4Enabling Basic Data Access for Abstract Roles
This chapter contains the following:
Why You Assign Security Profiles to Abstract Roles
These abstract roles are predefined in Oracle HCM Cloud:
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Employee
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Contingent Worker
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Line Manager
Users with these roles can sign in and open application pages. However, they have no automatic access to data. For example, employees can open the Directory but their searches return no results. Line managers can access My Team functions but can't see data for their organizations. To enable basic HCM data access for users with abstract roles, you assign security profiles directly to those roles.
Predefined Security Profiles to Assign to Abstract Roles
This table identifies the predefined security profiles that you can assign directly to the Employee, Line Manager, and Contingent Worker abstract roles.
Security Profile Type | Employee | Contingent Worker | Line Manager |
---|---|---|---|
Person |
View Own Record |
View Own Record |
View Manager Hierarchy |
Public person |
View All Workers |
View All Workers |
View All Workers |
Organization |
View All Organizations |
View All Organizations |
View All Organizations |
Position |
View All Positions |
View All Positions |
View All Positions |
Legislative data group |
View All Legislative Data Groups |
View All Legislative Data Groups |
View All Legislative Data Groups |
Country |
View All Countries |
View All Countries |
View All Countries |
Document type |
View All Document Types |
View All Document Types |
View All Document Types |
Payroll |
Not applicable |
Not applicable |
View All Payrolls |
Payroll flow |
Not applicable |
Not applicable |
View All Flows |
After implementation, you may want to change aspects of this data access. For example, you may want to create your own security profiles and assign those directly to abstract roles.
HCM Data Roles
Users who have abstract roles are likely to gain additional data access from the HCM data roles that you define for their job roles. For example, you may create an HCM data role for benefits representatives to access person records in a legal employer. Such data access is in addition to any access provided by abstract roles.
Assign Security Profiles to Abstract Roles
In this example, you learn how to assign predefined security profiles to abstract roles during implementation. You perform this task to enable basic data access for the predefined Employee, Contingent Worker, and Line Manager roles.
Search for the Employee Abstract Role
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Sign in as the TechAdmin user or another user with the IT Security Manager job role or privileges.
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In the Setup and Maintenance work area, go to the following for your offering:
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Functional Area: Users and Security
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Task: Assign Security Profiles to Role
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On the Manage Data Roles and Security Profiles page, enter Employee in the Role field. Click Search.
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In the Search Results section, select the predefined Employee role and click Edit.
Assign Security Profiles to the Employee Abstract Role
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On the Edit Data Role: Role Details page, click Next.
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On the Edit Data Role: Security Criteria page, select the security profiles shown in the following table. You may see a subset of these security profiles, depending on the combination of cloud services that you're implementing.
Field Value Organization Security Profile
View All Organizations
Position Security Profile
View All Positions
Country Security Profile
View All Countries
LDG Security Profile
View All Legislative Data Groups
Person Security Profile (Person section)
View Own Record
Person Security Profile (Public Person section)
View All Workers
Document Type Security Profile
View All Document Types
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Click Review.
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On the Edit Data Role: Review page, click Submit.
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On the Manage Data Roles and Security Profiles page, search again for the predefined Employee role.
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In the Search Results region, confirm that the Assigned icon appears in the Security Profiles column for the Employee role.
The Assigned icon, a check mark, confirms that security profiles are assigned to the role.
Repeat the steps in Searching for the Employee Abstract Role and Assigning Security Profiles to the Employee Abstract Role for the predefined Contingent Worker role.
Search for the Line Manager Abstract Role
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On the Manage Data Roles and Security Profiles page, enter Line Manager in the Role field. Click Search.
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In the Search Results section, select the predefined Line Manager role and click Edit.
Assign Security Profiles to the Line Manager Abstract Role
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On the Edit Data Role: Role Details page, click Next.
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On the Edit Data Role: Security Criteria page, select the security profiles shown in the following table. You may see a subset of these security profiles, depending on the combination of cloud services that you're implementing.
Field Value Organization Security Profile
View All Organizations
Position Security Profile
View All Positions
Country Security Profile
View All Countries
LDG Security Profile
View All Legislative Data Groups
Person Security Profile (Person section)
View Manager Hierarchy
Person Security Profile (Public Person section)
View All Workers
Document Type Security Profile
View All Document Types
Payroll
View All Payrolls
Payroll Flow
View All Flows
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Click Review.
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On the Edit Data Role: Review page, click Submit
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On the Manage Data Roles and Security Profiles page, search again for the predefined Line Manager role.
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In the search results, confirm that the Assigned icon appears in the Security Profiles column for the Line Manager role.
The Assigned icon confirms that security profiles are assigned to the role.