Difference between revisions of "Users & Security"

From Wageloch Wiki

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! style="color:#d40079" | '''Show Sales'''
! style="color:#d40079" | '''Show Sales'''
|-
|-
! style="color:d40079" | Training
| Allows the editing of timesheet days <i>after</i> they've been finalised.
|Training Specialist
| Grants the user permission to edit staff information in the Staff list.
|Booked date/time
| This is only relevant to sites with a <b>Central</b> login - this allows bulk exporting to payroll systems for multiple locations.
|Training specialist will spend up to 90 minutes showing attendees how to use Wageloch. Post training email will be sent with reference material.
| Gives access to the Rosters area in the Settings menu.
| Will show sales percentages, but will not display dollar figures if See Fin has been disabled.
|-
|-
! style="color:d40079" | First Payroll
! style="color:#d40079" | '''Modify Clock Times'''
|Implementation Specialist
! style="color:#d40079" | '''Access Leave'''
|Booked date/time.
! style="color:#d40079" | '''Assign Departments'''
|Implementation specialist will guide client through first payroll export. Should issues appear, they will be rectified during this appointment. Client is welcome to have additional guided payroll sessions until comfortable.
! style="color:#d40079" | '''Access Reports'''
! style="color:#d40079" | '''Departments'''
|-
|-
! style="color:d40079" | Check Up
| Gives permission for the user to add in [[Adding Manual Clock Times| manual clock times]].
|Implementation Specialist
| Allows the user to create, approve, cancel, edit any leave or availability requests.
|2-3 months after first successful payroll
| Should departments be in use to assist with your rostering, this allows the user to access Settings >> Departments and assign staff.
|Implementation specialist will ask if you have any questions, concerns or feedback about Wageloch.  
| Provides access to the Reports area of the top menu.
| Allows you to restrict user visibility to departments (i.e. user can see departments 3 and 5, but not 1,2 or 4).
|}
|}



Revision as of 01:13, 16 February 2022

In Wageloch, it is imperative to ensure that any users have the right level of access to the functions they need. In this article, we'll be discussing how to create a new user, set permissions/restrictions and deleting users.

Creating someone as a full administrative user when they do not need that level of access could cause information security concerns - we'll be addressing this in the permissions/restrictions section of this article and why it's important to set the user access correctly.

If after reading this information you still have questions, please contact Helpdesk.

Adding New Users

  • Click the Settings cog in the top right corner
  • Select Security from the menu options.
  • To create a new user, click on the User Email dropdown menu and select [create

new user…]

  • Type in the user’s best email address twice and click Apply.
  • You will now see a series of tick boxes which either permit or restrict access.
    • Note: You must Allow Access and click Save to use the check boxes.
  • Go through the different permissions and set what you would like this user to see, do

and have access to (see next segment on what each permission does).

  • When finished, click Save and then Close.

First Time Login

Open your internet browser (Chrome, Edge, Firefox, Safari, etc.) - Visit https://web.wageloch.com.au. - Enter your email address and click Forgot Password. - You will now be sent an email that will let you set a password. - Once your password is set meeting the minimum requirements, you should now be able to log in.

Setting Permissions and Restrictions

Once you've created a user, you'll see a series of tick boxes and some basic column headings as to what they're related to. While some of them are understandable (Access reports, edit staff list) not all of them are self explanatory.
We'll be checking these out below so you know what access to give your users.

Site Allow Administrator See Fin. See Admin
If you have multiple sites, this will show a list - pick those which you wish to give this user access to. If you do not tick the Allow box, the user will have no access to the system. Ticking Administrator will give the user full access to all aspects of Wageloch. See Fin. will allow the user to see dollar figures, including staff hourly rates, roster and timesheet budget calculations, and reports. See Admin will allow the user to see Admin Rates only - this is linked to hiding staff rates on individual staff cards.
Modify Rosters Unfinalise Rosters Submit Timesheets Complete End of Day Modify End of Day
Allows user to create, edit and publish rosters to staff. We have an option to enable the locking of rosters - this allows this user to unlock rosters if this function is enabled. Allows the users to export timesheets to your nominated payroll system, or submit to head office for processing. This allows the user to finalise your timesheet days with no modifications or changes made. Allows the modification of shifts in the timesheet.
Review Confirmed Days Modify Staff List Process Payrolls Access Setup in Roster Show Sales
Allows the editing of timesheet days after they've been finalised. Grants the user permission to edit staff information in the Staff list. This is only relevant to sites with a Central login - this allows bulk exporting to payroll systems for multiple locations. Gives access to the Rosters area in the Settings menu. Will show sales percentages, but will not display dollar figures if See Fin has been disabled.
Modify Clock Times Access Leave Assign Departments Access Reports Departments
Gives permission for the user to add in manual clock times. Allows the user to create, approve, cancel, edit any leave or availability requests. Should departments be in use to assist with your rostering, this allows the user to access Settings >> Departments and assign staff. Provides access to the Reports area of the top menu. Allows you to restrict user visibility to departments (i.e. user can see departments 3 and 5, but not 1,2 or 4).

Editing User Details and Permissions

Deleting Users