User Permission based on Hierarchy

Question:

How to configure User Permissions, so that an Employee can view his Expense Claims, and also of ones who report to him/her?

Answer:

In the Employee master, for each Employee, you can define who he/she reports to. Based on the Reports To defined, the Employee hierarchy is built as well.

Employee Hierarchy

Also, once a User is linked with the Employee, it creates a User Permission as follows. As per this User Permission, Employee will be allowed to review his/her own document created in the HR module + the document which are created for Employees reporting to him/her.

As per this configuration, when an Expense Claim is being created by the User reporting to Hugh Jackman, it will also be accessible to Hugh Jackman as well.

Related Topics

  1. Role and Role Profile

  2. Role Based Permissions

  3. User Permissions

On this page