Use Add New Security Role to add new Security Roles.
To configure Security Role access, refer to Configure Access.
To configure Security Role read-only access, refer to Configure Read-Only.
Click company setup | Security | Security Roles.
Click Add New Security Role. The Security Role Setup screen displays.
Complete the required (*) fields, at a minimum.
Select which level of access from the System Access: drop-down menu this will customize.
If you want to mask social security numbers or Federal ID numbers, select the appropriate option from the Mask SSN/Fed ID: drop-down menu. Valid options:
Full Mask - Social security numbers displays as XXX-XX-XXXX. Federal ID numbers displays as XX-XXXXXXX.
Partial Mask – Social security numbers displays as XXX-XX-####. Federal ID numbers displays as XX-XXX####.
No Mask - Social security numbers and Federal ID numbers displays in full with no masking.
If you want this Security Role to be the default Security Role, check the Default Role: checkbox.
If you want users of this Security Role to view all employee PTO requests on the Employee | Compensation | Attendance/Time-Off | Time Off Calendar, check the View All PTO Requests: EE Tab: checkbox.
If you want users of this Security Role to view all employee PTO requests on the Administration | Employee Information | Attendance/Time-Off | Time Off Calendar, check the View All PTO Requests: Admin Tab: checkbox.
Click Save.