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Setting Up Security Access for New Person of Interest Type. (Doc ID 1423659.1)

Last updated on JULY 05, 2023

Applies to:

PeopleSoft Enterprise HCM Human Resources - Version 8.9 to 9.2 [Release 8.9 to 9]
Information in this document applies to any platform.

Purpose

The purpose of this document is to explain how to set up security for a new Person of Interest (POI) Type.

A common situation is as follows:  After adding the POI with all the details, the new record cannot be accessed at Main Menu > Workforce Administration > Personal Information > Organizational Relationships > Maintain a Person's POI Reltn.  A message appears stating "no matching values found."  Yet when you try to add the POI again, you find the person already exists and cannot be added.

This situation occurs when the user who tries to access the POI has not been granted security to that particular POI type on the "Security by Permission List" table.

REPLICATION STEPS:
-----------------------

1. Navigate to Main Menu > Workforce Administration> Personal Information> Add a Person.
2. Add the details for the new person.
3. Add the person as POI and select the POI Type (For example, 00010).
4. Add details at Main Menu > Workforce Administration > Personal Information > Organizational Relationships> Add POI Relationship.
5. Note the new Employee ID (EMPLID), and then return to "Modify a Person" component.
6. When you search for the POI by the assigned EMPLID, the system returns message "No Matching Values Found."

Scope

This document describes a specific example of adding POI Type 0010; however, the same steps apply to adding any POI type where the user does not have privileges set up to access that POI type.

A similar situation would occur when the user adds a POI in a Business Unit, Location or Department for which that user does not have access.  For example, if the user has access to Business Unit A and not Business Unit B, but adds a person in Business Unit B, the user will not be able to access the record until their security has been updated to allow access to Business Unit B.


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