Once you have set up user access to pay planner, you can mange their data access. Access to data depends on the User Group role assigned. The table below outlines what each user group gives access to:
User Group | Data Access |
Admin User | Access to everyone |
Manager User | Report to Manager |
Support User | Based on People Management security access and/or criteria groups. |
For those who have the Support User role, you can then grant additional access to data using criteria groups. This is done by:
Creating criteria groups.
Creating a data access group and assigning the relevant criteria groups.
Assigning users to the data access group.
Create criteria groups
To create or manage the criteria groups you will use, watch the video or follow the steps below:
On the People Management Dashboard, navigate to the Data Centre widget.
Open People Analytics Configuration and click the Data Access tab.
Expand Actions, click Manage Criteria Groups and click Add.
Fill in a name and click OK.
Select a Reference data option from the left-hand menu.
Select the Checkboxes for the relevant criteria.
Click the right arrow to move them to the Assigned column.
Repeat for all required criteria.
Create a data access group
To create a data access group and assign the relevant criteria groups, watch the video or follow the steps below.
On the People Analytics Configuration screen click the Data Access tab.
Expand Actions and click Create a Data Access Group.
Fill in a name and select whether to copy an existing group.
Click OK.
Click Assign Access.
Select the Criteria Groups and click OK.
Assign data access
To assign users to the data access group, watch the video or follow the steps below.
On the People Analytics Configuration screen then click the Data Access tab.
Click Users then select the Checkbox for the relevant user.
Click Assign Access then, select Data Access Group.
Click OK.