Provision Abstract Roles to Users Automatically

Provisioning the Employee, Contingent Worker, and Line Manager abstract roles automatically to users is efficient, as most users have at least one of these roles. It also ensures that users have basic access to functions and data when they first sign in.

Provision the Employee Role Automatically to Employees

  1. Sign in as the TechAdmin user or another user with the IT Security Manager (ORA_FND_IT_SECURITY_MANAGER_JOB) job role or privileges.

  2. In the Setup and Maintenance work area, go to the following for your offering:

    • Functional Area: Users and Security

    • Task: Manage Role Provisioning Rules

  3. In the Search Results section of the Manage Role Mappings page, click the Create icon. The Create Role Mapping page opens.

  4. In the Mapping Name field, enter Employee.

  5. Complete the fields in the Conditions section of the Create Role Mapping page as shown in the following table.

    Field

    Value

    System Person Type

    Employee

    HR Assignment Status

    Active

  6. In the Associated Roles section of the Create Role Mapping page, add a row.

  7. In the Role Name field of the Associated Roles section, click Search.

  8. In the Search and Select dialog box, enter Employee in the Role Name field and click Search.

  9. Select Employee in the search results and click OK.

  10. If Autoprovision isn't selected automatically, then select it. Ensure that the Requestable and Self-Requestable options aren't selected.

  11. Click Save and Close.

Provision the Contingent Worker Role Automatically to Contingent Workers

Repeat the steps in Provisioning the Employee Role Automatically to Employees, with the following changes:

  • In step 4, enter Contingent Worker as the mapping name.

  • In step 5, set System Person Type to Contingent Worker.

  • In steps 8 and 9, search for and select the Contingent Worker role.

Provision the Line Manager Role Automatically to Line Managers

  1. In the Search Results section of the Manage Role Mappings page, click the Create icon. The Create Role Mapping page opens.

  2. In the Mapping Name field, enter Line Manager.

  3. Complete the fields in the Conditions section of the Create Role Mapping page as shown in the following table.

    Field

    Value

    System Person Type

    Employee

    HR Assignment Status

    Active

    Manager with Reports

    Yes

    Tip: Setting Manager with Reports to Yes is the same as setting Manager Type to Line Manager. You don't need both values.
  4. In the Associated Roles section of the Create Role Mapping page, add a row.

  5. In the Role Name field of the Associated Roles section, click Search.

  6. In the Search and Select dialog box, enter Line Manager in the Role Name field and click Search.

  7. Select Line Manager in the search results and click OK.

  8. If Autoprovision isn't selected automatically, then select it. Ensure that the Requestable and Self-Requestable options aren't selected.

  9. Click Save and Close.

  10. On the Manage Role Mappings page, click Done.

To provision the line manager role automatically to contingent workers, follow these steps to create an additional role mapping. In step 2, use a unique mapping name (for example, Contingent Worker Line Manager). In step 3, set System Person Type to Contingent Worker.