The "Administrator" role of ExakTime Connect is reserved for those who require unfettered access to all possible Arcoro Time features, such as setting up policies, adjusting user roles, viewing/editing time cards, and more. If you have any users for whom an "Administrator" rule is too much, you can create a custom role that is more tailored to the needs of the user without granting them access to everything else.

Additional Consideration

If you have not already enabled the following features, you may want to consider them to 

• Time Card Approvals - Allow employees to approve their own or other time cards to help your organization keep track of time accuracy.
• Pay Period Closing - Allow users, such as admins or supervisors, to close a pay period and prevent any further time changes to maintain consistency between your time tracking and payroll.

Configuring Users

To configure a user to edit time in the Arcoro Time website, you will need to:

• Create a Security Role
• Assign the Security Role
• Configure the Viewset
• Provide Instructions to the User

Creating the Security Role

1. Click Manage and go to Security Roles. 
   
2. Click New Role to create a new role or the eye icon to modify an existing role.
   
3. Enter a name for the role e.g. "Time editor, Time manage, etc." and enable the option that the user can sign in to Arcoro Time. You can also enable this later when you are ready for your users to sign in.
   
4. The "Permissions" list has a comprehensive list of all the permissions available for Arcoro Time. We have listed permissions that you will want to consider:
   • Time Management
     • Approve Timecards That Contain Exceptions - If time approvals have been enabled, allows the reviewer to approve timecards that have missing time, etc.
     • Close Pay Periods - If pay period closing has been enabled, allows the reviewer to close a pay period for your organization.
     • Time Card Summary & Details - Review the hours of other employees in their viewset.
     • My Timecard/My Timesheet  - Review their own hours.
     • Time Approval - If time approvals have been enabled, allows employees and supervisors to approve time.
   • Tools & Communication
     • Dashboard - Jump to their favorite reports and review which employees are clocked in at a location at a glance.
   • Reports - Enable the reports that the user should be able to generate.
5. Save your changes to the security role.

You can learn more about the Arcoro Time web permissions from the our dedicated article here.

Assigning the Security Role

There are two methods to assign a security role to a user, through the security roles menu or in the user's profile. Refer to the appropriate steps below based on what you want to do:

• Through Security Roles - Best for assigning a role to multiple users.
• Through the User Profile - Best for assigning a role to an individual user.

Setting Up the Viewset

The viewset determines who a user can see within Arcoro Time. The default setting is "Only Themselves", but you can set a user's viewset to specific employees, employees of a group, or all employees. Refer to the steps in the article linked below if you are unfamiliar with Viewsets.

• Employee Viewsets

Instructions for Time Editing

Your time reviewers/editors can refer to any of the articles below on how to review their employee's time.

• Guide to Timecards - A full breakdown of the time card details.
• How to Add a New Time Record - Steps on how to add time records to a time card.
• Adding a Manual Meal Break Record - Steps on how to add a manual meal break record, if you have manual meal breaks enabled.
• How to Edit or Delete a Time Record - Steps on how to edit or delete a time record.
• Using the Unified Timecard - How to use the Unified Timecard.

Logging in with the New Role

Once the user logs in, they will land on their Dashboard page; however, they will not see all the same items an Administrator, as the role has been limited by permissions set previously. They should have access to Dashboard, Time Cards (with subsequent dropdown functions), and Reports.

With the permissions set for this Security Role per this guide, the user can access the Time Card Details screen to view users in and outs punches, daily totals, weekly totals, and totals for the pay period. This includes being able to edit, add, or delete a specific punches or entire records. Additionally, they can use the Bulk Time Entry function to add one time record to multiple time cards simultaneously. They're also able to run reports should they need to see a breakdown of information in a printable format.

Reviewing Time Card Edits

As an Administrator, if the need to audit changes made to time cards arises, you can navigate to Reports and use the following audit reports:

• Time Modifications by Affected Employee - Displays all manual changes to a punch, grouped by affected employee.
• Time Modifications by Editor - Displays all manual changes to a punch, grouped by who made the change.