- In B1408 Field Based Permissions (FBP) was released for Compensation Module. This feature is used to grant different permissions by planner target population.
Enabling Field Based Permission may be a bit challenging at first. This document is a step by step guide explaining how to proceed.
Field based Permission relies on Role Based Permission (RBP) Framework so it’s only available in RBP instances, it doesn’t work with legacy permission system.
FBP configuration first step is to grant an administrator (usually a compensation administrator) necessary permission to manage FDP. To do so, you have to go to Admin Tools > Set User Permissions > Manage Permissions Roles. In our example we are going to use a role called Compensation Admins.
- Open your role definition (click on its name or Action column > Take Action > Edit), hit Permission… button, go to Administrator Permissions > Manage Compensation and check Manage Field Permission Groups. Hit Done button to save your changes and then hit Save Changes button to update your role.
- RBP configuration part is done. Your admin is now able to configure FDP.
- Next step is to define a Dynamic Group for your planner population. To do so, go to Admin Tools > Compensation > Actions for all plans > Group Assignments > Manage Dynamic Groups > Manage Field Permission Groups and hit Create New button to define your first group.
- In the next screen, define your group name (2014 Compensation Planners in our example) and choose your group members (in our example, we used the username criteria to include athompson).
- Hit Done button to save your changes. Once that done, you are ready to move next step. Keep in mind that this a simple example but you can define multiple groups based on more complex criteria if you wish so.
- FBP is template based, so next step is to enable it at template level. To do so, choose one of your Compensation form template (in our example, 2014 Compensation Plan), go to Plan Setup > Advanced Settings and check Enable field based permissions.
- Once that done, go to Plan Setup > Settings and choose one (or several) dynamic group(s) you want to use in this template in Field Permission Groups drop down list.
- Hit Save button to update your template configuration. Final step is now to define permission at field level. To do so, go to Design Worksheets and choose a field (in our example we are going to use Merit).
- Keep in mind that FBP won’t override field attributes (read-only or editable, visible or hidden etc..). So a read-only field cannot be made editable using FBP and a hidden field cannot be made visible using FBP. If, for instance, you want to make a field editable for some people and read-only for others, you have to define it as editable in the first place and then use FBP permission to revoke Edit permission for a given target population.
- In our example, we are going to make Merit field read-only for our 2014 Compensation Planners group. To do so, go to Permissions by Role and hit the pencil icon. It will be greyed out which means that 2014 Compensation Planners group has read-only access to this field now.
- If you have multiple groups, you will see one set of icons (pencil and eye) per dynamic group/line.
- In some cases you will see only one icon (usually the eye), which means that field has read-only attribute (or is read-only by definition like compa-ratio) in which case you cannot change it to editable as explained before.
- Repeat this process to each field you want to configure using FDP.
- Note on dynamic groups: your dynamic groups will appear in RBP groups in Admin Tools. Do not try to modify them here, it won’t work.
- If you want to delete a dynamic group, make sure that he is not associated to any template first. If you try to delete a group which is still associated to a compensation template you will receive an error message.
KBA , sf compensation , LOD-SF-CMP , Compensation Management , How To