1. Employee Management
  2. Employees
  3. Employee Onboarding and Offboarding Plans
  4. Setting Up Onboarding and Offboarding Plans
  5. Granting Onboarding/Offboarding Permissions for Custom Roles

Granting Onboarding/Offboarding Permissions for Custom Roles

Standard Chief People Officer (CPO) and HR Generalist (HRG) roles get all permissions by default. You can then create custom versions of these roles and assign them to employees for SuiteApp access.

Onboarding/Offboarding Plans Permissions

To give access to custom roles that aren't created based on standard CPO or HRG roles, add these permissions manually:

Custom Record

Level

Restrict

Onboarding/Offboarding Plan

Full

–

Onboarding/Offboarding Plan Task

Full

–

Onboarding/Offboarding Template

Full

–

Onboarding/Offboarding Template Task

Full

–

Onboarding/Offboarding Task

Edit

Viewing and Editing

To give a role permissions:

  1. Log in as an Administrator.

  2. Go to Setup > Users/Roles > User Management > Manage Roles.

  3. On the Manage Roles page, select a role.

    • Click Edit to add permissions to a custom role.

    • Click Customize to create a custom role from a standard role.

  4. On the Role page, look for the Permissions subtab, then click the Custom Record subtab.

  5. Select a permission from the list.

  6. Select the level of access and restrictions for the permission.

  7. Click Add

  8. Repeat steps 5 to 7 for each permission you want to add.

  9. Click Save.

Guidelines for Granting Permissions for Custom Roles

  • When the SuiteApp is upgraded or fixed, only standard roles get the updates. You'll need to manually push updates to custom roles.

  • If you made custom CPO and HRG roles before you installed the SuiteApp, you must manually add permissions to these custom roles.

For more information about setting permissions for a role, see Setting Permissions.

Change in Custom Scripts Using the Full Access Role

Note:

The Full Access role has been deprecated. For more information, see Full Access Role (Deprecated).

Starting with Onboarding/Offboarding Plans version 1.02.1, custom scripts included in the SuiteApp run using the Administrator role. If you're upgrading to this version, update your script deployments to run as Administrator.

To update your script deployments:

  1. Go to Customization > Scripting > Script Deployments.

  2. Find the following OOP scripts and click Edit.

    • OC Assignee Task UE

    • OC Employee UE

    • OC Checklist Access Su

    • OC Checklist Su

    • OC Onboarding Checklist UE

    • OC Onboarding Template Checklist UE

  3. On the Execute as Role list, select Administrator.

  4. Click Save.

To continue setting up the SuiteApp, see Setting Form Preferences.

Related Topics

General Notices