Set Up Limited Access HR Requests

Sparkrock 365 includes a limited access HR requests feature. This feature allows an HR department manager to create and view HR requests, but restricts them from processing the requests. To process HR requests, a user must have full access.

Limited access HR requests setup

To start using the limited access HR requests feature, you must perform some setup. The following sections include information about how to setup limited access HR requests.

Set up limited access profiles for HR management

The Limited Access Profiles page is a key setup that identifies which limited access controls are used for specific role centers. The default profiles are loaded automatically on new application installations and when creating a company.

To set up a limited access profile for HR management

  1. Choose Lightbulb that opens the Tell Me feature., enter limited access profiles, and then choose the related link.

    The Limited Access Profiles page opens.

    1. Confirm that there is a record with a Profile Type of HR Management in the list.

    The HR Management profile is the role center profile that is used for limited access HR requests.

Set up limited access application areas for HR management

Limited access application areas are available for HR management at the company and user group levels. The following application areas are available:

  • Basic HR

  • HR Requests

  • Payroll

These application areas control the fields and actions that are available for limited access users.

For more information about how to set up application areas, see Set Up Application Areas.

Set up HR reason codes for limited access users

On the HR Reason Codes page, the Available for Limited Access field determines which HR reason codes can be used by limited access users.

To set up HR reason codes for limited access users

  1. On the Human Resources Manager role center, choose Lightbulb that opens the Tell Me feature., enter hr reason codes, and then choose the related link.

    The HR Reason Codes page opens.

  2. For all HR reason codes that you want to be available for limited access users, select the Available for Limited Access checkbox.

Set up account sets for limited access HR management users

On the Accounts Sets page, the Available on Limited Access HR field determines which account sets can be used by limited access HR management users.

To set up account sets for limited access HR management users

  1. On the Human Resources Manager role center, choose Lightbulb that opens the Tell Me feature., enter account sets, and then choose the related link.

    The Account Sets page opens.

  2. For all account sets that you want to be available for limited access HR management users, select the Available on Limited Access HR checkbox.

Set up user groups for limited access HR requests

On the User Groups page, there are settings that determine how limited access HR request data is filtered for a user group.

Also, there are settings that determine which application area setups apply to a user group. These setups are intended to allow application areas to be hidden for a specific user group.

The company level application area setup must be turned on to allow application areas to be used for a particular user group. For example, if Payroll is turned off on the company level and turned on for a user group, the application area is not displayed because the company level setting overrides the user group setting.

To set up user groups for limited access HR requests

  1. Choose Lightbulb that opens the Tell Me feature., enter user groups, and then choose the related link.

    The User Groups page opens.

  2. Depending on whether you want to create a user group or use an existing user group, perform one of the following steps:

    • New User Group: To create a user group, on the action bar, choose New, and then specify values for the Code, Name, and Default Profile fields as required.
    • Existing User Group: To use an existing user group, select a user group from the list.

  3. To specify that users which are assigned to this user group are restricted to only view employees who report to them, select the Apply Reports to Filter to Employees checkbox.

  4. To specify that users which are assigned to this user group are restricted to only view positions who report to them, select the Apply Reports to Filter to Positions checkbox.

  5. To specify that users which are assigned to this user group are restricted to only view documents that they created or a user who reports to them created, select the Apply Reports to Filter to HR Requests checkbox.

  6. To perform the user group application area setup, ensure that the limited access user group you want to update is selected, and then on the action bar, choose User Group Application Area Setup.

    The User Group Application Area Setup page opens.

  7. On the HR Management FastTab, in the Limited Access section, turn on all limited access application areas that are to be used for this specific user group.

See also

HR Department Manager
Limited Access HR Request Pages
Set Up HR Requests

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