Assign Timesheet Administration Rights to an Employee

Use the Time tab of the Employee Info Center form to assign an employee's access rights to the Timesheet application.

To assign timesheet administration rights to an employee, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Employees.
2. Click the Time tab of the Employee Info Center form.
3. In the Group field, select a timesheet group for the employee. You create timesheet groups on the Employee Groups tab of the Company Timesheet Configuration form in Configuration > Time & Expense > Company Timesheet.
   If you use Vision Multicompany, the following applies:

   • The data that you enter on this tab applies to the company that the current record is associated with.
   • The tabs and fields that display are based on the company that the current record is associated with.
   • The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, the timesheet groups that are available in the Group drop-down list are those groups for the company to which this employee record belongs.
4. Use the Administration fields to assign employee access rights to timesheets.
5. Select the administrative level for the employee to determine the employee's access to timesheets.

   Option	Description
   Staff	The employee can only access their own timesheets, only.
   Group	The employee can access timesheets for all employees in a particular timesheet group. When you select this option, the grid in this section is enabled. Use the grid to select the groups that the employee may access.
   Company	The employee can access timesheets for employees in all timesheet groups in a particular company (if your firm uses multiple companies). Employees can open and print—and possibly edit and approve—timesheets belonging to the employees in that company. When you associate an employee with Company access rights to additional companies, the new records inherit the employee's access rights. Also, if you change an employee's access rights from another setting to Company, all associated company records automatically update to apply Company access rights as well.
   System	The employee can access timesheets for all groups and employees. You must designate at least one employee in your firm to have system level access.

6. If you selected System or Company in the Level field, select one of the following actions:
   • Select Editing option to allow an employee with system-level access to edit all timesheets for all timesheet groups in a particular company.
   • Select the Approval option to allow an employee with system-level access to approve all timesheets for all timesheet groups in a particular company.
7. If you selected Group in the Level field, complete the fields in the Administration grid. Use this grid to assign an employee to more than one group, with appropriate editing or approval privileges.

   Option	Description
   Company	This option displays when you use the Multicompany feature. Use this drop-down list to select the company whose timesheet groups you want to assign to this employee.
   Group	Use the drop-down list to select the timesheet groups whose timesheets this employee can access. If you use Multicompany, only groups for the company that this employee record belongs to display in the drop-down list in this field.
   Editing	Select this option to allow the employee to open and edit timesheets for all employees in the specified group.
   Approval	Select this option to allow the employee to open and approve timesheets for all employees in the specified group.

8. Click Save.