Tell us what you think

We want to create the best possible experience for our learners. Your feedback helps us to improve the experience for everyone.

Assigning Role-Based Permissions for Compliance Forms

Objective

After completing this lesson, you will be able to assign permissions for compliance settings to the SAP SuccessFactors Onboarding administrator

Role-Based Permissions for Compliance Settings, Forms, and Data

For onboarding participants, such as hiring managers, recruiters, or HR, you need to assign permissions for them to access compliance data or monitor the completion of the compliance forms.

For a complete reference of these permissions, refer to the implementation guide on SAP Help Portal. The compliance forms permissions are listed as part of the Role-Based Permissions for Onboarding and Offboarding Tasks | SAP Help Portal.

The administrator is responsible for managing the compliance settings for the company and can modify the setup of the compliance settings in the system. This is an important role because certain compliance forms have additional settings to configure. For a complete reference of these permissions, see the Role-Based Permissions for Administrators in Onboarding and Offboarding | SAP Help Portal section.

These compliance forms permissions have also been covered in one of the previous units of this course, Assigning Role-Based Permissions in SAP SuccessFactors Onboarding, which focused on Onboarding permissions.

Assign Compliance Configuration Settings to the Onboarding Administrator

An organization can choose to enable, disable, and modify compliance forms behavior as needed. To do so, an identified administrator needs the necessary permissions.

Business Example

The organization wants the Onboarding administrator to have full access to the compliance configuration settings. This will allow the admin to change the different compliance feature settings relevant to the company's onboarding processes.

In this exercise, you will assign all permissions to the Onboarding administrator so that they have access to the compliance settings.

Steps

In Action Search, enter Manage Permission Roles.
From the search results, select Manage Permission Roles to open the Permission Role List.
Select your Onboarding Admin role.
Select Permission....
Navigate to Administrator Permissions and select Onboarding or Offboarding Admin Object Permissions.
Select View and Edit for the following compliance-feature admin object permissions:
- AustraliaSuperannuationConfig
- Compliance Bundle
- ComplianceConfiguration
- ComplianceFormGlobalMetadata
- ComplianceFormMetadataUpgradeDetail
- ComplianceFormUploadMetadata
- ComplianceMetadataSyncDetail
- ComplianceMetadataUpgradeDetail
- EverifyConfig
- FieldMetaOverrideConfiguration
Select Done.
Select Save Changes.

Result

You have now provided permissions to the Onboarding administrator for configuring compliance features in the system.

Next lesson