Workforce Insights | Permission sets

Assigns the Analytics View Only Embedded App license to the user.

Enables the user to view licensed view-only CRM Analytics apps and dashboards and interact them as a viewer, such as applying filters, saving the view with filters applied, and downloading the dashboard as an image.

Assigns the Analytics Platform license to the user.

Enables the user to create and customize CRM Analytics apps, dashboards, datasets and data flows.

Assigns the Analytics Platform license to the user.

Enables the user to view and interact with CRM Analytics apps and dashboards, and create and edit lenses.

Assigns the CRM Analytics Plus license to the user.

Enables the user to create and customize all features in CRM Analytics, including Einstein Discovery.

Assigns the CRM Analytics Plus license to the user.

Enables the user to view and interact with CRM Analytics apps and dashboards, and create and edit lenses, including using the Einstein Discovery features.

In the Workforce Insights beta release, grants access to the SgPpl.Workforce_Insights_CSuite_VF Visualforce page, which hosts the C Suite dashboards.

Has Read access to the following objects and managed fields: 

• Absence

  • All fields

• Absence Accrual Pattern

  • All fields except Inherits From

• Absence Balance

  • All fields

• Absence Day Record

  • All fields

• Absence

  • All fields

• Accrual Balance

  • All fields

• Employment Record

  • Active

  • Annual Reporting Salary

  • Basis

  • Continuous Service Date

  • Contract End Date

  • Cost Code

  • Cost Code Value

  • Current Salary

  • End Date

  • FTE

  • FTE Amount Reporting

  • Function Name

  • Home Based

  • Hours Worked

  • Job

  • Job Effective Date

  • Last Working Date

  • Months Since End

  • Months Since Start

  • Policy Group

  • Probation End Date

  • Service Months

  • Service Years

  • Start Date

  • Team Member

  • Work Days Pattern

  • Work Location

• Enhanced Objective

  • All fields

• Enhanced Objective Review

  • All fields

• HR Department

  • Approver

  • Policy

• Job Description

  • All fields

• Performance Review

  • All fields

• Performance Review Feedback

  • All fields

• Policy

  • Policy Group

  • WX Colour

  • Year Start Day

  • Year Start Month

• Salary

  • Active

  • Amount

  • Amount Reporting

  • Annual Amount

  • Annual Amount Reporting

  • Annual Multiplier

  • Approved Date

  • Award Date

  • Change Reason

  • Currency

  • Currency Code

  • Employment

  • End Date

  • Previous Salary

  • Start Date

• Self Performance Review

  • All fields

• Team Member

  • Age

  • Birth Date

  • Business

  • Country

  • Current Employment

  • Current Job Description

  • Days Since Left

  • Department

  • Direct Reports

  • Division

  • Employment Status

  • Function

  • Gender

  • Has Left

  • Hire Date

  • Is Manager

  • Is On Leave

  • Job Effective Date

  • Job Profile

  • Job Title

  • Level Down

  • Location

  • Manager

  • Manager User

  • Name Full

  • Policy

  • Policy Group

  • User

  • Years Employment

• Template Library

  • Name

  • Type Code

• Template Version

  • All fields

• Work Location

  • Address Postal Code

  • Address Region

  • Country

  • Latitude

  • Longitude

  • Unit Name

  • Work Location Name

Has access to the following Custom Metadata Type:

• SgPpl.ISO-Country