As an admin, your team member will have limited access to the admin portal for your company. They will be able to view and change information for your entire staff. You can give your admin access to the following features (click an option below to learn more about each feature):
- People (Contractors)
- People (Employees)
- Documents
- Expense and Mileage Requests
- Expenses & Mileage
- Time-Off Policies
- Time Off
- Payroll
- Requests Management
- Settings
- Role Management
- Time Clock
- Timesheets
People (Contractors)
If your team member can view People (Contractors), they can
- see profile and pay details for your whole team
- review previously payments made to your contractors
- print pay stubs for your contractors
- review the employee list report
- see your company settings
If they can change or edit People (Contractors), then they can also
- edit profile and pay details for your whole team
- add new team members
- pay your contractors
People (Employees)
If your team member can view People (Employees), they can
- see profile and pay details for your whole team
- review the employee list report
- view your company settings
If they can change or edit People (Employees), then they can also
- edit profile and pay details for your whole team
- add new team members
Documents
If your team member can view Documents, they can
- download any file you’ve uploaded to Workful
- see your company settings
If they can change or edit Documents, then they can also
- upload new files
- share any uploaded document with your team members
Expense and Mileage Requests
If your team member can view Expense and Mileage Requests, they can
- see info about each submitted expense and mileage requests
- view your company settings
If they can change or edit Expense and Mileage Requests, then they can also
- approve or deny any pending expense and mileage requests
Expenses & Mileage
If your team member can view Expenses & Mileage, they can
- review the expenses and mileage report
- see your company settings
- review expenses and mileage settings
If they can change or edit Expenses & Mileage, then they can also
- edit expenses and mileage settings
Time-Off Policies
If your team member can view Time Off Policies, they can
- review your Time-Off/PTO report
- view info about your existing time-off policies
- see your company settings
If they can change or edit Time Off Policies, then they can also
- edit existing time-off policies
- create new time-off policies
- see your company’s list of observed and paid holidays
Time Off
If your team member can view Time Off, they can
- view your team’s time-off info, including
- hours accrued
- pending hours
- approved hours
- remaining balance
- view your company’s settings
Payroll
If your team member can view Payroll, they can
- see info about your upcoming payroll run on their admin dashboard
- view your team’s profiles and pay details
- see info about past payroll runs
- print prior pay stubs
- review reports, including
- deductions
- expenses and mileage
- payroll register details
- tax liability
- timesheet
- see your company’s setting
- review payroll bank settings
- view QuickBooks settings
If they can change or edit Payroll, then they can also
- edit your team’s pay details
- run payroll for your entire team
- edit payroll bank settings
- set up payroll bank settings to pay your team by direct deposit
- connect to your QuickBooks Online account
- edit how Workful shares info with QuickBooks
Requests Management
If your team member can view Requests Management, they can
- see time clock info, including
- hours worked
- time off hours taken
- whether your team members are clocked in or out
- view your team’s time off info, including
- hours accrued
- pending hours
- approved hours
- remaining balance
- review expense and mileage reimbursement requests
- see your company’s settings
If they can change or edit Request Management, then they can also
- approve or deny submitted expense and mileage reimbursement requests
Settings
If your team member can view Settings, they can
- see your company’s settings
- review your expense and mileage settings
- view whether inactive team members are hidden
- see your payroll settings
- review your QuickBooks Integration settings
- view time clock settings
- see time-off policy info
If they can change or edit Settings, then they can also
- edit your company’s settings
- choose whether inactive team members are hidden
- update your QuickBooks settings
- edit time clock settings
- create new time-off policies
- update existing time-off policies
- add or remove company holidays
Role Management
If your team member can view Role Management, they can
- see your company’s settings
- review the role management summary
- view individual team member’s permissions
- see which team members report to managers
If they can change or edit Role Management, then they can also
- give team members access to features in the admin portal
- revoke access to features in the admin portal
- add or remove people from a manager’s team
Time Clock
If your team member can view Time Clock, they can
- see time clock info, including
- hours worked
- time off hours taken
- whether your team members are clocked in or out
- view your company’s settings
Timesheets
If your team member can view Timesheets, they can
- see your team’s timesheet report
- view your company’s settings
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