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Administrator Guide
Last Updated: 2024-11-01
Restrict Viewing of Funded and Non-Funded Plan Assignments

Restrict Viewing of Funded and Non-Funded Plan Assignments

Security:
  • Set Up: Compensation Security Segments
     domain in the System functional area.
  • Security Configuration
     domain in the System functional area.
You can create security segments that restrict specific compensation plan assignments to specific security groups.
  1. Create the segments that define the plan types and plans to which you want to grant access.
    1. Access the
      Create Compensation Plan Assignment Security Segment
       task.
    2. Select 1 or more funded or non-funded plan types, and for each, 1 or more plans.
      The segment includes all individual plans associated with a plan type.
  2. Create segment-based security groups that you want to associate with the plan assignment segments.
    1. Access the
      Create Security Group
       task.
    2. For
      Type of Tenanted Security Group
      , select
      Segment-Based Security Group
      .
    3. Select the
      Security Groups
       you want to have access to the segment.
    4. In the
      Access Rights
       field, select the segment you created.
  3. Activate any of these domains:
    Self Service: Funded Plan Assignments
    ,
    Self-Service: Non-Funded Plan Assignments
    ,
    Worker Data: Funded Plan Assignments
    , and
    Worker Data: Non-Funded Plan Assignments
    .
    1. Access the
      View Domain
       task.
    2. Select the a
      Domain
      .
    3. From the related actions menu of
      Domain Security Policy
      , select
      Domain Security Policy
      Enable
      .
    4. Select the
      Confirm
       check box.
    5. Repeat steps A - D for all the domains you want to activate.
    6. Access the
      Activate Pending Security Policy Changes
       task and confirm changes.
  4. Add the segment-based security group to the domains you activated in the previous step.
    1. Access the
      View Domain
       task.
    2. Select the
      Domain
      .
    3. From the related actions menu of
      Domain Security Policy
       select
      Domain Security Policy
      Edit Permissions
      .
    4. Add the segment-based security group to the applicable domain or business process security policies.
    5. Delete any role that displays in the list of security groups that is also part of the segment-based security group.
    6. Access the
      Activate Pending Security Policy Changes
       task and confirm changes.
You can only see compensation plan assignments as defined by the security segments on:
  • Event information
  • Compensation history
  • Worker history
  • Worker profile
  • View Plan Assignments
  • View Plan Audits