Steps: Set Up Segmented Security for Leave Types
Create leave types.
Restrict members of segment-based security groups to designated leave types so that they can only select specific leave types when:
- Requesting or entering leave of absence.
- Correcting leave events.
- Requesting or entering return from leave of absence.
You can ensure that members of a security group can select all leave types, including types restricted to segment-based security groups. Secure the group directly to the
Access Leave Type (Segmented)
domain.- Access theDomain Security Policies for Functional Areareport .Review the segment-based security groups on theAccess Leave Type (Segmented)domain security policy. This domain enables you to configure access to security segments for leave types.If not already enabled, select from the related actions menu of the security policy for theAccess Leave Type (Segmented)domain in the Time Off and Leave functional area.Security: TheSecurity ActivationandSecurity Configurationdomains in the System functional area.
- Access theCreate Leave Type Security Segmenttask.Create a leave type security segment that defines the group of restricted leave types.In theLeave Typesprompt, select the leave types that comprise the segment.Security:Set Up: Leave of Absencedomain in Time Off and Leave functional area.
- Create a segment-based security group and associate it to the leave type segment.
- In theSecurity Groupsprompt, select the groups that have access to the leave types.
- In theAccess to Segmentsprompt, select the leave type security segments to which members of the specified groups have access.
- Edit Domain Security Policies.
- Add the segment-based security groups to theAccess Leave Type (Segmented)domain in the Time Off and Leave functional area.
- If necessary, remove the security groups from the domain security policy that are also in the segment-based security group.If you don't remove the security groups:
- The domain-level permissions override the segment-based permissions.
- Members of security groups secured directly to the domain can access all leave types.
If theAccess Leave Type (Segmented)domain security policy includes security groups that aren't associated with a leave type segment, Workday doesn't apply any security segment restrictions to users in the security group, even if they're also in a security group that's associated with another leave type segment. Example: Your company has 4 leave types:Adoption,Parental,Maternity, andSabbatical. You configure these segment-based security groups and add them to the domain.Segment-Based Security GroupAccess Leave Type (Segmented) Domain AccessAssociated with a SegmentLeave TypeConsiderationsGroup A - AdministratorsYesNoN/AUsers can access all leave types when correcting leave events, requesting leave of absence, or requesting return from leave of absence. This overrides theGroup B - Employee as Selfsecurity configuration.Group B - Employee as SelfYesYesAdoption,Parental, andMaternity.Users can access only theAdoption,Parental, andMaternityleave types. They can't access theSabbaticalleave type.
When members of the segment-based security groups enter or request leaves of absence, they can only select the leave types that comprise the leave type security segment. The members can also correct only requests with the leave types to which they have security access.
The
All Leave Type Security Segments
report enables you to see the leave types to which segment-based security groups have access.