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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? 

  1. On the HRM: Card - Customise (Setting) page, select the relevant division at Division.
  2. At Level, select the relevant option.
  3. Under the sections, select the relevant check boxes in the Person or Manager column.
  4. At Function rights, type or select the required function right.
  5. At Security level, type the required security level.
  6. 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.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Support - On-line help
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 19.821.179
 Assortment:  Date: 11-03-2019
 Release:  Attachment:
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