Steps to Increase the Access Level to Selected Employees

Complete the following steps to increase access to specific employees within an assigned organization unit.

1. From the Configuration section>Employee card, select the Supervisor Assignment screen.
2. The Employee Search screen is displayed to search for and select the record of the supervisor to be edited.
3. Click on the Add Employee Assignment button.
4. Select the type of role Classification for this assignment from the drop down menu.

   Determines the type of system classification (e.g.standard, customer, user-defined, replicated) of the role.

   More About Classification Options

   The Classification options are as follows:

   Standard	A record that is core to the system and included for all clients.
   Customer	A record that was custom designed for a specific client.
   User-Defined	A record that was created by a user in the system. When a new record is entered in the screen by clicking on the Add button, it is automatically given a status of User-Defined.
   Replicated	A record that was copied from an existing record, and then updated to change certain settings. When a new record is created by clicking on the Replicate button, it is automatically given a status of Replicated.

5. Select the Authorization Role Code that identifies the access level the supervisor should be granted.

   The level of access of this supervisor for the indicated organization unit or employee. Note: These roles must first be assigned to the supervisors through the Roles screen in their employee record. Then the roles are available in the Field Look Up Values.

6. In the Denied field, enter No.

   Indicates whether access to this employee is denied (Yes/No). This setting can be used to deny access to a single employee (e.g. another supervisor) when the supervisor is given access to an organization unit.

7. Click on the Continue button in the left pane.
8. The Employee Search screen is displayed to enter criteria to search for the employee records to be included with this assignment. Click on the Advanced button in the left pane to open a screen with additional search criteria.
9. Enter Search.
10. Check the box to the left of each employee's name to select their record.
11. Click on the Assign Selected button to add the new assignment of all the selected employee records to this supervisor.
12. The employee is displayed in the Individual Employee Assignments card.