Select the function of the supervisor from the drop-down box. The available selections depend on the rights that you have as a supervisor in the system. If you have more than one functional role in the system the default will be "Select." If you have just one functional role, it will be the default.
If you have not selected a functional role when you select the Execute pushbutton, the system will display the following error message: "No function is selected."
Your selection determines which groups display in the group list. For example, if you have a primary supervisor function set up in your Functional Roles screen and select "Primary Supervisor," the groups to which you have primary supervisory rights will display in the group list. Please see the "Functional Roles" section of the Deltek Time Collection Getting Started Guide for more information.
The groups are listed in alphabetical order. Select the group or groups that you wish to include. If you have not chosen a group when you select the Execute pushbutton, the system will display the following error message: "At least one Employee Group needs to be selected."
Use the drop-down box to select the type of action you wish to perform. The options are:
Grant Access
Remove Access
Reset Password - This option will not be available if your system has LDAP security enabled. See the "Lightweight Directory Access Protocol (LDAP)"chapter of the Time & Expense with ESS Technical Guide for more information.
The default action is "Grant Access."
Select the module to which you wish to grant or remove employee access. The available options are based on the modules that your system is licensed for and may be the following:
Web Time
Web Expense
Web Self Service
Mobile Time
If you are currently licensed for all four modules, the default will be "Web Time." If "Reset Password" is selected for the Action, this drop-down box will be disabled.
The License Type drop-down box will be enabled only if "Grant Access" is selected as the Action. The possible options in this drop-down box depend on your system licensing and the availability of the selected Module.
Seat - If you have available seat licenses for the selected Module.
Trans - If you have available transaction licenses for the selected Module.
Use the drop-down box to select the license type that you wish to grant. If both options are available, "Seat" will display as the default.
Use the drop-down box to select the status of the employees you wish to update. The available options are:
All
Active
Inactive
The default is "All."
You can use this optional field to filter the employees in the selected group(s). Enter the last name or part of the last name to use as a filter.
Select the Execute pushbutton to load and display the Results tab with the employees that meet the selected criteria. While this process is running, a timer will display in the middle of the screen with the word "Processing" to let you know how far along in the process it is.
If no employees are found that meet the criteria, the system will display the following error message and you will remain on the Criteria tab: "No records found."
The employees that display on the Results tab are determined by the following:
If the Action is "Grant Access," all employees:
Must be in selected Group.
Must have selected Employee Status.
If Last Name is supplied, must have matching name.
Must not already have access to the selected Module.
If Action is "Remove Access," all employees:
Must be in selected Group.
Must have selected Employee Status.
If Last Name is supplied, must have matching name.
Must have access to selected Module.
If Action is "Reset Password," all employees:
Must be in selected Group.
Must have selected Employee Status.
If Last Name is supplied, must have matching name.
Must have access to at last one Module.
Select the Close pushbutton to close the screen and return to your default screen.
