How to apply field security to the benefits integration fields

Query

• "hide benefits level field"
• "restrict access to benefits level"
• "who can see benefits level"
• "benefits level not visible to some users"
   

Answer

The HR>Benefits integration adds two fields to Personal Details > Employment details in HR, but the Create Benefits Record field is only visible as part of the Add new employee (workflow) so should not need to be restricted.

The Benefits Level field remains visible once a person record has been added so you may wish to apply field security to restrict this. The field sits in the Integration Employee table. To control who can see or edit it, add it to a field group, then set that field group's access level on the relevant user roles.

How to fix it

• Go to System Configuration > Manage Fields Groups and Fields.
• Either add the Benefits Level field to an existing field group, or create a new field group for it. Select the Integration Employee table and the Benefits Level field, then click Update to save.

• Go to System Configuration > Role Management and open the user role you want to restrict.
• Apply the field group to the role - Own Field Group Security for their own record, Subordinate Field Group Security for people they line manage, or Record & Field Group Security for HR-type roles viewing other records.
• Set the field group's access to Hidden to remove Benefits Level from the page for that role, Read only to show it as greyed out, or Write access to remain editable (subject to overall page permissions)
• Review and confirm the changes.

Related articles

• Security - Field Group Management
• Role management: applying field and record group security
• HR>Benefits integration overview