The Set Filter and Select Companies buttons in the User Setup Detail screen lead to two utilities that determine which companies and which employees within those defined companies can be accessed by a particular user ID. The Labor Filter feature allows you to filteremployees by organizational level codes. Additionally, the Custom Queries feature is a utility found in the Employees and Scheduler sections of EmpowerTime that allows users to create and save their own custom employee filters.
™
NOTES
Employee Filters
Employee filters restrict the employee records that users are permitted to access. For example, an employee filter could restrict a user to viewing employees assigned to a specific department or job code. Employee filters can be established on both organizer and supervisor user IDs, but by default no filters are established on new user IDs.
Figure 82: Employee Filter Setup
To establish a filter on a user ID, click the Set Filter button to access the Filter setup window as shown in the preceding figure. Setting up filters on user IDs is no different than creating filters in any other section of EmpowerTime. For more details on establishing filters, see Chapter 19—System Utilities.
Labor Filters
Labor filters are another way to restrict which employee records users can view. This filter allows users to view employee records based on assigned organization levels. The labor filter is frequently used by companies whose employees work under multiple organization levels throughout the pay period. For more information on establishing filters, see Chapter 19—System Utilities.
EXAMPLE: A supervisor has access to employee records that are assigned to the company's East location. Several employees work part time in the East location and part time in other locations within the company. The supervisor of the East location will be able to view records that are assigned to the East location code, but not records assigned to other location codes.
™
Company Filters
Company filters restrict the companies that users are permitted to access. For example, a company filter could restrict a user to ZSI, the sample company included with EmpowerTime. Company filters can be established on all user IDs. By default, each new user ID is granted access to all companies set up in EmpowerTime. To select the companies accessible by a user, click on the ellipsis button to the right of the
Companies section.
To restrict a user ID from accessing specific companies in EmpowerTime, select the company to be removed, and then use the left arrow button to move that company from the Selected Companies to the Companies list. Any companies on the left side of the screen will not be viewable by the selected supervisor.
™
NOTES
Custom Queries
Any user with the appropriate permissions can create custom queries without having to modify their filter in User Setup. By filtering employees to a specific group, supervisors can quickly process schedules and timecards or make changes just to that group. Custom queries can be created from the Employee Scheduler screen, and they can then be used in all of the Employee tabs and most of the Attendance tabs. To create a custom query, click the ellipsis button to the right of the Custom Query field at the top of the Employee Scheduler screen.
Users can sort columns into ascending or descending order by clicking the column header. The list can also be filtered using the drop-down menus at the top of each column.
™
11.6
Workflow Configuration
Workflow configuration options can be defined by clicking on Rules Setup Workflow Configuration.
Figure 85: Workflow Configuration
The code and description in the Workflow Configuration identify the settings for assignment in user setup and should indicate which users they should be assigned to. Each option within the Home, KPI, and Messages sections refers to an available option in the user’s Workflow. Users can click on any available option from the navigation pane and that option will appear in the Home tab as a workflow option. The order in which the options display on the navigation pane can be changed using the Up and
Down buttons. The name of each option can be changed using the Task Properties
button.
11.7
Security Templates
Security templates are used to create common permission sets than can be applied to users. This makes the process of adding multiple similar supervisors in EmpowerTime faster and easy.
™
NOTES
Figure 86: Security Templates
Security Templates can be created by clicking on the Add button along the top of the form. The template ID and description should make it easy to identify the type of permission set it represents. This will make it easier to choose the correct template when assigning them to users.
After the ID and description are defined, creating a template is the same process as defining permissions in the User Setup. For detailed descriptions of permissions, see the User Setup section earlier in this chapter.
™
CHAPTER 12—EMPLOYEE SETUP
12.1
Overview
The Employee section contains the setup records, timecards, pay records, schedules, and other important information for each employee tracked by EmpowerTime™. This chapter describes each of the options in the Employee Setup section as well as the process of setting up and configuring new employee records. To open the Employee Setup section, click Employees in the navigation pane or select any of the options found in the Employees submenu in the Employees drop-down menu.
Figure 87: Employees Menu
REMINDER: Employee records are typically imported from a payroll or human resources system to expedite the setup process. If employee information cannot be imported using an EmpowerTime employee import module, all employee records must be manually entered in the Employee Setup notebook. Additional setup is usually required even if employee information can be imported from another program, as employees must be assigned to EmpowerTime-specific codes (such as pay class and holiday class codes) that cannot be imported from outside sources.
™