| Permission | Enables | Implications | Related |
| Edit the Personal/Contacts tab in employee account detail. | Information stored on this tab includes gender, marital status, date of birth, and emergency contacts. | ||
| View the Personnel tab in employee account detail. | The employment and compensation information on this tab should be considered confidential, so the number of users granted this right should be limited. | ||
| Edit the Personnel tab in employee account detail. | Because this tab contains employment and compensation information, you should be extremely selective in determining which users are able to edit it. | In order to edit this area, the user must also be granted the View Personnel object under Employees > Account Detail. | |
| Edit the Service/Producer tab in employee account detail. | Entries on this tab (e.g. determining whether an employee is a commissionable producer) limit the areas and workflows in which the employee can be used. | ||
| Edit the Share Revenue tab in employee account detail. | This tab only displays if the system is configured to share revenue in Configure > Accounting > System Settings. A user with access to this tab can indicate whether an employee can share revenue and whether the employee is a house producer, as well as define the employee's primary office and additional revenue receiving locations. | ||
View the View Others tab in employee account detail, which displays the employees whose work items and opportunities the selected employee can see. |
Users with this right can access a read-only view of the View These Employees’ Work Items and View Others’ Opportunities lists for any employee account to which they have access. Grant this right to employees who are responsible for supervising or monitoring others’ work (such as managers or employees mentoring a new hire) but who do not need to make changes to these settings. |
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Edit the employees whose work items and opportunities the selected employee can see on the View Others tab in employee account detail. |
Users with this right can edit the View These Employees’ Work Items and View Others’ Opportunities lists for any employee account to which they have access. To ensure that each employee’s access to others’ work items and opportunities is appropriate to their role, limit this right to managerial personnel with authority to make these decisions. |
To access the View Others tab, the user must also be granted the View View Other Employees object under Employees > Account Detail. |
| Permission | Enables | Implications | Related |
View |
View commission agreements, including agreement detail, for
employees defined as commissionable producers.
Run the Agreement Detail On Demand report. |
Granting or denying the right to view commission agreements at the employee level does not affect a user's ability to use those agreements at the client level. | The commission agreements visible to the user are limited by the user's security access to the associated structures (user must have access to at least one associated agency to view the agreement), unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. |
Add |
Add an employee commission agreement.
Copy an employee commission agreement. |
Granting or denying the right to add commission agreements
at the employee level does not affect a user's ability to add
agreements at the client level.
Structures that the user does not have access to are not available when adding/copying agreements. |
|
Edit |
Edit an employee commission agreement detail. | The user will not be able to add or modify structures unless
granted security access to those structures.
Granting or denying the right to edit commission agreements at the employee level does not affect a user's ability to edit these agreements at the client level. |
|
| Delete an employee commission agreement. | The user must have security access to the associated structures
in order to delete a commission agreement.
Granting or denying the right to delete commission agreements at the employee level does not affect a user's ability to delete agreements at the client level. |
| Permission | Enables | Implications | Related |
| Locate an employee account. | This only pertains to the Account
Locate screen. Users without this right can still use the
employee lookup screens throughout the system, e.g. to assign
an employee as the Who/Owner
of an activity.
A user with this right will be able to view whatever information is displayed in the Account Locate list, even if the user does not have the right to view employee account detail. |
The employee accounts that display in the Results list are limited by the user's security access to the associated structures, unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. | |
| View employee account detail. | If the user is not also granted the View Personnel right under Employees > Account Detail, the user will not be able to view the Personnel tab. | ||
| Add an employee account. | Restricting the number of users who can add employees helps eliminate account duplication. Given the nature of employee accounts, this right is typically restricted to HR personnel and Epic administrators. | ||
| Edit employee account detail. | If the user is not also granted the Edit Structure right under
Employees > Employees,
the user will not be able to edit the Structure
list.
The user must also be granted the separate rights under Employees > Account Detail in order to edit the Personal/Contacts, Personnel, and Service/Producer tabs. If the user is not granted the Edit Personal/Contacts right under Employees > Account Detail and the View/Edit Social Security # right under Employees > Personal Data, the user will not be able to edit the Social Security # field. In order to edit the account lookup code, the user must also be granted the Edit Lookup Code right under General > General. |
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| Use the Inactivate/Reactivate action, available from the Account Locate screen, to modify an employee's account. | Inactivating an employee account allows you to retain account detail, but prevents that employee from being accessed in any area of the system other than the Account Locate screen (provided the Inactive checkbox is selected). | Because this action does not involve accessing the account detail, the user will be able to inactivate or reactivate an account regardless of whether the user is granted View or Edit rights. | |
| Access an employee's Attachment list with the level of security assigned under General > Attachments. | Because employee attachments can potentially contain sensitive information, this security right should be more carefully restricted than the Attachment security rights for other account types. Employee records are typically only handled by managers and HR personnel. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Attachments in the Employee area. If the user is not granted any rights under General > Attachments, this object will not grant any rights. | |
| Access an employee's Activity list with the level of security assigned under General > Activities. | Users without these rights will not be prevented from adding
an activity created as part of a system event.
While it may be beneficial to limit the number of users who may add activities on an employee account, keep in mind that users who do not have the rights to view employee activities will not be able to view any activities on an employee account, even if they are the activities' owners. |
A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Activities in the Employee area. If the user is not granted any rights under General > Activities, this object will not grant any rights. | |
| Modify the structures an employee is associated to on the Account tab of the account detail. | The structures listed in the employee's account detail limit the ability to select that employee in various areas of the system. For example, an employee must be associated to similar structures as a client account in order to be used with that client. |
| Permission | Enables | Implications | Related |
| View and edit the Social Security # field in the employee account detail. | The user must also be granted the View Personnel/Edit Personnel rights under Employees > Account Detail. | ||
| View and edit the Social Insurance # field in the employee account detail. | The user must also be granted the View Personnel/Edit Personnel rights under Employees > Account Detail. |