Managing Compensation Items Access and Visibility with the Workforce User Access Tab

The User Access tab in the Workforce Planning Setup is where the Admin users manage and control the visibility of compensation items for other Admin and End users. 

This feature enables you to hide any sensitive information such as salary or benefits and also ensures that the hidden compensation items are not visible on various pages and reports including the Employees tab (Admin and End users), Employee Add/Edit pages, Employee report, all Views, Dynamic reports, Report sets, Standard reports, and the Customize Roster page.

Once the Workforce User Access tab is enabled for you from the Approval Role Setup screen, here's how this functionality works:

1. Go to Maintenance > Workforce Planning Setup, and click the User Access tab. This tab is available within the Workforce Planning UI.
2. Select the required compensation item from the Compensation Item drop-down menu. 
3. Click Apply to proceed.
   
4. Select the user for whom you want to modify the permissions. You can also search using the search field.
5. Select from the following options from the list under the Permissions column:
   • Read: Allows users to view information for the selected compensation item.
   • Hide: Hides the information for the selected compensation item, and then users cannot view any information related to that compensation item.
     
     Notes:

     • The Hide option hides the compensation item from the Employees tab (only for Admin and End users), Employee Add/Edit pages, Employee report, All Views and Dynamic reports, Report sets, Standard reports, and the Customize Roster page.
     • Hiding the Salary Wages compensation item will hide the Annual Salary, Hours, Hourly Wage, and Salary Class compensation details. This option also disables users from adding new employees to the Workforce Planning template because salary items are mandatory to add a new employee.
   • Edit: Allows users to edit information for the selected compensation item.
     
6. You can use the Select Bulk Actions field to modify permissions to multiple users at one go. All you need to do is, select the users that you want to update the permissions for, click Select Bulk Actions, and then select any of the options, Read, Hide, and Edit.
   
7. Click Save.
   You can navigate to the Cloud Scheduler and check the status of the job. An email is also sent to you confirming the job’s status.
   After you have saved the compensation items, the updated permissions are reflected in the Workforce Planning reports across all scenarios.
   
   Note:

   You can select multiple compensation items and permissions for multiple users. After you have set the permissions for a compensation item, they are applicable across all scenarios if the same compensation item exists in those scenarios.
   
   Now, let's see a use case for this:
   Suppose User 1 has Read permission for the Bonus compensation and has Edit permission for the Allowance compensation. So, when the admin selects the Bonus and Allowance compensations from the Compensation Items list box and then clicks Apply, the permission for User 1 is displayed as Multiple because User 1 has different permissions for the Bonus and Allowance compensations.
   
8. Click the Export icon on the User Access tab to export the user access permission details.
   
   In the Export dialog box, you can choose to export all permissions, only edit permissions, only read permissions, or only hide permissions for users.
   
   
9. Click Reset to clear the current selection and make new selections.
   
   Note:

   If Workforce Analytics(workforce cube) has been enabled for an application, to view the compensation items list on the User Access tab, Admin users must publish the compensation items on the Compensation Items tab.