question Re: How can an agent manage HR templates? in HRSD forum

How can an agent manage HR templates?

miro2 — Fri, 19 Jan 2024 13:40:59 GMT

Hi,

I found out that HR agents must have the sn_hr_le.activity_writer role if they want to access and edit HR templates. I found an ACL in the HR Core scope that says that if a user has the above role and the owning group field is not empty, they are able to edit HR templates.

I'm wondering about is that this role comes from the LE scope, and I don't see a similar role in the HR Core scope.

What do you think? Is it the right way to give HR agents the sn_hr_le.activity_writer role to edit hr templates or should I consider another approach?

ACL

canEditTemplate function

canEditTemplate: function(template) { var roles = new hr_Utils(); // if a life cycle admin, can edit regardless of owning group var isHrAdmin = roles.checkUserHasRole('sn_hr_core.admin'); if (isHrAdmin) return true; // if not an activity writer, then cannot edit, regardless of owning group var isActivityWriter = roles.checkUserHasRole('sn_hr_le.activity_writer'); if (!isActivityWriter) return false; // has activity writer, but must be in group too if (template.owning_group) { var grGroups = new GlideRecord('sys_user_grmember'); grGroups.addQuery('user', gs.getUserID()); grGroups.addQuery('group', template.getValue('owning_group')); grGroups.query(); var isMemberOf = grGroups.next(); return isMemberOf; } return template.isNewRecord(); },

Manage HR Template module - when users have above role, they can see this module

Re: How can an agent manage HR templates?

Anil Lande — Fri, 19 Jan 2024 14:11:29 GMT

Hi,

Having only ' sn_hr_le.activity_writer' is not sufficient to edit HR Templates. Users with role 'sn_hr_le.activity_writer' can only edit templates where user is member of the group which is populated in owned by field on template.

Basically, HR Admin is basic role required to create/edit HR Templates. 'sn_hr_le.activity_writer' can edit specific templates associated with their group.

Re: How can an agent manage HR templates?

miro2 — Fri, 19 Jan 2024 14:30:45 GMT

Hi @Anil Lande

"Having only ' sn_hr_le.activity_writer' is not sufficient to edit HR Templates. Users with role 'sn_hr_le.activity_writer' can only edit templates where user is member of the group which is populated in owned by field on template." ---> that's what I'm trying to achieve, maybe I missed that information in my post.

I already have a group that will be managing some particular HR templates, and in HR Template will use Owning group field populated with this group.

I want to allow members of that group to manage (edit) those templates only.

As far as I understand this role (sn_hr_le.activity_writer) is required to have in Group, if I want to allow agents to edit templates, correct?

Re: How can an agent manage HR templates?

Anil Lande — Fri, 19 Jan 2024 14:39:37 GMT

Yes, the user need to have this role.

Not necessary to assign this role to that group. if user inherit this particular role from nay other group then users can edit HR Template. You can add this role to Owned By group to allow all users in that group to be able to edit HR templates.

Re: How can an agent manage HR templates?

miro2 — Fri, 19 Jan 2024 14:53:46 GMT

Hi @Anil Lande
I'm not sure what I mean by "You can add this role to Owned By group to allow all users in that group to be able to edit HR templates." ---> Isn't the same as adding a role to the group I already created, and then members of that group be able to edit templates?

Re: How can an agent manage HR templates?

Anil Lande — Fri, 19 Jan 2024 15:05:49 GMT

Yes, thats what I mean.

Add the role to group you already created.

Re: How can an agent manage HR templates?

miro2 — Fri, 19 Jan 2024 15:40:36 GMT

@Anil Lande
Do you know why sn_hr_le.activity_writer is in the LE scope?

Even the 'Manage HR Template' module is under LE. Why it's not under HR Administration module.
And can I used it in HR Core scope, with having any conflicts?

Re: How can an agent manage HR templates?

Anil Lande — Fri, 19 Jan 2024 17:33:35 GMT

Hello @miro2 ,

As per OOB configuration users with 'sn_hr_core.admin' can edit HR Templates. I can see two modules on my PDI and that is accessible to 'sn_hr_core.admin'.

As you know Lifecycle Events is separate plugin and not mandatory. However they introduced additional role as part of Lifecycle Event application enabled managing HR Templates for this new role.

So the module under Lifecycle event is accessible to users having role "sn_hr_le.activity_writer" if Lifecycle Event is installed. Otherwise only HR admin (sn_hr_core.admin) can manager HR templates.