Workforce Budgeting roles

This section describes application roles that are specific to Workforce Budgeting.

The predefined application roles are functionality-driven. Global permissions and OLAP permissions are defined. Use the #TABACC cube to control cube access. Use the #BPDNAV cube to manage permissions for navigation items.

Note: Adding new application roles is not supported, but you can create new OLAP data roles. To maintain Workforce Budgeting business objects and adjust budget data, you must have the WFBAdministration and WFBPlanner roles assigned. You can use custom OLAP data roles for multidimensional access control, but you must ensure that your users have the correct predefined application roles.

Users and groups can be assigned to one or more application roles through EPM Administration.

Note: Built-in roles, such as AdministratorRole, DesignerRole, MasterRole, ViewRole, can be used in custom applications, but do not assign them to Infor EPM business applications.

These application roles have access to the Workforce Budgeting module. You must complete global configuration before you can start budgeting your workforce costs.

WFBAdministration

Users of this application role have full access to the configuration and reporting capabilities of the Global Settings and Module Settings and Budgeting menus in the Workforce Budgeting module. The Data Transfer feature is available only if the Budgeting and Planning module is enabled.

Users can complete global settings, such as configuration set definition, configuration set-specific settings, and initiate imports, copy data to integration tables, and modify UI strings.

Users can import and calculate Workforce Budgeting data, maintain workforce-related business objects, adjust budget data, and analyze financial impact in analysis reports.

These options are accessible:

Configuration:
- Workforce Budgeting Configuration
- Job Attributes
- Position Attributes
- Employee Attributes
- Step and Grade Salary Table
- Supplemental Pay and Benefit
- Job Definition
- Calculate Data
- Scenario
Data Entry:
- Positions
- Employees
- Employee Roster
Reporting:
- Allocation Report
- Workforce Detail Report
- Financial Summary Report
- Version Comparison Report
- Highest Step Report
Data Transfer section

Business Modeler

Users with this role have access to all configuration capabilities in the Workflow and Workbooks menu in Workforce Budgeting module. The menu is available only if the Budgeting and Planning module and decision packages are enabled. These options are accessible:

Creation and maintenance of Decision Packages, including creation of Decision Package workbooks through the workbook wizard
Workflow-related configuration, such as financial planning steps and workflow configuration

Note: The application role WorkflowAdministrator also gives users access to workflow configuration. The role does not have access to Workforce Budgeting module unless combined with WFBAdministration, WFBPlanner, or WFBReadOnly role. It can be used as an add-on role for WFBAdministration or WFBPlanner.

WFBPlanner

Users of this application role have access to all Workforce Budgeting reporting capabilities. Users have limited access to the configuration capabilities in the Module Settings and Budgeting section. These options are accessible:

Configuration section:
- Calculate Data
- Scenario
- Read-only access to Job Definition
Data Entry section: Write access to data entry pages
Reporting section: Access to all reports

WFBReadOnly

Users of this application role have limited, read-only access to the module configuration and read-only access to data entry and reporting. These options are accessible:

Configuration section: Read-only access to Job Definition
Data Entry section: Read-only access to data entry pages
Reporting section: Read-only access to all reports

WBActionGenerator

Users of this application role can access Action Generator page to add, modify or delete salary, supplemental pay or benefit action for multiple workforce records. This application role is intended as an additional role for WFBAdministration or WFBPlanner and must not be used without these roles.