Employee Access in WFM

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 Time Clock 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.

WFM Access Groups

WFM access groups are independent from NetSuite roles.

The available access groups depend on the date when your WFM account was provisioned. Accounts provisioned after November 17, 2023, have access to renamed and additional access groups that allow for flexibility when assigned to employees.

Note:

If your usage requires the use of a specific access group currently not available in your account, contact NetSuite customer support.

To use the permissions and reports provided to an access group, an employee should access WFM by using the NetSuite Employee Center then going to the Workforce Management tab.

The following tables identify the access groups available to employees based on when their accounts were provisioned.

Administrator and Similar Roles

Refer to the following table.

Before November 17, 2023

After November 17, 2023

Permissions

Reports

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

Shift Reports

Reports > Shifts

Print Ready
Hours
Hours And Times
Approved Hours, Times and Stats
Open Shifts
Variance (Tardy+)
Timesheet
Overtime Checks
Percent Approved
Weekday Split
Allowances
Employee Payroll Query
Day Worked Frequency
Zero Hours
DST Ambiguous Shifts
Punch Breaks

Employee Reports

Reports > Employee

All
Terminated
Wage Changes
Birthdays
Missing Details
Average Ages
Monthly Turnover
Leave/Time-Off

Location Reports

Reports > Location

Variance
Forecasting Analysis
Percent Hours Per Location

Audit Logs

Reports>Audit Logs

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

Same as the General Manager (Before November 2023) or Administrator (After November 17, 2023) role

Manager and Similar Roles