Select the Add Employee Access button to add or deny access to individual employees using the Employee Search criteria. Click on the Advanced button to open additional employee search criteria options.
- After entering values in the selected fields, click on the Search button. The results are listed below the search screen.
- By default, the boxes to the left of each record are checked to select all records. Additional searches with different filter options can be run to add to the selected record results set.
- To de-select one or more record, click on the box to the left of the record to remove the check mark. To de-select all records in a specific search result set, click on the box above the search results to remove all check marks.
- Click on the folder to the left of one of the employee records to load all the selected records.
All selected employee records are added to the Individual Employee Assignments list with a default access level of Grant.
- To deny access to one or more employees, click on the expand arrow to open the record and change the Classification field to Deny.
The Add Emp - Org Unit Access button opens a screen to assign the access level for the users. Users are either given access (Grant) to employees in specific organization units or are not allowed access (Deny).
To grant access to a specific organization unit and all organization units below it, click on the Add Emp - Org Unit Access button. Enter the values in the organization unit fields to that level. In the Classification field, select Grant from the drop down menu. The system allows Pass Through access for all parent structure levels above the organization unit set to Grant, so the user can retrieve the lower organization unit options. In the following example, the user is automatically given Pass Through access to structure levels 1-2 so that he or she can retrieve the Level 3 structure option of "SJH". Click on the Save button.
- To grant access to employees in all organization structure levels, click on the Add Emp - Org Unit Access button, but do not enter information in any of the organization unit fields. Click on the Save button.
To remove access from a single organization unit, click on the Add Emp - Org Unit Access button and enter the values in the organization unit fields down to that organization unit level. In the Classification field, select Deny from the drop down menu. Click on the Save button.