SuccessFactors: Employee Central - Role based permissions

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In any Employee Central Implementation project, it is must to meet the minimum requirement of designing permissions for following Roles:

1. Employee self-service


2. Manager self-service


3. HR Business Partner

In this blog I am going to demonstrate step by step process for setting up RBP for above mentioned 3 Roles

Here I will take a different approach about RBP design framework, helps consultants in designing the permissions in any EC project.

Permission Group	Group of Users with similar employment characteristics
Permission Role	A list of permissions / transactions
Granted users	Group of users for whom the permission role is to be granted
Target users	Group of employees that the permission role is to be executed by Granted users

Remember above four elements throughout the RBP configuration, there you go..

Now let’s look at how to configure the 3 roles and related permissions in 3 steps

Employee self-service	Enable employees to perform self-service tasks for example – View People profile, edit address details and apply for Time-off etc.
Manager self-service	Allow managers to manage tasks related to his team for example – View org chart, approve workflow requests, run team reports etc.
HR Business Partner	Allows HRBPs to manage employee related transactions in their area of responsibility for example – perform new hires, maintain data, edit company structure and create and edit Foundation objects etc.

 

Scenario 1 – RBP Configuration for ‘Employee self service'

Step1: Define Permission Group

Goto Admn Center--> Manage Security-->Manage Permission Groups

Click on "Create New" button and create the Group



Step2: Define Permission Role

Goto Admn Center--> Manage Security--> Manage Permission Roles



Click on Permission Settings Button

Select the relevant sections and fields. Click on Done



For ESS role, typically following permission settings are required to be enabled under "User Permissions"

• Employee Data


• Employee Central Effective Dated Entities


• Employee Views


• Miscellaneous Permissions for any Custom MDF Objects

Step3: Assign Permission Role to Permission Group

On the Permission Role Details screen, add this role to permission group





Click on Done



Save your changes

Scenario 2 - RBP Configuration for 'Manager Self-service'

Step1: Define Permission Role

Goto Admn Center--> Manage Security--> Manage Permission Roles

Click on "Create New" button and create a Permission Role



Click on Permissions button to select required permissions

For MSS role, following permissions are typically required under User Permissions with permission level is View only

• Employee Data


• Employee Central Effective Dated Entities


• Employee Views


• Miscellaneous Permissions for any Custom MDF Object

Step2: Assign Permission Role to Permission Group

On the Permission Role Details screen, add this role to permission group



Click on Done



Save your changes.

Important to Note - For MSS permissions I did not create a new Permission group, instead I used existing group i.e Employees – Germany.

Scenario 3 – RBP Configuration for 'HR Business Partner'

Step1: Define a Permission Group

Goto Admn Center--> Manage Security--> Manage Permission Groups

Click on "Create New" button and create the Group



Step2: Define Permission Role

Goto Admn Center--> Manage Security--> Manage Permission Roles

Click on "Create New" button and create a Permission Role

Click on Permission Settings Button

Select the relevant sections and fields. Click on Done



For HRBP role, typically following permission settings are required to be enabled

User Permissions

• Employee Data


• Employee Central Effective Dated Entities


• Employee Views


• Reports Permission


• Miscellaneous Permissions

Administrator Permissions

• Manage User


• Mange Time


• Manage Time Off


• Manage Mass changes


• Manage Foundation Object types


• Meta Data Framework


• MDF Foundation Objects


• Manage Position


• Company Structure Overview


• Manage Workflows

Step3: Assign Permission Role to Permission Group

On the Permission Role Details screen, add this role to permission group



Click on Done



Save your changes.

!!

This is how we create EC Roles and permissions.

Enjoy Reading:-)