Snapshot Access to Inactive Users

Previously, when someone left an organization or was on long-term leave, administrators could not access the person's snapshot folder because of their inactive status. Administrators had to reactivate the user to view their Snapshot page and then inactivate them again.

With this enhancement, administrators who can access the Universal Profile Snapshot of active users now also have expanded access and can view the Snapshot of users who have become inactive. This enhancement enables organizations to efficiently manage terminations and other processes after employees have left the organization or are on leave.

All areas of Snapshot are available, including documents, performance reviews, compensation statements, and more.

Access the Snapshot for an Inactive User

To access the Snapshot for inactive users:

  1. Go to Admin > Users, search for the user using the “Inactive” filter, and select the user. This opens the user's User Record within the Universal Profile.
  2. Navigate to the user's Snapshot page.

How Does this Enhancement Benefit My Organization?

Administrators can now access information and perform actions for employees who have left the organization or who are on long-term leave.

Considerations

No changes have been made to the "Global Search" feature or any other views, such as My Team. It is not possible to view the Snapshot of inactive users via these interfaces.

Implementation

This functionality is automatically enabled for all organizations. Enhanced access to view the Snapshot of inactive users is automatically granted to all administrators who previously had access to active users' Snapshots.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Snapshot - Badges

Enables user to view the Badges widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. Any user with this permission will always be able to view their own Badges widget when the widget is enabled. This permission also allows end users to view the Badges field on the Learner Home page.

This permission works in conjunction with the Snapshot Main - View permission. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

 Universal Profile
Snapshot - Compensation Enables user to view the Compensation widget within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports. Best Practice: For most users, this permission should be constrained by User Self and Subordinates. Universal Profile
Snapshot - Competencies Enables user to view the Competencies widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates. Universal Profile
Snapshot - Development Plans

Enables user to view the Development Plans widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

 Universal Profile

Snapshot Goals - Manage

Enables user to manage their own goals, and others public goals, using the Goals widget and subpage within the Universal Profile - Snapshot page, for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports.

Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile
Snapshot - Leaderboard Enables user to view the Leaderboard widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission works in conjunction with the Snapshot Main - View permission. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Any user with this permission will always be able to view their own Leaderboard widget when the widget is enabled. Best Practice: For most users, this permission should be constrained by User Self and Subordinates. Universal Profile
Snapshot - Peers Grants ability to view the Peers widget within the Universal Profile - Snapshot page. This permission can be constrained by OU, User's OU, User's Self and Subordinates, User, User's Self, User's Subordinates, and User's Direct Reports. This is an end user permission. Universal Profile
Snapshot - Reviews

Enables user to view the Reviews widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

 Universal Profile
Snapshot Main - View Enables user to view the Snapshot page for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports. Best Practice: For most users, this permission should be constrained by User Self and Subordinates. Universal Profile
Snapshot Succession – Manage Enables user to view the Succession widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. On this page, users can view and manage successors and successor ratings. Users cannot view their own Succession widget and subpage, regardless of permissions. This permission can be constrained by OU, User's Subordinates, User's Direct Subordinates, and Employee Relationship. Universal Profile
Snapshot Succession - View Enables user to view the Succession widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. On this page, users can view successors and successor ratings. Users cannot view their own Succession widget and subpage, regardless of permissions. This permission can be constrained by OU, User's Subordinates, User's Direct Subordinates, and Employee Relationship. For most users, this permission should be constrained by User Self and Subordinates. Universal Profile
Users - View Grants the ability to search for and view summary information about users in the portal via the Admin/Users screen. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Users. If multiple constraints are added, these constraints are considered OR statements. This is an administrator permission. Core Administration