Setting My Req Relationship

Abstract

Product: Workbench

Feature Description:

This feature provides an automated way to provide a My Req relationship in situations with high mobility rates or turnover among hiring managers, where the usual manual maintenance can be difficult. This setting enables a user to update all of a user’s My Req relationships by updating their User Profile field and easily update requisition privileges that are related to employee transfers and company reorganizations.

When enabling this feature a Req field is selected. In addition, one or more of its options is selected on the user’s profile. When a requisition’s option value for the selected field matches an option value that is selected on the profile, the user has a My Req relationship with the requisition, with all the functions a Req Team member would have. If either the Req value or the user profile option value changes, the My Req relationship dynamically changes.

This feature is enabled by selecting Configure for the Req privilege based on User Profile client setting. To enable the feature, contact your Infinite representative. A req field must be selected to map to the user profile field. After a field is selected for the client setting, the field type cannot be changed or inactivated. The field’s options can be inactivated as these are used to link the BrassRing user to the reqs that have the options selected.

Notes:

• When there is a match between any of the options that are selected for the requisition and an option selected on the user’s Requisition privileges profile field, the user has a My Req relationship to the requisition. However, the user is not listed in the Requisition Team field as a result of the relationship.

• Org Groups are respected. If the req field option matches the user’s, but the Org Groups with which the user is associated don’t have privileges to the requisitions req form, the user is not granted a My Req relationship.

• When the options selected for the user on their profile are updated by using any means, for example an XML user import, Excel user import, or manually by using Workbench or BrassRing, then the My Req relationship is automatically updated. This includes both establishing new My Req relationships and severs those that are no longer valid.

• When the Req option is updated or created by using any means, for example adding or editing a Req, a Req import, a RAM-update custom field, or a Req Mass Update, the My Req relationship is automatically updated. This includes both establishing new My Req relationships and severs those that are no longer valid.

• All My Req privileges for the user’s user type are respected. For example, whether the user can Edit or View the req is determined based on the My Req privileges. If the user does not have the applicable My Req – view, they do not see the requisitions even though the user profile criteria matches the req criteria.

• User Profile imports support a Replace All action only.

• The Requisition Team field is respected if the user appears in the Req Team field. If the user profile field doesn’t match the req field, the user still has a My Req relationship to the req.

Process:

Editing the User's Profile

1. In Infinite BrassRing Platform, select App Launcher → Admin.

2. Select Menu → Search Users.

3. Search for the user by entering the user's email address in the search field and select Go. Alternatively select Advanced Criteria and enter the search criterial for the user.

4. Select the user's Last Name.

5. Select BrassRing.

6. In the BR_REQUISITION_PRIVILEGES field, enter the req field options that are used for the My Req Relationship. When these options are selected while creating the req, the user is assigned a My Req relationship.

7. Select Save.