Defining Responsibility Based Access to Plans

You can provide Compensation Workbench Administrators responsibility based access to plans. By following these steps, you can ensure that administrators view only those plans that are specific to their responsibility.

  1. Open the Compensation Workbench Preferences page.

  2. Scroll down to the Set Plan Security section.

  3. Set the Plan Security option to Yes if you want to provide responsibility based access of plans to administrators.

    After you have set the Compensation Workbench preferences, do the following to map responsibilities to plans:

    1. Using the Compensation Workbench Super Administrator responsibility, open the Compensation Workbench home page.

      Note: You can use the Super Administrator privileges by adding the new sub menu, Compensation Workbench Super Administrator to the responsibility of an administrator.

    2. Click the Plan Security link in the Administration section of the page.

    3. Click the Add Responsibilities button to add responsibilities in the Compensation Workbench Plan and Responsibility mapping page.

    4. Search and select the responsibilities for which you want to grant plan access in the Add Administrator Responsibilities page and click Apply.

    5. In the Compensation Workbench Plan and Responsibility mapping page, add plans to the responsibility by clicking the Add Plans icon.

    6. Select the plans by checking the check box against each plan and click Apply. Confirm your plan selection by clicking the Yes button for the Are you Sure prompt.

      You can add multiple plans to the selected responsibilities.