Can I set a Permission set to have a Report User run reports for all users without being a payroll manager?

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User needs to run reports for all users without having so much power (access as payroll manager)
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Smith, Tiffanie

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Posted 11 months ago

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Aashnee Kamboj, Community Moderator

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Hi Tiffanie,

Thank you for using the Replicon Community!

We wish to understand the fact that if a user is able to report on the timesheet data of all the users, then why are we trying to restrict them from viewing the same data in the Payroll tab. You can create a Payroll Manager permission with View only access and have the Payroll manager view the same data they view in reports in the Payroll tab. 

Thanks,
Aashnee 
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Smith, Tiffanie

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I am trying top set up a new user who can print the report for me, so she can see the data on the reports but doesn't have access to the tab where she can see the punch images and have access to adjust their time punches or comments
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Smith, Tiffanie

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Is there a way to set it so she cant see the time punch pictures?
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Aashnee Kamboj, Community Moderator

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Hi Tiffanie,

Before I answer that question of yours, may I know what is she reporting on? Does she check the total hours on the report or each punch information?

Thanks,
Aashnee
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Smith, Tiffanie

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She prints a report with total hours for each user each day. (includes the location, time in/out, activity, and comments)
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Aashnee Kamboj, Community Moderator

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Hi Tiffanie,

Unfortunately, as the report is based on the "Time Punch Details" template it is important that the user running this report has the option to atleast view the time punches. 

We understand that with the time punches comes the access to view the images. I can take this forward as an idea to provide only view access to the punches and limiting the access to the images.

Thanks,
Aashnee 
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Smith, Tiffanie

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She does not need access to see or edit the time punches. She is running the report after I have viewed and done any necessary editing. She is our Excel specialist so I do any editing in Replicon then she exports to Excel to add any calculations and formulas to enter into QuickBooks.