Ensure your role hierarchy is properly set so that the right employee’s have access
access to other employees data.
Required Editions
Available in: Lightning Edition
Available in: Enterprise, Professional, and Unlimited Editions
with Service Cloud
Employee management solutions require the Employee Management and Employee User add-on
licenses. Using employee management solutions in Government Cloud Plus organizations can send
data outside the authorization boundary. Contact your Salesforce account executive for more
details.
User Permissions Needed
To setup Employee Management solutions:
Permissions and licenses associated with the HR Manager or HR agent personas.
Role hierarchy works together with sharing settings to determine the levels of access users
have to your Salesforce data. In most cases, the Salesforce hierarchical roles allow employees
access to data of all the users directly below them in the hierarchy.
To ensure a
secure solution, confirm that your role hierarchy is flat, with each HR Service Center persona
on a separate level
Here’s a suggest example of an Employee Management solutions role hierarchy.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
