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Description: In this topic you , the user will learn about the different roles in DCI. Roles allow users to perform higher higher-level tasks in DCI. An employee A user can only have one role per cost center. If they need a different role than the one currently assigned, you the current role must first remove the current role. Utilize the "be removed. Utilize the Search Role " and " Search Cost Center " filters on the results table to quickly find a particular role for an employeea user. If an employee supervises three Cost Centers If a user supervises three cost centers, they must be assigned the Supervisor role for all three Cost Centers cost centers.
Role Required: Superuser Super User, Supervisor, Employer
Permission Required: Employee Admin, Role Admin
The difference between permissions and roles:
Permissions:
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Allow a user to perform a specific task for the entire system
Access to perform the task for all
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cost centers
Multiple permissions can be selected
Roles:
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Allow user to perform a group of tasks for specific
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cost center(s)
Access to perform several tasks (predetermined) for one or more
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cost centers
User can only have one role per
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cost center
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Roles
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Include:
Super User
- Access to all system functionality
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Base User
- Add punch entries
- Edit punch entries (web portal only)
- Reject punch entries
- View accounts and account details
- Publish scheduling availability
- View schedule and schedule details
- View profile certifications
- View and compose message
- Access help center materials
- View and edit user settings
View Only
- All abilities of
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- Base User role
- View accounts and account details
- View employees and employee details
- View clients and client details
- View punches and punch details
- View notes
- View attachments
- View schedules
- Run reports
Auditor
- All abilities of View
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- Only role
- View events
- Download attachments
Supervisor
All abilities of View Only Role
Edit Employee/Client Profile Details
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- Edit employee/client profile details
- Add employee/client service account
- Add/
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- edit/
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- approve/reject employee punch and client absentee/attendance punches
- Add compensating employee/client punch
- Add notes/attachments
- Add/modify employee/client
Add Compensating Employee/Client Punch
Add Notes/Attachments
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- schedules
- Run reports
Supervisor
- All abilities of Base
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- User role
Edit Employee/Client Profile Details
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- Edit employee/client profile details
- Add employee/client service account
- Add/
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- edit/
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Add Compensating Employee/Client Punch
Add Notes/Attachments
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- approve/reject employee punch and client absentee/attendance punches
- Add compensating employee/client punch
- Add notes/attachments
- Add/modify employee/client schedules
- Run reports
Payroll Team
- All abilities of
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- Base User role
- Create new payroll batch
- Add transaction(s) to existing payroll batch
- Remove/split transactions from
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- payroll batch
- Find payroll batch
- Find transaction
- Find client
- Find employee
- Merge payroll batches
- Transmit batch to payroll
- Reconcile batch from payroll
- Add attachment/annotation
- Run reports
Billing Team
- All abilities of
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- Base User role
- All abilities of
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- Authorization role
- Create new billing batch
- Add transaction(s) to existing billing batch
- Remove/split transactions from billing batch
- Find billing batch
- Find transaction
- Find client
- View authorizations module
- Merge billing batches
- Transmit batch to payroll
- Reconcile batch from payroll
- Add attachment/annotation
- Add/edit client funding accounts
- Add/edit authorizations
- Run reports
Authorization
- All abilities of
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- Base User role
- Add/edit client funding accounts
- Add/edit authorizations
- Run reports
Employer (not available in Service Provider Mode)
- All abilities of View
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Manage Employee Punch Entries
Add Employee Punches
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- Only role
- Manage employee punch entries
- Add employee punches
- Add notes/attachments
- Run reports for associated cost center(s)
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