Roles and Permissions - Analytics - HCM senior X
About roles and permissions
papers serve to associate users with positions within the organization or activities that will be performed. Users associated with the same role share the same access permissions to HCM. Therefore, it is important that roles are created in such a way that it is possible to apply them to multiple users.
The configuration of the roles is done by the resource ofPaper Management of the senior X platform and can be accessed at: Technology > Administration > Authorization > Role Management.
Types of Access Controlled by Permission Resources
- Screens that the user assigned to that role can access
- Actions that the user can perform within a process
- Scope filters
that restrict types of information to which the user has accessNoteNew scope filters that are associated with roles have a minimum time for them to take effect for the associated users. To learn more, see thedocumentation in the Senior X Platform Handbook
.
General Analytics permissions that must be configured
Domain/Service:hcm / analytics
| ANALYTICS | ||
|---|---|---|
| Resource name | Permission Description | Associated path |
| Contributor - My Analytics (res://senior.com.br/analytics/hcm/myAnalytics) |
Permission resource for thecollaborator view the screenMy Analytics. | Analytics > My Analytics |
| Manager - Team Analytics (res://senior.com.br/analytics/hcm/teamAnalytics) |
Permission resource for themanager view the screenteam analytics. | Analytics > Team Analytics |
| Integrated notifications from People Management modules (res://senior.com.br/analytics/hcm/module) |
Resource to control the integrations of the notifications between the Management Dashboard and senior X Platform. This feature is mandatory. | Senior X platform notifications |
| CAREER AND SUCCESSION | ||
| Resource name | Permission Description | Associated path |
| Career and Succession
(res://senior.com.br/analytics/hcm/module/careerAndSuccession) |
Permission resource for thecollaborator view module cardsCareer and Succession. | Analytics > My Analytics |
| Permission resource for themanager view module cardsCareer and Succession. | Analytics > Team Analytics | |
| HR - Career and Succession Analytics (res://senior.com.br/analytics/hcm/hrCareerSuccessionAnalytics) |
Permission resource for theHR view the screenCareer and succession analytics. | Career and Succession > Career and Succession Analytics |
| PERFORMANCE MANAGEMENT | ||
| Resource name | Permission Description | Associated path |
| Performance Management
(res://senior.com.br/analytics/hcm/module/performanceManagement) |
Permission resource for thecollaborator view module cardsPerformance Management. | Analytics > My Analytics |
| Permission resource for themanager view module cardsPerformance Management. | Analytics > Team Analytics | |
| HR - Performance Management Analytics (res://senior.com.br/analytics/hcm/hrPerformanceAnalytics) |
Permission resource for theHR view the screenPerformance Analytics. | Performance Management > Analytics Performance Management |
| MANAGEMENT PANEL | ||
| Resource name | Permission Description | Associated path |
| management panel (res://senior.com.br/analytics/hcm/module/managementDashboard) |
Permission resource for thecollaborator view module cardsManagement Panel. | Analytics > My Analytics |
| Permission resource for themanager view module cardsManagement Panel. | Analytics > Team Analytics | |
| HR - Management Panel Analytics (res://senior.com.br/analytics/hcm/hrManagementPanelAnalytics) |
Permission resource for theHR view the screenManagement Panel Analytics. | Management Panel > Analytics |
| RECRUITMENT AND SELECTION MANAGEMENT | ||
| Resource name | Permission Description | Associated path |
| HR - Recruitment Analytics (res://senior.com.br/analytics/hcm/hrRecruitmentAnalytics) |
Permission resource for theHR view the screenRecruitment and Selection Management Analytics. |
Recruitment and Selection Management > Analytics Recruitment and Selection Management |
The permissions above must be assigned to each of the default roles:
- PaperHCM - Employee - Standard
- :Career and SuccessionContributor - My AnalyticsPerformance ManagementIntegrated notifications from People Management modulesManagement Panel
- PaperHCM - Manager - Stand
- a
- HCM – HR - Default role
- HR - Career and Succession Analytics
- HR - Performance Analytics
- HR - Recruitment and Selection Analytics
Required permissions for each module that is used
- Colabbe - Digital Admission
- Career and Succession Management
- Performance Management
- Recruitment and Selection Management
- Compensation Management
- Point Management
- Moods - Continuous weather survey
- Management Dashboard
- In addition to the above permissions, the Management Panel has some additional settings that affect the display of some Analytics information. These settings are located on the Panels configuration screen, accessed through the menu: Management Panel > Settings >Panels.
Observation
When linking users to HR roles, we recommend that each user only have one HR role. That is, you should avoid linking the same user to more than one HR role.
This recommendation is due to the fact that, if a user is associated with multiple HR roles and there are any conflicting permissions between these roles, the system will only consider setting permissions for one of them, which may cause unpredictable behavior in permissions.
Example:
If a user is associated with rolesHR 1 It is HR 2 and only the paper HR 1 has permission to view a certain Analytics card, it is possible that this user will not be able to see the card data, as the role HR 2 does not have this permission.
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