Human Capital Management - senior X - User Manual > Module roles and permissions > Career and Succession
Roles and permissions - Career and Succession Management
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
.
Career and Succession Management Permissions
Importante
- Para este módulo, os papéis e os usuários deverão ser criados e atribuídos em: Gestão de Pessoas > Painel de Gestão > Configurações > Administração dos papéis. Somente após a criação do papel é que as permissões devem ser configuradas na tela de Gestão dos Papéis. Atenção: os papéis alterados ou criados em Gestão dos papéis, por sua vez, não são replicados para o Administração dos papéis;
- Quando o recurso associado a uma tela é desabilitado para um papel, esse papel não poderá ver o menu e nem acessar a tela.
Analytics and management dashboards
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Important
For Analytics cards to be displayed correctly, in addition to releasing the resources listed below, you must also configure the general Analytics permissions.
Domain/Service:analytics / hcm
Employee (My Analytics)
| Resource name | Permission description | Associated path |
|---|---|---|
| Employee - My Analytics - Career Plan (res://senior.com.br/analytics/hcm/career/employee/myCareerPlan) |
Permission resource for the employee to view the card Career Plan. | Analytics > My Analytics |
| Employee - My Analytics - Succession Plan (res://senior.com.br/analytics/hcm/career/employee/successionPlan) |
Permission resource for the employee to view the card Succession plan. | Analytics > My Analytics |
Manager (Team Analytics)
| Resource name | Permission description | Associated path |
|---|---|---|
| Team Analytics - Career - Key position occupied by the leader (res://senior.com.br/analytics/hcm/career/manager/workstationKeyPosition) |
Permission resource for the manager to view the card of Summary of key team positions. | Analytics > Team Analytics > Career > Key Positions Summary |
| Manager - Team Analytics - My Leader - Career plan (res://senior.com.br/analytics/hcm/career/employee/employeeCareerPlan) |
Permission resource for the manager to view the card Career path. | Analytics > Team Analytics > Team > Led > Actions > Access Analytics |
| Manager - Team Analytics - Readiness level of succession candidates (res://senior.com.br/analytics/hcm/career/manager/readinessLevelSummary) |
Permission resource for the manager to view the card Readiness level of succession candidates. | Analytics > Team Analytics > Career |
| Manager - Team Analytics - Team Career Plan (res://senior.com.br/analytics/hcm/career/manager/careerAndSuccession) |
Permission resource for the manager to view the card Team career plan. | Analytics > Team Analytics > Career |
| Manager - Team Analytics - Summary of Key Positions (res://senior.com.br/analytics/hcm/career/manager/workstationKeyPositionSummary) |
Permission resource for the manager to view the card Summary of key positions. | Analytics > Team Analytics > Career |
| Manager - Team Analytics - Risk of losing the team (res://senior.com.br/analytics/hcm/career/manager/workstationRiskSummary) |
Permission resource for the manager to view the card Risk of losing the team. | Analytics > Team Analytics > Career |
Domain/Service:hcm / career_succession
HR
| Resource name | Permission description | Associated path |
|---|---|---|
| HR - Menu - Career and succession analytics (res://senior.com.br/hcm/career_succession/hrCareerSuccessionAnalytics) |
Permission resource for the HR to view the menu Career and succession analytics. | Career and Succession > Career and Succession Analytics |
Potential assessments
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Domain/Service:hcm / performance_management
| Resource name | Permission description | Associated path |
|---|---|---|
| HR - Menu - Registrations - Assessment cycles
(res://senior.com.br/hcm/performance_management/register/cycleManagement) |
Permission resource for the HR to view the menu Assessment cycles. | Performance management > Registrations > Assessment cycles |
| HR - Maintenance of performance management assessments (res://senior.com.br/hcm/performance_management/management/appraisalManagement) |
Permission resource for the HR to view the menus:
This feature also allows manipulating assessments, depending on the actions that are enabled. |
Performance management > Competencies > Assessments by organization competency Performance management > Maintenance > Maintenance of assessments by competencies Performance management > Maintenance > Maintenance of results assessments Career and Succession > Maintenance of potential assessments |
Domain/Service:hcm / career
| Resource name | Permission description | Associated path |
|---|---|---|
| HR - Potential assessment (res://senior.com.br/hcm/career/entities/employeeTalentAppraisal) |
Permission resource for the HR to view records of potential assessments on the assessment maintenance screen. | Career and Succession > Maintenance of potential assessments |
| HR - Cycle (res://senior.com.br/hcm/career/entities/employeeapraisalcycle) |
Permission resource for the HR to use the filter of Cycle, on the assessment maintenance screen. | Career and Succession > Maintenance of potential assessments |
| HR - Company (res://senior.com.br/hcm/career/entities/company) |
Permission resource for the HR to use the filters of Company and Establishment (Branch), on the assessment maintenance screen. | Career and Succession > Maintenance of potential assessments |
Career
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Domain/Service:hcm / career
| Resource name | Permission description | Associated path |
|---|---|---|
| Employee - Job Positions
(res://senior.com.br/hcm/career/entities/jobposition) |
Permission resources for the employee to add and edit job positions on My career plan. | Career and Succession > Career Plan > My Career Plan |
| Employee - Menu
(res://senior.com.br/hcm/career/entities/employee) |
Permission resources for the employee to view the menu My career plan. | Career and Succession > Career Plan > My Career Plan |
| HR - Menu - Compliance by job position
(res://senior.com.br/hcm/career/entities/jobposition) |
Permission resources for the HR to view the menu Dashboard Career Tracks. | Career and Succession > Career Tracks Dashboard |
| HR - Menu - Registrations - Job position experience (res://senior.com.br/hcm/career/entities/careerjobpositionexperience) |
Permission resource for the HR to view and manage requirement time experience of the positions. | Career and Succession > Registrations > Job position requirements |
| HR - Menu - Records - Project history (res://senior.com.br/hcm/career/entities/project) |
Permission resource for the HR to view and manage the project history in job requirements. | Career and Succession > Registrations > Job position requirements |
| HR - Menu - Registrations - Weight of requirements by job position
(res://senior.com.br/hcm/career/entities/careerjobpositionrequirementweight) |
Permission resources for the HR to view and manage the weights in job requirements. | Career and Succession > Registrations > Job position requirements |
| HR - Menu - Records - Organization project (res://senior.com.br/hcm/career/entities/companyproject) |
Permission resources for the HR to view the menu Company project. | Career and Succession > Company project |
| HR - Menu - Registrations - Job Position Projects (res://senior.com.br/hcm/career/entities/companyprojectJobposition) |
Permission resource for the HR to view and manage requirement projects of the positions. | Career and Succession > Registrations > Job position requirements |
| HR - Menu - Career Position (res://senior.com.br/hcm/career/entities/careerjobposition) |
Permission resource for the HR to view the table information of the positions that are used by the Succession process screens. | Tables that are used to present information in various screens of the Career process |
| HR - Menu - Cost Center (res://senior.com.br/hcm/career/entities/costcenter) |
Permission resource for the HR to view the table information of the cost centers that are used by the Succession process screens. | |
| HR - Menu - Department (res://senior.com.br/hcm/career/entities/department) |
Permission resource for the HR to view the table information of the departments that are used by the Succession process screens. | |
| HR - Menu - Company (res://senior.com.br/hcm/career/entities/company) |
Permission resource for the HR to view the table information of the companies that are used by the Succession process screens. | |
| HR - Menu - Person (res://senior.com.br/hcm/career/entities/person) |
Permission resource for the HR to view the table information of the People that are used by the Succession process screens. | |
| HR - Menu - Job position track (res://senior.com.br/hcm/career/entities/jobpositionsequence) |
Permission resource for the HR to view the table information of the job position tracks that are used by the Succession process screens. | |
| HR - Menu - Career track (res://senior.com.br/hcm/career/entities/careerpath) |
Permission resource for the HR to view the table information of the career tracks that are used by the Succession process screens. | |
| HR - Menu - Shift (res://senior.com.br/hcm/career/entities/workshift) |
Permission resource for the HR to view the table information of the shifts that are used by the Succession process screens. | |
| HR - Job position requirements (res://senior.com.br/hcm/career/entities/jobpositionrequirement) |
Permission resources for the HR to view the menu Job position requirements. | Career and Succession > Registrations > Job position requirements |
| Manager - Permission to view the 'Compare' button
(res://senior.com.br/hcm/career_succession/teamSuccessionPlanCompareButton) |
Resource that enables the button Compare for the manager, allowing them to make comparisons between employees of the company. |
Succession Plan > Team Succession Plan > Arrow to visit employee succession plan Succession Plan > Organization Succession Plan > Arrow to visit Employee Succession Plan Analytics > Team Analytics > Rank as Key Position Analytics > Team Analytics > Add Succession Candidate > After adding, a team screen that has rank as a key position will open again, which directing you to the screen with the button Employee Profile > Key Position Quadrant > Detail Button > Screen that has the Compare button |
Domain/Service:hcm / career_succession
| Resource name | Permission description | Associated path |
|---|---|---|
| Employee - Menu - Career plan - Career map (res://senior.com.br/hcm/career_succession/careerMap) |
Permission resource for the employee to view the menu My career map. | Career and Succession > Career Planning > My Career Map |
| Employee - Menu - Career plan - My career plan (res://senior.com.br/hcm/career_succession/myCareerPlan) |
Permission resource for the employee to view the menu My career plan. | Career and Succession > Career Plan > My Career Plan |
| Employee - Menu - Career plan - My career questionnaire (res://senior.com.br/hcm/career_succession/myCareerQuestionnaire) |
Permission resource for the employee to view the menu My career quiz. | Career and Succession > Career Planning > My Career Quiz |
| Manager - Menu - Career Plan - Team Career Plan (res://senior.com.br/hcm/career_succession/teamCareerPlan) |
Permission resource for the manager to view the card Team career plan. | Career and Succession > Career planning > Team career planning |
| HR - Menu - Registration - Career Questionnaire (res://senior.com.br/hcm/career_succession/careerQuestionnaire) |
Permission resource for the HR to view the menu Career Questionnaire. | Career and Succession > Registrations > Career Questionnaire |
| HR - Menu - Registrations - Organization's career paths
(res://senior.com.br/hcm/career_succession/careerTrail) |
Permission resource for the HR to view the menu Organization career paths. | Career and Succession > Registrations > Organizational career tracks |
Talent pools
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Domain/Service:hcm / career
| Resource name | Permission description | Associated path |
|---|---|---|
| Manager - Menu - Registrations - Team Talent Group (res://senior.com.br/hcm/career_succession/teamTalentPoolList) |
Permission resource for the manager to view the card Team talent pool. | Career and Succession > Registrations > Team talent pool |
| HR - Menu - Registrations - Group of talents of the organization
(res://senior.com.br/hcm/career_succession/hrTalentPoolList) |
Permission resource for the HR to view the menu Organization talent pool. | Career and Succession > Registrations > Organization's talent pool |
Succession
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Domain/Service:hcm / career_succession
| Resource name | Permission description | Associated path |
|---|---|---|
| Employee - Menu - Succession plan - My succession plan (res://senior.com.br/hcm/career_succession/mySuccessionPlan) |
Permission resource for the employee to view the menu My succession plan. | Career and Succession > Succession Planning > My Succession Plan |
| Manager - Menu - Succession Plan - Team Succession Plan (res://senior.com.br/hcm/career_succession/teamSuccessionPlan) |
Permission resource for the manager to view the card Team succession plan. | Career and Succession > Succession Planning > Team Succession Planning |
| HR - Menu - Succession Plan - Organization Succession Plan (res://senior.com.br/hcm/career_succession/hrSuccessionPlan) |
Permission resource for the HR to view the menu Organization's succession plan. | Career and Succession > Succession Plan > Organization Succession Plan |
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