Create the Person Security Profile

Usually, you secure access to person records by either manager hierarchy or area of responsibility. This topic describes how to create the person security profile.

Note:

If you're going to use area of responsibility, then the employees who need to access person records must have areas of responsibility defined. Let's say that your human resource specialists manage person records for a country. They must have an area of responsibility, such as human resources representative, for that country.

Create the Person Security Profile

Select Navigator > My Client Groups > Workforce Structures.
On the Tasks panel tab of the Workforce Structures work area, select Person Security Profiles.
On the Person Security Profiles page, click Add.
On the Securing method page, select Area of responsibility as the criterion and select Continue.
On the Profile definition page, give the security profile a name and description.
In the Area of responsibility section, select a Responsibility Type value. For example, select Benefits representative or Union representative.
Select a Scope of Responsibility value.

You can select a single value, such as Department or Job. Or, you can select a combined value, such as Business unit and job or Legal employer and location.

Note:
The Country scope of responsibility means the country of the legal employer, not the country where the employee assignment is based.
Update the worker type selections as needed. For example, to give access to just employee records, deselect all values except Employees.
So far, in the Area of Responsibility section you've identified some person records. To exclude some of those records from the security profile, select the Apply exclusion rules checkbox.
Select Add.

Select an exclusion rule.

Tip:
Make sure that the rule is enabled. It has no effect if it's disabled.

You can add up to three exclusion rules.
If required, you can also provide a custom criteria by selecting the Secure by custom criteria checkbox.
Select Continue to go to the Profile predicate page.
Select Continue to go to the Preview access page. Select the user name from the drop-down list to preview. Select Submit.