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User Account Access, Roles & Permissions

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Client Manager Roles
and System Permissions

Request Form for Account Access Credentials

Please allow 2-3 business days for Credential Updates to be completed.

Client Account Access Credentials

As our Client Account HR/Payroll platform expands functionality, we recognize that Worksite Managers (WSM’s) will need various User Roles to take advantage of these enhancements!

AdvanStaff HR offers several pre-designed User Roles, which encompass the tools for needed for your company’s authorized users. Selecting the user level and granting that level of access to the user’s account as easy as 1…2…3! All roles include the ability to reset your employee’s password to their employee portal, via a reset link!

  1. Identify the individuals at your organization who will interact with AdvanStaff HR and consider the types of activities they will need to perform within your Client Account’s Manager Portal. i.e. Hiring, terminations, time management, payroll, changes to status/position/dept/div/loc, account reporting, etc.
  2. Build the level of access that you would like to grant them. Our representatives are happy to recommend appropriate User Roles, based on your needs for operational and business management as well as industry best practices.
    • Choose the Basic Foundation Role
    • Plus Optional add-ons for:
      • Human Resource related role(s)
      • Restrictions from specific departments, locations, divisions or client ID’s.
      • Mini-Stacks role(s) for Advanced Reporting and additional services or products
  3. Submit the Electronic Request Form for Account Authorization (required). An email confirmation email will be provided for each submission.

Worksite Manager (WSM) User Roles & Permissions –

and Mini Stacks (MS) Permissions for additional services or products!

Great For: Business Owners, Trusted Advisors, Executive Management

Full Access

  • Full access & visibility to all Company and Employee details, reports and eDocument Management Systems at the Admin level. Plus, Employee Portal Messaging Alerts!  
    • Note: this cannot be restricted
  • Allowed to edit records
  • Optional Add-ons
    • Payroll Approval of the final payroll billing invoices
    • I-9 Approval
    • PTO

Great For: Business Owners, Trusted Advisors, Executive Management

Full Access VIEW no editing

  • Full access & visibility to all Company and Employee details and reports in a VIEW ONLY setting
    • Note: this cannot be restricted
  • Unable to perform edit records or make new entries

Great For: Hiring or HR staff, Managers, Supervisors

More Restricted Access

All of the same screens and reports as WSM-Time Only plus…

  • New Hire Entry
  • Terminations
  • Pay Rate Visibility
  • Pay Change
  • Status Change
  • Employee benefit overview
  • Status, position and pay history
  • Employee pay voucher highlights; including pay codes, hours, deductions & PTO
  • Employee property report – documenting company-issued equipment to employees such as laptop, keys, etc.
  • Employee documents – ability to view documents within individual Employee record
  • OSHA Report

Optional Add-ons

  • I-9 approval
  • PTO

Available View/Restrictions

  • View|Restrict by Division
  • View|Restrict by Location
  • View|Restrict by Department

Great For: Hiring Staff, Team Leaders, Time Sheet entries or PTO reviewer

More Restricted Access

  • Limited employee information visible.
  • Global Company level payroll/pay rate reports can NOT be viewed.
  • Employee PTO Register (per employee inquiry, not full report)
  • Employee information reports – phone/address, emergency contact information
  • Employee birthday and anniversary dates

Optional Add-ons

  • Timesheet Entry screen
    • With or Without payrate visibility
  • New Hire Entry
  • Terminations
  • Pay Rate Visibility
  • Pay Changes – The employee’s pay history will be visible to the user when performing pay rate changes.
  • Status Change
  • I-9 approval
  • PTO

Available Restrictions

  • Restrict Division
  • Restrict Location
  • Restrict Department

Great For: Administrative Assistants, Team Leaders or PTO balance reviewer

Most Restricted Access

  • Limited employee information visible.
  • NO Pay Rates Visibility.
  • Global Company level payroll/pay rate reports, time sheets can NOT be viewed.
  • Employee PTO Register (per employee inquiry, not full report)
  • Employee information reports – phone/address and emergency contact
  • Employee birthday and anniversary dates

Optional Add-ons

  • New Hire Entry
    • Manager will need to enter the initial pay rate. Once the entry is saved, the manager will not have visibility to edit or view the entry.
  • Terminations
  • Pay Changes
    • Note: the employee’s pay history will be visible when performing pay rate changes.
  • Status Change
  • I-9 approval
  • PTO

Available Restrictions

  • Restrict Division
  • Restrict Location
  • Restrict Department

Great For: Administrative Assistants, Managers or Supervisors with limited access. Requires activation of the Prism Hiring Product

  • New Hire Entry
    • Manager will need to enter the initial pay rate. Once the entry is saved, the manager will not have visibility to edit or view the entry.

Optional Add-ons

  • I-9 approval

Available Restrictions

  • Restrict Division
  • Restrict Location
  • Restrict Department

Great For: Managers who want to manage their Company and Employee documents online, providing 24/7 access to all client managed documents. Contact us to learn more about our free DMS feature.

  • DMS-Owner / Officer
    • User will have access to all stored document folders, including Corporate folders
    • View|Upload|Download|Delete
  • DMS-Admin
    • USer will have access to most stored document folders. Excludes Corporate folders
    • View|Upload|Download|Delete
  • DMS-Limited
    • User will have access to select stored document folders
    • View|Upload|Download
  • DMS-Basic
    • User will have access to limited stored document folders
    • View|Download

PTO Management offer various levels of access. To learn more about each role, see the page regarding PTO Plan Design and Maintenance > Permissions & Roles tab, and review the access levels.

Select one (1) of these options per user:

  • MS-PTO View Only
  • **MS-PTO Approver
  • **MS-PTO (General)
  • **MS-Administrator -The PTO Administrator role is reserved for clients who fully administer the database configuration & maintenance s of their custom plan(s)

Note: **These roles require the client’s account to be specifically pre-configured with the LEAVE REQUEST MANAGEMENT module. The PTO Administrator role is reserved for clients who fully administer the database configuration & maintenance of their custom plan(s).

Great for: Administrative Assistants, Managers or Supervisors

  • Create Employee In-Box Messages
  • Create Calendar-type Events
  • Messages and Events display on the Self-Service Portal

Great for: HR Staff, compliance managers, high-level managers (Requires implementation of the LMS Product)

  • Access the learning management admin dashboard
  • Assign learning courses to employee groups
  • Create custom learning groups
  • View LMS reports
  • View employee LMS accounts
  • View course catalog and and preview courses

Great for: Managers, Data-Analysts, Controllers who directly and regularly review information. (Fees per user per month, may apply, eff. 2024)

  • Generate existing reports
  • Enter specific parameters
  • Export
  • Filter on data
  • Drill down on visualizations

Great for: Experienced Data-Analysts, Controllers and Managers who need to directly create reports, aggregate or manipulate company data. A must for those who are designated to provide data to others. (Fees per user per month, may apply, eff. 2024)

  • Generate existing reports
  • Enter specific parameters
  • Export
  • Filter on data
  • Drill down on visualizations
  • All Viewer features above, plus
    • Add/Remove columns
    • Group by column
    • Summarize data
    • Create data customization
    • Perform custom calculations
    • Rename columns
    • Save bookmarks (views)
    • Export the reports

*SPECIAL NOTE: Not all Client Accounts were structured to accommodate Department, Division or Location security restrictions at the time of initial set-up. Contact your Client Success Account Representative at support@advanstaff.com to submit a case for reviewing and updating your database to accommodate your present needs!

Account Access Credentials Request Form

Authorized Representatives use this form to request Account Access Credentials for a supervisor, manager or trusted advisor for their organization. Retain your submission confirmation email for tracking.

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Company officer (or authorized manager) info

This section must be completed by a company officer or high-level manager CURRENTLY authorized to make key management decisions related to system access, company data, and company management processes. An AdvanStaff HR system specialist will personally verify all form submissions. Please allow 2-3 business days for Worksite Manager Client Access Credential Updates to be completed.
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