The employee hierarchy menu in Abtrac is used to allow employees who are not full admin access employees to see the time sheets or the schedules of other employees in the system.
Unless your user is part of the default Abtrac system Admin user group, they cannot see anybody else’s information except for their own. So when they go to timesheets, they can only see their own timesheets. They can only see their own schedules.
You can configure who can view other employees’ timesheets and schedules by setting up the Employee Hierarchy from the Administration menu.
Setting up Employees to view timesheets and schedules
From Administration >> Employees >> Employee Hierarchy >> select an employee from the dropdown list.
Employees in user groups lower than full system admins are available to choose from the Selected Employee box on the left.
The full list of Employees in Abtrac is available on the right.
For the selected Employee you can choose named other employees whose timesheets and schedules they can view.
This screen is related to timesheets and schedules only, not reporting or job access. The Employee Hierarchy works in conjunction with your settings for user groups, open jobs, and report privileges
Learn more about user groups and report privileges here
Read how to limit Employees access to only jobs they are assigned to here
Allow access to other employee timesheets and schedules – on a case by case basis
An employee can be manually assigned to view schedules or timesheets for some or all employees by ticking boxes in the employee list on the right.
In the example below Anna is set to view Grahams schedule as well as her own.
Click the save button indicated on the bottom right corner to save the changes for the selected employee.
Allow access to other employee timesheets and schedules – by employee office
You can automatically tick options in the employee list for more than one employee by choosing to set the hierarchy by office.
In the example below Anna is set to view schedules for all staff in the Sydney and Auckland office as well as her own.
Employees can be assigned to offices or teams from their Employee details record via Administration >> Employees >> Employee Details screen.
See Tips for using Offices in Abtrac.
Read more on setting up Teams.
Allow access to other employee timesheets and schedules – by employee team
You can automatically tick options in the employee list for more than one employee by choosing to set the hierarchy by team.
In the example below Anna is set to view timesheets and schedules for all staff assigned to the Engineering team.
Employees can be assigned to offices or teams from their Employee details record via Administration >> Employees >> Employee Details screen.
See Tips for using Offices in Abtrac.
Read more on setting up Teams.
Abtrac KB # 2200