Staff Permission Groups

Context:

Only administrators can manage staff permission groups. A staff permission group defines the permissions and settings for Time Tracking regular staff.

Important: Administrators can verify a staff's security and configuration settings by running the Time Tracking Staff Configuration report.

Task:

To manage staff permission groups:

Select Setup from the menu:
If you only have Time Tracking, then select Staff Permission Groups from the Time Tracking Setup card.
If you have Client Care or Employee Care, select Time Tracking or Staff Scheduling and then select Staff Permission Groups from the Security card.
Select a staff permission group card from the list, enter a staff permission group in the Search box to search for a specific staff permission group or select Add to create a new one.
The Staff Permission Group screen opens.

Complete the following information and select Save

Field	Description
Description	A description of the staff permission group
Enable Unpaid Break	Select if the staff assigned to this permission group will be logging unpaid breaks.
Unpaid Break Length	This setting is visible if Enable Unpaid Break is selected. Enter the number of minutes a staff assigned to this permission group can take for an unpaid break for flagging purposes.
Allow Access To All Payroll Cost Centers	Select if the staff can record time for any payroll cost center, select Allow Access to All Payroll Cost Centers. If this check box is not selected, then the Payroll Cost Centers card appears and you can optionally select the specific payroll cost centers for this staff permission group. Note: The settings in the Data Collection Types assigned to this Staff Permission Group can override this setting.
Can Have Worked Time With Clients	Select this option the staff has time worked directly or on behalf of clients.
Allow Access To All Service Locations	This setting is available if Can Have Worked Time With Clients is selected. Select this option if the staff can record time for any service location, select Allow Access to All Service Locations. If this check box is not selected, then the Service Locations card appears and you can optionally select the specific service locations for this staff permission group. Note: The settings in the Data Collection Type can override this setting.

Use Clock In/Out Screen	Select this option if staff will use real-time Time Clock card to clock in and out at the beginning and the end of a shift.
Enable Check In Button	This setting is only available if Use Clock In/Out Screen is selected. Select this option to show the Check In button on the Time Clock card.
Allow Full Clock In/Out Functionality	This setting is only available if Can Have Worked Time With Clients is NOT selected and Use Clock In/Out Screen is selected. Select this option to allow staff to transfer between cost centers and tasks via the Time Clock card on the Home screen to create both the clock and the staff time worked without clients log transactions at the same time.
Set the Hours Graph in My Log to read-only	This setting is only available if Allow Full Clock In/Out Functionality is selected. Select this option to prevent staff from adding, editing, and voiding logged time transactions with begin and end times from My Log.
Default to First Item In Lists	Select this option to set the Type, Service Location or Payroll Cost Center and Service or Task to the first item in the list on add. Otherwise, it will default to blank and staff will need to pick the correct one.
Restrict Data Entry If Service Delivery Entry Is Reached	This setting only appears if Can Have Worked Time With Clients is selected. Select this option to prevent staff and Time Tracking approvers and reviewers from saving logged time for a client if the client has reached the service limit for the date range. Otherwise, they will only receive a warning when the client has reached or is over the service limit. Note: As a best practice, Sandata does not recommend turning this feature on if staff will be logging EVV services. Staff will not be able to end their own log entries with clients if they go over the limit when it is an EVV service and this setting is turned on. The manager would have to edit the entry to put in a manual end time that is below the limit.
Active	The staff permission group is in use.

Step Results: If this is a new staff permission group, the Data Collection Types card appears. If the Allow Access To All Payroll Cost Centers is not selected, the Payroll Cost Centers card also appears. If Can Have Worked Time With Clients is selected and Allow Access To All Service Locations is not selected, the Service Locations card appears as well.

If Can Have Worked Time With Clients is selected and Allow Access To All Service Locations is not selected, then select Add on the Service Locations card. Otherwise skip to Step 10.

Step Results: The Service Locations pop-up opens.
Select the service locations or data-entry service location groups you want to assign to the staff permission group and then click Save.
Select the minus sign next to a service location or a data-entry service location group to remove it from the staff permission group.
Step Results: A confirmation message appears.
Select Yes.
Step Results: The service location or data-entry service location group disappears from the card.
If Allow Access To All Payroll Cost Centers is not selected, then select Add on the Payroll Cost Centers card. Otherwise skip to Step 14.

Step Results: The Payroll Cost Centers pop-up opens.
Select the payroll cost centers or payroll cost center groups you want to assign to the staff permission group and then click Save.
Select the minus sign next to a payroll cost center or a payroll cost center group to remove it from the staff permission group.
Step Results: A confirmation message appears.
Select Yes.
Step Results: The payroll cost center or payroll cost center group disappears from the card.
Select Add on the Data Collection Types card to select the data collection types that apply to this staff permission group.
Step Results: The Data Collection Types pop-up opens.
Select the data collection types you want to assign to the staff permission group and then click Save.
Select the minus sign next to a data collection type to remove it from this staff permission group.
Step Results: A confirmation message appears.
Select Yes.
Step Results: The data collection type disappears from the card.