How to Group Employees for Access Rights Purposes

When you want grouping employees which can access certain menus, You can do that by following the steps below :

  1. On the Menu Security → Select Eligibility Profiles.
  1. Click the button New to register Eligibility Profiles in the Security menu.
  1. Fill in the section General with the type of Eligibility Profiles you want to display.
NoFeatureInformation
1NameFilled with no Eligibility Profiles.
2DescriptionFilled with description Eligibility Profiles.
3Active• Click Yes, if the Eligibility Profiles type is still active and processed in system.
• Click No, if the Eligibility Profiles type is already in place not active, then the Eligibility Profiles type will be automatic lost in another menu.
  1. In part Criteria, click the button “Add”, then fill in the criteria grouping data for employees who can access certain menus.
NoFeatureInformation
1Active• Click Yes, if the Eligibility Profile details for Security are still there active and processed in system.
• Click No, if the Eligibility Profile details for Security are complete not active, then the detailed Eligibility Profile data for Security will be automatic lost in another menu.
2NameFilled no Eligibility Profile for Security employees.
3Marital StatusFilled with details marital status which will be included in the Eligibility Profile.
4AgeFilled with details age which will be included in the Eligibility Profile.
5Location GroupFilled with details Location Group which will be included in the Eligibility Profile, in the form of LOV.
6Job FamilyFilled with details Job Family which will be included in the Eligibility Profile, in the form of LOV.
7Organization LevelFilled with details Organization Level which will be included in the Eligibility Profile, in the form of LOV.
8Position LevelFilled with details Position Level which will be included in the Eligibility Profile, in the form of LOV.
9GradeFilled with details Grade which will be included in the Eligibility Profile, in the form of LOV.
10Employment TypeFilled with details Employment Type which will be included in the Eligibility Profile, in the form of LOV.
11GenderFilled with details gender which will be included in the Eligibility Profile, in the form of LOV.
12ReligionFilled with details religion which will be included in the Eligibility Profile, in the form of LOV.
13CompanyFilled with details Company which will be included in the Eligibility Profile, in the form of LOV.
14LocationFilled with details Location which will be included in the Eligibility Profile, in the form of LOV.
15JobFilled with details Job which will be included in the Eligibility Profile, in the form of LOV.
16OrganizationFilled with details Organization which will be included in the Eligibility Profile, in the form of LOV.
17PositionFilled with details Position which will be included in the Eligibility Profile, in the form of LOV.
18Length of ServicesFilled with details minimum working hours Eligible employees are included in the Eligibility Profile, in the form of LOV.
19PayrollFilled with details Payroll which will be included in the Eligibility Profile, in the form of LOV.

Do save with a click button “Save Changes” in the detailed Criteria section first, then continue by filling in the other complete Eligibility Profiles data.

  1. If you have entered all the Eligibility Profiles information, then the final step is to do it save with a click button “Submit” at the very bottom of the Eligibility Profiles page.

Read Also :
– How to Register Access Rights for Certain Roles
– How to Determine Employee/User Access Rights