Unable to customise certain elements in HR

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Posted on by Nina2021

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Hi all,

I am trying to hid some buttons in personnel management (see screenshot below) as we don't ask these information. However, I am not able to open the dialog box when I click on those buttons. Can anyone help please ?

Thank you

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André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at

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RE: Unable to customise certain elements in HR

Hi Nina2021,

Parag showed you how to use the security configuration form to hide some of the links. If you want to know what privileges and duties are involved for each menu item, you can use the task recording and record opening of the forms for those menu items you want to hide. Then using the form 'Security diagnostics for task recordings, you can find information about these security objects. Also on each form, you can open the Security diagnostics option to get the related security object information.
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Parag Chapre 12,271 Most Valuable Professional on at

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RE: Unable to customise certain elements in HR

Hi Nina,

Thank you for the detailed steps.

The only workaround I see go to Security configuration under the System Admin module.

Select the Role for which you want to hide the form.

See the below example. I want to hide Loan items form

Go to Security configuration

You can only give access based on your requirement.

Once done then publish the changes.

Login with desired role and check the form again.

Note: Before doing this, please duplicate the role and make the changes accordingly.

I hope this helps.
Nina2021 145 on at

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RE: Unable to customise certain elements in HR

Hi Parag,

Here's the step-by-step process I'm following :

I go to Personnel management

I click on Link

If I use the personnalisation option :

I click on the settings then "personnalisation"

I click on "select"

Result : when I select an field, the dialog box (hid, modify, change...) doesn't appear.

If I use the security option :

I right click on the element to be hidden

I click on screen name to open the control screen

I click on "clear" then OK

Result : nothing happens.
Parag Chapre 12,271 Most Valuable Professional on at

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RE: Unable to customise certain elements in HR

Hi Nina,

Can you please add some screenshots and step by step process? I can help you to solve the issue.
Nina2021 145 on at

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RE: Unable to customise certain elements in HR

Hello Parag,

Thank you for your reply.

However, although I have enabled the "saved view feature" and modify certain elements using personnalization for all users, the elements in the Link tab of "personnel management" appear to be unchangeable.

I have tried via security but it is not working either.

Thank you.
Parag Chapre 12,271 Most Valuable Professional on at

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RE: Unable to customise certain elements in HR

Hi Nina,

If you want to hide the information then you can do it in two ways.

1. Use the personalization option and enabled the Saved View feature. Hide the menu path and using personalization you can hide from selected or all users

2. You can hide these objects via security. Let's say you want to hide those objects from the Employee or manager role. You can just remove the permission from that role and they will not able to see it.