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