Position Based Security

Create two different Org Unit

Steps to create Organisation Unit

T - PPOME

Under Corporate I will be creating two different Org Units

1) SALES UNIT

2) PAYROLL UNIT

On the above screen Select Corporate and click on create as shown below

Click Is Line Supervisor of

At the bottom of the screen provide the Basic Data

Save

Same steps for creating Org Payroll Unit

Now we have created two Org Units as shown below

Now I will be creating positions in two Org units

Steps to create a position -

Name of the Position Sales Rep

T - PPOME

Select the Org Unit (SALES UNIT) click create

We get the below popup

Click Incorporates

We can now see that the new position is created as shown below for which we have to give the Basic Data

Populated Basic Data as shown below

Save

Now create new position Payroll Rep in Payroll Unit following the above steps.

In the above screen Staffing Status is not assigned which means the position is vacant

Now create 2 users sales and payroll and assign to respective positions

Steps to assign users to positions

T - PPOME

Expand User

click Search Term Search for the user which we want to assign to position

I am assigning User sales to position Sales Rep

Select the User as shown

Drag it to the position

Click Yes

We can see that the user sales is assign to Position Sales Rep

In the above screen that the Staffing Status is now C Vacancy Occupied

Now assign user PAYROLL to position Payroll Rep following the same steps

Save

We have two users assigned to two different Positions in two different Org Units

ROLE assignment to the Position

*****First time Role assignment to the position*****

T - PFCG

CHANGE Mode

User Tab

Click Organizational Mgmt

Click Create Assignment

Select Position and click OK

OK

select the position from the list

Click

Now we can see that the indirect Role assignment has been done

In the above screen Reconciliation of Indirect user assignment is required Click or

Back

Click Yes

Current initial screen of user SALES

Execute the below Jobs

Current initial screen for user SALES

Now if a New Employee joins in the same position as Sales Rep

Steps to copy a position

T - PPOME

Select the position which we want to copy and click on

We get the below popup in which we can give the

1) Number of copies of position to be created2) Start Date and End Date

Now we can see a new position is created as a copy of Sales Rep

In the above step it's just the position which has been copied to give the same access execute the below jobs in the system

New Employee is assigned to the same new position which is the copy of existing position

I have created and assign user SALES1 to the new position

Initial screen of User SALES1

Execute the jobs

Current Screen

If user sales1 is also working on position sales rep

Current Initial Screen of sales1

Execute Jobs

Current Initial Screen

When an employee changes its position to another

User Sales changed from Position of Sales Rep to Payroll Rep

Jobs Executed

Current Screen