1. Employee Management
  2. Employees
  3. SuitePeople Workforce Management
  4. Workforce Management Setup Guide
  5. Installing Workforce Management
  6. Assigning the SuitePeople WFM Integration Role

Assigning the SuitePeople WFM Integration Role

After the bundle has been installed, ensure the SuitePeople WFM Integration role is available to the user who will be setting up the integration.

To assign the SuitePeople WFM Integration role:

  1. As an Administrator, go to List > Employees > Employees.

  2. Click Edit next to the name of the employee for whom you want to set up access.

  3. Click the Access tab.

  4. On the Roles subtab, assign the SuitePeople WFM Integration role.

    Note:

    If you are using Infinet Cloud Payroll, add the Payroll Administrator-Unlocked role for ICS and ensure that all subsidiaries are selected.

  5. Click Add.

  6. Click Save.

Assigning WFM Permissions to Roles

If you need to provide WFM SuiteApp access to existing roles, assign the required permissions to the roles. Add WFM permissions to roles that are not the Employee Center Role.

If needed, assign WFM permissions to the following roles:

  • HR -HR Manager

  • PRL -Payroll Manager

To assign WFM permissions to roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Beside the role that require permissions, click Edit.

  3. On the Permissions subtab, click the Setup subtab.

  4. From the Permissions list, add the following permissions with their corresponding levels.

    Permission

    Level

    REST Web Services

    Full

    Log in using OAuth 2.0 Access Tokens

    Full

  5. Click Save.

To continue setting up WFM, see Deploying User Event Scripts in NetSuite.

General Notices