Workforce Reporting Security
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Workforce Reporting Security
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Workforce Reporting enables structured, ad hoc analysis of workforce planning dimensions and measures. Workforce Reporting is integrated into the application as a Reporting Area, allowing you to report on employee-specific compensation and other financial dimensions.
The following describes the ways in which Workforce Reporting security can be applied across various application features, to secure your reports and data.
Dimension and Scenario Security
Workforce Reporting inherits the Dimension Security applied to the Financial Reporting Area, for dimensions such as Company, Department, Project, etc.
Data is filtered according to user privileges for dimensions. You can also activate dimension security for each user by navigating to Maintenance > Reports > Dimension Security > Dimension Security Setup and assigning users to specific reporting areas.
You can also apply Dimension Security so that Scenario Security is honored in the Workforce Reporting Area by navigating to Maintenance > Reports > Dimension Security > Dimension Security Configuration and selecting Copy Scenario Security to Report Security.
Budget Entity Security
Data displayed in Workforce Reports is controlled using Budget Entity security, as configured via Maintenance > Admin > User & Role Management > Security Options (icon in the header) > Approval Role Setup page.Template Access Security
HR data is displayed in Workforce Reports only if the user has access to Workforce Planning for a given budget entity. To provide Workforce Planning access for an employee:Navigate to Maintenance > WFP > Workforce Planning Setup. The Employees page appears.
Select the Budget Entity you want to provide access to.
Click Add and enter user information, and then click the Save icon.
Reports Security
You can provide security to users and user groups for Workforce Reports by navigating to Maintenance > Admin > User & Role Management > User, selecting a user from the list, then clicking Security Options (icon in the header) > Report Access.Security Example
The following table lists example security settings for a user John Doe—approval role, scenario access, and so forth—with a navigation path to the page where the settings are located:
In this example, with these settings, Workforce Reporting security is honored for Dynamic Reports, for the given scenarios and budget entities, in the following ways:
For Budget 2017 Scenario:
- 1000-HQ-Exec —John Doe cannot access any employee data as the Approval Role on this Budget Entity does not have the HR Template mapped.
- 1000-HQ-MKTG —John Doe can access Salaries and Bonuses data for all employees for this Scenario and Budget entity combination. However, he cannot view Non-Cash Stock Compensations and Benefits for the employees.
- 1000-HQ-HR —John Doe cannot access any employee data as HR template mapping does not exist for this Scenario and Budget entity combination.
For Forecast 2017 Scenario :
- 1000-HQ-MKTG —John Doe cannot access any employee data, even though HR Template is mapped to the given Scenario and Budget Entity combination, because he does not have access to the Forecast 2017 scenario.
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