Restricting Access to Employee Custom Fields
You can control who can access the information in employee custom fields, enabling you to maintain the security of your business information. The access you define determines how it can be accessed both on the record, as well as through search results and reports.
An Employee Access subtab is available on the Custom Entity Field page when the following conditions are met:
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The custom entity field is applied to the employee record, that is, the Employee box on the Applies To subtab is checked.
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The Advanced Employee Permissions feature is enabled.
When the preceding conditions are met, access to the custom field is defined by the configuration on the Employee Access subtab.
When the preceding conditions are not met, access to the field is defined by the configuration on the Access subtab.
To restrict access, edit the custom field record, and click the Employee Access subtab. In the Permissions list, select the appropriate permissions to restrict access to the custom field. Your organization may have custom permissions that you can choose. The standard permissions are:
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Employees and Employee Administration — Uses the restrictions defined on the Role page.
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Employee Confidential — Restricts access to directs reports and below.
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Employee Public — Restricts access to active, nonterminated employees.
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Employee Self — Restricts access to self.
For more information, see Advanced Employee Permissions.
Related Topics
- Creating a Custom Field
- Creating Custom Fields by Type
- Assigning Custom Fields to Specific Record Types
- Behavior of View from Order Only Settings on Transaction Line and Transaction Body Custom Fields
- Setting Display Options for Custom Fields
- Setting Validation and Defaulting Properties
- Setting Sourcing Criteria
- Sourcing and Filtering Examples
- Setting Filtering Criteria
- Dependent Dropdown Lists
- Restricting Access to Custom Fields
- Creating Read-Only Custom Fields
- Adding Translations for Custom Fields
- Adding Custom Fields to Transaction Forms
- Tracking Changes to Custom Fields