Setting Up Security for PeopleSoft HelpDesk for HR
Data permission security for PeopleSoft HelpDesk for HR works the same way as it does for all of HCM. The HelpDesk agents using PeopleSoft HelpDesk for HR must be have access to data in order to view it on the 360 Degree View page.
Agent Levels and Permissions
There are three levels of HR HelpDesk Agents in the CRM database – Level 1, Level 2 and Level 3. Level 1 and Level 2 Agents cannot access certain HCM pages through the Action Links. Besides, the Level 1 Agent can only view the HCM pages but cannot make changes. The following table shows the pages that each agent can access in HCM database.
|
Action Links |
Level 1 Agent |
Level 2 Agent |
Level 3 Agent |
|---|---|---|---|
|
HCM – Personal Information |
No |
Yes |
Yes |
|
HCM – Emergency Contact |
Yes |
Yes |
Yes |
|
HCM – Job Summary |
Yes |
Yes |
Yes |
|
HCM – Job Data Information |
Yes |
Yes |
Yes |
|
Benefits – Benefits Summary |
Yes |
Yes |
Yes |
|
Benefits – Dependent Benefits |
No |
Yes |
Yes |
|
Benefits – Disability Plans |
Yes |
Yes |
Yes |
|
Benefits – Enroll In Benefits |
No |
Yes |
Yes |
|
Benefits – FSA Plans |
Yes |
Yes |
Yes |
|
Benefits – Health Plans |
Yes |
Yes |
Yes |
|
Benefits – Leave Plans |
Yes |
Yes |
Yes |
|
Benefits – Life/ADD Plans |
Yes |
Yes |
Yes |
|
Benefits – Pension Plans |
Yes |
Yes |
Yes |
|
Benefits – Retirement Plans |
Yes |
Yes |
Yes |
|
Benefits – Savings Plans |
Yes |
Yes |
Yes |
|
Benefits – Vacation Plans |
Yes |
Yes |
Yes |
|
Payroll – Direct Deposit – US |
No |
Yes |
Yes |
|
Payroll – Direct Deposit – USF |
No |
Yes |
Yes |
|
Payroll – General Deduct - US |
No |
No |
Yes |
|
Payroll – General Deduct – USF |
No |
No |
Yes |
|
Payroll – Paycheck – US |
Yes |
Yes |
Yes |
|
Payroll – Paycheck – USF |
Yes |
Yes |
Yes |
|
Payroll – Paysheet – US |
No |
No |
Yes |
|
Payroll – Paysheet – USF |
No |
No |
Yes |
|
Payroll – Savings Bond – US |
Yes |
Yes |
Yes |
|
Payroll – Tax Data – US |
No |
No |
Yes |
|
Payroll – Tax Data – USF |
No |
No |
Yes |
|
Stock – Stock Activity |
No |
Yes |
Yes |
|
Stock – Stock Exercise |
No |
Yes |
Yes |
|
Training – Course Enrollment |
No |
Yes |
Yes |
|
Training – Training Summary |
Yes |
Yes |
Yes |