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General Settings Tab for Administrators in Core HR

General Settings is where you can make an administrator Active or Inactive, and set them up to be an Approval or a Contact Administrator. This is also where you will check their Homepage Permissions which will control what they see when they log into the Administration Portal.

Expand for Navigation Steps to Administrator Permissions
  1. Expand 'Setup' and click Administrators from the menu.

    CHR - Setup - Compliance - Menu - 02.png

  2. Click the name of an administrator.



  • Security Role - This drop-down menu allows you to assign a security role to an administrator to ensure consistent permissions for all administrators with the role. 
    • Security roles can be created and modified from the 'Security Roles' tab. More information can be found in the following article
    • Any permission changes made for a security role will also update the permissions for all administrators with the role.
    • When a Security Role has been assigned to an Administrator, the settings are locked and cannot be modified at the individual Administrator level. Updates must be managed at the Security Role level, or the security role needs to be changed to 'Not Assigned' so custom settings can be applied.
    • IP address settings are defined at the Administrator level only and are not available at the role level.
  • This is an Active Administrator - employee can log into Administration Portal - Enabling this permission changes the Admin from Inactive to Active status and allows them access to the Administration Portal.
  • Notify via email when employees complete Event requiring approval -  Enabling this permission allows the administrator to receive emails for all change events completed by employees that require administrator approval. Commonly used for New hire and Open Enrollment events.
    • The administrator must have valid email address on file.
  • Display this Administrator's Contact Information on the Employee Portal - Enabling this permission will display the Administrator's Contact Information on the Employee homepage when using the 'New Dashboard' Theme. This selection will give all employees visibility to the administrator's email, work phone, and fax number if those fields have been populated on the administrator's demographics.
  • Allow this Administrator access to the Test Site - This permission has been depreciated as the test site no longer exists.
  • Allow this Employee access to all Employees regardless of settings on Employee Settings Tab - Gives this Administrator access to all Employees, regardless of the settings created on the Employee Settings Tab. Using this setting makes it easier and more efficient if the Admin should have access to all employees.
  • Limit this Administrator's access to employees by excluding any employees who do not meet ALL of the Administrator's Employee Permissions
    • If this permission is NOT enabled, the Admin would have access to see employees that fall into any of the 'Employee Settings' tab that are selected. For example, in the 'Employee Settings' tab, if one under employee type and one under cost center were selected, the Admin would be able to see EVERYONE in that employee type regardless of cost center, and everyone in that cost center regardless of employee type.
    • When this permission is enabled, it reverses this screen setup and PREVENTS the Admin from seeing anyone in that employee type and cost center.
    • When using this setting, check the boxes that the Administrator should NOT have access to on the Employee Settings tab. The Administrator will not have access to any employee that is in any one of the checked categories listed on Employee Settings.
  • Hide the SSN field on the Employee Search Box and the Employee >> Employee >> Demographic Info Screen from this administrator - Enabling this prevents administrators from seeing Employee SSN's.
  • This is a security administrator - able to configure and reset Multi-factor authentication - Enabling this permission grants administrators ‘Security’ administration rights setup and adjust company multi-factor authentication settings, as well as reset employee multi-factor authentication as needed.
  • Homepage Permissions - Grants the administrator access to the additional tabs on their Admin Homepage.
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