SYS: Security Groups By Module

Overview

Security Groups are used to grant and manage user permissions. Each group allows different levels of access. Using SYS ALL is a quick way of giving full privileges to those who will serve as the top system administrator. However, SYS ALL and a few other special groups in WinTeam should be protected and access should be limited to very few people.

  • SYS ALL - This group, if assigned, enables the User Name to do ALMOST EVERYTHING in the system. There is one privilege that is NOT given with SYS ALL:
    • The PS Change Batch security group. To enable this, the PS Change Batch group would need to be added to the User's Security.

SYS ALL allows the User into ALL programs including all Drill Down ability, the ability to Un-post Journals in the General Ledger Log, change Tax Codes in the Taxes and Insurance screen, and manage User and Group Security. These privileges should be given carefully. Normally, only one or two people in the entire company should be a member of this group.

Also, printing an authorized Signature in Payroll and Accounts Payable checks is controlled by the screen feature of Can Print Signature of the PAY Print Checks screen, and AP Print Checks screen.

Security Groups

Separation of duties is a common control in Accounts Payable security. WinTeam lets you limit/control the functions each employee performs, securing the payment process.

Some companies may have one employee process and print a check, and another review and sign it. Others may separate the functions of adding new Vendors and entering Invoices, precluding an employee adding himself as a Vendor and issuing a payment to himself.

Example:  A junior AP Clerk could be set up to have read-only permission for the Vendor Master File and permission to Create Invoices. A senior AP Clerk could be set to have full access to the Vendor Master File but read-only rights for Invoices.

  • Screens
    • AP Check Writing
    • AP Drop Shipments
    • AP Invoice Entry
    • AP Payment Wizard
    • AP Payments
    • AP Print Purchase Orders
    • AP Purchase Orders
    • AP Recurring Invoices
    • AP Update Recurring
    • AP Update to General Ledger
    • AP Use Tax Codes
    • AP Vendor Diary
    • AP Vendor Master File
  • Groups
    • AP Reports ALL
  • Screens

    • AP Drop Shipments

      • Feature - Can Override Valid Dates for Data Entry
      • Feature - Import
      • Feature - Read-Only
      • Feature - Restrict Approval Authority
  • Screens

    • AP Invoice Entry

      • Feature - Can Change Liability Transfer
      • Feature - Can Override Valid Dates for Data Entry
      • Feature - Import
      • Feature - Read-Only
  • Screens

    • AP Payments

      • Feature - Can Override Valid Dates for Data Entry
      • Feature - Import
      • Feature - Read-Only
  • Screens
    • SYS Change Signature
      • Feature - Print Signature IS selected by default.

Note:  The AP Print Signature Security Group must be selected separately in order to print signatures on AP checks. It is not included in AP ALL.

  • Screens
    • AP Purchase Orders
      • Feature - Can Override Valid Dates for Data Entry
      • Feature - Read-Only
      • Feature - Restrict Approval Authority
  • Screens
    • AP Report Cash Requirements
  • Screens
    • AP Report Check Register
  • Screens
    • AP Report Purchase Order
  • Screens
    • AP Report Use Tax Due
  • Screens
    • AP Report Vendor Activity
  • Screens
    • AP Report Vendor Aging Analysis
  • Screens
    • AP Report Vendor Master
  • Screens
    • Feature - Insert Only
    • Feature - Read-Only
  • Screens
    • AR Customer Master File
      • Feature - Can Change Master Number
      • Feature - Cannot Change eHub Contact Info
      • Feature - Cannot Change Payment Terms
      • Feature - Cannot Change Taxability
      • Feature - Read-Only
  • Screens
    • AR: Invoice Entry
      • Feature - Can Override Valid Invoicing Dates for Data Entry
      • Feature - Can Override Valid Posting Dates for Data Entry
      • Feature - Cannot Assign Invoice Number
      • Feature - Cannot Delete Invoice
      • Feature - Cannot Delete Printed/Processed Invoice
      • Feature - Cannot View Collections Tab
      • Feature - Change Tax Information
      • Feature - Collections Tab Read-Only
      • Feature - Import
      • Feature - Read-Only

(Screen)

  • Screens
    • AR Payments
      • Can Override Valid Dates for Data Entry
      • GL Limits Override
      • Feature - Read-Only
  • Screens
    • AR Purchase Orders
      • Feature – Can Override Validations (can change PO Number in the top grid)
      • Feature – Read-Only
  • Screens
    • AR Report Statements and Past Due Notices

eHub Security Screens and Features

Security Screen Name Purpose CSS - Supervisor ESS - Employee ESS - Supervisor Feature(s)
AR Invoices Access to Invoices X   X None
FA Asset Tracking Access to the Track Asset feature     X The Track Asset feature allows you to scan bar codes to attach assets to jobs and/or work tickets. This feature is accessed from the Main view, Job view and the Work Ticket view.
HR Compliance

Access to the Compliance Code cards in web and mobile.

     X Allows supervisors to access to completed and skipped compliance code cards in the ESS module of eHub, both web and mobile.
HR Compliance Report Access to the Compliance Report X   X None
HR Employee Roster Report Access to the Employee Roster Report X   X
  • Show Employee Personal Information–Displays Employee phone number, email address and birthday (month and day only)
HR Employee Turnover Report Access to Employee Turnover X   X None
HR Hourly Benefits Access to Hourly Benefits   X X None
HR Request Time Off Access to HR Request Time Off   X X Allows employees to submit requests for time off for supervisor approval in eHub Web
  • Cannot Approve Deny Return Requests–Supervisors can view requests submitted by employee for whom they have supervisor access, but they cannot approve, deny, or return those requests to the employee. Also, the Job Number, Hours Description, and Supervisor Absence Reason fields on the employee requests are disabled for the supervisor.
  • Cannot Submit on Behalf of Employee–Supervisors can only create requests for themselves–they can view the requests submitted by employees for whom they have supervisor access in the Request Time Off list view, but they will not have the options to update or cancel those requests. Also, the Add new request button is hidden for the supervisor on the Employee tab and the message No Requests Found displays if there are no employee requests. Also, the Add button is hidden for the supervisor in the View Search
  • Do Not Auto Approve–The requests supervisors enter or update on behalf of another employee are never automatically approved. (Requests are automatically approved when they are Unpaid or Paid - Benefit Required and the benefits match with an Hours Description on the primary job.)
HR Submit Time Off Access to HR Submit Time Off     X None

INS Insurance Benefits

Access to online enrollment

X X X

Online Enrollment Employee Assistance. This feature is an online enrollment administrator "proxy" capability, which allows users with appropriate permission to log in to Insurance Benefits and assume the identity of all eligible enrollees.

Warning:  When using the Online Enrollment Employee Assistance feature, this disregards employee security levels.
INV Requests Access to Inventory Requests     X
  • Can Add Requests–Allows Supervisors to create inventory requests in mobile.
JB Job Profiles Access to Job Profile. When this screen is selected, the job contact information (address and phone 1,2,3) and map for the job location display in eHub Mobile. X X X

  • Can Add Other Billing (mobile only)–Allows you to enter Other Billing information for a specific job in the Mobile application.

  • Can Edit Job Instructions–Allows the user to make changes to the job instructions on eHub web. The Show Job Instructions security feature must be selected before you can select this editing feature.

  • Can Share Job Profile–Allows the user to share the job profile on eHub web and mobile.

  • Show Contacts–Allows users to view contact information. When this feature is selected, the link for Additional Contacts displays in eHub Mobile.
  • Show Job Instructions–Allows the user to see the job instructions on eHub web and mobile.
  • Show Notes

  • Show Notes on Keys or Security

PAY Employee Profiles Access to Employee Profiles     X
  • Change Address Information–Allows user to submit a request to change employee address information
  • Change Contact Information–Allows user to submit a request to change employee contact information
  • Change Pay Rate–Allows user to submit a request to change employee pay rate
  • Change Primary Job–Allows user to submit a request to change employee primary job
  • Change Status Information–Allows user to submit a request to change employee status information
  • Edit Emergency Contact Information–Allows a Supervisor user to edit their employees' emergency contact information
  • Require Notes–Requires supervisors to add a note when submitting a Status Change, Primary Job Change, or Pay Rate Change. This security feature is cleared by default.
  • View Benefit Category–Allows a Supervisor user to view their employees' Benefit Category (from the Other Info tab of the EMF)
  • View Classification–Allows a Supervisor user to view their employees' Classification (from the General tab of the EMF)
  • View Emergency Contact Information–Allows a Supervisor user to view their employees' emergency contact information
  • View Employee Supervisor–Allows a Supervisor user to view the name of the person who is the supervisor for an employee
  • View Employee Title–Allows a Supervisor user to view their employees' title (from the General tab of the EMF)
  • View Employee Type–Allows a Supervisor user to view their employees' type (from the General tab of the EMF)
  • View Hire Date–Allows user to view employee hire date
  • View Pay Rate–Allows user to view employee pay rate
  • View Primary Job–Allows user to view employee primary job
  • View Service Credit Date–Allows user to view employee service credit date
  • View Status–Allows user to view employee status
PAY My Profile Access to My Profile   X X
  • Change Address Information–Allows user to submit a request to change their own address information
  • Change Contact Information–Allows user to submit a request to change their own contact information. This will also give user access for the request via eHub mobile.
  • Edit Emergency Contact Information–Allows a user to edit their own emergency contact information
  • View Emergency Contact Information–Allows a user to view their own emergency contact information
  • View Tax Information–Allows users to view their own tax information
  • View/Change W2 Electronic Receipt Status–Allows users to view or change the electronic method in which they receive W2 receipts
PAY Paycheck History Access to Paycheck History   X X
  • Allow Employee Lookup–Enables supervisors/admins to look up paycheck history for employees assigned to them
PAY Tax Forms Access to W2 History and 1095-C forms.   X X
  • Allow Employee Lookup–Enables supervisors/admins to look up W2 and 1095-C history for employees assigned to them.
PAY Wage Summary Access to Wage Summary which provides employees access to see their pay rate details by job and shift.   X X None
PS Approve Time Worked Access to Approve Time Worked   X X None
PS Create Personnel Requests Access to Create Personnel Requests X   X None
PS Hours Budget Comparison Report Access to the Hours Budget Comparison Report     X
  • Show Pay Rate–Includes employee pay rates in report
PS Personnel Requests Access to Personnel Requests in Personnel Scheduling X   X

None
PS Personnel Scheduling Access to Personnel Scheduling   X X
  • Can Borrow Employee
  • Allow Inserting of Shifts
  • Can Offer Position (5.X Only)
  • Can Override Compliance Requirements (5.X Only)
  • Can Override Job Post Requirements (4.X Only)
  • Can Override Overlapping Times
  • Can Override Overtime
  • Can Override Post Pay Rate (5.X Only)
  • Hide Pay Rate - Hides the pay rate column in the Search for Eligible Employee view
  • Read-Only
  • Review Schedule Confirmation
PS Schedule Report Access to the Schedule Report X X X View Master Schedule–Allows user to view master schedule
PS Scheduling Activity Report Access to the Scheduling Activity Report     X None
PS Supervisor Review Access to the Supervisor Review     X None
QA Checkpoints Access to Checkpoints X X X
  • Cannot Choose Existing Images
  • Change Completed Checkpoint–Allows user to edit Checkpoints that have been completed and published to eHub
  • Read-Only–User can view completed Checkpoints but cannot create, edit or finish Checkpoints. If assigned with 'Can Change Completed Checkpoints' this feature takes precedence.
QA Checkpoint Summary Access to Checkpoint Summary X   X None
QA Deficiency Review Access to Deficiency Review X   X
  • Cannot Close Deficiency–User can view deficiencies but cannot close them
SS Action Items Access to Action Items X X X None
SS Change Password Access to Change Password X X X None
SS My Employee Requests Access to Employee Requests   X X Allows user to access employee requests, (addr, phone/email, pay rate, primary job and status).
SS Portal Setup Access to Portal Setup X X X None
SS Query Scheduler Access to Query Scheduler   X X None
SS Site Usage Access to Site Usage   X X None
SS User Preferences Access to User Preferences in Personnel Scheduling X X X
  • Can View/Edit SMS Preferences–To allow employees to opt in to receive SMS text messages
TeamTime Status Access to TeamTime Status. Allows eHub Mobile Users to view TeamTime Status in 'real-time'. X   X None
TK Timekeeping Access to Timekeeping   X X

As a default, if this screen is assigned to a Supervisor Security Group and no screen features are selected, the supervisor is able to view and edit the timekeeping records for employees of jobs they supervise, but not their own time records.

  • Auto-Approve Changes–Automatically approves any changes to Timekeeping submitted by the user
  • Can Approve Others' Changes–
  • Can Edit Previous Day's Locked Records-Allows a supervisor to edit timekeeping records in eHub web and mobile that have been locked
  • Can Enter Own Time–Allows user to enter their own time in eHub Timekeeping
  • Can Split TK Records - Supervisors can split a timekeeping record into multiple records.
  • Cannot Edit Punches - Restricts the supervisor from editing the In/Out and the Total Hours field values. They still can edit the Hours Description, Change Reason and Notes fields.
  • Work Tickets Must Match Timekeeping Job–
  • Edit Work Ticket on Locked Records–When selected, the user can enter the Work Ticket Number on a locked record.
  • Read-Only–User can open and view the screen but cannot make changes.
TT Mobile Punching Disables access to TeamTime on mobile devices.

This is useful when employees clock in through other means such as Lighthouse, FINDD, and other providers through the API.

This security setting is enabled by default for all ESS roles. It is not available for CSS roles. To remove eHub Mobile TeamTime access from an ESS role, simply remove this eHub security screen from the security group.

   X X None
TT Punch Overview Access to TeamTime widget which contains punch action status. Also, access to call review and exception tracking features.     X None
WS Create Work Requests Access to Work Requests. Enables user to add new work requests. X   X None
WS Create Work Requests Access to Create Work Requests X   X None
WS Work Requests

Access to employee work request in My Requests. ESS Work Request Admin Enables an admin user to view and approve requests submitted, regardless of whether the user is an Assignee in the Workflow of the request.

 X X X None
WS Work Scheduling Access to Work Scheduling X   X

Note:  These features apply to both eHub Web and eHub Mobile

  • Cannot Add Work Ticket - Supervisor with this feature can not create a work ticket from a mobile device
  • Change Actuals - Supervisor with this feature must also have "View Actual" feature in order to add or edit Actuals
  • Change Budgets - Supervisor with this feature must also have "View Budgets" feature in order to add or edit Budgets
  • Done Tickets are Read-Only - Employees with this feature cannot make changes to a Work Ticket once the Status has been changed to Done.
  • View Actuals - Supervisor and CSS user with this feature can only view actual records
  • View Budgets - Supervisor with this feature can only view budget records

FA ALL

FA Asset Categories

FA Asset Diary

FA Assets

  • Screens
    • FA Asset Master File
      • Feature - Can Change Master Number
      • Feature - Can Override Valid Dates for Data Entry
      • Feature - Deny Depreciable Changes
      • Feature - Import
      • Feature - Job Assignment and Repair History Only
      • Feature - Read-Only

FA Change Depreciation Details

FA Reports ALL

FA Update to G/L

GL ALL

GL Budgets

  • Screens
    • GL Budgets
      • Feature - Can Copy Budgets from a Period
      • Feature - FS Read-Only
      • Feature - JC Read-Only
      • Feature - Read -Only

    Note: This does not include access to the Import Budgets screen.

GL Budgets Import

  • Screens
    • GL Import Budgets

GL Chart of Accounts

  • Screens
    • GL Chart of Accounts

GL Check Clearing

  • Screens
    • GL Check Clearing Formats
    • GL Import Cleared Checks

GL Format Financial Statements

GL Journal Entries

  • Screens

    • GL Adjusting Journal Entries

      • Feature - Can Override Valid Dates for Data Entry
      • Feature - Import ADP
      • Feature - Import Paychex
      • Feature - Read-Only

GL Journal Update Log

  • Screens
    • GL Journal Update Log
      • Feature - Can Unpost From A Closed Fiscal Period
      • Feature - Can Unpost

GL Reconciliation

GL Recurring Journal Entries

  • Screens
    • GL Recurring Journal Entries
      • Feature - Read-Only

GL Register

GL Report Balance Sheet

  • GL Report Balance Sheet

GL Report Budget Income Statement

GL Report Budget Income Statement Current vs Prior

  • GL Report Budget Income Statement Current vs Prior

GL Report Budget Report

  • Screens
    • GL Report Budget

GL Report Cash Flow Statement

  • Screens
    • GL Report Cash Flow Statement

GL Report Chart of Accounts

  • Screens
    • GL Report Chart of Accounts

GL Report Comparative Income Statement

  • Screens
    • GL Report Comparative Income Statement

GL Report Cross Tab Income Statement

  • Screens

    • GL Report Cross Tab Income Statement

GL Report Financial Report Format

  • Screens
    • GL Report Financial Report Format

GL Report General Ledger Detail

  • Screens

    • GL Report General Ledger Detail

GL Report Trend Balance Sheet

  • Screens
    • GL Report Trend Balance Sheet

GL Report Trend Income Statement

  • Screens

    • GL Report Trend Income Statement

GL Reports ALL

GL Trial Balance

  • Screens
    • GL Trial Balance

GL Update G/L

GL Update Recurring Journal Entries

GL Year End Rollover

  • Screens
    • GL Year End Rollover

HR ALL

HR Benefit Setup

HR Benefit Wizard

  • Screens
    • HR Benefit Wizard
      • Can Override Valid Dates for Data Entry
    • HR Benefits By Employee
      • Can Override Valid Dates for Data Entry
      • Read-Only
    • HR Hourly Eligibility Status

HR Compliance Tracker By Employee

  • Screens

HR Compliance Tracker Scheduling Responses

HR Report Employee Absence Report

HR Report Employee Equipment Agreement

HR Report Equipment Escrow

HR Reports All Employees

INS ALL

  • Screens
    • INS ACA Setting Review
    • INS Automation Engines
    • INS Automation Review
      • Feature - Read-Only
    • INS Availability Rules
      • Feature - Read-Only
    • INS Benefit Class Setup
      • Feature - Read-Only
    • INS Benefit Offerings
      • Feature - Read-Only
    • INS Benefit Setup
      • Feature - Read-Only
    • INS Benefit Templates
      • Feature - Read-Only
    • INS Benefits By Employee
      • Feature - Benefits - Allow Edit of Existing Packages
      • Feature - Benefits - Package Grid Read-Only
      • Feature - Eligibility Testing - Cannot change Dates
      • Feature - Eligibility Testing - Cannot change Results
      • Feature - Eligibility Testing History - Can change Grid
      • Feature - Pricing Income Bands - Grid Read-Only
      • Feature - Read-Only
    • INS Benefits By Employee - Details
      • Feature - Manager Overrides
      • Feature - Read-Only
      • Feature - Rollback Benefit
    • INS Carrier Feeds
    • INS COBRA Class Group Mapping
      • Feature - Read-Only
    • INS Deduction Sync
      • Feature - Read-Only
    • INS Defaults
      • Feature - Read-Only
    • INS Eligibility Rules
      • Feature - Read-Only
    • INS Eligibility Setup
      • Feature - Can Edit In Use Setup
      • Feature - Read-Only
    • INS Eligibility Testing Wizard
    • INS Employee 1095-C Entry
    • INS Hours Rules
      • Feature - Read-Only
    • INS Package Assignments
      • Feature - Benefits - Allow Edit of Existing Package
      • Feature - Read-Only
    • INS Package Validation
      • Feature - Advanced - Can Override Dates
      • Feature - Benefits - Allow Edit of Existing Package
      • Feature - Cannot Delete Packages
      • Feature - Read-Only
    • INS Pricing Matrix
    • INS Pricing Structures
      • Feature - Read-Only
    • INS Review Benefits
      • Feature - Read-Only
    • PAY Employee Master File
      • Feature - Cannot View Sensitive Fields
      • Feature - Custom Fields - Tab Read-Only
      • Feature - General - Cannot Add New Employee
      • Feature - General - Cannot Change Accrual Type
      • Feature - General - Cannot Change Company
      • Feature - General - Cannot Change Eligible for Rehire
      • Feature - General - Cannot Change Employee Name
      • Feature - General - Cannot Change Employee Number
      • Feature - General - Cannot Change Employee Type
      • Feature - General - Cannot Change Frequency
      • Feature - General - Cannot Change Security Level
      • Feature - General - Cannot Change SSN
      • Feature - General - Tab Read-Only
      • Feature - OFCCP Info - Tab Read-Only
      • Feature - Other Info - Cannot Change eHub Role/Password
      • Feature - Other Info - Tab Read-Only
      • Feature - Pay Info - Cannot Add History
      • Feature - Pay Info - Cannot Change History
      • Feature - Pay Info - Cannot Delete History
      • Feature - Pay Info - Tab Read-Only
      • Feature - Status Info - Cannot Add History
      • Feature - Status Info - Cannot Change History
      • Feature - Status Info - Cannot Delete History
      • Feature - Status Info - Tab Read-Only
      • Feature - Tax Info - Tab Read-Only
  • Groups
    • INS Reports ALL

INS Defaults

INS Reports ALL

Security Group Screens Groups DocLink Users eHub WT Role eHub Role
INV ALL INV Reports ALL
AP Drop Shipments
AP Print Purchase Orders
AP Purchase Orders
INV Adjustments
INV Create Backorders
INV Item Groups
INV Item Master File
INV Items Categories
INV Items Diary
INV Physical Count
INV Received
INV Requests
INV Transfers
INV Update to General Ledger
INV Usage and Resale
INV Warehouse Locations
Security Group Screens Groups DocLink Users eHub WT Role eHub Role
INV Reports ALL INV Report Activities By Job/Item #
INV Report: Diary
INV Report Item Groups
INV Report Item Master
INV Report Items On Hand
INV Report Items Received
INV Report Items To Reorder
INV Report Packing Slip
NV Report Picking Ticket
NV Report Requests
Security Group Screens Feature
INV Adjustments INV Adjustments Read-Only
INV Create Backorders INV Create Backorders Read-Only
INV Drop Shipments INV Drop Shipments Import
Read-Only
Restrict Approval Authority
INV Item Groups INV Item Groups
INV Item Master File INV Item Master File Read-Only
Can Change Master Number
INV Items Categories INV Items Categories
INV Items Diary INV Items Diary Insert Only
Read-Only
INV Physical Count INV Physical Count Read-Only
INV Purchase Orders AP Purchase Orders Read-Only
Restrict Approval Authority
INV Received INV Received Read-Only
INV Report Activities By Job/Item # INV Report Activities By Job/Item #
INV Report Item Groups INV Report Item Groups
INV Report Item Master INV Report Item Master
INV Report Items on Hand INV Report Items on Hand
INV Report Items Received INV Report Items Received
INV Report Items To Reorder INV Report Items To Reorder
INV Report Packing Slip INV Report Packing Slip
INV Report Picking Ticket INV Report Picking Ticket
INV Report Requests INV Report Requests
INV Requests INV Requests Read-Only
Restrict Approval Authority
INV Transfers INV Transfers Read-Only
Restrict Approval Authority
INV Update G/L INV Update to General Ledger Read-Only
INV Usage and Resale INV Usage and Resale Read-Only
Restrict Approval Authority
INV Warehouse Locations INV Warehouse Locations

JOB Absenteeism Notification Schedules

JOB ALL

JOB Benefits By Job

  • Screens
    • JB Benefits by Job
      • Feature - Change Existing Packages
      • Feature - Read-Only

JOB Budgets Read-Only

When this Security Group is added to a User, Budgets are read-only. This is true regardless of any other Security Group, including SYS ALL. Remember..the lowest security always wins.

JOB Diary

  • Screens
    • JB Diary
      • Feature - Insert Only
      • Feature - Read-Only

JOB Format Job Cost

JOB Hours Categories

JOB Job Master File

  • Screens
    • JB Budget Adjustments
    • JB Job Master File (no features selected)
      • Features
        • Accounting Info - Tab Read-Only
        • Budgets - Tab Read-Only
        • Can Change Master Number
        • Can Override Latitude/Longitude for Address
        • Cannot Change Hours Rule
        • Contacts - Tab Read-Only
        • Custom Fields - Tab Read-Only
        • General - Tab Read-Only
        • Job Requirements - Tab Read-Only
        • Quality Assurance - Tab Read-Only
        • Read-Only
        • Tier Parameters - Tab Read-Only
        • Timekeeping Info - Tab Read-Only

JOB On Screen Job Cost

JOB Rates By Job

JOB Report Compliance Codes by Job

JOB Report Job Cost Analysis

JOB Report Job Master File

JOB Reports ALL

JOB Taxes and Insurance

  • Screens
    • JB Taxes and Insurance

JOB TeamTime Attributes

JOB Tier History

  • Screens

    • PAY Employee Master File

      • Cannot View Sensitive Fields (Birth Date, Gender, Ethnicity fields on General Tab; OFCCP Tab)
      • Custom Fields - Tab Read-Only
      • General - Can Transfer Locations
      • General – Can Override Latitude/Longitude
      • General - Cannot Add New Employee
      • General - Cannot Change Classification
      • General - Cannot Change Company
      • General - Cannot Change Eligible for Rehire
      • General - Cannot Change Employee Name
      • General - Cannot Change Employee Number
      • General - Cannot Change Employee Type
      • General - Cannot Change Security Level
      • General - Cannot Change SSN
      • General - Tab Read-Only
      • OFCCP - Tab Read-Only
      • Other Info - Cannot Change Benefit Category
      • Other Info - Cannot Change eHub Role/Password
      • Other Info - Tab Read-Only
      • Pay Info - Can Import Direct Deposit Information
      • Pay Info - Can Override Direct Deposit Third Party
      • Pay Info - Cannot Add History
      • Pay Info - Cannot Change History
      • Pay Info - Cannot Delete History
      • Pay Info - Tab Read-Only
      • Payroll Taxes - Can Edit SIT Overriding Withholding
      • Payroll Taxes - Tab Read-Only
      • Status Info - Cannot Add History
      • Status Info - Cannot Change History
      • Status Info - Cannot Delete History
      • Status Info - Tab Read-Only
      • Tax Info - Tab Read-Only
  • Screens
    • Print Checks screen will display the "Print Signature" check box
      • Feature - Print Signature IS selected by default.

Note:  To view a pdf from Employee Check History, you must have access to the PAY Review and Edit Pay Checks screen.

No screens or groups assigned, but this Security Group allows users to view an employee's full SSN. It also enables a user to view Employee W2 pdfs.

  • Screens
    • Shift Details Panel
      • Allows additional lines to be added for a shift that has been updated by the PS Wizard. Also allows for closed shifts to be opened.
  • Screens
    • PS Post Setup
      • Feature - Change Information Read-Only
      • Target Pay Rates: Cannot Back Date Records
      • Target Pay Rates: Cannot Change/Delete Records
      • Target Pay Rates: Grid Read Only
  • Screens
    • PS Report Bill Code Category

    • PS Report Bill Codes By Job

  • Screens

    • PS Report Hourly Billing Comparison

    • PS Report Scheduling Activity

  • Screens

    • PS Report Conflicting Shifts

  • Screens

    • PS Report Experience

  • Screens

    • PS Report Non Billed Analysis

  • Screens

    • JB Report Compliance Codes by Job

    • PS Report Conflicting Shifts

    • PS Report Experience

    • PS Report Job Post

    • PS Report Open Position Warning

    • PS Report Post Qualification

    • PS Report Scheduling

    • PS Report TeamTime Hours vs Scheduling Hours

    • PS Report TeamTime to Scheduling Update Analysis

  • Screens

    • PS Report Scheduling Activity

  • Screens

    • PS Report TeamTime Hours vs Scheduling Hours

  • Screens

    • PS Report TeamTime to Scheduling Update Analysis

  • Screens

    • PS Report Timesheet By Job

  • Screens
  • Screens

    • PS Revenue Report

  • Screens
    • PS Rollover
  • Screens
    • PS Rollover (Single Job)
  • Screens
    • PS Detail Cell Information
      • Feature - Override Post Pay Rate Password

    • PS Rollover - Single Job

    • PS Schedules
      • Feature - Cannot Assign to Master Sched(ule) if Pay is Sick/Vac(ation)
      • Feature - Cannot Close Schedule
      • Feature - Cannot Open Schedule
      • Feature - Cannot Open Schedule
      • Feature - Override Compliance Password
      • Feature - Override Conflicts Password
      • Feature - Override Overtime Password
      • Feature - Override Post Pay Rate Password
      • Feature - Read Only

Note:  The Read Only Security feature will make all Personnel Scheduling fields read only in eHub Web, and will prohibit supervisors from Inserting a Shift, Assigning an Employee, and Unassigning an Employee in eHub Mobile.

  • Screens

    • PS Schedules Hours Summary

  • Screens
    • PS Shift Setup
  • Screens

    • PS Status Setup

      • Feature - Read-Only
  • Screens
    • Can Override Valid Dates for Data Entry
    • Cannot Assign Invoice Number

QA ALL

QA Reports ALL

Screens

TB ALL

  • Screens
  • TB Building Setup
  • TB Positions
  • TB Prospect Master File
  • TB Report Bidding
  • TB Report Positions
  • TB Report Prospect List
  • TB Report Workloading
  • TB Version Setup
  • TB Work Loading and Bidding
  • WS Report Task Codes
  • WS Task Codes
  • Groups
    • TB Reports ALL

TB Building Setup

TB Prospect Master File

TB Prospects Diary

TB Report Bidding

TB Report Positions

TB Report Prospect List

TB Report Workloading

TB Reports ALL

  • Screens
    • TB Report Bidding
    • TB Report Diary
    • TB Report Positions
    • TB Report Prospect List
    • TB Report Workloading
    • WS Report Task Codes

TB Version Setup

TB Work Loading and Bidding

TeamBid Read-Only

  • Screens
    • TB Building Setup with Read-Only selected
    • TB Defaults with Read-Only selected
    • TB Positions with Read-Only selected
    • TB Prospect Master File with Read-Only selected
    • TB Version Setup with Read-Only selected
    • TB Work Loading and Bidding with Read-Only selected

TT ALL

TT Exceptions

WS ALL

WS Position Descriptions

WS Report Daily Itinerary

WS Report Task Codes

WS Report Work Tickets

WS Reports ALL

  • Screens

WS Schedules Diary

  • Screens

WS Scheduling

Note:  The Read Only security feature will prohibit supervisors from being able to edit Schedule Details in eHub Web. It will also prohibit supervisors from being able to edit Schedule Details and create new Work Tickets in eHub Mobile.

WS Task Setup

  • Screens
    • System Add Edit List
    • WS Frequencies Custom Add Edit List
  • Add Edit Lists

Each add/edit list in this group has Security Features to include the ability to:

  • Deny Set Active\Inactive
  • Deny Set Default
  • Screens
  • PAY Labor Distribution Details
  • PAY Review and Edit Pay Checks
  • PAY Timesheet Entry
  • Groups
    • SYS Drill Down AP
    • SYS Drill Down AR
    • SYS Drill Down FA
    • SYS Drill Down GL
    • SYS Drill Down GL AJE
    • SYS Drill Down INV
    • SYS Drill Down JOB
  • Screens
    • AP Drop Shipments with Read-Only selected
    • AP Invoice Entry with Read-Only selected
    • AP Payments with Read-Only selected
  • Screens
    • AR Cash Transfers with Read-Only selected
    • AR Invoice Entry with Read-Only selected
    • AR Payments with Read-Only selected
  • Screens
    • FA Asset Master File with Read-Only selected
  • Screens-these three GL drill-down screens are read-only by nature
    • GL Chart of Accounts Transaction Details
    • GL Chart of Accounts Transaction Details Multiple
    • GL Transaction Log Details
  • Screens
    • GL Adjusting Journal Entries
      • Feature - Import ADP
      • Feature - Import Paychex
  • Screens
    • AP Drop Shipments with Read-Only selected
    • AP Purchase Orders with Read-Only selected
    • INV Adjustments with Read-Only selected
    • INV Transfers with Read-Only selected
    • INV Usage and Resale with Read-Only selected
  • Screens
    • JB Job Cost Transaction Details
    • JB On Screen Job Cost Transaction Details
  • Screens
    • PAY Labor Distribution Details
    • PAY Review and Edit Pay Checks
    • PAY Timesheet Entry