Setup Employee Level Security

Use the Employee Security feature to limit the information seen by users on the Employee Information and the Employee Groups screens.

To set up the Charge Level Security Feature, complete the following steps in the Administration module:

1. If the employee is not yet designated as a supervisor to a particular group, on the Users & Groups > Employee Groups screen, assign the appropriate functional role and save your changes.
2. On the Users & Groups > Security Roles screen, select the Apply Employee Level Security check box for the appropriate security role and save your changes.
3. On the Users & Groups > Employee Information screen, and on the Defaults tab, update the Security Role field with the role information if it is not correct.