Print Topic

 

In this Topic Hide

 

Touring the User Role Page

Use the User Role page to create, maintain, and delete user roles.  To access this page:

The WSC Admin and System Administrator user accounts are automatically created when the LINQ EP software solution is installed. These user accounts are assigned to the LINQ EP Administrator user role by default. The WSC Admin user account is available only to the LINQ support team and will not display in the User Roles grid.

Related Topics

User Roles Page Links

The following links display on the User Roles page.

Link

Purpose

Click the link for more information

Click the Add button to add a user role.

Creating a User Role

Role Name

In the User Roles grid, click the Role Name link to modify that user role.

Modifying a User Role

User Listing

Click the User Listing link at the top of the page to display the User Listing grid.

Touring the User Listing Page

Top of page

User Roles Grid Field Definitions

The User Roles grid lists the user roles currently defined in the LINQ Employee Portal and shows the number of user accounts assigned to each user role.

Column Heading

Definition

Role Name

This column shows the name of each user role as a link. Click the Role Name link to modify the user role and/or assign user accounts to the user role.

Note: You cannot modify the System Administrator role; however, you can assign user accounts to this role.

Description

This column shows the name of each user role.

User Count

This column shows the number of user accounts currently assigned to the user role. Click the User Count link to display a list of the currently assigned user accounts.

Delete

Click the Delete button to delete a user role. You cannot delete the user role if it is assigned at least one user account.

Top of page

Creating a User Role

Click the User Roles link to manage and define roles to be assigned to administrative users. User Roles enable administrators to limit a user's ability to make changes in the Administrator interface.

The WSC Admin and System Administrator roles are created when the LINQ EP software solution is implemented. Both default roles have access to all LINQ EP administrative functions. The following rules apply to the System Administrator user role:

  •  You can update only the Role Timeout (Minutes) field value; all other fields are protected information.

  • You cannot delete the default System Administrator role.  

The WSC Admin user account is available only to the LINQ support team. This user account is not visible to the LINQ EP System Administrator.

To create a user role:

  1. On the User Listing page, click the User Roles link to display the User Roles grid.

  2. Click the link.

  3. In the Role Name field, type the name of the user role. You can type up to 30 alphanumeric characters.

  4. In the Role Description field, type a description of this user role. You can type up to 50 alphanumeric characters.

  5. In the Role Timeout (Minutes) field, type the number of minutes that a user's portal session is inactive before the portal session times out, if the user is assigned this user role. You must set the Portal Timeout Set By field on the General Preferences page to User Role to implement the Role Timeout setting.

The default is 20 minutes.

  1. In the General section, click to select the check box that corresponds to each general administrative function available to user accounts assigned to this user role.

Permissions

Description

Employer Forms

The Employer Forms security option controls access to the Employer Forms link on the Admin Home page. Use the Employer Forms link to create folders, upload forms, reorganize existing folders, and remove forms. Employees may access these forms using the Employer Forms link on the Home page.

News Maintenance

The News Maintenance security option controls access to the News link on the Admin Home page. Use the News link to add and maintain system messages that display on the Home page.

Links

The Links security option controls to the Links link. Use the Links link to add additional resource links to the Home page.

Leave Request by Proxy

The Leave Request by Proxy security option controls access to the Leave Request by Proxy function, which allows an administrator user to create leave requests for employees. The following links will display for an administrator user that is granted permission to enter proxy leave requests:

  • Leave Req by Proxy link on the Navigation pane

  • Leave Request by Proxy link under Quick Links on the Admin Home page

  • Proxy Leave Request link on the Leave Summary page

Admin Request Approval

The Admin Request Approval security option controls access to the Approval Queue link on the Admin Navigation Menu.  The Approval Queue link allows administrators to view all outstanding requests and approve those requests when necessary.

Add this permission only to the System Administrator user role. 

Time Entry Request by Proxy

The Time Entry Request by Proxy security option controls access to the Time Entry Request by Proxy function, which allows an administrator user to create time entry requests on behalf of employees. The following links will display for an administrator user that is granted permission to enter proxy time entry requests:

  • Time Req by Proxy link on the Navigation pane

  • Time Entry Proxy Requests link on the Payroll  page

Time Tracking

The Time Tracking option controls access to the Time Tracking link in the Administrator Navigation Menu. When this check box is:

  • Selected, the Time Tracking page displays when the user clicks the Time Tracking link and the Time Tracking link displays on the Time Tracking Settings page.

  • Not selected, the Time Tracking page does not display when the user clicks the Time Tracking link and the Time Tracking link does not display on the Time Tracking Settings page.

Employee Contracts

The Employee Contracts option controls access to the Contracts link on the Administration Menu. The Contracts link allows the administrator access to the Print and Employee Contracts tab.

Employee Documents

The Employee Documents option controls access to the Documents link on the Administration Menu. The Documents link allows the administrator to access secure documents uploaded by the employee using the My Documents link.

  1. In the Settings section,  click to select the check box that corresponds to each System Setting link available to user accounts assigned to this user role.  

Permissions

Description

Preferences

The Preferences security option controls access to the Preferences link. Administrative users can use this link to define the following default settings: General, Accounts, Logos, Deductions & Benefits, Leaves, Locations, Payroll, and Automated Tasks.

Feature Availability

The Feature Availability security option controls access to the Feature Availability link. Administrative users can use this link to identify the pages available in the Employee Interface. By default, all pages are available to your employees.

Site Colors

The Site Colors security option controls access to the Site Color link. Administrative users can use this link to set the color defaults for the following areas of the LINQ Employee Portal pages.

  • Title bar background

  • Navigation Menu background

  • Grid tile bar and Footer bar

  • Footer background

E-mail Setup

The E-mail Setup security option controls access to the E-mails link. Administrative users can use this link to configure the e-mail server and customize system-generated e-mail messages.

Request Setup

The Request Setup security option controls access to the Request Setup link.  Administrator users can use this link to customize each request queue to match their organization’s business practices; and to select the request options that are available to its employees.

Time Tracking

The Time Tracking security option controls access to the Settings link on the Time Tracking page. It also determines the default page that displays when the Time Tracking link on the Administrator Navigation Menu is selected. When this check box is:

  • Selected, the Settings link displays on the Time Tracking page when the General > Time Tracking check box is selected. When the General > Time Tracking check box is not selected, the Time Tracking Settings page displays when the Time Tracking link on the Administrator Navigation Menu is selected.

  • Not selected, the Setting link does not display on the Time Tracking page and the Time Tracking Settings page is not available to the user.

Approval Groups/Chains

The Approval Groups/Chains security option controls access to the Approval Groups link.  Administrator users can use this link to create the approval groups/chains used to approve employee requests. The administrator can create an approval group/chain for each type of request available to the organization's employees.

Contracts

The Contracts option controls access to the Contracts link on the Administrator Menu. Administrators can use this link to:

  • Define the employee contract templates

  • Add and maintain the tags used to insert data into the employee contracts

  • Define the Contract Calendar Year range

Note: The Print and Employee Contracts tabs are not available to the administrator when this option is selected but the Employee Contracts option is not selected. The General > Employee Contracts option must be selected to allow the administrator access to these options.

  1. In the User Maintenance section, click the check box that corresponds to each User link available to user accounts assigned to this user role.

Permissions

Description

Users - View

The Users - View security option controls access to view user accounts.

Users - Maintain

The Users - Maintain security option controls access to update user accounts.

Users - Roles

The Users - Roles security option controls access to add and update user roles.

Users - Assign Roles

The Users - Assign Roles security option controls the ability to assign a role to a user's account in the User Account details page and the Modify User Role page.

  1. Click the  button to save the user role record.

  2. After the role is saved, you can assign that role to one or more users. Go to the  Modifying a User Account topic for further information.

You can also assign a role to an individual user on the User Account Details page.

Top of page