’s payroll hours.
    Process Payroll
    Select the check box to allow the supervisor or administrator to process the employee’s payroll.
    Modify Payroll
    Select the check box to allow the supervisor or administrator to enter payroll adjustments to the employee’s payroll hours.
    Generate Payroll Extract
    Select the check box to allow the supervisor or administrator to create a payroll extract for the employee’s payroll hours.
    Reopen Payroll
    Select the check box to allow the supervisor or administrator to reopen hours that are extracted. Required to make adjustments to payroll hours after extraction is performed.
    Restore Payroll to Submitted
    This parameter is only relevant if the Allow Revert Processed Payroll parameter is selected on the Site Parameter form. If Restore Payroll to Submitted is selected, the user is allowed to revert processed payroll records back to submitted status. This unlocks the record so that it may be reopened and edited on the Hours forms.
    Note: If this Work Group privilege is cleared, the user is not able to revert Processed Payroll to Submitted status.