Description: In this topic you will learn about the different roles in DCI. Roles allow users to perform higher level tasks in DCI. An employee can only have one role per cost center. If they need a different role than the one currently assigned, you must first remove the current role. Utilize the "Search Role" and "Search Cost Center" filters on the results table to quickly find a particular role for an employee. If an employee supervises three Cost Centers, they must be assigned Supervisor role for all three Cost Centers.
Role Required: Superuser, 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 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
Access to all system functionality
Must be assigned by a DCI Representative
Add punch entries
View accounts and account detailsĀ
Publish scheduling availability
View schedule and schedule details
View profile certifications
View and compose message
Access help center materials
View and edit user settings
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
All abilities of View Only Role
View events
Download attachments
Supervisor
All abilities of View Only Role
Edit Employee/Client Profile Details
Add Employee/Client Service Account
Add/Edit/Approve/Reject Employee Punch and Client Absentee/Attendance Punches
Add Compensating Employee/Client Punch
Add Notes/Attachments
Add/Modify Employee/Client schedules
Run reports
All abilities of Base User Role
Edit Employee/Client Profile Details
Add Employee/Client Service Account
Add/Edit/Approve/Reject Employee Punch and Client Absentee/Attendance Punches
Add Compensating Employee/Client Punch
Add Notes/Attachments
Add/Modify Employee/Client schedules
Run reports
All abilities of base employee
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
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
All abilities of View Only Role
Manage Employee Punch Entries
Add Employee Punches
Add Notes/Attachments
Run reports for associated cost center(s)