Add a Person as Accessing Entity

Explanation

This activity is used to assign an individual person as an additional entity to access a person. Additional Access in the Personal File can be used to enable access to entities other than a person's supervisor. Any person can be assigned as an accessing entity regardless of their company assignments. An access role can be specified for each accessing person.

If only selected employees associated with the accessible person must be accessible to the accessing person, this can be achieved using the Employments list. By default, all employments of the accessible persons will be accessible. This is denoted by the All Employments field being automatically set as 'Yes'. To grant access to selected employees associated with the person, those employees must be manually added in the Employments list. If one or more employees have been added in the Employments list, All Employments will automatically be set to 'No'.

The accessing person can be granted access to the direct subordinates of the accessible person using the Include Access to Direct Subordinates option. Direct subordinates are the subordinates to whom the accessible person is the direct supervisor. However, if the accessing person has only been granted access to selected employees associated with the accessible person (All Employments is set to ‘No’), subordinate access will be disabled.

Additional access can be granted for future supervisors to access their team members before the assignment period has started. This can be done using the New Employment assistant when a Person Supervisor Assignment is being added using the Prior Access From field. Similarly, additional access can be granted for previous supervisors to access their team members after the assignment period has ended. This can be done using the Terminate Employment assistant when Person Supervisor Assignments are being ended using the Direct Supervisor Continuous Access and Indirect Supervisor Continuous Access fields, or when using the Change Assignment assistant to change team/supervisor assignments using the Continuous Access To field.

The default accessible durations for previous and future supervisors can be set in Access For Previous And Future Supervisors in the Access Setup Configuration page.

Prerequisites

System Effects

As a result of this activity, individual persons will be added as additional accessing entities to access a person.