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XactTime Feature Access Templates

Environment

The information in this article applies to:

Summary

Feature Access Templates

Feature Access Groups are used to grant managers or supervisors access to their
employees' records and to certain functions within XactTime. You can give a manager the
ability to review and edit employee timesheets, create schedules, print reports, and more.
In the Employee Access Group Members section, you specify which employees and
functions you want the manager to access, and then assign the feature access template and
employee access group to the manager. When the manager logs into XactTime, he or she
will be able to see the employees and use the features granted by the Security Group.

Note: You do not need to assign regular employees to a security group. Regular user
access gives them the ability to track their own time without having to have special access.

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A full-access, admin security group is built into your XactTime account. This admin security
group grants full access to all employees and all functions of XactTime.

Current Feature Access Group
The Current Feature Access Group section displays the currently selected feature access
group. Select a feature access group by clicking its link in the Feature Access Groups
section.
The first time you visit the Feature Access Group page, the admin security group displays in
the Current Feature Access Group section. This admin feature access group is built into
XactTime and grants full access to all employees and all functions.
The Current Feature Access Group section contains the following items:

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Setting Description



Add Link Click Add to add a new feature access group.
Edit Link Click Edit to edit the selected policy.

Delete Link Click Delete to delete the selected policy.

Note: XactTime does not allow you to delete a
feature access group if any employees are assigned
to it.
Feature Access Group Name Link Displays the name of the currently selected feature
access group. Click this link to edit the selected policy.
Members Link This will display the number of members within a
group.
Clicking this link shows the names of the members.


Adding, Editing and Deleting Feature Access Groups

Adding a Feature Access Template

1. In the Current Access Group section, click Add. The Add Feature Access Group page
loads.
2. Fill in the settings as appropriate:
a. Feature Access Group Name: Enter the name for this access group. This can be
alphanumeric but must be unique.
b. Feature Access Group to Copy: Select an existing access group to copy if the new
group you are creating is similar. Note: Department access will not copy.
3. Click Add to complete the entry.

Note: The changes will not be saved if you do not click Add.

4. The Feature Access Groups page reloads and the Feature Access Group just created
appears in the Current Feature Access Group section. The settings for the new feature
access group appear on the right side of the page.

Note: To select the parameters for the Feature Access Template, just click Yes or No to
toggle the option from one setting to the other.
Some features prompt you to select whether or not this group may view, add, edit, or delete
this option. Select the appropriate Feature settings for selected Feature Access Template:
1. Access to Employees: Access to Employees permits access to the employee file.
Access to Edit Initial Times permits the user to edit an individual’s initial time balance.
Access to Recalculate Benefits permits the user to recalculate an individual’s benefits.
Note: If a user does not have permissions to edit employees, they will not be able to add
or edit pay adjustments or add departments and Jobs from the Employee Home page.
2. Access to Configuration: Access to Configurations first provides access to the
Configuration link under the Admin Home page. Second, it permits access to the
General Configuration menu. If you restrict access by not allowing the user to edit, then
the user will be able to see the settings for general configuration but not be able to edit
those.
3. Access to Timesheets: Access to Timesheets gives permission to the timesheet
section in the Admin Home page. Selecting No for editing restricts the user from adding
a new shift.
4. Access to Payroll Policies and Emp. Defaults: This option gives access to payroll
policies and employee default configurations. Typically, this access is only granted to
the main administrators.
5. Access to Holidays: This option gives access to holiday configurations. Typically, this
access is only granted to the main administrators.
6. Access to Pay Types: This option gives access to the pay types configurations.
Typically, this access is only granted to the main administrators.
7. Access to Pay Adjustments: This option gives access to the pay adjustments
configurations. Typically, this access is only granted to the main administrators.
8. Access to Pay Adjustments Entries: This option allows the user to add, edit, or delete
a pay adjustment. This feature is accessed from the Admin Home page.
Note: Verbiage of pay adjustment in XactTime is any type of dollar amount that is not
included in hourly pay.
9. Access to Shift Differentials: This feature gives access to the shift differential
configurations. Typically, this access is only granted to the main administrators.
10. Access to Schedules: This option gives access to the Schedule page. In addition, this
also allows the user to assign and edit schedules from the Admin Home page.
11. Access to Departments: This option gives access to the Departments page.
12. Access to Jobs: This feature gives access to the Jobs page.
13. Access to Security Groups and IP Access: This feature gives access to security
groups and IP Access configurations. Typically, this access is only granted to the
administrators.
14. Access to Benefits: This feature gives access to the Benefits Configuration page.
15. Access to Benefits Advanced Features: This feature gives access to adjust benefit
balances and recalculate benefits for all employees (to which they have access) from
the Benefits Configuration page.
16. Access to Reports: This feature gives access to the reporting functions.
17. Access to Audit Trails: This feature allows viewing of the audit trails.
18. Access to Imports: This feature allows the user to utilize importing.
19. Access to Hardware: This feature gives access to the Hardware Configuration page.
20. Access to Custom Personal Fields: This feature gives access to the Custom Personal
fields.
21. View Employees Not in Departments: This feature grants the ability to have access to
employees who are not assigned to any department.
22. View/Edit Salary: This feature grants the ability to view and modify employee pay rates or salaries.

Deleting a Feature Access Template

XactTime does not allow you to delete a security group if any employees are assigned to it.
Remove or transfer any security group members prior to deletion.
1. In the Selected Security Group section, verify that the security group you wish to delete
is displayed.
1. Click Delete. The Confirmation page loads.
2. Click Delete Security Group (where Security Group is the name of the type you
selected) to confirm the deletion, or click Cancel to cancel and return to the Security
Groups page.

Feature Access Templates

The Feature Access Templates section displays all the access groups available in your company’s database. The currently selected type displays in the list as black text and also appears in the Current Access Group section at the top of the page.

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Select a Feature Access Group
In the Feature Access Templates section click the link for the Access Group you wish to use.
The selected access group appears in the Current Feature Access Group section.




Feature Access Template Assignment
The Assign Multiple Employees link enables you to assign employees to the currently
selected feature access template.

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Article

KB0052 Published 13th Nov 2013

Keywords: Feature Access Templates


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