Advanced tab

The Employee module's Advanced tab allows you to set a user's role, view account creation and login dates, manage login settings, and delete the account. To access this tab from the main menu, select Employees, choose from the employee list, and then select the Advanced tab. The following table describes the fields on this tab:

Field Description
Created On Date the account was created.
Last Login Date the user last logged in.
Role drop-down list

Determines the user's permissions. Options include: 

  • Employee: Use for most users. Allows access to the Timesheets, Time Off, Self Service, and HR modules in the main menu. If the employee is set up as an approver, the Approvals module also appears in the main menu. For more information, refer to Approvers.
  • Time Entry Admin: Use for employees responsible for updating user records, performing setup, performing synchronizations, and transferring time.
  • System Admin: Not recommended for use. Permissions are similar to that of a Time Entry Admin, but certain actions are restricted, such as entering timesheets and time off on behalf of employees and approving time.
  • Citizen: Not recommended for use (legacy setting).
Preferred Site

Drop-down list to indicate the site to use automatically when the user logs in. To set this field, choose an option and then select Select this site.

Selecting a preferred site saves time during login when there are multiple sites available to a user.

Set Temporary Password

Field for setting a temporary password for a user. Enter a temporary password and then select Set Password.

Alternatively, if the user needs to recover or initially set up their password, they can select Forgot Your Password on the login page instead.

Delete this user? Button for deleting the user, if required.