Security Access for HR Actions

Modified on Thu, 4 May, 2023 at 1:37 PM

 

1. Security Profile Permissions for HR Actions 

For employees and/or managers to see or complete the HR Actions, they must have permission granted in their security profiles. Set up security permissions on the HR or ESS tab; depending on the HR Action Type chosen.  

Navigate to Admin > Profiles/Policies > Security. 

 

HR and ESS tabs within a security profile. 

 

Permission granted may be view, edit, add, or even delete.  


 

Select the image below, with each tab for more information on what HR Action type is configured on each tab.  


 

 

HR Tab 

The HR tab is normally configured for managers. This tab sets up security for individuals on what they can do for others (like managers who are responsible for employees).  


If the HR Action type is "My Employee Action Request", security access is granted on the HR tab. 


 

 

ESS Tab 

ESS stands for Employee Self Service. This tab sets up security for employees on what they can do for themselves.  


If the HR Action type is "My Information Action Request", security access is granted on the ESS tab. 


 



 

Each security profile needs: 

  1. HR Action Request set to View/Edit (and/or Delete)
  2. Specific HR Action with the Initiate box checked. 

 

 

2. Override Security Restrictions 

In addition to security profile access, the Override Security Restrictions checkbox should be selected for each item in the HR Action request configuration. 


 

 





Override Security Restrictions 

 

In addition to security profile access, the Override Security Restrictions checkbox should be selected for each item in the HR Action request configuration. 

 


 

Manager versus Employee Perspectives

 

 

Managers access HR Actions for their employees (My Employee Action Requests) differently than where employees access HR Actions for themselves (My Information Action Requests).   


Let's review each. Select access below for the navigation paths of each. 

 


Manager Access 

 

Employee Access

Team tab > HR > HR Actions  

 

My Info tab > My HR > HR Actions 

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