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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Workday Benchmarking Subcategory Security

Steps: Set Up Workday Benchmarking Subcategory Security

You can set up segment-based security to control access to benchmarks and actuals in specific subcategories. Example: You can set up segment-based security to give an HR executive visibility of benchmarks and actuals for selected HR benchmark subcategories.
  1. Create a new unconstrained security group or use an existing one, and add users to the group.
  2. Access the
    Create Benchmark Subcategory Security Segment
     task.
    Select the subcategories to include in the security segment.
    Security:
    Benchmark Management
     domain in the Benchmarking functional area.
  3. Create Segment-Based Security Groups.
    Create a new segment-based security group, and add:
    • The unconstrained security group.
    • The security segment for the benchmark subcategory.
  4. Add the segment-based security group to the
    Benchmark Values
     domain.
  5. (Optional) To grant access to the tenant actual values, add the unconstrained security group to the
    Actual Values for Benchmarking
     domain.
The segment-based security group members can only see benchmarks and actuals for those subcategories you add to the security segment for the benchmark subcategory. You can use the
Delete Benchmark Subcategory Security Segment
 task to delete a segment if it isn't used in any security groups.