Permissions

A Permission screen under Role is a collection of security settings that one or more employees share. The Permissions tab allows you to control access to the application and its features by setting employee roles and permissions. This can include specifying which employee can view, add, edit, or delete, as well as which employee can perform other actions, such as generating reports or managing other users. By setting these permissions, you can ensure that only authorized employees can access the application and functionality they need to perform their jobs effectively.

Before creating a role, you can analyze various designations in the organization and can decide who will need access to the application and what features/functions they will need to use in the software. For example, your company may have 5 supervisors who would need access to the same feature. Instead of setting up each employee and assigning these features individually, you can assign them to a role with the required permission.

The permission screen contains a list of features and functionalities with a concise description. These features and functionalities are listed below the Modules. Each module has Allow Access, Create, Edit, and Delete checkboxes. These checkboxes are used to specify the level of permission a role has for a particular item.

Allow Access - The Allow Access checkbox grants the employee the ability to view the selected feature.
Create - The Create checkbox grants the employee the ability to create new objects in the selected module. A role with this permission will automatically have "Allow Access" to the selected module.
Edit - The Edit checkbox grants the employee the ability to edit the objects in the selected module. A role with this permission will automatically have "Allow Access" to the selected module.
Delete - The Delete checkbox grants the employee the ability to delete the existing objects in the selected module. A role with this permission will automatically have "Allow Access" to the selected module.

Note: The term "object" is used as a generic term. An object can be an employee or any initial setup lookups, schedule, etc.

Note: An Employee can revoke View/Create/Edit/Delete permission if they have access to Edit Roles and have the following permissions on the edit roles screen - View, Create, Edit, and Delete permissions. Make sure that the employee does not have access to the Edit Role screen and is restricted from all the permissions related to the edit role screen. Also, ensure that they do not have an Application Administrator role. If a person can edit permissions, they can (re)grant any permission.

Add/Edit Permissions

Click Roles below Setup.

If you are adding a new role, click on New. If you are editing a role, click on the Role name.

Role Details - Add or edit the role details.
Click on the Permissions tab.

Review the modules and check the permission checkboxes.
Click Save.

List of Modules

S.No	Module	Description	Permissions	Affected Functionality & Navigation
1	Absence Code	A classification of codes for absence tracking	Allow Access, Create, Edit, Delete	Setup > Absence Codes
2	Change Company Details	Make changes to the company details	Allow Access, Edit	Gear "" icon > Company Details
3	Clock	A classification of push clocks	Allow Access, Create, Edit, Delete	Setup > Clocks
4	Custom Fields	Define Custom Fields	Allow Access, Create, Edit, Delete	Gear "" icon > Form Customization
5	Department	A classification of customers/employees	Allow Access, Create, Edit, Delete	Setup > Departments
6	Employee	A worker that consumes items	Allow Access, Create, Edit, Delete	Main Menu > Employees
7	Employee - Application Access	Employee application access settings	Allow Access, Edit	Employees > General
8	Employee - Attachments	Employee attachments	Allow Access, Create, Edit, Delete	Employees > Attachments
9	Employee - Clock Assignments	Assign employee to a clock	Allow Access, Edit	Employees > Clock
10	Employee - Demographics - Others	Other's Demographics	Allow Access, Edit	Employees > Personal
11	Employee - Demographics - Self	Your own Demographics	Allow Access, Edit	Employees > Personal
12	Employee - Details and Contact	Employee details and contact sections	Allow Access, Edit	Employees > Personal
13	Employee - Notes	Employee notes	Allow Access, Edit	Employees > Personal
14	Employee - Pay rates	Employee pay rates	Allow Access, Create, Edit, Delete	Employees > Pay
15	Employee - Personal	Employee's personal address and contact information	Allow Access, Edit	Employees > Personal
16	Employee - SSN/SIN/NIN - Others	Other's SSN/SIN/NIN	Allow Access, Edit	Employees > General
17	Employee - SSN/SIN/NIN - Self	Your own SSN/SIN/NIN	Allow Access, Edit	Employees > General
18	Employee - Time Card Settings	Employee timecard settings section	Allow Access, Edit	Employees > General
19	Employee - View Change History	Allows a user to view changes made to employee's fields.	Allow Access	Employees > Change Log
20	Employee - View Tree from Employee	Configure an employee to view the employee hierarchy from another's perspective	Allow Access, Edit	Employees > General
21	Form Customization	Customize form labels	Allow Access, Create, Edit, Delete	Gear "" icon > Form Customization
22	Gender	A classification of genders	Allow Access, Create, Edit, Delete	Gear "" icon > Genders
23	Holiday Code	A classification of statutory holidays	Allow Access, Create, Edit, Delete	Setup > Holiday Codes Note: Currently, the feature is in development.
24	Import	Import is used to insert data from another system into PreciseTimeCloud.	Allow Access	Gear "" icon > Import
25	Mobile App Login Access	Controls whether or not members of this role can login using a mobile devices.	Allow Access	Mobile Application
26	Notification	Manage Notification	Allow Access, Create, Edit, Delete	Gear "" icon > Notifications
27	Payroll Code	A classification of codes for time tracking	Allow Access, Create, Edit, Delete	Setup > Payroll Codes
28	Payroll Rules	A classification of payroll and overtime rules	Allow Access, Create, Edit, Delete	Setup > Overtime Rules
29	Pay Period Settings	A classification of settings used during payroll processing	Allow Access, Edit	Setup > Pay Period Settings
30	Push Clock Verify Mode	A classification of push clock verify modes	Allow Access, Edit	Gear "" icon > Push Clock Verify Mode
31	Race	A classification of races	Allow Access, Create, Edit, Delete	Gear "" icon >Races
32	Report	View all reports	Allow Access, Create, Delete	Main Menu > Reports
33	Report Schedules	Manage report schedules	Allow Access, Create, Edit, Delete	Setup > Reports
34	Roles	Defines a set of roles	Allow Access, Create, Edit, Delete	Setup > Roles
35	Schedule Template	A classification of timecard processing rules	Allow Access, Create, Edit, Delete	Setup > Schedule Templates
36	Settings	View or edit system settings	Allow Access, Edit	Gear "" icon > Settings
37	Site	A group of locations	Allow Access, Create, Edit, Delete	Setup > Sites
38	Timecard	A classification of timecards	Allow Access, Edit	Main Menu > Timecards > My Timecards
39	Timecard - Absence	Controls whether an employee can log an absence for themselves on their timecard.	Allow Access, Create, Edit, Delete	Main Menu > Timecards > My Timecards > Absences
40	Timecard - Others	Controls interactions with other employees timecards	Allow Access, Edit	Main Menu > Timecards > View & Approve Timecard > Absences, Overtime Override, Schedule Override
41	Timecard - Punches Others	Controls interactions with time values on your employee's timecards	Allow Access, Create, Edit, Delete	Main Menu > Timecards > View & Approve Timecard > Add Punches, History tab, and Adjustment tab
42	Timecard - Punches Self	Controls interactions with time values on your Timecard	Allow Access, Create, Edit, Delete	Main Menu > Timecards > My Timecard > Add Punches, History tab and Adjustment tab
43	View All Employees	View all employees regardless of hierarchy	Allow Access	Main Menu > Employees Main Menu > View & Approve Timecards Main Menu > Home
44	Web Punch	Controls whether employees in this role are allowed to use the web to capture a punch.	Allow Access	Main Menu > Home

Filter

Each column on the view screen has a sorting and a search option. You will see a search text box in each column where you can type and search. In some cases, the column will only have a sorting option. The search box in each column in an application provides users with a more precise and granular way of filtering data, making it easier to navigate and find the information they need. Enter the text/value that you want to search. You can also enter multiple search terms across different columns. The application will apply all search criteria to filter the data, showing the rows (on the top) that match all the selected criteria.

This approach enables you to filter data based on multiple criteria simultaneously, making it easier to find the specific information you are looking for.

You can use the filter funnel icon to select - Starts with, Is equal to, Is not equal to, Contains, Does not contain, and Ends with.

Filter/Sorting Applied - This feature is an indicator in the application to show you that sorting or a filter/set of filters has been applied to a list. This indicator can help users keep track of the filters that are currently in use and understand which items are being displayed because of those filters.