Self Service: Using Eligibility Profiles to determine access in Employee Self Service

General Requirement - I am trying out a general approach to restricting access to functions by eligibility profile.

For example, let's say we have an organization with 6 grades A,B,C,D,E,F where A is lowest and F is highest. I want to prevent a user from being able to use the Change Grade function in self service is they are grade A, B or C.

Solution:

This is possible using the SSHR Actions eligibility model.

You need to create an eligibility profile for your Change Grade action using the Employment > Grade criteria for grades D, E and F, i.e. not including grades A, B, and C.

This eligibility profile then needs to be attached to a performance plan linked to your SSHR function for Change Grade, this is done in the 'Plan Eligibility' form task flowed from the 'Plan' form.

Note: The Miscellaneous tab in the Plan form is where you enter the SSHR function name for your Change Grade action. You need to ensure Plan Type has an 'Option Type' of 'Personnel Actions'.

Create a Reporting Group with 'Purpose' of 'Personnel Action' and a 'Function' equal to your Change Grade function name. (Note: If you are using one launch point for all your Manager Actions then instead enter that function name here for the launching function from the menu.) In the components section enter the plan name you previously created.

Last step you need to set the system profiles:

HR:Allow use of eligibility for Self Service actions - Yes
HR:Allow processing of ineligible Self Service actions - No
HR:Run BENMNGLE when processing a Self Service action - Yes