Add New Security Role

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.

  1. Click HR Setup | Security | Security Roles.

  2. Click Add New Security Role. The Security Role Setup screen displays.

  3. Complete the required (*) fields, at a minimum.

  4. Select which level of access from the System Access: drop-down menu this will customize.

  5. If you do not want social security numbers or federal ID numbers  to display, check the Mask SSN: checkbox.

  6. If you want this Security Role to be the default Security Role, check the Default Role: checkbox.

  7. If you want users of this Security Role to view all employee PTO requests on the My Info | Compensation | Attendance/Time-Off | Time Off Calendar, check the View All PTO Requests: EE Tab: checkbox.

  8. If you want users of this Security Role to view all employee PTO requests on the HR Admin | Employee Information | Attendance/Time-Off | Time Off Calendar, check the View All PTO Requests: Admin Tab: checkbox.

  9. Click Save.