A full access user is able to grant Reporting access to 'restricted' user (employee manager).
If the restricted user also has either 'employee group' and/or 'location' access you can restrict the reports so they will honour the restrictions in place for the employee group and/or location.
Configuring Restricted Reporting
Once you have granted restricted access to a user, and given them access to either employee group/location and reporting you can then configure the restrictions for reporting.
There is an option in the employee manager/restricted access user's settings to either restrict or not restrict reporting data based on the employee or location settings applied. To do this go to the Manage Users page > open the employee manager/restricted user access by clicking on the little pencil to the far right on their access line > go to the Reporting tab within their settings > tick/don't tick ‘No restriction on reporting data’:
This option will allow you to choose whether you want the information in the reports to be restricted or not. The ‘No restriction on reporting data’ option will only appear if the user also has either employee group and/or location access.
For any new restricted access users you set up, this option will be unticked by default meaning the reports will be restricted for this user.
For existing restricted access users that already have reporting access, this option will be ticked so as not to interrupt the access these users currently have to the reports. Full access users can change this setting at any time, as appropriate.
When a user generates a report only the employees they have access to (according to their employee group or location access) will populate the reports.
Relevant Restrictions in the Reports
The restrictions that will apply to the reports for a restricted access user will be based on their employee groups and/or location access permissions.
If an employee manager has access to an employee group, for example ‘Warehouse’:
Any reports the employee manager then generates will only show the detail for the employees included in this group.
Exceptions to the Restrictions
A few reports will not apply the data restrictions. These are:
- Journal Report;
- Payment File Report; and
- Employee Satisfaction Report.
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