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Setup Permission Groups

Alex Duran -

    1. Click Employees in the top menu bar
    2. Select Self-Service Permissions in the sub-menu
    3. Click the Add a New Group button or edit one of the existing groups in the table
    4. Enter a Name along with a Description and select from the following permissions to grant for this group:

 

Employee Features

      • Submit Time-off Requests. Grants access to submit time-off requests. 
      • Submit Time Sheets. Grants access to submit weekly time sheets. Available to FlexTrack and above accounts
      • Submit Contact Info. Grants access to submit/update Contact Information along with Emergency Contact Information.
      • View Company Scheduler Report.Grants access to run an Employee Scheduler Report for the entire company to help avoid scheduling conflicts when submitting a Time-off Request. Time-off details of other employees' absences and events are not displayed for privacy reasons.
      • View Company Calendar. Grants visual access to absences and events for the entire company. This helps to avoid scheduling conflicts when submitting a Time-off Request Time-off details of other employees' absences and events are not displayed for privacy reasons.

 

Supervisor Features

Available to FlexTrack and above accounts

      • Manage Employee Requests. Grants a Supervisor access to manage their employees' time-off requests.
      • Manage Employee Time Sheets. Grants a Supervisor access to manage their employees' time sheets.
      • Manage Employee Contact info. Grants a Supervisor access to submit/update their employees' contact information.
      • Send Invitation. Emails login details and instructions to use the TrackSmart Employee Site.



  1. In Step 2, select which employees you'd like to be assigned to this group. 
    Note: Groups can be assigned later within the Permissions tab of your employees' profiles.
  2. Click Save or Save and Send Invitations, depending on whether you'd like to sent out the invitation emails to your employees now.
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