ExakTime Connect Permissions And What They Do

• Go to Manage and click on Security Roles.

  

• Click the ExakTime Connect tab

  

• Create a new ExakTime Connect security role or select an existing security role.

  

• The ExakTime Connect permissions will appear on the right-hand side.

• Manage Employees - Manage employees and their information, such as their active status, details, policies, security role, etc.
• Employees Viewsets - Limit the employees that an employee can see within ExakTime Connect and ExakTime Mobile.
• Employee Custom Fields - Custom fields associated with an employee.
• Manage Locations - Manage locations and their information, such as their active status, details, policies, etc.
• Location Viewsets - Limit what cost codes can be used with a location.
• Location Custom Fields - Custom fields associated with a location.
• Manage Cost Codes - Manage cost codes and their information, such as their active status, details, and translations. 
• Cost Code Custom Fields - Custom fields associated with a cost code.
• Manage Categories - Manage categories that can be associated with employees, locations, cost codes, etc.
• Manage Custom Fields - Manage custom fields that can be associated with employees, locations, cost codes, etc.

• Employee Hourly Wage - View the employee's hourly wage for an employee profile.
• Merge Locations - Merge multiple locations into a single location.

• Time Summary, Timecards, & Timesheets - Access to the Time Summary, Timecards, and Timesheets of ExakTime Connect. These permissions grant the ability to view, edit and/or copy the employees' timecards and timesheets in their viewset. Employees with this permission can also view and/or edit their own time.
• My Timecard/My Timesheet - Grants an employee permission to view their Timecard/Timesheet on ExakTime Connect. Additional permissions can be granted to edit, delete, or copy their time.
  • If an employee has "No Access" to "My Time Card", but has access to "Time Card Summary & Details", they will still be able to view and/or edit their time card from the other respective pages. 

• ExakTime Form Responses on Time Cards - Access to employee ExakTime Form responses within employees' time cards via the column manager or dedicated ExakTime Form Response button.
• Custom Fields on Time Cards - Access to custom fields on employees' time cards through the time card column manager.

• Connect Clock In/Out - Access to Connect Clock on ExakTime Connect
• Clock In For - Allow users to clock in other employees using the Connect Clock through ExakTime Connect.

• Bulk Time Entry - Access to the Bulk Time Entry area of ExakTime Connect. Allows the user to enter the same block of time for multiple employees.

• Time Card Approval - Level of approval for users in this Security Role. Allows employees, supervisors, and/or administrators to approve and lock time cards.

• Close Pay Periods - Allows the user to close pay periods. Once a pay period is closed, no new time entries or time record adjustments can be made to that time period.
• View Quarantined Time - Allows the user to view the Quarantine Time area of the Time Card Summary. Quarantine time is where time records will go when a pay period is closed or an employee's time card has been approved.
• Approve Time Cards That Contain Exceptions - Allows users to approve time cards that contain exceptions (incomplete and/or overlapping time records).

• Policies - Access to the Policies area of ExakTime Connect. Policies control rules for Overtime, punch or time rounding, auto lunch, and travel.
• Shift Pay Codes - Allows access to shift pay codes, which can be associated with shifts worked.

The permissions below will only be present if you have the Scheduling feature added to your account.

• Schedules - Access to manage employee schedules with the option to view, edit, and add.

• Manage Mobile Devices- Access to the Mobile Devices page and the Company Setup Code on the ExakTime Connect Dashboard. The Company Setup Code is used to set up a copy of ExakTime Mobile with your ExakTime Connect account. The Mobile Devices page allows you to text the company setup code to a valid mobile number and disable a copy of ExakTime Mobile. 
  • The "Add" permission is required to view the "Company Setup Code" on the Dashboard and Mobile Devices.
  • The "Delete" permission allows an employee to disable a copy of ExakTime Mobile. This does not delete the mobile app from the device. 
• Mobile Settings - Access and edit the ability to the Mobile Settings area of ExakTime Connect.
• Groups - Access to the Groups area of ExakTime Connect and the level of access. Allows grouping of employees, location, and cost codes for easier viewing of these elements within ExakTime Mobile.
• JobClocks - Access to the JobClocks area of ExakTime Connect and the level of access. Add a new JobClock to the system or check on the current assigned location, battery status, and last collected dates of JobClocks.
• Keytabs - Access to the Keytabs area of the employee's profile and level of access.

• Dashboard - Access to the Dashboard within ExakTime Connect. General information including the number of employees currently clocked in, location information, and quick links.
• Map View - Access to the MapView area of ExakTime Connect. View on a map where employees were when they made punches
• Map View > GeoTrakker - Access to the GeoTrakker section of Map View. View employees' movements throughout their day while currently clocked in.

• Field Notes - Access to review and/or add Field Notes from the Field Notes page of ExakTime Connect.
• Field Notes on Time Cards - Access to the Field Notes quick link on employees' time cards to review the field notes they submitted.

• Equipment - Access to the Equipment area of ExakTime Connect and the level of permission.
• Manage Equipment Types - Access to the Equipment Types section of the Equipment page.
• Equipment Custom Fields - Access to custom fields associated with Equipment.

• Expenses - Access to the Expenses area of ExakTime Connect and the level of permission. Expenses allow your employees to submit any work expenses right from ExakTime Mobile to you in the office on ExakTime Connect.
• Manage Expense Types - Access to Manage Expense Types within the Expenses area and level of permission. Allows the ability to view, edit, or add new Expense types for employee use.
• Expense Custom Fields - Access to add Expense as a Custom Field type within the Custom Fields area of ExakTime Connect.

• Custom Alerts and Notifications - Access to creating custom alerts and notifications to be sent to employees.
• Alerts and Notifications Settings - Access to adjusting the communication channels for Alerts and Notifications.

• ExakTime Forms Viewer - Access responses to ExakTime Forms within ExakTime Connect.
• Forms Manager - Access to create ExakTime Forms.
• Time Card Form Response Selector - Access to the response selector area of ExakTime Connect and the level of permission. Allows the ability to display or remove the ExakTime Form questions from employee use.

• User Notification Settings - Access to the user's Notification settings for features that use our notification features.

• Import - Access to the Import area of ExakTime Connect and permission to import either employees, locations, and/or cost codes via .csv import.
• Import History - Access the Import History page that allows an employee to view recent CSV import attempts.

• Collection Details - Access to the Collection Details area of ExakTime Connect. View the time records in their raw form.
• Session Details - Access to Session Details within Collection Details. Allows the ability to edit time records in their raw form.
• AccountLinx - Unused setting currently in ExakTime Connect.

• Company Settings - Access to the Company Settings area of ExakTime Connect and the level of permission. Company Settings is where you can enter the home address of your company, set up your pay period, and enable certain options for ExakTime Connect/Mobile.
• Company Calendar - Access to create and manage holidays and events for the company calendar. 
• Security Roles - Access to the Security Role section of ExakTime Connect and permission. The user must have permission to create/edit new or existing security roles to assign security roles to employees.

• Licensing - Access to the Licensing area of ExakTime Connect. View license count and the ability to click the "Check for New Licenses" button, which is required after purchasing additional licenses.
• My Account - Access to the 'My Account' page of ExakTime Connect to review your current subscription status and purchase additional licenses.

For more information about the availability of this feature, contact your Account Manager.

• Time Off Plans - Permission to view and set up time off plans, such as how time off is accrued, who can accrue time, etc.
• Approve Time Off Requests - Permission to approve the time off requests for employees within their viewset and their own. Will also allow permission to cancel a pending or approved time off request for situations where employees are unable to cancel their requests themselves, so time cards can be adjusted for payroll. 
• Request Time Off - Permission to request time off.

The report permission designates if an employee can access all reports in ExakTime Connect or specific reports. For more information on the available reports, please refer to the following article that details each report with an example of each.