Articles on: CodeBot Platform & Setup

CodeBot Role Permission Ver 1.0

The following Role Based Permissions (RBPs) are required to be granted to the CodeBot user for the respective modules.


CodeBot Employee Central Permissions


Manage Foundation Objects


  • Import Foundation Data
  • Manage Organization, Pay, and Job Structures page
  • Import/Export Corporate Data Model
  • Import/Export Country/Region-Specific XML for Corporate Data Model


Employee Central API


  • Employee Central Foundation OData API (read-only)
  • Employee Central HRIS OData API (read-only)


Manage Integration Tools


  • Allow Admin to Access OData API through Basic Authentication
  • Manage OAuth2 Client Applications
  • Manage OData API Basic Authentication


Metadata Framework


  • Configure Object Definitions
  • Access to non-secured objects
  • Import Permission on Metadata Framework
  • Manage Data
  • Configure Business Rules
  • Manage Configuration UI
  • Admin access to MDF OData API
  • Export Permission on Metadata Framework


Manage Business Configuration


  • Background Element → View, Edit, Import/Export
  • Custom Filter → View, Edit, Import/Export
  • Dynamic Group Filter → View, Edit, Import/Export
  • Employee Profile Standard → View, Edit, Import/Export
  • Employee Profile User Info → View, Edit, Import/Export
  • Format Group → View, Edit, Import/Export
  • Field Display Group → View, Edit, Import/Export
  • HRIS Element → View, Edit, Import/Export
  • HRIS Action → View, Edit, Import/Export
  • Localized HRIS Element → View, Edit, Import/Export
  • Localized Person Configuration → View, Edit, Import/Export
  • Number Format → View, Edit, Import/Export
  • Person Element Configuration → View, Edit, Import/Export
  • Section → View, Edit, Import/Export
  • Tab Element → View, Edit, Import/Export




Manage Foundation Objects Types


  • Location Group → View, Edit, Insert and Correct
  • Geozone → View, Edit, Insert and Correct
  • Location → View, Edit, Insert and Correct
  • Pay Range → View, Edit, Insert and Correct
  • Pay Grade → View, Edit, Insert and Correct
  • Pay Component → View, Edit, Insert and Correct
  • Pay Component Group → View, Edit, Insert and Correct
  • Frequency → View, Edit, Insert and Correct
  • Dynamic Role → View, Edit, Insert and Correct
  • Workflow → View, Edit, Insert and Correct
  • Event Reason → View, Edit, Insert and Correct


Admin Center Permission


  • Monitor Scheduled Jobs
  • Manage Scheduled Jobs


Manage Workflows


  • Allow Auto Delegation
  • Manage Workflow Requests†
  • Manage Workflow Groups
  • Professional Edition Manage Workflow Requests
  • Manage Alerts And Notifications
  • Manage Workflow Assignments


CODEBOT Recruiting Management Permissions


Manage Form Templates


  • Form Templates
  • Routing Maps
  • Rating Scales
  • Export Performance Management Form Data
  • Comprehensive template configuration for PMv12


Manage Question Library


  • Question Libraries
  • Import New Question Library


Manage Recruiting


  • Edit Applicant Status Configuration
  • Manage Recruiting Custom Help Text
  • Manage Offer Letter Templates
  • Manage Onboarding Templates
  • Manage Recruiting Email Templates
  • Manage Recruiting Groups
  • Manage Recruiting Settings
  • Manage Recruiting Sites
  • Recruiting Email Triggers
  • Manage Recruiting Templates
  • Internal and External Career Search Settings
  • Manage Job Application Field Labels
  • Manage Job Requisition System Field Labels
  • Manage Multistage And Late Stage Application Preview
  • Manage Recruiting Team Settings
  • Manage external data privacy consent statements
  • Manage internal data privacy consent statements
  • Manage Recruiting Languages


Manage System Properties


  • Company System and Logo Settings
  • Data Privacy Consent Statement Settings


Recruiting Permissions


  • Recruit-to-Hire Data Mapping


CodeBot Onboarding 2.0 Permissions


Manage Onboarding or Offboarding


  • Administrate Onboarding or Offboarding content
  • Cancel Onboarding Permission
  • Initiate Onboarding API Permission
  • Permission to Cancel Offboarding
  • Restart Onboarding Permission
  • Access New Hire Data Permission
  • Create E-Verify Case
  • Enable Object Visibility for External Hires


Recruiting Permissions


  • Recruit-to-Hire Data Mapping


Manage Onboarding or Offboarding


  • Update New Hire Data for External HRIS


Onboarding or Offboarding Object Permissions


  • Aggregated Details † → View and Edit
  • ONB2AssetActivity † → View and Edit
  • ONB2AssignedComplianceForm † → View and Edit
  • Buddy Task† → View and Edit
  • Checklist Task† → View and Edit
  • ONB2DashboardFilter † → View and Edit
  • Onboarding data collection user configuration † → View and Edit
  • Document Flow → View and Edit
  • Document Data → View and Edit
  • Goal Task → View and Edit
  • Knowledge Transfer Plan → View and Edit
  • Knowledge Transfer Task → View and Edit
  • Recommended Link Task → View and Edit
  • Meeting Task → View and Edit
  • Message Task → View and Edit
  • Process → View and Edit
  • Process Responsible → View and Edit
  • ONB2ScheduledMessageActivity † → View and Edit
  • Recommended People Task → View and Edit
  • Prepare for Day One Task → View and Edit
  • Where to Go Task → View and Edit




Onboarding or Offboarding Admin Object Permissions


  • AustraliaSuperannuationConfig → View and Edit
  • Compliance Bundle → View and Edit
  • Compliance Configuration → View and Edit
  • ComplianceFormGlobalMetadata → View and Edit
  • ComplianceFormMetadataUpgradeDetail **→ **View and Edit
  • ComplianceFormUploadMetadata **→ **View and Edit
  • ComplianceMetadataSyncDetail **→ **View and Edit
  • ComplianceMetadataUpgradeDetail **→ **View and Edit
  • EverifyConfig **→ **View and Edit
  • FieldMetaOverrideConfiguration **→ **View and Edit
  • Onboarding Program **→ **View and Edit
  • Onboarding Admin Configuration Item **→ **View and Edit
  • ONB2OffboardingActivitiesConfig **→ **View and Edit
  • ONB2OnboardeeCardsTrigger **→ **View and Edit
  • ONB2ProcessVariant **→ **View and Edit
  • ONB2ProcessVariantStep **→ **View and Edit
  • Onboarding Read Access Logging Configuration **→ **View and Edit
  • ONB2ResponsibilityConfig **→ **View and Edit
  • Trigger I-9 Flow **→ **View and Edit






Onboarding or Offboarding Object Permissions


  • Central Orientation MeetingView and Edit
  • Onboarding data collection configurationView and Edit
  • Equipment TypeView and Edit
  • Equipment Type ValueView and Edit
  • Document TemplateView and Edit
  • Process TriggerView and Edit
  • Configuration for Prepare for Day One Task **→ **View and Edit


CodeBot Career Development Planning Permissions


Manage Career Development


  • Development Admin
  • Import Learning Activity by web service
  • Import User Relationship for Learning Administrator and Educational Representative
  • Manage Career Path
  • Configure Career Path Node
  • Manage Suggested Roles
  • Manage Mentoring Programs
  • Admin Career Development Plan Export Data
  • Career Development Planning Feature Settings


CodeBot Compensation Permissions


Manage Compensation


  • Export Employee Compensation Data
  • Budget Assignment
  • Budget Override
  • Enable Feature Upgrades
  • Compensation Aggregate Export
  • Compensation Form Membership
  • Compensation Management Permission
  • Compensation Rollup
  • Generate Compensation Hierarchy for Rollup Report
  • Manage Compensation Forms
  • Manage Compensation Planner Permission
  • Manage Job Code and Pay Grade Map
  • Manage Merit Matrices
  • Manage Salary Pay Matrices
  • Manage Stock Factors Tables
  • Manage Stock Value Tables
  • Manage Stock Participation Guideline Tables
  • Store Compensation Data in Live Profile
  • Store Compensation Data in Employee Central
  • Store Compensation Data in MDF
  • Compensation Plan Activity Audit
  • Enable Promotion Data Report
  • View Employee Central Publish Report
  • Update Compensation Worksheets
  • Update Compensation Forms for Template
  • Manage Field Permission Groups
  • Manage Compensation Summary
  • Manage Compensation Settings
  • Manage Compensation Display Settings
  • Manage Compensation Employee Central Settings
  • Manage Compensation Number Format Rules
  • Manage Compensation Design Worksheet
  • Manage Compensation Plan Instruction
  • Manage Compensation Budget
  • Manage Compensation Eligibility
  • Manage Compensation Guidelines
  • Manage Compensation Rating Sources
  • Define Compensation Period Data
  • Add Edit Stock History
  • Manage Compensation Stock Period Data
  • Manage Compensation Modeling
  • Manage Standard Validation Rules
  • Manage Statement Templates


Compensation and Variable Pay


  • Select All


CodeBot Proxy Management Permissions


  • Reports Permission



  • Manage User

Proxy Management


CodeBot Position Management Permissions


Manage Position


  • Access Position Organization Chart
  • Change Display Date of Position Organization Chart
  • Mass Copy of Position in Position Organization Chart
  • View Job Requisition in Position Organization Chart
  • Create Job Requisition in Position Organization Chart
  • Select Job Requisition Template in Position Organization Chart
  • Option to Move Position to New Manager on Job Info Change
  • Create Fieldglass Job Requisition in Position Organization Chart
  • Create Position from Position Organization Chart
  • Access Position Management Settings in Admin Center


Miscellaneous Permissions


  • Mass Changes Job Configuration → View, Edit and Import/Export


CodeBot Time Off Permissions


Manage Time Off


  • Time Account
  • Manage Time Off Structures
  • Manage Time Off Calendars
  • Manage Payout
  • Manage Purchase Leave


CodeBot Employee Profile Permissions


Manage Business Configuration


  • Background Element **→ **View and Edit
  • Employee Profile Standard **→ **View and Edit
  • Employee Profile User Info **→ **View and Edit
  • Tab Element **→ **View and Edit
  • View Template **→ **View and Edit


CodeBot LMS Permissions


Manage Learning


  • Learning Admin Access Permission


Learning


  • Learning Access Permission
  • Options menu (only works if set to user RBP in provisioning


CodeBot ECP Permissions


Payroll Permissions


  • Payroll Administration
  • Payroll Self Service
  • Payroll System Information Dashboard


CodeBot RBP Reports Permissions


Employee Central Effective Dated Entities


  • Job Information Actions **→ **View History
  • Company **→ **View History


CodeBot RBP Permissions


Enable Dynamic Group Definition Report


To enable the features, go to Admin Center - Platform Feature Settings or enter Platform Feature Settings in action search.



Manage role-based Permission Access


  • Add a new user and assign them both View and Edit permissions.


Permission Role List





Email Notifications Template Permissions


Navigate to Manage System Properties and check the following permission.


Permissions Picklist:



AdHoc Report



PMGM


Feature Setting



OData API Permissions:








Updated on: 11/04/2026

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