Salary Privacy
We've introduced a couple of new features that when used together give you direct control over who has visibility to individual salary and compensation details: custom security roles and labor summary options.
Custom Roles
The first is the ability to control which users have permission to access the Labor tab. To do this, we've exposed granular security permissions that control access to the resource tabs (Labor, Contracts, Assets), and given you the ability to create custom security roles containing your choice of permissions. This means that you can easily create a custom CCO (or BPO) role that restricts access to the Labor tab by simply cloning the existing CCO role and removing the ViewLabor permission. Assign the new custom role to users that you do not want to view Labor tab details but still want to grant access to Cost Centers to which they are assigned.
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Labor Summary Options
The 2nd feature allows you to control the granularity of line items generated by Labor Allocations Rules. Prior to this release, we would generate 1 line per labor line item per Allocation Rule. For most typical configurations, this meant that there would be line items generated for each employee basically exposing individual salary numbers to anyone who had view access to the Cost Center. We now give you the ability to summarize generated line items into a single line item per Allocation rule using the new Labor Summary Options command (available under the table Actions menu).
Here's a view of generated Opex labor lines that contain individual salary detail. I'm going to use the Labor Summary Options command to change the line item attributes used to summarize generated lines. By reducing the number of attributes used, I will generate fewer but "bigger" line items per each Allocation Rule, which will obscure the salary detail. (Note that this command is only available to Admin users).
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I'll uncheck the Location and Description attributes currently being used summarize by just Cost Center and Account (the least granular)...
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And here's the result:
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Actuals in Summary Page
We've added actuals to the Summary Page so that you can now visualize YTD performance relative to plan without having to switch to the Spend Management module. The actuals trend line will appear in the trend chart whenever there are actuals loaded for the selected plan year (you can show/hide the line by clicking on the label in the legend). The actuals trend line responds to the same slicing and filtering as the plan trend line, so you always see an apples-to-apples view of spend to plan.
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