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Create a data rule

  • System administrators use data rules to provide limited data access to HR administrators/HR approvers.
  • Data can be restricted by job, location, and organization—or a combination of these designations.
  • System administrators create data rules and then assign to HR administrators/HR approvers.
  1. From the navigation bar, click Administration.
  2. From the Settings page under System Management, click Data Rules.
  3. Click plus icon.
  4. Name the rule.
  5. Create the condition to limit the access scope:
    1. Click Add Condition.
    2. Select to limit by job, location, or organization.
    3. Select Equal or Not Equal.
    4. Select the criteria.
  6. (If applicable) Repeat step 5 to add additional conditions.
  7. (If applicable) Add a group. A group is a query. If you create a condition and then create another condition, it will change the order the query looks for data. The system runs the first condition and then the second.
  8. Click Save. The data rule is now available to be assigned.