Symptom
Environment
- Compensation
Resolution
Compensation Module, Compensation Administration 2.0, Variable Pay, Role Base permissions
- There are three typical kinds of admins for each customer instance:
- The Super Administrator (sometimes referred to as Super User) can grant other users the right to manage Role-Based Permissions. See Creating a Super Administrator and Assigning Permissions.
- A Security Admin is responsible for managing security through roles and permission groups in the role-based permissions.
- An Admin is any user with access to the Administration Tools.
- Note: The RBP concept assumes that there are just a few users with access to managing role-based permissions per company. You typically really want to keep the number of people able to maintain RBP as limited as possible as there should be no need to update RBP frequently.
Grant the permission to manage Role-Based Permissions
- Go to Administration Tools. In the Manage Employees portlet, click Set User Permissions, then click Manage Role-Based Permission Access.
- Note: Only Super Admins get to see the Manage Role-Based Permission Access link when they log in. Security Admins who are not Super Admins cannot see this link.
- Select Add User.
- Search for and select the employee(s) you'd like to grant permission to.
- .Click Grant Permission.
Commonly Used Roles in Compensation
- The following table lists a few commonly created groups and roles for managing compensation. You can use these roles as a starting point to review with your customer which roles are relevant for their process. Once you decide which roles are relevant for your customer, you can use the steps below to set up the permissions.
Sample Role Name |
Which groups are typically included in this role? |
What is the target population of the role? |
What types of permissions are usually granted to this role? |
Compensation Administrators |
Users that will manage compensation administration |
All employees |
Executive Review Edit Access All Compensation Administration Permissions All reports and dashboards Route Map Management Form Template Management Document Management Manage Users via User Import and User Export* (optional, sometimes customers will keep this permission at a higher super admin level)
|
Direct Managers |
All managers |
The manager's direct reports |
Compensation Management Permission Executive Review Read Access Ad Hoc Reports and dashboards (optional, depending on the organization) |
Executives |
Senior Leadership Team |
Everyone below them in the management hierarchy |
Executive Review Edit Access Ad Hoc Reports and dashboards (optional, depending on the organization) |
HR Business Partners |
Human Resource Professionals |
Everyone in their HR Jurisdiction |
Compensation Management Permission Executive Review Read Access Ad Hoc Reports and dashboards (optional, depending on the organization) |
Grant permissions for compensation administration
- Go to Administration Tools. In the Manage Employees portlet, click Set User Permissions, then Manage Permission Groups.
- Click the relevant group, add the name(s) of your customer's compensation administrator(s) to the group and click Done.
- Go back to Administration Tools. In the Manage Employees portlet, click Set User Permissions, then Manage Permission Roles.
- Click the relevant role and then click Permission.
Under Administrator Permissions, scroll down to Manage Compensation, select the checkboxes as required, and click Done.
- NOTE: Most customers choose to select ALL checkboxes under the Manage Compensation section to allow their administrators the ability to perform any admin task related to compensation.
Keywords
KBA , sf compensation permissions , LOD-SF-CMP , Compensation Management , How To