Configure Data Access Profiles for Scheduler

Use data access profiles to configure employee access to data.

For scheduling, set data access profiles for templates, groups, reports, work rules, pay codes. For example, data access profiles can display only relevant schedule groups Assembles employees who share schedules or any other work characteristics. and templates to employees.

1. Select Administration > Application Setup > Access Profiles > Data Access Profiles.
2. Select one of the following:
   • Schedule Groups
   • Pattern Templates A repeating pattern of shifts and paycodes that is saved with a name, but without dates or assigned employees.
   • Shift Templates A shift that has a name and defined segments and attributes, but no date or assigned employee.
   • Reports
   • Work Rules
   • Pay Codes
3. Click New profile, or select an existing profile and click Edit or Duplicate.
4. Enter a Name and optionally a Description.
5. Add or remove items in the profile:
   • To add items, select items from the Available box and click the right arrow to move them to the Selected box. (Use the double right arrow to select all items.)
   • To remove items, select items from the Selected box and click the left arrow to move them to the Available box. (Use the double left arrow to select all items.)
6. Click Save & Return.

When finished, assign data access profiles to people in People Information:

1. From the Main Menu, select Maintenance > People Information.

2. Select the appropriate person from the list and go to Manager Role-General.

3. Select the appropriate profile from the drop-down list.

4. Click Save.