Use the Criteria tab of the Password Utility screen to provide the criteria for the employee selection.
Password Utility Screen Fields
| Field | Description |
|---|
| Function
|
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 button, 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.
|
| Group
|
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 button, the system will display the following error message:
At least one Employee Group needs to be selected.
|
| Action
|
Use the drop-down box to select the type of action you wish to perform. The options are:
|
| Module
|
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:
|
| License Type
|
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.
If you select
Web Self Service as the
Module, the only option available is
Seat.
|
| Employee Status
|
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
|
| Last Name
|
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.
|
| Execute
|
Select the Execute button 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.
If Time & Expense is configured to send passwords by e-mail, the reset passwords are sent to the employees' e-mail addresses if the addresses are available. Where the addresses are unavailable, the passwords are changed to the Government ID for those employees, but that information is not sent by e-mail.
|
