Employees can be given limited access to ExakTime Connect so they review their time card and even approve their time card for the pay period. For the purposes of this article, we will provide steps on creating the security role, assigning the role, and what the employee would see.

Table of Contents

• Granting Permission
• Assign The Security Role
• What The Employee Sees

Granting Permission

The ExakTime Connect Security Role assigned to an employee determines what they can do in ExakTime Connect. The default Employee security role will initially allow access to the "My Time Card" page, but additional permissions can be granted. You can also create additional security roles to grant permission(s) for specific employees. 

• Go to Manage and click Security Roles.

  

• Go to the ExakTime Connect security roles.

  

• If you are adjusting the default Employee role, select the existing role. If you are creating a new role, click Add Security Role and enter an appropriate name for the role.

  

• On the right-hand side, look for and enable the appropriate permissions for 'My Time Card'. We recommend to only grant 'View' permission, but you also have:
  • No Access - No access to "My Time Cards."
  • Access All - Allows role member(s) to view, edit, and delete time records. This permission is typically used for supervisors/managers who can be trusted to manage their time cards.
  • View - Allow member(s) view their time card and not make changes.
  • Edit - Allow member(s) to edit and view time cards. This permission is typically used for supervisors/managers who can be trusted to manage their time cards.
  • Delete - Allow member(s) to delete and view time cards. This permission is typically used for supervisors/managers who can be trusted to manage their time cards.

  

• Click Save when finished.

Assign The Security Role

After the security role has been created, it must be assigned to an employee. When assigning the ExakTime Connect security role, an email and username are required. This email will be used to help set up the employee's password and the username will be used to sign in to ExakTime Connect. 

• Go to Manage in the Menu bar and click Employees.

  

• Click the blue pencil icon to the left of an Employee's name.
  

  

• Scroll to the 'ExakTime Mobile and Connect Access' section and select the appropriate security role for 'ExakTime Connect Security Role'. If the email and username fields are blank, please fill those in. 
  • Enter the email and username of the employee if the fields are blank.

  

• Press Save when finished. If the employee does not already have access to ExakTime Connect, an email will be sent to the employee with their username and a link to verify their account and create their password. After creating their password, they will be able to log in to ExakTime Connect with their username and newly created password.

  

What The Employee Sees

When the employee signs in to ExakTime Connect, they will see their time card like below. They may see other options in the menu bar if you enabled other permissions.

To help an employee understand their time card on ExakTime Connect, you can have them refer to either of these articles, depending on their role at your company.

• For Employees - Information about reviewing their time card.
• For Supervisors/Managers/Admins - Information about reviewing and editing their time card.