Create an HCM Exclusion Rule

You can use HCM exclusion rules in person security profiles to exclude some records. For example, you could use an HCM exclusion rule to exclude person records if they're in the HR department or a particular manager hierarchy.

1. Select Navigator > My Client Groups > Workforce Structures.

2. On the Tasks panel tab of the Workforce Structures work area, select Manage HCM Exclusion Rules.

3. On the Manage HCM Exclusion Rules page, click Create.

4. On the Create HCM Exclusion Rule page, give the rule a name and leave Enabled selected.

   Tip: An exclusion rule is ignored in a person security profile if it isn't enabled.

5. In the Exclusion Definition section, select an Exclude By value.

6. If you select a list value, then you list the objects that you want to exclude. Suppose you select Department list. In the Departments section, you:

   1. Click Add.

   2. Select a department to exclude in the Department field.

   3. Click OK.

   To add more departments to the list, just repeat these steps.

7. If you select Department hierarchy, then in the Department Hierarchy section you:

   1. Select the department hierarchy tree in the Tree Name field.

   2. Select the top department in the hierarchy in the Top Department field.

   3. Click OK.

8. If you select HCM position hierarchy, then you select the top position in the Position Hierarchy section.

9. If you select Supervisor hierarchy, then you select the top manager in the Manager Hierarchy section.

   Tip: For all hierarchies, the exclusion rule includes the top node.

10. If you select an attribute value, such as Department attribute, then select values for the Attribute, Operator, and Value fields in the Exclusion Condition section. For example, you could select these values.

    Attribute	Value
    Attribute	Department set
    Operator	Equals
    Value	EMEA Set

    The attributes include some core attributes for the object plus any configured flexfield attributes.

11. Click Save and Close when you're done.

Now that you have an exclusion rule, you can include it in a person security profile when you secure the records by area of responsibility.