Administrators will have access to Time Off in ExakTime by default, while other users such as employees or managers must be granted permission to access time off plans or requests in ExakTime Connect and ExakTime Mobile.
Table of Contents
For ExakTime Connect
ExakTime Connect administrators will have full "Time Off" permission enabled by default. Other ExakTime Connect Security Roles will need the appropriate permissions enabled, such as your basic employees to request time off and managers to approve time off requests.
- Go to Manage and click Security Roles.
- The "Web" tab should be the initial tab. By default, we offer Administrator and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
- Click New Role to create a new role or the eye icon to modify an existing role.
- Enable "User Notification Settings" under the "Tools & Communications" section.
- Enable the appropriate "Time Off" permisisons under the "Time Off" section.
- Time Off Plans - Allows access to create/edit time off plans. Add and manage employee plan assignment. Allows access to Time Off Plans page
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Approve Time Off Requests - Allows access to the Approvals and All Requests tab of the 'Time Off Requests' page. 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.
- Access - Allow employee to approve/deny time off requests and the ability for user to create time off request for users within their viewset
- Approve Own Requests - Allows employees to approve/deny their own time off requests.
- Request Time Off - Allows employees to create and submit their own time off requests.
- Save your changes.
Refer to related resources for any questions about Connect Security Role permissions and how to assign them.
- ExakTime Connect Permissions And What They Do
- How to Assign ExakTime Connect Security Roles Through Employee Profile
- How to Assign ExakTime Connect Security Roles Through Security Roles
For ExakTime Mobile
ExakTime Mobile Administrators will have all "Time Off" permissions enabled by default. Other ExakTime Mobile Security Roles will need the appropriate permissions enabled, such as your basic employees to request time off and managers to approve time off requests.
Required Versions for ExakTime Mobile
For your employees to review, submit, and/or approve time off requests, they must have ExakTime Mobile version 2.85.
Granting Permission
- Go to Manage and click Security Roles.
- Click the Mobile tab. By default, we offer Administrator, Supervisor, and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
- Click New Role to create a new role or the eye icon to modify an existing role.
- Enable the appropriate Time Off permissions from the options on the right-hand side.
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Approve Time Off Requests - Allows employees to approve/deny time off requests and the ability for the employee to create time off requests on behalf of other employees within their viewset
- Approve Own Requests - Allows employees to approve/deny their own time off requests.
- Request Time Off - Allows employees to create and submit their own time off requests.
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Approve Time Off Requests - Allows employees to approve/deny time off requests and the ability for the employee to create time off requests on behalf of other employees within their viewset
- Save any changes. Repeat this for any other security role that will need permission.
- If you have created a new security role and are not familiar with assigning a security role, you can refer to the following articles to assign the role through the employee profile or assign the role through the Security Roles page.
- Your employees will need to sync their copies of the app to receive the new permission. They may also need to log out and back in to see menu changes.
Refer to related resources for any questions about Mobile Security Role permissions and how to assign them.