Benefits Administrators

Benefits Administration and Roles

Administration of roles and Permissions is accessible by top level administrators under Company – Administrators.

Here you will see a list of existing administrators of the system, their organizational structure access (Full or Restricted), and to which roles each administrator is assigned.

Full access provides access to the entire set of activities associated with a specified role.

Administrators can be given “Restricted Access” which is based on location or any organizational structure saved in the system such as location, department, or roles. If the person is only supposed to have access to a certain organizational level, click on the level to which the admin is supposed to have access. Roles and access can be edited or removed entirely at any time clicking the edit or trash bin icons respectively.

Below are the permissions associated with each specified role. Individuals can be assigned to more than one role, and permissions may be mixed and matched depending on the individual. The Owner role however, can only be assigned to one person. This person may then pass their Owner role to another individual while assigning new roles and permissions to themselves. In the event that an account owner leaves a company, our support team can assist with moving the account owner role.

While not defined here as a role, clients also have the ability to add their broker to this system. To learn more about adding Brokers, please click HERE

Benefits Administrator

Benefits administrators by default are given access to:

• Manage Enrollments
• Open Enrollment Setup
• Plan Setup
• View Employee Records
• View Run Benefits Reports

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)

Roles added from other products:

With the respective products enabled, these roles can universally be added and managed from the Administrators page in the Benefits system.

Super Administrator

Super administrators by default are given access to everything with two exceptions.

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)

Time and Attendance Administrator (T&A System)

Time and Attendance administrators by default are given access to:

• Manage Breaks
• Manage Holiday Calendars
• Manage Jobs
• Setup Custom Fields
• Setup Manage Clocks
• Setup Pay Rules Policies
• Setup Time Off
• Setup Timesheets

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)

HR Administrator (T&A System)

HR administrators by default are given access to:

• Manage Employee Records
• Manage Groups
• Manage Imports
• Manage Locations
• Manage Pay Groups
• Setup Notifications

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)

Payroll Manager (T&A System)

Payroll Managers by default are given access to:

• Download PBJ Reports
• Finalize PBJ Reports
• Force Approve Time Off Bookings
• Force Approve Timesheets
• Manage Payroll
• Manage Time Off Bookings
• Manage View Run Reports
• Manual Adjust Time Off Ledger
• Edit Timesheets

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)
• View Timesheets

Office Manager (T&A System)

Office Managers by default are given access to:

• Manage Time Off Bookings
• Manage View Run Reports
• Edit Timesheets

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)
• View Timesheets

Schedule Manager (T&A System)

Schedule managers by default are given access to:

• Manage Employee Shift Schedules
• Manage Schedules
• Manage Time Off Bookings
• View Approve Availabilities
• Edit Timesheets

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)
• View Timesheets

Tax Credits Administrator (WOTC System)

Tax Credits Administrators by default are given access to:

• Sign POA
• Submit WOTC Order
• Upload Payroll Data
• View Open WOTC Cases
• View Potential Tax Credits
• View WOTC Reports

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)

Hiring Administrator (Applicant Tracking System)

Hiring Administrators by default are given access to:

• Access Candidate Database
• Application Form
• ATS Reports
• Create Job
• Download Application
• Edit Email Template
• Edit Job
• Edit Rating Template
• Edit Workflows
• Rate Candidates
• View App Messages
• View Internal Job Data

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)

Onboarding Administrator (Onboarding System)

Onboarding administrators by default are given access to:

• Add Employee
• Background
• Edit Onboarding Request
• E-verify
• I-9 Verification
• Manage Onboarding
• Onboarding Assistance
• Pay Rates
• Terminate Employee
• Upload Employee
• View Employee Data

While off by default they may also be given access to:

• View Personal Pay Data
• View Personal Identifiable Information (PII)