Role Permissions

When creating a Custom Role, several permissions must be considered, as they directly impact what a User assigned to the Role can and cannot do. Below is a breakdown of each permission, categorized by each tab that they are located on within Empeon Workforce.

Dashboard

All permissions within this tab relate to features located within the Dashboard tab of Empeon Workforce.

Permission	Description	Permission Structure
View payroll data	Controls whether the User can view the Current Payroll widget on the Home Dashboard. Please note that if the Access Payroll permission is enabled, the Current Payroll widget will be visible regardless of whether this permission is enabled or not.	No Access or Full Access

People

All permissions within this tab relate to features located within the People tab of Empeon Workforce.

Employee Management

Permission	Description	Permission Structure
Add employee	Controls whether the User can manually add new employees into the system.	No Access or Full Access
Add Staffing Agency Employee	Controls whether the User can manually add new agency employees into the system.	No Access or Full Access
Import employees	Controls whether the User can import new employees into the system. If enabled, the Company Customization permission determines whether the user can create or modify Employee Import configurations.	No Access or Full Access
Delete employee	Controls whether the User can delete employees that have already been set up within the system.	No Access or Full Access
View Employee Documents	Controls whether the User can view documents attached to cards within the employee profile. Users can only view documents attached to cards that they have permission to access. If access to a specific card is turned off, any documents attached to that card will not be visible.	No Access or Full Access

HR

Permission	Description	Permission Structure
Edit employee info	Controls whether the User can edit information within the following employee profile cards: Personal Contact Work Eligibility EEO Union Affiliation Cost Centers	No Access or Full Access
View SSN	Controls whether the Social Security Number for each employee the User has access to is visible or not.	No Access or Full Access
View DOB	Controls whether the Date of Birth for each employee the User has access to is visible or not.	No Access or Full Access
Emergency Contacts	Controls the User’s access level to the Emergency Contact card within the employee profile.	No Access, View only, View & Edit, or Full Access
Medical Records	Controls the User’s access level to the Medical Records card within the employee profile.	No Access, View only, View & Edit, or Full Access
Prior Employment	Controls the User’s access level to the Prior Employment card within the employee profile.	No Access, View only, View & Edit, or Full Access
Employment Status	Controls the User’s access level to the Employment Status card within the employee profile. Granting Full Access to this permission will allow the User to place an employee on leave or terminate their employment.	No Access, View only, View & Edit, or Full Access
ACA Type	Controls the User’s access level to the ACA Type card within the employee profile.	No Access, View only, View & Edit, or Full Access
Job Info	Controls the User’s access level to the Job Info card within the employee profile.	No Access, View only, View & Edit, or Full Access
Approved To Work	Controls the User’s access level to the Approved To Work card within the employee profile.	No Access, View only, View & Edit, or Full Access
Reviews	Controls the User’s access level to the Reviews card within the employee profile.	No Access, View only, View & Edit, or Full Access
Events	Controls the User’s access level to the Events card within the employee profile.	No Access, View only, View & Edit, or Full Access
Licenses/Certificates	Controls the User’s access level to the Licenses & Certificates card within the employee profile.	No Access, View only, View & Edit, or Full Access
Driver's License	Controls the User’s access level to the Driver's Licenses card within the employee profile.	No Access, View only, View & Edit, or Full Access
Trainings	Controls the User’s access level to the Trainings card within the employee profile.	No Access, View only, View & Edit, or Full Access
Education	Controls the User’s access level to the Education card within the employee profile.	No Access, View only, View & Edit, or Full Access
Skills	Controls the User’s access level to the Skills card within the employee profile.	No Access, View only, View & Edit, or Full Access
Company Assets	Controls the User’s access level to the Company Assets card within the employee profile.	No Access, View only, View & Edit, or Full Access
Vehicles	Controls the User’s access level to the Vehicles card within the employee profile.	No Access, View only, View & Edit, or Full Access
Custom Fields	Controls the User’s access level to the Custom Fields card within the employee profile.	No Access, View only, View & Edit, or Full Access
Workplace Incidents	Controls the User’s access level to the Workplace Incidents card within the employee profile.	No Access, View only, View & Edit, or Full Access

Payroll

Permission	Description	Permission Structure
Pay Info	Controls the User’s access level to the Pay Info card within the employee profile.	No Access, View only, View & Edit, or Full Access
Allow Default Rate outside of Wage Scale	Controls whether the User can add or edit a rate that would be outside of an established Wage Scale. This permission only applies if the Pay Info permission is enabled.	No Access or Full Access
Additional Rates	Controls the User’s access level to the Additional Rates card within the employee profile.	No Access, View only, View & Edit, or Full Access
Request Rate Change	Controls whether the User can request a rate change for an employee This permission only applies if the Pay Info permission is enabled.	No Access or Full Access
Deductions	Controls the User’s access level to the Deductions card within the employee profile.	No Access, View only, View & Edit, or Full Access
Direct Deposits	Controls the User’s access level to the Direct Deposit card within the employee profile.	No Access, View only, View & Edit, or Full Access
Direct Deposits - View Full Account Number	Controls whether the User can view the full account number of direct deposit accounts that are set up within the employee profile. Otherwise it will only display the last four numbers of the account. This permission only applies if the Direct Deposits permission is set to "View only".	No Access or Full Access
Taxes	Controls the User’s access level to the Taxes card within the employee profile.	No Access, View only, View & Edit, or Full Access
Auto Pays	Controls the User’s access level to the Auto Pays card within the employee profile.	No Access, View only, View & Edit, or Full Access
Labor Allocation	Controls the User’s access level to the Labor Allocation card within the employee profile.	No Access, View only, View & Edit, or Full Access
Check Shipping	Controls the User’s access level to the Check Shipping card within the employee profile.	No Access, View only, View & Edit, or Full Access
View first/last pay date	Controls whether the User can view the employee's Last Pay Date, which is located in the top right corner of the employee profile, regardless of what section of the profile is selected.	No Access or Full Access
Manual Check	Controls whether the User can initiate a manual check for employees they have access to. In order to save the check to the VM batch, the permission for Save manual check should also be enabled.	No Access or Full Access
Save manual check	Controls whether the User can create and save a manual check to the VM batch for each employee they have access to.	No Access or Full Access
Print manual check	Controls whether the User can print a manual check after being able to create and save it to the VM batch. In order to print a manual check, the permissions for Manual check and Save manual check should also be enabled.	No Access or Full Access
Print signature on manual checks	Controls whether a check signature associated with the bank account used to pay the manual check will be printed on the manual check or not.	No Access or Full Access
Pay History	Controls whether the User can view Pay History details for each employee they have access to.	No Access or Full Access
Void check	Controls whether the User can initiate a void for each employee they have access to. In order to initiate a void, the Pay History permission must be enabled.	No Access or Full Access
Void & Reissue check	Controls whether the User can initiate a void and reissue for each employee they have access to. In order to initiate a void, the Pay History permission must be enabled.	No Access or Full Access
Reprint check	Controls whether the User can reprint a check for each employee they have access to. In order to initiate a void, the Pay History permission must be enabled.	No Access or Full Access

Benefits

Permission	Description	Permission Structure
Accruals	Controls the User’s access level to the Accruals card within the employee profile.	No Access, View only, View & Edit, or Full Access
Dependents	Controls the User’s access level to the Dependents card within the employee profile.	No Access, View only, View & Edit, or Full Access
Fringe	Controls the User’s access level to the Fringe Benefits card within the employee profile.	No Access, View only, View & Edit, or Full Access
Insurance	Controls the User’s access level to the Insurance card within the employee profile.	No Access, View only, View & Edit, or Full Access
Benefits Enrollment	Controls the User’s access level to the Benefits Enrollments card within the employee profile.	No Access, View only, View & Edit, or Full Access

Attendance

Description	Description	Permission Structure
Clock Settings	Controls the User’s access level to the Clock Settings card within the employee profile.	No Access, View only, View & Edit, or Full Access
Punch Location Filters	Controls the User’s access level to the Punch Location Filters card within the employee profile.	No Access, View only, View & Edit, or Full Access
Schedule Pattern	Controls the User’s access level to the Schedule Pattern card within the employee profile.	No Access, View only, View & Edit, or Full Access
Schedule	Controls the User’s access level to the employee's Schedule within the employee profile.	No Access, View only, View & Edit, or Full Access
Time Card	Controls the User’s access level to the employee's Time Card within the employee profile. If this permission is set to "View & Edit" or "Full access", Users will be able to: *Enter and edit manual punches* *Delete a set of manual punches (Full access ONLY)* *Enter Allocation Overrides* *Enter Comments* *Move punches to the next calendar* *Transfer punches* *Submit time card requests*	No Access, View only, View & Edit, or Full Access
Allow Edit of Non-Manual Punches	Controls whether the User can edit non-manual punches on the time card. If disabled, Users can only edit manual punches. Please note that the Time Card permission needs to be set to either "View & Edit" or "Full access" for this permission to apply properly.	No Access or Full Access
Allow Override Pay Record	Controls whether the User can enter pay record overrides for a set of punches on the time card. Please note that the Time Card permission needs to be set to either "View & Edit" or "Full access" for this permission to apply properly.	No Access or Full Access
Time Card Manual Pay	Controls the User’s access level to enter manual pay items on an employee's time card. Please note that the Time Card permission needs to be set to either "View & Edit" or "Full access" for this permission to apply properly.	No Access, View only, View & Edit, or Full Access
Allow Negative Time Off Request	Controls whether the User can request time off on the time card that would place the employee at a negative accrual balance. Please note that the Time Card permission needs to be set to either "View & Edit" or "Full access" for this permission to apply properly.	No Access or Full Access
Time Card Approve Unpaid Hours	Controls the User’s access level to review and approve unpaid hours on an employee's time card. Please note that the Time Card permission needs to be set to "View only" or above for this permission to apply properly.	No Access, View only, View & Edit, or Full Access
Approve Time Card	Controls whether the User can approve time cards for each employee they have access to. Please note that the Time Card permission needs to be set to "View only" or above for this permission to apply properly.	No Access or Full Access
Adjust closed time card	Controls whether the User can adjust time cards that have been closed and include the adjustments in payroll or not. Please note that the Time Card permission needs to be set to either "View & Edit" or "Full access" for this permission to apply properly.	No Access, Adjust & include in payroll (Full access), or Adjust but no option to include in payroll (Partial access)

Onboarding

Permission	Description	Permission Structure
Access onboarding	Controls whether the User can access the Onboarding section within the People tab. This includes access to be able to send an onboarding template to an employee. The ability to add and edit Onboarding Templates is controlled by the Onboarding Setup permission.	No Access or Full Access
Approve new hire	Controls whether the User can approve new hires who have completed their Onboarding Template within the Onboarding section of the People tab. The Access onboarding permission must be turned for this permission to apply properly.	No Access or Full Access
Cancel onboarding	Controls whether the User can cancel/delete onboarding templates that have already been sent. The Access onboarding permission must be turned for this permission to apply properly.	No Access or Full Access

Actions

All permissions within this tab relate to features located within the Actions tab of Empeon Workforce.

HR

Permission	Description	Permission Structure
E-Verify	Controls whether the User can access the E-Verify Dashboard located within the HR section of the Actions tab.	No Access or Full Access

Payroll

Permission	Description	Permission Structure
Access Payroll	Controls whether the User can access payroll which includes the ability to: Upload a Time File Import Enter and edit checks Add and manage batches Edit the default check type Manage time card adjustments	No Access or Full Access
Approve Audits	Controls whether the User can approve payroll audits flagged during the payroll process. The Access Payroll permission must be turned for this permission to apply properly.	No Access or Full Access
Submit Payroll	Controls whether the User can submit payroll. The Access Payroll permission must be turned for this permission to apply properly.	No Access or Full Access

Attendance

Permission	Description	Permission Structure
Access Attendance	Controls whether the User can access Time Sheet Processing, located within the Attendance section of the Actions tab.	No Access or Full Access
Time Sheet - Punch Review	Controls whether the User can review punches within Time Sheet Processing. The Access Attendance permission must be turned for this permission to apply properly.	No Access or Full Access
Time Sheet - Import Punches	Controls whether the User can import punches within Time Sheet Processing. The Access Attendance permission must be turned for this permission to apply properly.	No Access or Full Access
Time Sheet - Verification	Controls whether the User can verify punches within Time Sheet Processing. The Access Attendance permission must be turned for this permission to apply properly. If time card approval is required in the company’s Attendance Settings, the Approve Time Card permission may also need to be enabled for the User to manage unapproved time cards during this step.	No Access or Full Access
Time Sheet - Audits	Controls whether the User can review and approve attendance audits within Time Sheet Processing. The Access Attendance permission must be turned for this permission to apply properly.	No Access or Full Access
Time Sheet - Submit and Close	Controls whether the User can close and submit time cards within Time Sheet Processing. The Access Attendance permission must be turned for this permission to apply properly.	No Access or Full Access
PBJ Processing	Controls whether the User can access PBJ Processing, located within the Attendance section of the Actions tab.	No Access or Full Access
Request Bonus	Controls whether the User can request bonuses on time cards for each employee they have access to.	No Access or Full Access
Approve Bonus	Controls whether the User can approve bonuses that have been requested on time cards for each employee they have access to.	No Access or Full Access

Scheduling

Permission	Description	Permission Structure
Scheduling	Controls the User’s access level to the Scheduling feature. If this permission includes access to: *Employee View* *Daily View* *Master Schedule* *Census* *Shift Request Approvals*	No Access, View only, View & Edit, or Full Access
Update Census	Controls whether the User can update the census. Please note that the Scheduling permission needs to be set to either "View & Edit" or "Full access" for this permission to apply properly.	No Access or Full Access
Update Additional Shifts	Controls whether the User can add additional shifts to the schedule. Please note that the Scheduling permission needs to be set to either "View & Edit" or "Full access" for this permission to apply properly.	No Access or Full Access

Benefits

Permission	Description	Permission Structure
ACA Dashboard	Controls whether the User can access the ACA Dashboard.	No Access or Full Access
Open Enrollment	Controls whether the User can view, facilitate and manage open enrollment sessions.	No Access or Full Access

Talent Acquisition

Permission	Description	Permission Structure
Talent Acquisition Portal	Controls whether the User can access the Talent Acquisition Portal.	No Access or Full Access

Requests

Permission	Description	Permission Structure
Review PTO request	Controls whether the User can review Time Off (PTO) requests for each employee they have access to.	No Access or Full Access
Review Missed Punch request	Controls whether the User can review Missed Punch requests for each employee they have access to.	No Access or Full Access
Review Waive Meal request	Controls whether the User can review Waive Meal requests for each employee they have access to.	No Access or Full Access
Review Rate Change request	Controls whether the User can review Rate Change requests for each employee they have access to.	No Access or Full Access
Review Reimbursement request	Controls whether the User can review Reimbursement requests for each employee they have access to.	No Access or Full Access

Permission

Description

Permission Structure

Documents

Controls the User’s access level to the Document share feature.

Setting this permission to "View only" will allow the User to see all documents that have been shared and their results.

Setting this permission to "View & Edit" or higher will allow the user to also share documents.

No Access, View only, View & Edit, or Full Access

Paths

Controls the User’s access level to the Path share feature.

Setting this permission to "View only" will allow the User to see all Paths that have been shared and their results.

Setting this permission to "View & Edit" or higher will allow the user to also share Paths.

No Access, View only, View & Edit, or Full Access

Engage

Permission	Description	Permission Structure
ESS Announcements	Controls the User’s access level to the ESS Announcements feature. Setting this permission to "View only" will allow the User to see all announcements that have been shared and their results. Setting this permission to "View & Edit" or higher will allow the user to also create and share ESS announcements.	No Access, View only, View & Edit, or Full Access
Create Surveys	Controls the User’s access level to create ESS Surveys.	No Access, View only, View & Edit, or Full Access
Share Surveys	Controls the User’s access level to share ESS Surveys.	No Access, View only, View & Edit, or Full Access

Reports

All permissions within this tab relate to features located within the Reports tab of Empeon Workforce.

Reports

Permission	Description	Permission Structure
Attendance reports	Controls whether the User can access reports relating to time and attendance. This includes standard and live reports, with the exception of the Employee Clock Enrolled live report.	No Access or Full Access
View payroll summary	Controls whether the User can access the Payroll Summary standard report.	No Access or Full Access
View payroll invoice	Controls whether the User can access the Invoice standard report.	No Access or Full Access
All Other reports	Controls whether the User can access all other standard reports.	No Access or Full Access

File Room

Permission	Description	Permission Structure
Access file room	Controls whether the User can access the File Room.	No Access or Full Access
View checks	Controls whether the User can access the Checks report generated in the File Room. The Access file room permission must be turned for this permission to apply properly.	No Access or Full Access
View tax forms	Controls whether the User can access the tax forms generated in the File Room. The Access file room permission must be turned for this permission to apply properly.	No Access or Full Access

Finance

Permission	Description	Permission Structure
Bank Register	Controls whether the User can access the Bank Register within the Finance section of the Reports tab.	No Access or Full Access
ACH Returns	Controls whether the User can access ACH Returns within the Finance section of the Reports tab.	No Access or Full Access

Company

All permissions within this tab relate to features located within the Company tab of Empeon Workforce.

Permission	Description	Permission Structure
Onboarding Setup	Controls the User’s access level to the Onboarding section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
HR Setup	Controls the User’s access level to the HR section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Payroll Setup	Controls the User’s access level to the Payroll section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Benefits Setup	Controls the User’s access level to the Benefits section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Attendance Setup	Controls the User’s access level to the Attendance section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Schedule Setup	Controls the User’s access level to the Scheduling section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Rules & Alerts	Controls the User’s access level to the Rules & Alerts section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Automations	Controls the User’s access level to the Automations section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Company Customization	Controls the User’s access level to the Customize section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access
Document Library	Controls whether the User can access the Documents section of the Company tab.	No Access or Full Access
Path Setup	Controls the User’s access level to the Paths section of the Company tab, including all cards within it.	No Access, View only, View & Edit, or Full Access

ESS Admin

Permission	Description	Permission Structure
Accounts	Controls whether the User can access the ESS Admin section of the Company tab and manage the Accounts section within it.	No Access or Full Access
Chat Settings	Controls the User’s access level to Chat Settings within ESS Admin.	No Access, View only, View & Edit, or Full Access
Notification Settings	Controls whether the User can access Notification Settings within ESS Admin.	No Access or Full Access

Role Permissions

Dashboard

People

Employee Management

HR

Payroll

Benefits

Attendance

Onboarding

Actions

HR

Payroll

Attendance

Scheduling

Benefits

Talent Acquisition

Requests

Share

Engage

Reports

Reports

File Room

Finance

Company

ESS Admin