Exact Synergy Enterprise

Customizing access to information in View Mode for employee and applicant cards

Menu path

On the customization page of the employee or applicant card, click Advanced.

Introduction

This document provides the information to customizing the information that will be displayed on the employee and applicant cards of the same Division or Corporate level. This is applicable to the View mode of the employee and applicant cards.

The customization can be made by the employee and applicant, and their manager. The customization can also be made to allow access based on the specific role or security level.

Roles and rights

To customize the View mode of the employee or applicant cards at a Division or Corporate level, function right 147 — Maintain resource card is required. Users with the HR and HR assistant roles have this function right.

Note:

For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I customize the information that will be displayed on the employee or applicant card?

On the HRM: Card - Customise (Setting) page, select the relevant division at Division.
At Level, select the relevant option.
Under the sections, select the relevant check boxes in the Person or Manager column.
At Function rights, type or select the required function right.
At Security level, type the required security level.
Click Save.

Keep in mind: The information that has been customized will be displayed on the employee or applicant card based on the options that have been defined for the person, manager, function right or security level. For example, a particular information on an employee card can be still be viewed by a person with the same defined security level, even if the person viewing the employee card is not the manager or does not have the required function right. Thus, in this case, to ensure that the information can only be displayed by the employee, manager, and people with the required function right, the options for the person, manager, and function right must be defined, whereas the security level option must be left blank.

Buttons

Fields

Mode

This displays the type and mode from where you have accessed the customization screen. For example, if you access the customization screen from the View mode of an employee card, then Employee – Read is displayed. If you access the customization screen from the View mode of an applicant card, then Applicant – Read is displayed. The information cannot be edited. For more information, see Creating and maintaining people, Viewing personal cards, and Viewing applicant cards.

Division

Type or select a division to customize the access to the information in the personal cards of employees or applicants in this division. By default, the division of the person who is currently logged on to the system is displayed.

Note: This field will be displayed only if you have selected Division at Level.

Level

Select Division or Corporate to customize the access to the information on the employee or applicant card of the same Division or Corporate level. By default, Division is selected and the Division field is displayed. If you select Corporate, the Division field will be hidden.

Note: The customization at the division level will precede the customization at the corporate level.

Sections

Different sections will be displayed when you access the customization screen of different cards in the different modes as illustrated in the following example and table:

Sections	Employee	Applicant
General
Monitor
Personal
Financial
Free fields
Picture
Organization
Employment
Note
Not used

Person

Select this check box to enable a person to view the corresponding information on his own personal card, regardless of the function right and security level of the person.

Manager

Select this check box to enable the manager of the person in the corresponding card to view the information, regardless of the function right and security level of the manager.

Function rights

Type or select a function right to enable people assigned with the function right to view the corresponding information, regardless of the security level of the people.

Security level

Type a security level to enable people assigned with the security level to view the corresponding information, regardless of the function right of the people.