Portlets and Permissions for Labor Management

Reporting and Analytics handles Labor Management roles and permissions through the Labor Management portlets. The Oracle MICROS Reporting and Analytics User Guide contains more information about roles and portlets in Reporting and Analytics.

• Human Resources
  
• Payroll Preprocessing
  
• Scheduling - Schedule
  
• Scheduling - Admin
  
• Staffing - Profile
  
• Staffing - Admin
  
• Staffing - Requirements
  
• Scheduling - Employee Self Service
  

Human Resources

The Human Resources portlet controls access to employee records and human resources administration.

The following table describes the permissions for employee record operations. Configure employee record templates to toggle the visibility of individual fields.

Table 2-1 Employee Record Permissions

Permission	Description
Can Add Employee Records	This permission lets users: Add a new employee and fill out information in the General, Contact Information, I9 Information, Exemptions, Payroll Information, Status, Location Configuration, and Veteran Status tabs. Assign a job with the default pay rate in the Job Rates section of the Location tab. Configure Point-of-Sale information at a location in the POS Configuration section of the Location tab.
Can View Employee Records	This permission lets users view the General, Contact Information, I9 Information, Exemptions, Payroll Information, Status, and Veteran Status tabs.
Can Modify Employee Records	This permission lets users: View and edit the employee records. Click Transfer to assign the employee to a new home store.
Can Assign Employee to Work in Another Store	This permission lets users assign an employee to an away store using the Location Configuration tab. This permission does not let users transfer employees.
Can Add Pay Rates	This permission lets users assign a job with the default pay rate in the Job Rates section of the Location Configuration tab.
Can Modify Pay Rates	This permission lets users assign a job with an override pay rate in the Job Rates section of the Location Configuration tab
Can Modify Historical Pay Rates	This permission lets users set a date in the past as the effective date in the Job Rates section of the Location Configuration tab. For example, users with this permission can retroactively increase the pay rate for employees to correct a pay rate error or to account for the delayed processing of a pay rate change.
Can View Pay Rates	This permission lets users view employee information. The Location Configuration tab only shows jobs with hourly rates.
Can View Salaried Pay Rates	This permission lets users view employee information. The Location Configuration tab shows jobs with hourly rates and jobs with salaried rates.
Can Add Portal Users	This permission lets users create and assign a Reporting and Analytics user account for an employee using the Portal User tab. This permission requires the Can Add Employee Records or the Can Modify Employee Records permission.
Can Rehire Employees	This permission lets users click Rehire in the employee records menu to assign a terminated employee to a new job.
Allow Employee Promotion	This permission lets users assign a job with a higher pay rate than the current job.

The following table describes the permissions for organization-wide human resources administration:

Table 2-2 Human Resources Administration Permissions

Permission	Description
HR Administrator	This permission gives access to the Admin menu. This lets users view and make changes to organization-wide human resources configurations, such as employee profile templates, job definitions, labor laws, and job categories. This permission does not let users configure employee classes.
Can Use Employee Availability	This permission gives access to the Employee Availability configuration. This lets users view and make changes to working hour availability and unavailability preferences for employees.
Can Administer Restricted Employee Classes	This permission gives access to the Access Employee Classes configuration from the Admin menu, and requires the HR Administrator permission. This lets users control which Point-of-Sale employee classes can be assigned to employees by each Reporting and Analytics role. For example, this permission lets administrators prevent roles with minimal access from creating an employee belonging to a Point-of-Sale administrator class.
Can Assign Premium Pay Rules to an Employee	This permission gives access to the Assign Premium Pay Rules to an Employee configuration. This lets users view, add, and change premium pay assignments to employees.
Disable Validation of WOTC/I9/BG Code	This permission disables validation for Work Opportunity Tax Credit (WOTC), I-9, or BG codes when entered or changed by users belonging to this role. This permission requires enabling Social Security Validation for the United States in the organization settings. Contact your system administrator if the option is not available in your Reporting and Analytics organization.

Payroll Preprocessing

The Payment Preprocessing portlet controls access for viewing and editing employee time cards.

The following table describes the permissions that pertain to viewing, editing, and approving employee pay for a given work period:

Table 2-3 Time Card Permissions

Permission	Description
Can View Employee Time Card Records	This permission gives access to the Bulk Edit Time Cards, Time Cards, Time Card Summary, and the View Time Card Summary Shared Employee configurations. This lets users view time cards by employee, by date, and by location.
Can Modify Time Card Records for Home Store Employees	This permission lets users make changes to time cards logged by employees assigned to their store.
Can Modify Time Card Records for non-Home Store Employees	This permission lets users make changes to time cards logged by employees assigned to other stores. This permission can be used for cases such as when an employee fills in at a different location, or to let managers to cover time card approvals for another location.
Can Add Employee Time Card Records	This permission lets users add time cards for employees.
Can Add Employee Other Pay	This permission gives access to the Other Pay Assignment by Location, Other Pay Assignment by Employee, and Other Pay Overheads Assignment configurations. This lets users assign payroll bonuses, deductions, and any other one-time payroll effects to employees. This permission does not give access to creating and configuring Other Pay types.
Can Delete Open Payroll Period Other Pay Records	This permission shows the Delete button in the Other Pay configuration pages. This permission requires the Can Add Employee Other Pay permission.
Allow non-Homestore Employees to be included in Search Results	This permission lets users to search for and view time cards for employees assigned to other stores.
Restrict Negative Hours Adjustments	This permission stops users from reducing the number of hours worked in a time card.

The following table describes the permissions for payment operations:

Table 2-4 Payroll Operations Permissions

Permission	Description
Can Close Labor Periods	This permission gives access to Close Labor Period and lets users close a payroll period.
Can Reopen Closed Labor Periods	This permission gives access to Reopen Closed Labor Period and lets users reopen a closed payroll period.
PP Administrator	This permission gives access to the Admin menu and to the configuration pages for labor rules and restrictions, such as pay rules, overtime rules, break rules, and location assignment. This permission does not let users configure tip pool profiles.
Access to Tip Pool Configuration	This permission gives access to the Tip Pool Profile configuration from the Admin Menu. This lets users configure tip pools and tipping periods for a location. This permission requires the PP Administrator permission.
Access to Tip Pool Collection	This permission gives access to Manual Tip Pool Allocation and lets users manually enter tip pool amounts for an assigned tip pool configuration.

Scheduling - Schedule

The Scheduling - Schedule portlet controls access to the schedule editors for viewing or configuring schedules.

Table 2-5 Schedule Editor Permissions

Permission	Description
View Schedules	This permission gives access to the Basic Schedule Editor and Advanced Schedule Editor. This lets users view schedules using either interface.
Can generate a schedule from scratch	This permission lets users create a schedule using the Advanced Schedule Editor without a schedule profile.
Can Edit a Schedule	This permission lets users make changes to a generated schedule.
Can Approve/Reject Schedule	This permission gives access to Schedule Approval/Rejection and lets users approve or reject a schedule that has been submitted.
Can set locking for a location	This permission shows users the Schedule Lock button when assigning a schedule or staffing profile to a location using the Assign Profiles to Organization Level Staffing Profile menu. The button lets the user lock the schedule at the location level or the revenue center level, preventing other users of the specified level from editing the schedule using the Advanced Schedule Editor. The Basic Schedule Editor always locks schedules from editing by more than one user. System administrators can set the Enable Multi-User Locking in Basic Schedule organization setting to let more than one user edit a schedule using the Basic Schedule Editor.
Can override the lock	This permission lets users open a locked schedule with the Advanced Schedule Editor. The user can then select whether to take ownership of the lock, causing all unsaved changes from the previous owner to be lost. This permission does not let users take ownership of a schedule using the Basic Schedule Editor. System administrators can set the Enable Multi-User Locking in Basic Schedule organization setting to let more than one user edit a schedule using the Basic Schedule Editor.
Create Schedule without preselecting RVC	This permission lets users add shifts without selecting a revenue center in the Advanced Schedule Editor.
Can Recall Unapproved Schedule	This permission lets users click Recall in the Advanced Schedule Editor to undo the submission of a schedule that has not yet been approved or rejected.
Can Edit Approved Schedule	This permission lets users make changes to an approved schedule, and then publish the updated schedule for approval.

Scheduling - Admin

The Scheduling - Admin portlet controls permissions for viewing and editing schedule creation profiles.

Table 2-6 Schedule Profile Permissions

Permission	Description
View Schedule Profiles	This permission gives access to Schedule Profiles. This lets users view schedule configuration profiles for the organization.
Add/Edit/Delete Schedule Profiles	This permission lets users add or delete schedule profiles.
Access Role-based Edit Configuration	This permission gives access to Schedule Edit Restrictions. This lets users define how much a role can change the total Labor Cost % of a schedule. For example, if a user belonging to a role with a limit of 50% makes changes to a schedule with 20% Labor Cost, the user can add, delete, or modify shifts so that the schedule results in a Labor Cost% of no less than 10% (-50%) and no more than 30% (+50%).

Staffing - Profile

The Staffing - Profile portlet controls permissions for viewing and editing staffing requirements profiles.

Table 2-7 Staffing Profile Permissions

Permission	Description
View Staffing Profile	This permission gives access to Staffing Profile Creation. This lets users view a list of staffing profiles, a list of job profiles assigned to each staffing profile, and the specific configurations for each job profile.
Add/Edit/Delete Staffing Profile	This permission lets users add, change, and delete staffing profiles and job profiles associated with the staffing profile.
View Assignment To Org Level	This permission gives access to Assign Profiles to Organization Level. This lets users view the staffing profiles and scheduling profiles that have been assigned to organizations, levels, and locations.
Add/Edit/Delete Assignment To Org Level	This permission lets users assign staffing profiles and scheduling profiles to organizations, levels, and locations.

Staffing - Admin

The Staffing - Admin portlet controls permissions for viewing and editing skill requirements and station assignments for locations.

Table 2-8 Staffing Profile Permissions

Permission	Description
View Stations/Sections	This permission gives access to Station/Sections Definitions. This lets users view the list of stations created for locations in the organization.
Add/Edit/Delete Stations/Sections	This permission lets users create, change, or delete stations for the organization.
View Assign Station to Organization Level	This permission gives access to Assign Station to Organization Level. This lets users view the stations that have been assigned to locations.
Add/Edit/Delete Assign Station to Organization Level	This permission lets users assign multiple stations to a single location, or assign a single station to multiple locations.
View the assignment of Skills and Stations to Staffing Requirements	This permission gives access to Assign Skill Levels to Staff Requirements. This lets users view the skill levels and stations that have been assigned as required.
Add/Edit/Delete the assignment of Skills and Stations to Staffing Requirements	This permission lets users assign skills and stations as staffing requirements for specific jobs and specific days of the week.

Staffing - Requirements

The Staffing - Requirements portlet lets users generate a staffing requirements forecast on demand.

Scheduling - Employee Self Service

The Scheduling - Employee Self Service portlet controls the actions that can be taken by location employees regarding their shifts and schedules.

Table 2-9 Employee Self Service Permissions

Permission	Description
Can Use Management Request Approval	This permission gives access to Management Request Approval. This lets users approve or reject schedule changes for employees under their management.
Can View Employee Schedule with In-time only	This permission gives access to Employee Schedule, which lets users access their approved schedules and view the start times for every shift. Users with the Can View All Function privilege can also see the end times for every shift.
Can View All Function	This permission lets users request shift changes, request time off, and use the shift pool through the Employee Schedule.
Can Use Request Shift Change	This permission lets users request shift changes through the Employee Schedule.
Can Use Request Time Off	This permission lets users request time off through the Employee Schedule.
Can Use Shift Pool	This permission lets users send and take shifts in the shift pool through the Employee Schedule.
Can Access Employee Master Data on Mobile ESS	This permission lets users access contact info for employees.