Managing multiple access needs

alethea.barlow@oneadvanced.com Updated by alethea.barlow@oneadvanced.com

Your managers can be linked to their employee record within Time and Attendance. This approach allows both personas to use the same email address to login via Identity and only have one Identity account. 

Once a manager is linked to an employee account when they login to Time and Attendance they will see a "switch login" button in the top right of the application. This button will allow the manager to switch between their employee and manager personas.  

Please note having multiple manager records linked to the same employee record is not supported by Identity. By linking one manager to one employee, you will have one login that can support multiple profiles (employee/manager/admin) all under the one Identity account. This offers greater security and simplicity. 

If the manager is not linked to an employee record, then an email address for this user record is mandatory – this email address must also be unique within the system (i.e. should not be used on any other manager or employee record)  

Linking a Manager and an Employee Account

To link a manager account with an employee account you will first need access to the System | Maintain Users menu option

After clicking on Maintain Users the user management application will appear

Click on Users, locate the manager account that you wish to link to an employee and double click to edit. In the lower left of the dialog that appears there is an option to assign employees to the manager account (Employee Access)

Click on this option and in the dialog that appears click on the Self Access tab:

In the self access tab you will be presented with a dropdown list of employees in the T&A system. Choose the employee account that you wish to link this manager account to. There are three options available for this account, that determine the level of access the manager has to there own record:

  • Don't allow access - the managers employee record will not be visible to them when they login. This is the most secure option.
  • Read only access - the manager will be able to view their own records, but they will have no opportunity to edit (this includes their employee details, clockcard and any other feature to which the manager has access. All will be visible but in a read only capacity).
  • Can edit - all features the manager has access to will be available for their own employee record and are fully editable.

Once this process is complete the manager (or employee) will need to log out and back in again for these changes to take effect.

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