Wednesday, April 1, 2020

How to give access to other Users to view the Output of HCM Extract submitted by another User in Oracle HCM Cloud environment


Please follow the below steps to let other Users, view the Output of HCM Extract, submitted by another User :(Option names or some minor changes may happen as per Oracle Release update)

Step 1 : Create a Role from Security Console with the following information :
         a> Navigate to Home --> Tools --> Security Console
         b> Go to "Roles" tab and search for option "Create Role" and click on it.
         c> Provide the Role Name, Role Code. Choose Role Category as 'HCM - Job Roles'.
              Provide Description(optional).
         d> Now click on the "Next" button and go to the next tab named "Function Security Policies".
         e> Under "Function Security Policies" tab, click on the "Add Function Security Policy" button.
              A search popup will appear and search for the Privilege named "View Output Document",
              code "CMK_VIEW_OUTPUT_DOC_PRIV". Now select the Privilege and click on the        
             "Add Privilege to Role" button.
        f> Once the Privilege is added, click on the "Next" button and go to the next tab named
             "Data Security Policies".
       g> Under "Data Security Policies" tab, click on the "Create Data Security Policy" button.
            A popup will appear. Provide a name for the "Policy Name" option. Pass the Start Date
            value. Now click on the search button of "Database Resource" and search for the Database
            Resource named as "Payroll Checklist for Table PAY_CHECKLISTS". Select the Database
            Resource name and click on "OK" button. Set the "Data Set" value as "All values".
            Set the "Actions" as "View Payroll Flow" and click on "OK".
       h> Now continue to go on to the next tabs one by one, clicking on the "Next" buttons and go to
            the last tab called "Summary". Click on "Save and Close" button and create the new Role.

Step 2 : Assign the newly created Role to the required Users.
        a> Navigate to Home --> Tools --> Security Console
        b> Go to "Users" tab and search for the User who needs access to see the required output from
             HCM Extract submitted by other User.
        c> Now open the User and assign the newly created Role to the User.

Step 3 : Set Owner for HCM Extract
        a> Navigate to Home --> My Client Groups --> Data Exchange --> HCM Extracts
        b> Under HCM Extracts, click on the "Refine Extracts" link and the "Payroll Flow Patters"
             section will appear. In the "Flow Pattern" search for the HCM Extract name, we want the
             output to be accessible for.
        c> In the search result select the HCM Extract and click on the "Edit" button. The "Tasks" tab
             will appear. In the "Tasks" tab select the Flow Task Name with the same name as HCM
             Extract name nd click on the "Go to Task" button.
        d> Now the "Task Details" tab will appear and click on the "Next" button.
        e> Now under the "Task Details", the "Owner" section will appear. Choose "Owner Type"
             as "Group"from the Dropdown List. From the "Owner" Dropdown List, choose the Role
             Name which has been created at Step 1.
        f> Submit the changes.

Step 4 : Navigate to Home --> Tools --> Scheduled Processes and submit the Process named
             "Import User and Role Application Security Data". The process run should be completed
             and successful.

Step 5 : Now submit the HCM Extract which has been refined at Step 3. But make sure the HCM
             Extract should be run with an User, who doesn't have assigned the newly created Role at
             Step 1.

Step 6 : Now login with the User, who had the newly created Role assigned to his/her User Profile.
             Navigate to Home --> Payroll --> Checklist and search for the "Payroll Process Flow Name"
             with which the HCM Extract was submitted. Now select the Payroll Process Flow Name
             and navigate to the Task Details page through "Go to Task" button. Now try to see the Output
             from there and the output will be visible for the User having the newly created Role, assigned
             to its User Profile.

 
            

5 comments:

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