HCM User Segmentation

HCM User Segmentation is a system setting that can be enabled to restrict data access based on office locations. This feature helps organizations ensure that users only access data relevant to their assigned offices.

Key Takeaways

  • This setting helps maintain data security and relevance by tailoring visibility to organizational structure.

  • All changes take effect immediately upon enabling the feature at the system level.

For further assistance or to request this feature, please contact your Account or Customer Success Manager.

Enabling HCM User Segmentation

  • Client Request:

    • The feature must be explicitly requested by the client.

    • Avionté will enable this system setting upon request.

  • Cost:

    • Enabling HCM User Segmentation is free and incurs no additional costs.

  • User Permissions:

    • There are no specific user permissions associated with this feature.

    • Once enabled at the system level, the setting applies to all users in the build.

System Logic

When HCM User Segmentation is enabled, the system adjusts access logic to ensure users only see data related to specific HCM Users whose Home Offices coincide with their Office Access locations.

Example:

If a user’s Office Access includes Minneapolis, Milwaukee, and Chicago, the following access rules apply:

  • Excluded Data:

    • Users whose Home Office is Kansas City or Des Moines (i.e., offices not part of the user’s Office Access) will not be visible.

  • Included Data:

    • Users whose Home Office is Minneapolis, Milwaukee, or Chicago will be visible.

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