Migrate HR roles to scoped

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • HR roles migration is a three-part process that requires verification, mapping, and migration.

    Before you begin

    Role required: sn_hr_migration.admin

    Procedure

    1. Verify that all the base HR roles are correctly mapped to their scoped counterparts.
    2. If there are changed or custom HR roles in the non-scoped version that you want to migrate to scoped, update or add them for mapping.
    3. Migrate the roles.

    Verify mapping of base HR roles

    In the non-scoped version of HR, there are 20 base roles that are automatically mapped for migration to scoped. By default, all base roles should map automatically. You can verify that the mapping is correct.

    Before you begin

    Role required: sn_hr_migration.admin

    Procedure

    1. Navigate to All > HR Migration > Data Mapping > Role Mapping.
    2. In the Migration HR Roles list, verify that the base roles are correctly mapped to their scoped counterparts.
      Note:
      Some of the non-scoped roles are merged into a single scoped role.
      Table 1. Base and target roles
      Global HR role Scoped HR role
      hr_admin sn_hr_core.admin
      hr_assignment_reader sn_hr_core.case_reader
      hr_assignment_writer sn_hr_core.case_writer
      hr_basic sn_hr_core.basic
      hr_case_reader sn_hr_core.case_reader
      hr_case_writer sn_hr_core.case_writer
      hr_director sn_hr_case.manager
      hr_disciplinary_case_agent sn_hr.core.case_writer
      hr_generalist sn_hr.core.case_writer
      hr_kb_writer sn_hr_core.kb_writer
      hr_manager sn_hr_core.manager
      hr_payroll sn_hr_core.case_writer
      hr_position_writer sn_hr_core.secure_info_writer
      hr_profile_reader sn_hr_core.profile_reader
      hr_profile_writer sn_hr_core.secure_info_writer
      hr_read sn_hr_core.case_reader
      hr_recruiting sn_hr_core.case_writer
      hr_specialist sn_hr_core.case_writer
      hr_task_reader sn_hr_core.case_reader
      hr_task_writer sn_hr_core.case_writer

    What to do next

    If you have changed or custom HR roles that you want to migrate to scoped, you can map them. Otherwise, you can begin migrating your HR roles.

    Map changed or custom HR roles

    If you made changes to any of the base roles or created custom HR roles that you want to migrate to scoped, you can update or manually add them for mapping.

    Before you begin

    For custom roles, create the target equivalent in the scoped version of HR. See Create a role .

    Role required: sn_hr_migration.admin

    Procedure

    1. Navigate to All > HR Migration > Data Mapping > Role Mapping.
    2. Click New or open a record.
    3. Fill in the fields on the form.
      Table 2. Migration HR Roles form
      Field Description
      Global HR role Name of the global HR role.
      Scoped HR role Name of the scoped HR role.
      Active Check box to activate the global HR role. Only active roles are migrated when data migration runs.
    4. Click Submit or Update.

    What to do next

    After you map all your changed or custom HR roles, migrate them.

    Migrate HR roles

    After you complete mapping your HR roles, migrate them from the non-scoped to the scoped version of HR.

    Before you begin

    Make sure that HR roles mapping is complete.

    Role required: sn_hr_migration.admin

    Procedure

    1. Navigate to All > HR Migration > Data Migration.
    2. Verify all roles are correctly mapped, and then click Migrate Roles.

    What to do next

    If there are more changed or custom HR roles that need to be migrated, you can run the verification, mapping, and migration process again. Otherwise, HR roles migration is complete.