For information about the fields on the User Security Setup window, click the field names below.
Enter the User ID that the user will use to sign on to Sage HRMS Payroll. You must have already created this User ID with the appropriate access rights, using Administrative Services.
In the remaining fields on this window, you will assign the appropriate Employee Level Security for this User ID.
In this field, choose the type of access to employees this user will have:
- All Employees. Select this option to provide access to all employees and selection lists. This is a high level of authorization, similar to the ADMIN user's authorization. For users with this type of access:
- The Finder for Employee fields lists all employees.
- The Finder for Selection List fields displays all selection lists, unless you select the View Only Reporting Selection Lists option to narrow the display to particular selection lists for this user.
- Selection Lists. Select this option to restrict the user’s access to only the employees on a specific selection list (not to all employees). If you select this option, you must specify a main selection list. For users with this type of access:
- The Finder for Employee fields lists only the employees on the user's main selection list.
- The Finder for Selection List fields displays the user's main selection list and any reporting lists (subsets of the main list) that you assign to the user.
This option displays if you specified All Employees as the user's access type.
It lets you restrict the display in Selection List Finders to the selection lists that a particular user most often requires for calculating payroll or printing reports, or when using any Payroll window that provides a Selection List option.
Reporting selection lists are particularly convenient if your company maintains a number of overlapping selection lists or a large number of selection lists that the user does not normally need to view.
When you select the View Only Reporting Selection Lists option, the Reporting Lists section of the window becomes available, letting you designate particular selection lists as reporting lists for the current user.
To designate a selection list as a reporting list, move it from the Unselected field to the Selected field.
Note: There are no restrictions on the selection lists that can serve as reporting lists for users with access to all employees. All selection lists are available to these users, who can enter a selection list code manually in the payroll program windows, even if it does not display in a Finder.
If you specified that this user will have Selection List access to employees, use the Main List field to select the user's main selection list.
The user will have access only to the employees on this selection list.
Reporting List fields
The Unselected field displays the reporting selection lists that have not been assigned to the user. For the user, this means that the Finder for Selection List fields will not display these selection lists.
On the User Security Setup window, if the user's access type is:
- All Employees. The reporting lists are active only if View Only Reporting Selection Lists is selected.
- Selection Lists. The reporting lists are displayed only if the user's main list has been set up to contain reporting lists.
To provide the user with access to a reporting list, you must move it from the Unselected field to the Selected field.
The Selected field displays the reporting selection lists that have been assigned to the user. For the user, this means that the Finder for Selection List fields will display these selection lists.
On the User Security Setup window, if the user's access type is:
- All Employees. The reporting lists are active only if View Only Reporting Selection Lists is selected.
- Selection Lists. The reporting lists are displayed only if the user's main list has been set up to contain reporting lists.
To remove the user's access to a reporting list, move it from the Selected field to the Unselected field.