Add field security in HR

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • You can secure a field on a form so that specific HR users cannot view it.

    Before you begin

    Role required: sn_hr_core.admin, security_admin

    About this task

    Use Access Control (ACL) on a field to secure it.
    Note:
    This example shows how to secure the Ethnicity field on an HR Profile form so users with the HR Manager [hr_manager] role or below cannot view it.

    Procedure

    1. Navigate to All > HR Profile.
    2. Elevate your role to add security_admin.
      Select your login name and select Elevate Roles.Select Elevate Roles from login name.
    3. Check security_admin.
    4. Select OK.
    5. Select an HR profile record to edit.
      It can be any record.
    6. Right-click the Ethnicity field and select Configure Security.
      Reveal the Configure Security field from the HR profile form.
    7. The Security Mechanic menu appears.
      Change the Operation to secure field to read. Operation Secure field on Security Mechanic menu.
    8. Move a role that you want to view the field to the Selected column.
      For example, move sn_hr_core.admin. By selecting read and adding sn_hr_core.admin, any role below this role, cannot read the field. For example, sn_hr_core.manager is below this role and cannot view this field after completing the steps.
    9. Click OK.
      Because HRSM is a scoped application, you have to ensure that you are in the scoped version within the form.
      • Click the Settings Gear icon icon.
      • Select Developer under System Settings.
      • Change Application to Human Resources: Core.Change to scoped version of HR through System Settings.
      • Close the window.