Access to data in People Analytics depends on a userโs existing People Management data access rights. However, administrators can grant additional access using criteria groups.
Understanding data access
In People Analytics, users have specific data access based on their roles. For instance, consider the following scenarios:
Jane's Access: Jane initially has access to departments A and B in People Management. By employing criteria groups, she is granted additional access to department C. As a result, Jane can now access departments A, B, and C within People Analytics.
John's Access: Initially, John has no access to People Management data. However, by using criteria groups, he gains access to department C. John can now access department C within People Analytics.
To apply additional data access to enhance user access, follow these steps:
Create criteria groups
Create a data acccess group and assign it criteria groups.
Assign users to the data access group.
Criteria Groups
To create and manage criteria groups, follow the steps below in portal.
From the dashboard menu, select People Management.
Click Data Centre.
Beside the People Analytics Configuration, click Open.
Click the Data Access tab then click Actions.
Click Manage Criteria Groups then click Add.
In the Name field, enter a name then click OK.
Select a reference data option from the left-hand menu.
Beside the relevant criteria, select the checkbox.
To move the user to the Assigned column, click the right arrow
icon.
Repeat for all required criteria.
Data access group
To create a data access group, follow the steps below in portal.
From the dashboard menu, select People Management.
Click Data Centre.
Beside the People Analytics Configuration, click Open.
Click the Data Access tab then click Actions.
Click Create a Data Access Group.
In the Group Name field, enter a name.
From the Copy Data Access Group drop down menu, select whether to copy an existing group.
Click OK then click Assign Access.
Select the Criteria Groups then click OK.
Assign data access
To assign users to the data access group, follow the steps below in portal.
From the dashboard menu, select People Management.
Click Data Centre.
Beside the People Analytics Configuration, click Open.
Click the Data Access tab then click Users.
Beside the relevant user, select the checkbox.
Click Assign Access.
Select Data Access Group then click OK.
