Advanced customization

Previously, the ability to customize the platform was limited to hiding or displaying different components of the platform's UI, such as features, employee profile tabs, action buttons, and more.

This enabled restricting access to features and actions to only authorized roles or audiences (based on organizational policies).

In this release, we have expanded the scope of the platform's customizability beyond just hiding or displaying entire features in order to implement access control.

We are happy to introduce advanced customization, which enables platform admins to set up permission-based rules to govern the following:

• Access to data of specific audiences
• Access to individual features and/or ability to perform specific actions

This release primarily focuses on providing you with the following advanced customization capabilities in Payroll:

• Displaying customized payroll data
• Enabling only authorized users to perform actions in Payroll
• Displaying customized salary information on employee profiles

Displaying customized payroll data

You can set up very specific rules to determine whose data different employees can access in Payroll.

After you set up these rules, each employee who has access to Payroll is displayed a filtered view based on the data they are allowed to access.

Based on the customization you implement, information tailored to the viewer is displayed in the following areas:

Different employees might see different values depending on the audiences whose data they have access to.

To enable you to implement custom access to employee payroll data, we have added the Employee Listing permission to the Permissions list in the Rules dialogue.

When configuring rules for different Payroll UI components, you can select this permission and configure the list of audiences whose data you want to provide access to.

For the detailed procedure to display customized payroll data, see Enabling payroll managers to view payroll information of only one audience in Implementing advanced customization of Payroll.

Enabling only authorized users to perform actions in Payroll

You can set up rules to restrict employees having a particular role or audience from accessing select features of Payroll from where they could perform actions.

By doing this, you can prevent unauthorized actions without restricting access to Payroll entirely.

To enable you to implement custom access to Payroll features, we have added a number of new permissions to the Permissions list in the Rules dialogue.

You can enable or disable these permissions when setting up rules for different UI customization components to display or hide the respective Payroll features.

For the detailed procedure to enable only authorized users to perform actions in Payroll, see Restricting payroll managers from requerying pay runs in Implementing advanced customization of Payroll.

For a detailed list of permissions you can configure to display or hide each customizable Payroll feature, see Reference guide: Setting up permission-based rules for advanced customization of Payroll

Displaying customized salary information on employee profiles

You can set up very specific rules to determine whose salary information different employees can access on employee profiles.

After you set up these rules, each employee can view the Salary tab (and its sub-tabs) only on profiles of employees whose salary information they are allowed to access.

To enable you to implement custom access to salary information on employee profiles, we have added the Audience permission to the Permissions list in the Rules dialogue.

When configuring rules for the Salary tab, you can select this permission and configure the list of audiences whose data you want to provide access to.

For the detailed procedure to display customized salary information on employee profiles, see Enabling HR admins to view salary information on profiles of only one audience in Implementing advanced customization of Payroll.