Create Custom Access for users to see People data

The Custom Access feature in Pequity allows administrators to tailor People View access for team members based on specific needs. This feature provides more control over which users can view or edit People Views for columns and specific employees.

Step 1: Setting Up Custom Access

• Go to the Settings Page: In Pequity, navigate to the Team Member Settings Page.
• Team Members Section: Under the Team Members section, you will see a button labeled Custom Access next to the List.

Step 2: Adding Custom Access

• Click on "Add Custom Access": As an admin, you can create custom access for your team members by clicking on the Add Custom Access button.

• Enter Custom Access Name: In the prompt that appears, enter a name for the custom access you are creating. This name should be descriptive to help identify the role or access level.
  
  

Step 3: Select Permission Level

You can choose from several options in the View Permission dropdown to define the level of access for your team members. The available options are:

Manager Access

The Manager Access view is designed for managers to view and edit the People Data of employees who directly report to them or fall within their team. This permission allows managers to effectively manage and update the information of their direct reports. However, managers cannot access the data of employees outside their team, ensuring that they can only manage and view information relevant to their direct reports.

Key Features:

• View and Edit Data: Managers can view and make updates to key employee information, such as compensation, job titles, and performance data, for those who directly report to them.
• Limited Access: Managers do not have visibility into the People Data of employees who are outside their team or do not report directly to them. This ensures privacy and limits access to only relevant information.
• Real-Time Management: This access enables managers to keep their team’s data current, allowing for efficient HR processes and team management.

Org Access

The Org Access view is designed for users to view and edit the People Data of employees within their specific organization. This permission allows users to effectively manage and update the information of individuals who belong to their organization. However, users do not have access to the data of employees outside their organization, ensuring that they can only manage and view information relevant to their direct team or department.

Key Features:

• View and Edit Data: Users can view and make changes to the People Data of employees who are within their organization.
• Restricted Access: Users cannot access data for employees outside their organization, ensuring privacy and focused management of their specific group.
• Efficient Management: This access helps users to keep the information within their organization up to date, enabling streamlined and accurate data management.

Duplicate User Access

The Duplicate User Access feature allows you to duplicate an existing user’s permissions for another user. This functionality makes it easier to assign similar access rights to a new user without needing to manually configure each permission from scratch.

When you use the Duplicate User Access feature, the permissions of the original user are copied to the new user. This means the new user will inherit all the same access rights and permissions as the original user. However, please note that any future changes made to the original user's permissions will not affect the duplicated user’s permissions. The permissions are duplicated as they were at the time of the duplication.

Key Features:

• Quickly Replicate Permissions: Duplicate an existing user’s permissions to save time and avoid reconfiguring access for users with similar roles.
• Independence of Permissions: After duplication, changes to the original user's permissions will not impact the duplicated user’s permissions, ensuring they remain as configured at the time of duplication.
• Efficiency in User Management: Great for organizations that need to assign similar access to multiple users without manually adjusting each permission setting.

Configurable Access

The Configurable Access feature allows you to select specific employees who users will have access to view and edit on the People Data Page. This flexible permission setting is designed to provide tailored access, ensuring that users can only manage and interact with the data that is relevant to their role or responsibilities.

With Configurable Access, you can customize the visibility and edit permissions of employee data on the People Data Page. By selecting specific employees, you can restrict access to sensitive or non-relevant data, allowing users to focus only on the employees they need to manage or support. This ensures a more secure and organized way of handling employee data.

Key Features:

• Tailored Permission Settings: Assign access to specific employees, ensuring that users only see the data they need to perform their role.
• Granular Control: Allows for detailed control over who can view and edit which employee records, reducing the risk of unauthorized access to sensitive information.
• Flexible Grouping: Ideal for organizations with multiple departments or teams, enabling users to focus on a select group of employees without the need for broad access.

Step 4: Customize Column Access

This feature allows Administrators to have more control over which columns team members can view and edit on the People Data page.

• Column Selection: Within the Columns section, you can choose which columns your team members will be able to view and edit.
  • Pre-Selected Columns: Columns like EID, Employee Name, First Name, Last Name, Job Family, Job Family Group, Level, and Location are automatically pre-selected and users will have access to these by default.
• Editability: You can also specify which columns are viewable or editable, depending on the role of the user.

Step 5: Assign Custom access in Pequity Team Members Settings

To assign the desired custom access to a user, go to your Team Members page. Select the user you would like to grant the appropriate view access to, then choose the desired option from the dropdown menu in the "People" column.

 

Step 6: Check & Confirm Employees a User can see!