Monday, December 15, 2014

POI Security in PeopleSoft

Before you learn what POI security is, you must know how a POI is created and that has been explained in the following article - Adding and Maintaining Person Of Interest in PeopleSoft. Steps explained in Case 2 in the previous article show us how to create a POI without JOB record and we have created one too (EMPLID – ST01ST20).

PeopleSoft HRMS Online Training

Security for POIs without Jobs


Let’s try to supply some more details about this POI through the component “Maintain a Person’s POI Reltn”, this is also called maintaining POI relationship.

Open the component “Maintain a Person’s POI Reltn” (Navigation: Main -> Workforce Administration -> Personal Information -> Organizational relationships -> Maintain a Person’s POI Reltn), Enter the EMPLID – ST01ST20 then click on search. 



Oops, employee doesn’t exist?

The answer would rather be, Employee exists with POI type “AUS – Non Paid Intern” but the user who is trying to access it, doesn’t have access to the POI. It means that PeopleSoft secures POI’s data under the Security Set – PPLPOI (People without Jobs) and corresponding Security Type  hence users who doesn’t have access to this POI type won’t be able to see this POI.


Providing POI Access to Users


    Step 1: Get the permission list for row security tagged to the user from user profile page” (Navigation: Main -> PeopleTools -> Security -> User Profiles-> User Profile).




Step 2: Go to the “Security by Permission list” component (Navigation: Main -> Set Up HRMS > Security > Core Row Level Security > Security by Permission List)
a)      Give the row security permission list copied (Step :1) and open the details.
b)      Navigate to the security set – “PPLPOI” (People without jobs), as you can see below this permission list has access to none of the POI types.

Step 3:  Give the permission list access to the POI type “AUS-Non Paid Intern”

a)      Select the security access type “Person of Interest type” from the first prompt.
b)      Select the POI type (AUS-Non Paid Intern) from the second prompt and click on save.


       Step 4: Verify if the user now has access to the POI which we added (EMPLID – ST01ST20).
a)      Open the “Maintain a Person’s POI Reltn” component for this person (Navigation: Main -> Workforce Administration -> Personal Information -> Organizational relationships -> Maintain a Person’s POI Reltn)
b)      Enter the EMPLID – ST01ST20 and click on search, Now you would get a row for this person.
c)       Click on the row to open the component. 
 Done, access to this POI has been granted to the user.

Security for POIs with Jobs


POIs with JOB record are secured in the same way as EMP and CWR are secured, and it has been explained in other articles in detail. You might also want to visit Peoplesoft Row Level Security Search Records

Maintaining POI Relationships


We maintain the POI relationship through the component “Maintain a Person’s POI Reltn” (Navigation:  Main -> Workforce Administration -> Personal Information -> Organizational relationships -> Maintain a Person’s POI Reltn)
   From this component we can:
1)      Add additional security criteria by assigning the person to one or more business units, locations, or institutions.
To do this, add the corresponding business unit and location access types in the “Data” grid.
 

Now, the following user will have access to this POI:

  User A, who has access to the POI type “AUS-Non Paid Intern”
  User B, who has access to the POI type “AUS-Non Paid Intern” in the business unit “AUS01”
  User C, who has access to the POI type “AUS-Non Paid Intern” in the location “6100”

2)      We can mention the planned exit date for POI and couple of other information’s. 

Once we have mentioned the addition security criteria, we can grant access to the users on this POI at Business unit/Location level instead of POI type. To do this, follow the same steps given earlier in the para   Providing users with access to Person of Interest or POI types”.


As shown above, select security access type - POI Business Unit or POI Location, and depending upon this selection select the other keys (Key1, key2..etc).





You can gain in-depth knowledge on PS Security with a live example. I have a complete session in 6 parts that covers all the aspects of PS Security


Below is the link to videos in YouTube.
PS Security

Click here to see the course contents
Click here to know how it works

However, if you want to save money by purchasing whole module instead of in parts then visit this page to get more details PeopleSoft Functional and technical online training

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