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Before the "Visibility with Confidential Permissions" enhancement to forms was made our Payroll team were able to use the compile and send feature to create a PDF of new starter details that could be saved to meet auditing requirements. We have now swtiched on "Visibility with Confidential Permissions" which is a good step forward in securing personal information, however compile and send no longer works with this permission switched on. It would be great if compile and send reflected the settings made on the new starter forms using the new visibility settings. (Relates to support ticket 39231).
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What business value are you trying to achieve?
Before the "Visibility with Confidential Permissions" enhancement to forms was made our Payroll team were able to use the compile and send feature to create a PDF of new starter details that could be saved to meet auditing requirements. We have now swtiched on "Visibility with Confidential Permissions" which is a good step forward in securing personal information, however compile and send no longer works with this permission switched on. It would be great if compile and send reflected the settings made on the new starter forms using the new visibility settings. (Relates to support ticket 39231). |
Thanks! That is great news. Our payroll team will be very happy to be able to use the compile and send functionality again.
Thank you for taking the time to share your idea.
We are delighted to let you know that we have made a change so that the permission "visibility of confidential answers" will now be checked and applied before creating a bulk compile and send document. Users with this permission switched on will have these answers included within their bulk compiled document. This ensures a consistent experience when viewing applicant information via the Applicant Card or via a bulk compile.
This enhancement is already available in Beta and is scheduled for Live on the 5th Feb 2025.
For more information, visit our Knowledge Portal page https://knowledgeportal.pageuppeople.com/hc/en-gb/articles/42530592181529--Visibility-of-confidential-answers-permission-check-in-bulk-compile-and-send-PDFs.
We also encourage you to continue sharing your thoughts and ideas with us. Your feedback is crucial as we strive to improve and grow.
Commenting in support of this idea and tagging our support ticket on the subject (44660).
To John's point below, when we use the "Visible to Confidential Users" setting for the New Hire Form (which contains the SSN), our Super Users have access to view the New Hire form thru the Applicant Profile > Form > View path... but when trying to compile a PDF of documents for the file, the New Hire Form is excluded for those same users. So there's no additional unauthorized access, given that the users already have access to view and print the form. But not having the Compile option is blocking those authorized users from using a more efficient, user-friendly path.
Hi John
Thank you for the update.
Since the implementation of the ���Visibility with Confidential Permissions��� our Payroll team are unable to use compile and send to generate a PDF. They are required to keep a record of the new starter form for auditing purposes. Can you please advise how they can generate a PDF with the new starter information. The Payroll team are the only people within the organisation that need to see the details of most of the questions on the new starter form i.e. tax file number, superannuation details etc.
Bayside���s current setup is as follows:
1. The new starter form is set up with ���Visibility of answers:*��� set to ���Visible with confidential permissions��� (see screen shot below).
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The Payroll permission group has the ���Visibility of confidential answers��� enabled.
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Thanks
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Bianca Voyce
Senior Business Analyst
Information Technology
03 9599 4442 | bvoyce@bayside.vic.gov.au
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Thank you for your suggestion, Bianca.
We appreciate your idea, and initially, we considered implementing it during the development of the confidential answers feature. However, during the demo and testing phase, we encountered significant concerns related to potential data leaks and unauthorized access to sensitive information. Due to these regulatory and compliance risks, we have decided not to pursue further development in this area.
If you do not share these concerns, please feel free to let us know. We do value your feedback.