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Administrator Guide
Last Updated: 2023-06-23
Example: Control Visibility of Earning and Deduction Results

Example: Control Visibility of Earning and Deduction Results

This example illustrates how to enable users outside of payroll to view the results of selected earnings and deductions.
Users outside of payroll want to view the results of selected earnings and deductions:
  • The benefits administrator and the benefits partner want to view dental, medical, and vision deductions for employees.
  • Managers want to view the base pay, hourly pay, and overtime pay for employees in their organization.
You can only apply segmented security to custom reports based on these segmented data sources:
  • Earning/Deduction Payroll Balances for Organization
  • Earning/Deduction Payroll Balances for Worker
  • Earning/Deduction Payroll Results for Organization (As of Sub Period End Date)
  • Earning/Deduction Payroll Results for Organization, Worker, Period and Date Range (As of Sub Period End Date)
  • Earning/Deduction Payroll Results for Worker (As of Sub Period End Date)
Create 2 deductions named
Dental
 and
Medical
.
Create 3 earnings named
Base Pay
,
Hourly Pay
, and
Overtime Pay
.
Security:
  • Set Up: Payroll (Calculations - Payroll Specific)
     domain in the Core Payroll functional area.
  • Security Configuration
     domain in the System functional area.
  1. Access the
    Create Pay Component Security Segment
     task and enter these values:
    Option
    Value
    Name
    Benefits View
    Pay Component
    Dental
    Medical
  2. Access the
    Create Pay Component Security Segment
     task and enter these values:
    Option
    Value
    Name
    Manager View
    Pay Component
    Base Pay
    Hourly Pay
    Overtime Pay
  3. Access the
    Create Security Group
     task and enter these values:
    Option
    Value
    Type of Tenanted Security Group
    Segment-Based Security Group
    Name
    Benefits Visibility
    Security Groups
    Benefits Administrator
    Benefits Partner
    Access to Segments
    Benefits View
  4. Access the
    Create Security Group
     task and enter these values:
    Option
    Value
    Type of Tenanted Security Group
    Segment-Based Security Group
    Name
    Managers Visibility
    Security Groups
    Manager
    Access to Segments
    Manager View
  5. Update your security policies to grant the security groups that aren't segment-based to access payroll results reports.
    1. Access the
      Domain Security Policies for Functional Area
       report.
    2. Edit permissions for the
      Reports: Pay Calculation Results (Results - Reports based on Pay Component Security)
       domain in the Core Payroll functional area.
    3. In the
      Security Groups
       field on the
      Report/Task Permissions
       grid, select
      Benefits Administrator
      ,
      Benefits Partner
      , and
      Manager
      .
    4. Select the
      View
       check box.
  6. Update your security policies to make the results of the selected earnings and deductions visible.
    1. Access the
      Domain Security Policies for Functional Area
       report.
    2. Edit permissions for the
      Reports: Pay Calculation Results (Results - Security based on Pay Component Security)
       domain in the Core Payroll functional area.
    3. In the
      Security Groups
       field in the
      Report/Task Permissions
       grid, select
      Benefits Visibility
      , and
      Managers Visibility
      .
    4. Select the
      View
       check box.
  7. Activate Pending Security Policy Changes.
The benefits administrator and benefits partner can view pay results for the dental and medical deductions. They only see results for:
  • Reports that are secured to the
    Reports: Pay Calculation Results (Results - Reports based on Pay Component Security)
     domain.
  • Workers that they have security to view.
  • Deductions or earnings in the pay component security segment.
Managers can view the base pay, hourly pay, and overtime pay for the employees that they're responsible for.
The
View Earning
 and
View Deduction
 reports include a tab listing the pay component security segments an earning or deduction belongs to.
Use the
All Pay Components Security Segments
 report to view the pay component security segments you created.