Planning for Employee Level Security Setup

If your company is using the Employee Level Security for payroll, all employees in your company must be grouped into a number of selection lists. These lists can be broken down into other lists.

Selection List Examples

This example shows how all employees in your company could be grouped into the selection lists to be used with Employee Level Security.

CA. All employees in the California offices

CAS. All employees in the southern CA division

CASEXEC. All executives, southern CA

CASSALES. All sales staff, southern CA

CASREG. All regular employees (not executive or sales), southern CA

CASREG01. All development department employees, southern CA

CASREG02. All testing department employees, southern CA

CAN. Same pattern for the northern CA division

As this example shows, an employee who is on the CASREG01 selection list is also on all of the lists above that list. A lower-level list can contain only employees in the lists above it in the hierarchy.

Lower level selection lists must include ONLY the employees that are in the selection lists that are above them in the hierarchy.

A selection list can be assigned to a user as either a main list or a reporting list.

Note: When a new employee record is added in payroll, the employee is automatically added to the selection list of the user who added it and to all selection lists to which that list belongs.