WFM Access

As part of configuring employee management for Workforce Management, you can use the employee details page to control an employee's access, change their username, and set what group they are in.

From the Workforce Management tab, go to Setup > Employees > List. Click the ID number of the employee you want to configure. Click the Details tab. Click Edit to change these settings.

To confirm changes, click Save or Save and Close.

You can also able to update the SuitePeople TimeClock PIN on this page. To have WFM set a new available PIN for the employee, click Edit. Click Generate PIN, and then click Save PIN.

Sending Employee Login Details

To send employees an email with their username and a link to reset their password, click the email icon in the blue bar. WFM sends an email to the address associated with this employee.

Changes to WFM Access Groups as of November 2023

After November 17, 2023, all new WFM accounts provisioned will be assigned additional and renamed employee access groups. The new groups provide customers greater flexibility when assigning WFM access to their employees. WFM access groups are independent from NetSuite roles.

Note:

These new access groups only apply to new accounts provisioned. If there is a requirement for the access groups to be added to existing accounts, contact NetSuite customer support.

The access groups apply to employees using WFM in the NetSuite Employee Center when accessing the Workforce Management tab in NetSuite. Access groups continue to be assigned as described above.

The following table identifies the existing access groups and the new renamed and additional access groups that will be available to new customers.

Access Groups on accounts provisioned before November 17, 2023	Access Groups on accounts provisioned after November 17, 2023	Permissions
General Manager	Administrator	Can Manage Wage Agreements Can Create and Configure Time Clock Devices Can Process Payroll Can lock Periods for Payroll Can schedule and approve shifts Can publish schedules Can view Employee's details for ALL WFM locations Can add Employee’s availability Can create Employee’s leave Can view and Edit Employee’s wages Can be set as a Leave and Availability approver for Assistant Managers and Employees Can view Contract Hours (AU) Can add leave types Can create customized quick shift reports Can Create and Manage Categories
Finance co-ordinator	Payroll HR	Can Manage Wage Agreements Can Create and Configure Time Clock Devices Can Process Payroll Can lock Periods for Payroll Can schedule and approve shifts Can publish schedules Can view Employee's details for ALL WFM locations Can add Employee’s availability Can create Employee’s leave Can view and Edit Employee’s wages Can be set as a Leave and Availability approver for Assistant Managers and Employees Can view Contract Hours (AU) Can add leave types
Area Manager (SMS)	Area Manager (All Locations)	Can schedule and approve shifts Can publish schedules Can view Employee's details for ALL WFM locations Can add Employee’s availability Can create Employee’s leave Can view and Edit Employee’s wages Can be set as a Leave and Availability approver for Assistant Managers and Employees Can view Contract Hours (AU)
	Area Manager (Assigned Locations)	Can schedule and approve shifts Can publish schedules Can view Employee's details assigned to their ‘Can work locations’ Can add Employee’s availability Can create Employee’s leave Can view and Edit Employee’s wages Can be set as a Leave and Availability approver for Assistant Managers and Employees Can view Contract Hours (AU)
	Area Manager (Assigned Locations Cannot View Wages)	Can schedule and approve shifts Can publish schedules Can view Employee's details assigned to their ‘Can work locations’ Can add Employee’s availability Can create Employee’s leave Cannot view wages Can be set as a Leave and Availability approver for Assistant Managers and Employees Can view Contract Hours (AU)
	Area Manager (Assigned Locations Cannot Edit Wages)	Can schedule and approve shifts Can publish schedules Can view Employee's details assigned to their ‘Can work locations’ Can View but cannot edit wages Can add Employee’s availability Can create Employee’s leave Can view Employee’s wages Can be set as a Leave and Availability approver for Assistant Managers and Employees Can view Contract Hours (AU)
Manager (SMS)	Manager	Can schedule and approve shifts Can publish schedules Can view Employee's details assigned to their ‘Can work locations’ Can add Employee’s availability Can create Employee’s leave Can view Employee’s wages Can be set as a Leave and Availability approver for Assistant Managers and Employees
	Manager (Cannot View Wages)	Can schedule and approve shifts Can publish schedules Can view Employee's details assigned to their ‘Can work locations’ Can add Employee availability Can create Employee’s leave Can be set as a Leave and Availability approver for Assistant Managers and Employees
	Manager (Cannot Publish)	Can schedule and approve shifts Can view Employee's details assigned to their ‘Can work locations’ Can add Employee availability Can create Employee’s leave Can view Employee’s wages
Assistant Manager (SMS)	Assistant Manager	Can schedule and approve shifts Can publish schedules Can view Employee's details assigned to their ‘Can work locations’ Can add Employee availability Can create Employee’s leave Can view Employee’s wages Can be set as a Leave and Availability approver for Employees
	Assistant Manager (Cannot View Wage or Publish)	Can schedule and approve shifts Can view Employee's details assigned to their ‘Can work locations’ Can add Employee availability Can create Employee’s leave Can be set as a Leave and Availability approver for Employees
	Assistant Manager (Cannot View Wage)	Can schedule and approve shifts Can publish schedules Can view Employee's details assigned to their ‘Can work locations’ Can add Employee availability Can create Employee’s leave Can be set as a Leave and Availability approver for Employees
Staff	Employee	Can view Schedule, can request availability changes and leave requests

General Notices