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 Manage Person Security Profile.
On the Manage Person Security Profiles page, click Create.
In the Basic Details section of the Create Person Security Profile page, give the security profile a name.
In the Area of Responsibility section, select Secure by area of responsibility.
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 Apply exclusion rules in the Exclusion Rules section.
Click the Add Row icon.
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.
Click Next.