Assigning Permission Set access

Administrator access to the US Benefits package is controlled by the Benefits (US) Admin Permission Set. Benefits (US) Admin is supplied with the US Benefits package.

This Permission Set works with permissions granted by two other Permission Sets to provide appropriate access for HR administrators and HR Managers:

  • For HR Administrators: the Sage People HR Administrator fHCM Permission Set.

  • For HR managers: the Sage People HR Manager fHCM Permission Set.

Permission Sets are typically used to extend the level of access granted to a user through the Profile they are assigned. Unlike Profiles, Permission Sets supplied with a package cannot be changed. You must assign the Benefits (US) Admin Permission Set to all who require administrator level access to US Benefits.

To assign the Permission Set:

  1. Go to Setup > Administration > Users > Permission Sets.

  2. Select the Permission Set Label for the Benefits (US) Adminset.
  3. Select Manage Assignments.
  4. Select Add Assignment.
  5. Select the checkbox for each user you want to assign the Permission Set.

  6. Select Next.

    Sage People displays the Select an Expiration Option For Assigned Users screen, where you can set an expiration date for the permission set assignment.

  7. Set the expiration date:

    • If you want the permission set assignment to be permanent, No expiration date is selected by default. Select Assign to continue.

    • If you want to assign the permission set for a period of time, select one of the options: 

      • 1 Day

      • 1 Week

      • 30 Days

      • 60 Days

      • Custom date, and use the date picker to select the expiration date.

      Select Time Zone to choose a time zone if you want to set it to something other than your time zone, then select Assign.

    Sage People displays the Assignment Summary and confirms the Permission set assignment.

  8. Select Done.
  9. Repeat the steps to assign the Sage People HR Administrator fHCM or Sage People HR Manager fHCM Permission Sets to your users.