Self Service Permissions

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(Employee Self Service Permissions)
 
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{{page.name: Self Service Module: Setting up Self Service Permissions - Subscribe-HR Wiki}}
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{{page.name: Self Service Solution: Setting up Self Service Permissions - Subscribe-HR Wiki}}
 
{{page.head: Self Service Permissions}}
 
{{page.head: Self Service Permissions}}
  
 
__TOC__
 
__TOC__
  
==Setting up Self Service Permissions==
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=Setting up Self Service Permissions=
 
Setting up and testing self service permissions is a crucial step before inviting Employees to use Self Service.
 
Setting up and testing self service permissions is a crucial step before inviting Employees to use Self Service.
 
<br>
 
<br>
The '''Employee Self-Service''' and '''Line-Manager Self-Service''' security groups need to be defined.
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The <b>Employee Self-Service</b> and <b>Line-Manager Self-Service</b> security groups need to be defined.
<br>
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<br>
 
<br>
  
===Employee Self Service Permissions===
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==Employee Self Service Permissions==
# After logging into the Subscribe-HR portal, select the Maintenance Tab.
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# After logging into the Subscribe-HR Cloud HCM Platform, select the <b>Maintenance</b> option from the left hand navigation.
# Select the Groups folder.
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# Select the <b>Groups</b> Folder.
# Select '''Employee Self-Service''' from the groups list.
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# Select <b>Employee Self-Service</b> from the groups list.
# Select the Permissions Tab.<br> The Permissions screen is split into Modules, Components, Dashboard, allowing the user to drill down further to allow or prevent access.
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# Select the <b>Permissions</b> SubTAB.<br> The Permissions screen is split into <b>Solutions</b>, <b>Tools</b>, <b>Dashboard</b>, allowing the user to drill down further to allow or prevent access.
# In the Core Modules section of the permissions page there is a Human Resources link this should be checked.
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# In the <b>Core Solution</b> section of the permissions page there is a <b>Human Resources</b> link this should be checked.
# Select the '''Human Resources''' link.
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# Select the <b>Human Resources</b> link.
# You are presented with all Objects available in the HR Module, along with options of functionality to Create, Update, Delete, Archive, Import, Export and View.
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# You are presented with all Objects available in the HR Solution, along with options of functionality to <b>View</b>, <b>Update</b>, <b>Create</b>, <b>Delete</b>, as well as <b>View (By Manager)</b>, <b>Update (By Manager)</b>, <b>Create (By Manager)</b>, <b>Delete (By Manager)</b>.
# Placing a check in the function column adjacent to the Object will provide permissions of the functionality for the object.<br>Removing a check from the functionality column will revoke permissions on the Object<br><br>'''Example:''' If I place a check in the Update column adjacent to the Employee Object, this will allow all Employee Self Service users to Update all fields in the Employee Object.<br><br>This is quiet a high level, and we could all make an assumption that we probably do not want Self Service being able to update or necessarily view all fields in the Object. Please see a more granular approach for more information.<br>   
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# Placing a check in the function column adjacent to the Object will provide permissions of the functionality for the object.<br>Removing a check from the functionality column will revoke permissions on the Object<br><i><b>Example:</b> If I place a check in the Update column adjacent to the Employee Object, this will allow all Employee Self Service users to Update all fields in the Employee Object.</i><br>This is quiet a high level, and we could all make an assumption that we probably do not want Self Service being able to update or necessarily view all fields in the Object. Please see a more granular approach for more information.<br>   
# Select the Save button.
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# Select the [Save] button.
  
===A More Granular Approach===
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==A More Granular Approach==
 
From the Permissions screen the Objects going down the page are a link, meaning you can drill down further into the Object and provide access or revoke access on fields on a page and not just the entire Object
 
From the Permissions screen the Objects going down the page are a link, meaning you can drill down further into the Object and provide access or revoke access on fields on a page and not just the entire Object
 
<br>
 
<br>
 
# Select an Object link.
 
# Select an Object link.
# You will be presented with a list of fields available on this page. The Functionality available is to provide or revoke permissions of View, Edit and Restrict Manager.  
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# You will be presented with a list of fields available on this page. The Functionality available is to provide or revoke permissions of <b>View</b>, <b>Edit</b>, <b>Manager (Allow View)</b>, <b>Manager (Allow Edit)</b>.  
# Placing a check in the function column adjacent to the Field will provide permissions of the functionality for the object.<br>Removing a check from the functionality column will revoke permissions on the Field<br><br>'''Example:''' Removing a check from the '''View''' function will revoke permissions for the Self Service Users to see that field. Adding a check to the Edit function adjacent to a field will allow Self Service Users to edit (update) this particular field.<br><br> The '''Restrict Manager''' function will revoke permissions from the employee's manager to be able to see the selected field.
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# Placing a check in the function column adjacent to the Field will provide permissions of the functionality for the object.<br>Removing a check from the functionality column will revoke permissions on the Field.<br><i><b>Example:</b> Removing a check from the <b>View</b> function will revoke permissions for the Self Service Users to see that field. Adding a check to the Edit function adjacent to a field will allow Self Service Users to edit (update) this particular field.</i><br> The <b>Manager</b> function will revoke permissions from the employee's manager to be able to see the selected field.
# Select the '''Save''' button.
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# Select the [Save] button.
 
<br>
 
<br>
  
====View====
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==View==
 
Placing a check in a View function column will provide permissions to view the element.  
 
Placing a check in a View function column will provide permissions to view the element.  
 
Removing a check in a View function column will revoke permissions to view the element.
 
Removing a check in a View function column will revoke permissions to view the element.
 
* This only occurs with all Employees who are a member of this Group and do not have higher permission levels granted.
 
* This only occurs with all Employees who are a member of this Group and do not have higher permission levels granted.
  
====Edit====
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==Edit==
 
Placing a check in a Edit function column will provide permissions to Edit the element.  
 
Placing a check in a Edit function column will provide permissions to Edit the element.  
 
Removing a check in a Edit function column will revoke permissions to Edit the element.
 
Removing a check in a Edit function column will revoke permissions to Edit the element.
 
* This only occurs with all Employees who are a member of this Group and do not have higher permission levels granted.
 
* This only occurs with all Employees who are a member of this Group and do not have higher permission levels granted.
  
====Restrict Manager====
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==Manager (Allow View)==
Placing a check in the Restrict Manager function column will revoke permissions from the Employee's manager to View the element.
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Placing a check in the Manager (Allow View) function column will provide permissions from the Employee's manager to View the element.
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Removing a check in the Manager (Allow View) function column will revoke permissions to the Employee's manager to View the element.
  
Removing a check in the Restrict Manager function column will provide permissions to the Employee's manager to View the element.
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==Manager (Allow Edit)==
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Placing a check in the Manager (Allow Edit) function column will provide permissions from the Employee's manager to Edit the element.
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Removing a check in the Manager (Allow Edit) function column will revoke permissions to the Employee's manager to Edit the element.
  
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Latest revision as of 04:03, 7 July 2022

Setting up Self Service Permissions

Setting up and testing self service permissions is a crucial step before inviting Employees to use Self Service.
The Employee Self-Service and Line-Manager Self-Service security groups need to be defined.

Employee Self Service Permissions

  1. After logging into the Subscribe-HR Cloud HCM Platform, select the Maintenance option from the left hand navigation.
  2. Select the Groups Folder.
  3. Select Employee Self-Service from the groups list.
  4. Select the Permissions SubTAB.
    The Permissions screen is split into Solutions, Tools, Dashboard, allowing the user to drill down further to allow or prevent access.
  5. In the Core Solution section of the permissions page there is a Human Resources link this should be checked.
  6. Select the Human Resources link.
  7. You are presented with all Objects available in the HR Solution, along with options of functionality to View, Update, Create, Delete, as well as View (By Manager), Update (By Manager), Create (By Manager), Delete (By Manager).
  8. Placing a check in the function column adjacent to the Object will provide permissions of the functionality for the object.
    Removing a check from the functionality column will revoke permissions on the Object
    Example: If I place a check in the Update column adjacent to the Employee Object, this will allow all Employee Self Service users to Update all fields in the Employee Object.
    This is quiet a high level, and we could all make an assumption that we probably do not want Self Service being able to update or necessarily view all fields in the Object. Please see a more granular approach for more information.
  9. Select the [Save] button.

A More Granular Approach

From the Permissions screen the Objects going down the page are a link, meaning you can drill down further into the Object and provide access or revoke access on fields on a page and not just the entire Object

  1. Select an Object link.
  2. You will be presented with a list of fields available on this page. The Functionality available is to provide or revoke permissions of View, Edit, Manager (Allow View), Manager (Allow Edit).
  3. Placing a check in the function column adjacent to the Field will provide permissions of the functionality for the object.
    Removing a check from the functionality column will revoke permissions on the Field.
    Example: Removing a check from the View function will revoke permissions for the Self Service Users to see that field. Adding a check to the Edit function adjacent to a field will allow Self Service Users to edit (update) this particular field.
    The Manager function will revoke permissions from the employee's manager to be able to see the selected field.
  4. Select the [Save] button.


View

Placing a check in a View function column will provide permissions to view the element. Removing a check in a View function column will revoke permissions to view the element.

  • This only occurs with all Employees who are a member of this Group and do not have higher permission levels granted.

Edit

Placing a check in a Edit function column will provide permissions to Edit the element. Removing a check in a Edit function column will revoke permissions to Edit the element.

  • This only occurs with all Employees who are a member of this Group and do not have higher permission levels granted.

Manager (Allow View)

Placing a check in the Manager (Allow View) function column will provide permissions from the Employee's manager to View the element. Removing a check in the Manager (Allow View) function column will revoke permissions to the Employee's manager to View the element.

Manager (Allow Edit)

Placing a check in the Manager (Allow Edit) function column will provide permissions from the Employee's manager to Edit the element. Removing a check in the Manager (Allow Edit) function column will revoke permissions to the Employee's manager to Edit the element.



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