Granting Onboarding/Offboarding Permissions for Custom Roles
Standard Chief People Officer (CPO) and HR Generalist (HRG) roles receive the complete set of permissions by default. You can then create custom instances of these roles and assign them to employees to give them access to the SuiteApp.
Onboarding/Offboarding Plans Permissions
To grant access to custom roles that were not created from standard CPO or HRG roles, you must manually add the following permissions:
|
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 grant permissions to a role:
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Log in as an Administrator
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Go to Setup > Users/Roles > User Management > Manage Roles
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On the Manage Roles page, choose a role.
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Click Edit to add permissions to a custom role.
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Click Customize to create a custom role from a standard role.
-
-
On the Role page, look for the Permissions subtab. Click the Custom Record subtab.
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Select a permission from the list.
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Select the level of access and restrictions for the permission.
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Click Add
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Repeat Step 5 to 7 for each permission that you need to add.
-
Click Save.
Guidelines for Granting Permissions for Custom Roles
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When the SuiteApp is upgraded or fixed, only the standard roles can receive the updates. You must manually push incoming updates to custom instances of these roles.
-
If you created 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
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. For existing users upgrading to version 1.02.1, you should update the script deployments to run as Administrator.
To update your script deployments:
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Go to Customization > Scripting > Script Deployments.
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Locate the following OOP scripts and click the corresponding Edit link.
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OC Assignee Task UE
-
OC Employee UE
-
OC Checklist Access Su
-
OC Checklist Su
-
OC Onboarding Checklist UE
-
OC Onboarding Template Checklist UE
-
-
On the Execute as Role list, select Administrator.
-
Click Save.
To continue setting up the SuiteApp, see Setting Form Preferences.