Configure Custom Views of People Information

People Information shows all employee information that is available, including from an external system of record (SOR) or another HR system. As a result, people who can access People Information may see more information — such as wage or other sensitive records — than they need for their job. Also, they could edit that information.

To create a custom, filtered view of People Information that shows only targeted information that a person needs, configure access to the information and create a custom tile A container that provides navigation or action from its summary view. for the person's home page The page that is presented to the user upon login, which contains the tiles that let the user access or navigate to common tasks..

The tile links to the custom view which is addressable from a uniform resource locator (URL).

Configure the access control points (ACP) for the function access profiles (FAP) so that the custom view shows only the following limited or restricted sets of employee information, or shows the information but does not allow the person to edit:

  1. Click Tap Main Menu  > Administration > Application Setup > Access Profiles > Function Access Profiles. 
  2. Create or edit a profile.
  3. From Function, select the employee information as follows:
    • Override wage and work rules:

      Select Everyone > Wages. Select Edit or View.

      Note: See the Everyone ACPs topic.

    • Skills and certifications:

      Select Manager—Common Setup > People Editor > Scheduling Group Assembles employees who share schedules or any other work characteristics. > Skills & Certifications view. Select Allowed as needed for Skills on a person and Certifications on a person.

      Note: See the Manager - Common Setup ACPs topic.

    • Manager role assignments:

      Select Manager—Common Setup > People Editor > Timekeeping Group > Manager Role - General view. Select Allowed as needed for Add or View.

    • Employee preferences for availability, days off, hours each week, types of shift:

      Select Manager—Common Setup > People Editor > Scheduling Group > Employee Preferences. Select Allowed as needed for Edit or View.

    • Employee job preferences:

      Select Manager—Common Setup > People Editor > Timekeeping Group > Job Preference and Scheduling Context. Select Allowed as needed for Edit or View.

  4. Click Tap Save & Return.
  5. Make sure that the access profiles are associated with the relevant people:
    1. Click Tap Main Menu . Select Maintenance > People Information. Select a person.
    2. In Employee, select Access Profiles.
    3. Select the Function Access Profile.
    4. Click Tap Save .
  6. Repeat for other people.

Configure custom tiles to show the version of People Information that shows a limited set of employee information.

  1. Click Tap Main Menu  > Administration > Application Setup > Common Setup > Custom Tiles.
  2. Create, edit, or remove a tile as follows:
    • Click Tap Create . Enter a Name.

      Example: Enter Addressable People Record.

    • Select a tile. Click Tap Edit . In Save Changes to, select one of the following:
      • Save changes everywhere that the named entity is used — Save the changes to all installations of the current tile.
      • Save as a new named entity — Save the changes as a new tile.
    • Select a tile. Click Tap Delete . Click Tap Yes to confirm.
  3. Enter a Label for the top of the tile.
  4. In Tile Type, select Internal URL.
  5. Complete the following:
    1. URL: Enter one of the following relative paths to the internal resource:

      /managePeople#/managePeople?ctxt=OverrideWageandWorkRule

      /managePeople#/managePeople?ctxt=SkillsandCerts

      /managePeople#/managePeople?ctxt=ManagerRoleAssignments

      /managePeople#/managePeople?ctxt=EmpPreferences

      /managePeople#/managePeople?ctxt=JobPreferences

    2. URL Text: Enter user-friendly text to show instead of the URL.
    3. Description: (Optional) Enter a description of the tile.
  6. Click Tap Save.
  7. Repeat for another custom tile.
  1. Confirm that the home page is assigned to the person's display profile as follows:

    See the Assign a Home Page to a Display Profile topic.

    1. Click Tap Main Menu > Administration > Application Setup > Display Preferences > Display Profiles.
    2. Select the display profile and click Edit .
    3. Check the Home Page drop-down list.
    4. Click Tap Cancel or Save.
  2. Add the custom tiles to the home pages of the people who need to see the People Information as follows:

    See the Edit a Home page topic.

    1. Click Tap Main Menu > Administration > Application Setup > Display Preferences > Information Access > Home Page Management.
    2. Select the home page and click Edit .
    3. Enter a Name.
    4. (Optional) Enter a Description.
    5. (Optional) Select Wallpaper to display a default wallpaper background.
    6. In Tiles, click tap the custom tiles to add to the home page.

    7. Current Assigned shows the selected tiles. To change the order of tiles on the home page, click tap Re-Order Selection.

    8. Click Tap Save.
  3. Log in as the person and make sure that you see the custom tile on the home page. Click Tap the link to the custom view of People Information.
  4. Repeat for other people.