Permission set assignment

The Performance Overview process uses the Salesforce Files functionality to enable team members and managers to attach files to performance reviews. To enable team members and managers view the attached files, you need to assign the Sage People Platform Team Member fHCM permission set to all team members.

To assign the permission set to multiple users:

  1. Go to Setup, and in Quick Find enter permission and select Permission Sets from the search results.
  2. On the Permission Sets page, select the label of Sage People Platform Team Member fHCM permission set.
  3. Select Manage Assignments.
  4. On the Assigned Users page, select Add Assignment.

  5. On the All Users page, select the checkboxes next to all users to assign the permission set, and then 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.

  6. 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 Peopledisplays the Assignment Summary page and shows success or error messages as relevant.

  7. Select Done.

    Sage People redisplays the Assigned Users page. Users with the permission set can now view attached files in the Performance Overview process.

To assign the permission set to a single user at a time:

  1. Go to Setup, and in Quick Find enter users and select Users from the search results.
  2. On the list of users, select the user to assign the permission set.
  3. On the User detail page, scroll to the Permission Set Assignments Related List and select Edit Assignments.
  4. On the Available Permission Sets panel, select the Sage People Platform Team Member fHCM permission set, and then Add to move it to the Enabled Permission Sets panel.
  5. Select Save.

    Sage People redisplays the User detail page.