Modifying access to functions

<< Click to Display Table of Contents >>

Modifying access to functions

Access: User management > User profile > Access to functions

1If you have not selected a user yet, the application will bring you to the User list screen to select one.

2If you manage roles under Function access definition, click hmtoggle_plus1 here. Otherwise, go to step 3.

3Under Function access definition, select « By selection » in Function assignment.

4Under Functions access list, select:

“No access”, to deny access to all functions.

“Complete access” to grant access to all functions.

“Select by function” to limit access to certain functions.

Important

If the “Select by function” is chosen, for each function you must then select:

o“Complete” to grant full access (data that can be edited can be modified by the user);

o“Read-only” to grant read-only access (data that can be edited cannot be modified by the user);

o“None” to deny access to this function.

If you change the Self-service’s “Complete access” attribute to “Select by function” :

oComplete access to the Pay stubs and Tax slips functions is granted by default and cannot be modified.

oComplete access to the Personal information and Emergency contacts functions is also granted by default but can be modified.

Note that some access rights to functions must be assigned conditionally to others so that the user can access the function. We recommend granting access to functions by module. For example, “Complete access” for the Pay and HR section.

 

Things to remember

Functions to be selected under the Confidential data section to authorize a user to view the following information:

Display salary: allows you to control the salary information display.

oIf Complete access is checked: a user can view all the salary information.

oIf access is checked at None: a user cannot access certain functions and functions they can access do not display the hourly rate or annual salary, nor or any other information which identifies an employee’s salary. See the example below and the List of limited and non-available functions – if None access is selected for Display salary.  

For example:

If a user has access to the Banks function and Complete access is checked for Display salary, there is a hyperlink on amount type banks and values are present in the Amount column.

If a user has access to the Banks function and Display salary access is checked at None, there is no hyperlink on amount type banks, and there are no values in the Amount column.

Attached documents: allows you to display the Attached documents section in the Employment and compensation and Employee profile summary functions and those offered in the Human resources solution (Absences, Work injuries, Disciplinary actions).

Confidential documents: allows a user to view documents categorized as “Confidential”, in the Attached documents section.

Personal information: allows you to control the display of the Social Insurance Number, Date of birth, Age, Health Insurance Number, License number – classification and User code fields.

oIf Complete access is checked: The user can view all fields.

oIf access is checked at None: The user cannot access certain functions, and the functions they can access do not display the fields nor indicate the values. See the example below and the List of limited and non-available functions – if None access is selected for Personal information.

For example: If a user has access to the Generate a record of employment function but Personal information access is checked at None, the employee’s social insurance number will not be displayed.

5Click on Save.

For more information

Users management - Additional information