HRMS roles determine who can enter and approve data for a given transaction type, such as a position transaction, budget worksheet, or budget reallocation. A user must have an HRMS role in order to work on a transaction. You can assign HRMS roles to users, positions, or transaction templates. You assign roles based on the routing style you define for each transaction type. If the routing style is:

• Routing list or supervisory hierarchy, you assign roles to users

• Position hierarchy, you assign roles to a user's primary position

You can also define HRMS roles as access roles that grant or deny permission to update self-service actions. See Access Roles for Self-Service Actions.

See: Associating HRMS Roles with Users

See: Associating HRMS Roles with Positions

See: Associating HRMS Roles with Role Templates

See: Transaction Type Wizard

Business Group Roles and Global Roles

You can create either business group roles (interacting with one business group) or global roles (interacting with multiple business groups). Once you have saved a role as business group or global, you cannot change it to the other option.

See Global and Business Group Roles

Use the Maintain Roles window to define business group roles.

Use the Maintain Global Roles window to define global roles.

   To define HRMS roles:

1. To define a business group role, choose Roles under Transaction Maintenance in the Navigator.

   To define a global role, choose Global Roles under Transaction Maintenance in the Navigator.

2. Enter a Role Name.

3. Select a Role Type.

   Note: Your implementation can add Role Types for your organization by extending the predefined types of Budget Manager, HR Manager, Line Manager, SSHR Edit Allowed, and SSHR Edit Not Allowed. Using an Application Developer responsibility, in the Lookups window, query PQH_ROLE_TYPE.

   The application automatically enables this HRMS role so that you can begin using it.

4. Save your work.