Level Assignments
The Level Assignments section button opens a screen to define the Authorization Level and Authorization Level Category information for each role.
The following actions options are available:
To add a Level Assignment to this role, complete the following steps.
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Click on the Add button in the left pane.
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Select the Authorization Level Name from the right pane options.
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Select the Authorization Level Category Name (optional). This setting is usually used with a Supervisor role to indicate if the supervisor has approval, editing or read-only rights.
Based on this setting, an icon may be displayed on the Time Card Reports and on the Supervisor card in the employee TCS screen.
Approver
Approving supervisors have both editing and approving capabilities. The Supervisor may view, edit and approve a report for return to payroll. There may be multiple approving supervisors for any given employee. Approving supervisors are typically those individuals who "sign off" or approve Time Card reports.
Editor
Editing supervisors have editing capabilities, but not approving capabilities. An employee may have multiple editing supervisors.
Read Only
Read-only supervisors do not have approval or editing capabilities. Read-only supervisors are typically individuals who review reports, but have no need to make any edits to the information.
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Click on the Save button.
To delete one or more Level Assignment records from the open record, complete the following steps:
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Check the box on each record to be removed.
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Click on the Delete Selected button in the left pane.
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A message appears verifying the record should be deleted. Click on Yes to continue.
All Level Assignment records currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.
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Click on the card arrow to the right of the Filter Criteria bar and enter the filter criteria.
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When the criteria have been entered, click on the Filter button to apply the filter.
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To remove the filter and display all records, click on the Remove Filter button.
Depending on the page displayed, the following fields may be available: |
The following additional section options are available in the left pane: Steps for Adding a New Authorization Role Steps for Replicating an Authorization Role |
Authorization Level Name
Determines the authorization level associated with the authorization role, such as employee, administrator, supervisor, or controller.
Authorization Level Category Name
Determines the level of access associated with the role, usually associated with a supervisor role, such as approver, editor, or read only.
Based on this setting, an icon may be displayed on the Time Card Reports and on the Supervisor card in the employee TCS screen.
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Approver |
Approving supervisors have both editing and approving capabilities. The Supervisor may view, edit and approve a report for return to payroll. There may be multiple approving supervisors for any given employee. Approving supervisors are typically those individuals who "sign off" or approve Time Card reports. |
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Editor |
Editing supervisors have editing capabilities, but not approving capabilities. An employee may have multiple editing supervisors. |
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Read Only |
Read-only supervisors do not have approval or editing capabilities. Read-only supervisors are typically individuals who review reports, but have no need to make any edits to the information. |