- Employee Central
- Step 1: Creating groups —Permission groups are groups that will be granted the permission and groups who will be managed by those granted permission. For example, you might want to create a group of HR Managers in the US who manage employees in the US. So, the group managing will include HR managers in the US while the group being managed will include employees in the US. You do not need to create a group if you use one of the pre-defined groups; Everyone, Managers, Matrix Managers, Custom Manager, Second Manager.
Step 2: Defining the different roles — Permission roles define access to data and application functionality. For example, you might want an HR Administrator role to have permission to Manage Documents. This is the step where you define that functionality. If the permission role that you are attempting to create is similar to another role, it is recommended that you copy that role and make the needed adjustments.
- IMPORTANT: Role Based Permissions are designed so that users will match more than one role. For example, a manager may match both a generic “All Employees Role” and a “Manager” role. When designing these roles you should try to not replicate permissions in different roles unnecessarily. As a best practice we recommend configuring roles by starting with the most generic role as in “All Employees Role”, and casting the net as wide as possible to include all of the permissions that should be given to everyone. For example, in this role include all of the publically-viewable fields in the Employee Profile. Then for other roles, do not include the publically-viewable field permissions as this will be unnecessary since all users will already get the publically-viewable fields granted to them through the “All Employees Role” to everyone. When creating more roles, work on an exception basis and include only the unique extra permissions that the role should have beyond other roles. This practice will help reduce the number of roles in the system, which will both be easier to maintain, and will help improve system performance.
- Step 3: Grant the role to a user or group — you will also assign the target population. You also have the option to "
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