Access to processes in Sage People WX is controlled in three ways:
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through profiles and permission sets, which grant access to objects and fields in the objects so they can be viewed, edited, or created in a WX process
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through the process visibility settings on the HCM package configuration page, which grant access on a group based model:
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through policies, which enable you to switch on processes for groups of employees on a more targeted basis
The following table summarizes the roles on the HCM configuration page:
| Role | Description |
|---|---|
| Team Member | The employees in your organization |
| Managers | Team Members with direct reports, or assigned the Manager cross reporting manager type |
| HR | Members of the HR team assigned HR profiles or permission sets. By default matches the selections for Managers |
| Supervisor | Team Members assigned the Supervisor cross reporting manager type in relation to one or more Team Members |
| Mentor | Team Members assigned the Mentor cross reporting manager type in relation to one or more Team Members |
| Project Manager | Team Members assigned the Project Manager cross reporting manager type in relation to one or more Team Members |
| Others | Team Members not in a reporting line or cross reporting relationship with each other. Typically used to grant access to colleagues |
All WX processes are delivered with default visibility settings for Team Members, Managers, HR, and Others. For more information on cross reporting manager access, see: