How You Share Information With an External Recipient

Use the Share Personal Info action when you need to give an external person access to your data.

For example, you may want to share selected information with an external person or organization to complete a mortgage.

A user with the Employee or Contingent Worker role can share their own personal information. A user with the Line Manager or Human Resource Specialist role can share personal information on behalf of a person who reports to them or available to them through their person security profile.

To share information with an external person, include the recipient’s email address and specify the number of days until the access expires. You choose the specific attributes to share. For example, for a mortgage application you may decide to share your hire date and salary.

You can share information only from the primary assignment of the primary work relationship. If there are multiple records for citizenship or legislation, you can only share only one. The recipient receives a notification that includes a link that allows them to view the shared information. When personal information is shared, it’s available until expiration or until it’s revoked. You can view the attributes that are shared or revoke a recipient’s access by returning to the Share Personal Info action.