What role to be given to managers who are end users in human resource scoped application for Kingston release?

[Madhu mukherjee]

Hi Team,

I am new to Human Resource Scoped Application. Currently managers do not have any role in the system. They are just an end user with ess access. Now we want all the mangers must be able to access and approve cases in the portal and also be able to delegate task/cases to other managers. What role should be given to mangers in that case? Please guide. 

I understand to be able to delegate task, we need to add 'role_delegator' role, to read and access case I need to give 'sn_hr_core.case_reader' role, so in that case do we need to create a new role? or is there any out of the box role specially available for managers in human resource scoped application? in that what n all thing I need to keep updating ? Do I need to spend some time in acls as well?

Initially we decided to give sn_hr_core_manager role but this will give too many module access to the user in the platform which also we do not want. my version is Kingston and we have enabled one property 'glide.service_portal.user_criteria_enabled' to prefer user criteria instead of roles.

Any help would be appreciated.

[Rob Sestito]

Hello,

I think you can accomplish pretty much what you want, but given the mangers sn_hr_core_basic to start. This will come with other regular roles in order for them to have CRUD (create, read, update, delete) against hr cases/tasks. Another role you can probably give them to use is sn_hr_core.Assignment Group Manager. But I think this more so comes in handy if you are using HR Assignment groups. If you are, I suggest using that for one of their roles. We tied in a Reopen UI Action to this role for our assignment group managers. That way, if someone on their team needs to work on a Case they closed more, it can be reopened.

As long as someone has the sn_hr_core_basic role, they can create HR Cases/HR Tasks, and assign them to any group and or person without the delegator role. Just giving the hr core basic role, allows you to leave out case reader / delegator roles.

The system also already has many ACLs wrapped where they need to be - however if you need to adjust certain accesses based on certain roles, then yes you may have to spend some time with configuring certain ACLs. But careful, those things can be tricky.

I hope this helps!

-Rob

[Madhu mukherjee]

Thanks Rob. But do I need to give approver_user role to avoid licensing issue later. As they are manager, they need tapprove many cases/tasks. So do I need to give 'approver_user' role seperately or is that already included in 'sn_hr_core.basic' role ? Also our clients have denied to give 'sn_hr_core.basic' role to those end users ? In that case, will 'sn_hr_core.reader'  will do the job ?

Moreover Rob, I could not find any sn_hr_core.Assignment Group Manager role in my instance..What to do?

[Rob Sestito · Accepted solution]

So yes, approver_user does come with fees, so you may not actually want to take those on to use. Here is what is automatically is given to a user when they are granted the HR Basic Role (no approver is not included):

Even some of these roles have others associated with them. So like I said, this role would give plenty of access to start with, if someone is going to be a manger to approve work from Cases/Tasks. If you have the Human Resources Scope application plugin on, I am concerned as to why you are unable to give that role to users? That does not makes sense to me - you are definitely using the HR Application right?

I also misspoke about Assignment Group Manager role (very sorry about that). I actually created that role specially for users who will be managers within the system. For Example, if you have an HR Assignment Group, you can assign someone to be the manager of that group (it's not mandatory). But when you do this, then you can tie a role like sn_hr_core.Assignment Group Manager to them. Then use that role to give them other access points.

For our instance, when a group manager has sn_hr_core.Assignment Group Manager role assigned to them, I may have certain UI Actions that look to that role. So if I granted you sn_hr_core.Assignment Group Manager role to your user account, when you go into an HR Case, you will see different UI Actions on the form, than the assigned to would.

My best example would be within the Employee Relations Assignment Group. Their Case's processes are a bit different than a regular HR Case would go. An HR Agent in that group may have an investigation case, and when they are done working it and need to resolve it, they click a UI Action 'Resolve Investigation'. This moves the investigation case to Awaiting Acceptance state. Now the Assigned To can still go into the Case if they need, but only an "approver" can completely Complete the Case. So we tied the sn_hr_core.Assignment Group Manager role that I created in our instance to a UI Action called 'Approve Investigation'. And only the approver with that role, can see that UI Action in order to close the case completely.

I know my example seems a bit long, but I just wanted to try and explain some things you can do in order to get managers to approve work within the system. So this could be something you build in a non-production instance and see how it works.

I truly hope this helped you in some form - please let me know if you have any other questions and I can try to help.

Thanks,

-Rob

[Madhu mukherjee]

Hi Rob, 

Thanks a bunch for helping me in getting a clue how to start with. 

I will try your steps and get back.

Thanks & Regards,

Madhurima