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 WB Modeler or WB Planner role assigned. For applications that are based on Designer, you must have the WFBAdministration or WFBMPlanner role 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.
You must complete global configuration before you start budgeting your workforce costs. Different configuration options are available for users with Business Modeling Administrator and Global Configuration Modeler applications 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.

Business Modeling Administrator

Users with this application role have access to set up, maintain, and configure the business model. Access to all functionality in Business Modeling is provided. These options are accessible:

  • Calendar configuration
  • Maintenance of organizational, finance and custom business objects
  • Custom extensions
  • Model management
  • Publishing to OLAP

Global Configuration Modeler

Users with this application role have access to all options of the Global Settings and Workflow and Workbooks menus in the Workforce Budgeting module. These options are accessible:

  • Configuration set definition
  • Configuration set-specific settings, such as segment configuration, account activation for Workforce Budgeting, currency exchange set up, and the ability to modify UI strings
  • Creation and maintenance of Decision Packages, including creation of Decision Package workbooks through workbook wizard
  • Workflow-related configuration, such as financial planning steps and workflow configuration
Note: The application role Workflow Modeler gives access to workflow configuration. The role does not provide access to the Workforce Budgeting module unless it is combined with these roles:
  • WB Modeler
  • WB Planner
  • WB Read Only
  • WB DP Requester
The Workflow Modeler role can be used as an add-on role for WB Modeler or WB Planner.

WB Modeler

Users of this application role have full access to the configuration and reporting capabilities of the Module Settings and Budgeting menu in the Workforce Budgeting module. The Data Transfer feature is available only if the Budgeting & Planning module is enabled. Users can import source data, maintain workforce-related business objects, adjust budget data, and analyze financial impact in analysis reports. The WB Modeler role provides access to these options:

  • Configuration:
    • Workforce Budgeting Configuration
    • Job Attributes
    • Position Attributes
    • Employee Attributes
    • Load and Calculate Data
    • 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

WB Planner

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

WB Read Only

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

WB DP Requester

Users of this application role have access to request new positions through decision packages. Decision packages are available only if the Budgeting & Planning is enabled.

WB Action Generator

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 WB Modeler or WB Planner and must not be used without these roles.

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