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- Voluntary Health, Dental, Vision & Wellness Benefit Options
- MetLaw Legal Plans
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- Accident Insurance (MetLife)
- Hospital Indemnity Insurance (MetLife)
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- Short-term and Long-term Disability Insurance (MetLife)
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- A Quick Reference for Employee Record Maintenance in the Manager Portal
- UKG-Kronos User Interface Upgrade for Time & Attendance
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- Document Management System (DMS)
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HR Cloud User Roles & Permissions
- Help Center Home
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- User Roles & Security
- HR Cloud User Roles & Permissions
Client Account Access Credentials
As our Client Account HR/Payroll platform expands functionality, we recognize that Worksite Managers (WSM’s) will need various User Roles to take advantage of these enhancements!
AdvanStaff HR offers several pre-designed User Roles, which encompass the tools for needed for your company’s authorized users. Selecting the user level and granting that level of access to the user’s account as easy as 1…2…3!
- Identify the individuals at your organization who will interact with AdvanStaff HR and consider the types of activities they will need to perform within the your Client Account’s Manager Portal. i.e. Hiring, terminations, time management, payroll, changes to status/position/dept/div/loc, account reporting, etc.
- Build the level of access that you would like to grant them. Our representatives are happy to recommend appropriate User Roles, based on your needs for operational and business management as well as industry best practices.
- Choose the Basic Foundation Role
- Plus Optional add-ons for:
- Human Resource related role(s)
- Restrictions from specific departments, locations, divisions or client ID’s.
- Mini-Stacks role(s) for additional services or products
- Submit Written Request for Account Authorization.
Worksite Manager (WSM) User Roles & Permissions
and Mini Stacks (MS) Permissions for additional services or products!
Great For: Business Owners, Trusted Advisors, Executive Management
Full Access
- Full access & visibility to all Company and Employee details and reports
- Note: this cannot be restricted
- Allowed to edit records
- Optional Add-ons
- Payroll Approval
- I-9 Approval
Great For: Business Owners, Trusted Advisors, Executive Management
Full Access VIEW no editing
- Full access & visibility to all Company and Employee details and reports in a VIEW ONLY setting
- Note: this cannot be restricted
- Unable to perform edit records or make new entries
Great For: Hiring or HR staff, Managers, Supervisors
More Restricted Access
All of the same screens and reports as WSM-Time Only plus…
- New Hire Entry
- Terminations
- Pay Rate Visibility
- Pay Change
- Status Change
- Employee benefit overview
- Status, position and pay history
- Employee pay vouchers and summary
- Employee property report – documenting company-issued equipment to employees such as laptop, keys, etc.
- Employee documents – ability to view documents within individual Employee record
- OSHA Report
Optional Add-ons
- I-9 approval
Available View/Restrictions
- View|Restrict by Division
- View|Restrict by Location
- View|Restrict by Department
Great For: Hiring Staff, Team Leaders, Time Sheet entries or PTO reviewer
More Restricted Access
- Limited employee information visible.
- Global Company level payroll/pay rate reports can NOT be viewed.
- Employee PTO Register (per employee inquiry, not full report)
- Employee information reports – phone/address, emergency contact information
- Employee birthday and anniversary dates
Optional Add-ons
- Timesheet Entry screen
- With or Without payrate visibility
- New Hire Entry
- Terminations
- Pay Rate Visibility
- Pay Changes – The employee’s pay history will be visible to the user when performing pay rate changes.
- Status Change
- I-9 approval
Available Restrictions
- Restrict Division
- Restrict Location
- Restrict Department
Great For: Administrative Assistants, Team Leaders or PTO balance reviewer
Most Restricted Access
- Limited employee information visible.
- NO Pay Rates Visibility.
- Global Company level payroll/pay rate reports, time sheets can NOT be viewed.
- Employee PTO Register (per employee inquiry, not full report)
- Employee information reports – phone/address and emergency contact
- Employee birthday and anniversary dates
Optional Add-ons
- New Hire Entry
- Manager will need to enter the initial pay rate. Once the entry is saved, the manager will not have visibility to edit or view the entry.
- Terminations
- Pay Changes
- Note: the employee’s pay history will be visible when performing pay rate changes.
- Status Change
- I-9 approval
Available Restrictions
- Restrict Division
- Restrict Location
- Restrict Department
Great For: Administrative Assistants, Managers or Supervisors with limited access
- New Hire Entry
- Manager will need to enter the initial pay rate. Once the entry is saved, the manager will not have visibility to edit or view the entry.
Optional Add-ons
- I-9 approval
Available Restrictions
- Restrict Division
- Restrict Location
- Restrict Department
Great For: Managers who want to manage their Company and Employee documents online, providing 24/7 access to all client managed documents. Contact us to learn more about our free DMS feature.
- DMS-Owner / Officer
- User will have access to all stored document folders, including Corporate folders
- View|Upload|Download|Delete
- DMS-Admin
- USer will have access to most stored document folders. Excludes Corporate folders
- View|Upload|Download|Delete
- DMS-Limited
- User will have access to select stored document folders
- View|Upload|Download
- DMS-Basic
- User will have access to limited stored document folders
- View|Download
Great for: Administrative Assistants, Managers or Supervisors
- Create Employee In-Box Messages
- Create Calendar-type Events
- Messages and Events display on the Self-Service Portal
*SPECIAL NOTE: Not all Client Accounts were structured to accommodate Department, Division or Location security restrictions at the time of initial set-up. Contact your Client Success Account Representative at support@advanstaff.com to submit a case for reviewing and updating your database to accommodate your present needs!
Account Access Credentials Request Form
Authorized Representatives use this form to request Account Access Credentials for a supervisor, manager or trusted advisor for their organization.