{"id":40407,"date":"2026-03-11T18:16:55","date_gmt":"2026-03-11T17:16:55","guid":{"rendered":"http:\/\/Customer%20Success%20team"},"modified":"2026-03-11T18:18:11","modified_gmt":"2026-03-11T17:18:11","password":"","slug":"personalbudget-budgetversion-for-anvandare-som-inte-ska-kunna-se-personaluppgifterna","status":"publish","type":"docs","link":"https:\/\/oxceed.com\/se\/support\/tillagg\/personalbudget-budgetversion-for-anvandare-som-inte-ska-kunna-se-personaluppgifterna\/","title":{"rendered":"Personalbudget – Budgetversion f\u00f6r anv\u00e4ndare som inte ska kunna se personaluppgifterna"},"content":{"rendered":"

Ofta vill man inte att samtliga uppgifter hos personalen ska vara tillg\u00e4nglig f\u00f6r alla p\u00e5 f\u00f6retaget, d\u00e5 dessa uppgifter kan inneh\u00e5lla k\u00e4nslig information om exempelvis l\u00f6n. F\u00f6r att ni ska kunna ha deltagare som ska arbeta med budgeten i Oxceed, utan att kunna se personaluppgifterna, beh\u00f6ver ni g\u00e5 igenom n\u00e5gra steg nedan.<\/p>\n

I dagsl\u00e4get finns det inte en direkt beh\u00f6righetsstyrning f\u00f6r menyvalet “Budget – Personal” i Oxceed. En deltagares roll inneb\u00e4r i grunden att de ska kunna delta i budgetarbetet. F\u00f6r att deltagarna ska kunna medverka i budgetinmatningen, men utan att se de detaljerade personaluppgifterna, beh\u00f6ver ni f\u00f6lja en specifik process.<\/p>\n

    \n
  1. Uppdatera personaldata<\/strong>\n
      \n
    • Se till att all personaldata \u00e4r korrekt och uppdaterad under “Inst\u00e4llningar – Personal” p\u00e5 f\u00f6retagsniv\u00e5.<\/li>\n<\/ul>\n<\/li>\n
    • Skapa budgetversion med personalbudget<\/strong>\n
        \n
      • Skapa en ny budgetversion som inkluderar<\/strong> personalbudgeten. Vi rekommenderar att ni d\u00f6per denna version till exempelvis “Budget inkl. personal” f\u00f6r tydlighetens skull.<\/li>\n<\/ul>\n<\/li>\n
      • Kontrollera och \u00f6verf\u00f6r uppgifter<\/strong>\n
          \n
        • Granska uppgifterna i den nyskapade budgetversionen och g\u00f6r eventuella n\u00f6dv\u00e4ndiga \u00e4ndringar under “Budget – Personal”. N\u00e4r ni \u00e4r n\u00f6jda, klicka p\u00e5 “\u00c5tg\u00e4rder” och sedan “\u00d6verf\u00f6r till budget” f\u00f6r att spara informationen.<\/li>\n<\/ul>\n<\/li>\n
        • S\u00e4kerst\u00e4ll korrekta anv\u00e4ndarbeh\u00f6righeter (f\u00f6r kostnadsst\u00e4llen)<\/strong>\n
            \n
          • Om ni arbetar med kostnadsst\u00e4llen \u00e4r det avg\u00f6rande att ni har gett anv\u00e4ndarna korrekt beh\u00f6righet under “Inst\u00e4llningar – Anv\u00e4ndarbeh\u00f6righeter” p\u00e5 f\u00f6retagsniv\u00e5. Detta s\u00e4kerst\u00e4ller att de kan komma \u00e5t sina specifika kostnadsst\u00e4llen.<\/li>\n<\/ul>\n<\/li>\n
          • St\u00e4ng ned budgetversionen f\u00f6r redigering<\/strong>\n
              \n
            • \u00c4ndra statusl\u00e4get p\u00e5 budgeten med personal (den ni skapade i steg 2) till “F\u00f6rbereds”.<\/strong> N\u00e4r budgetversionen \u00e4r i detta statusl\u00e4ge kan deltagarna inte se personaluppgifterna under “Budget – Personal”.<\/li>\n<\/ul>\n<\/li>\n
            • Skapa en ny budgetversion<\/strong>\n
                \n
              • Skapa en ny budgetversion som utg\u00e5r fr\u00e5n den precis skapade budgetversionen (“Budget inkl. personal”). Denna nya budgetversion ska inte<\/strong><\/span> inneh\u00e5lla personalbudget och ska ha statusl\u00e4get “\u00d6ppen f\u00f6r inmatning”.<\/li>\n
              • I denna version kan deltagarna mata in sina budgetsiffror. De kommer att kunna se det totala beloppet som \u00e4r budgeterat p\u00e5 de konton som anv\u00e4nder sig av personalbudgeten, men de kommer inte att kunna borra sig ner och se detaljer som individuella l\u00f6ner.<\/li>\n
              • Observera att i resultatrapporter finns det m\u00f6jlighet att borra sig ner p\u00e5 belopp och se transaktionstexter. Var d\u00e4rf\u00f6r noggrann med att anonymisera bokningar som avser personalkostnader.<\/li>\n<\/ul>\n<\/li>\n
              • Vid \u00e4ndringar av personaluppgifter<\/strong>\n
                  \n
                • Om ni \u00e4ndrar i personaluppgifterna under “Inst\u00e4llningar – Personal” eller “Budget – Personal” beh\u00f6ver ni g\u00f6ra om samtliga steg ovan. Detta s\u00e4kerst\u00e4ller att de nya uppgifterna inkluderas i budgeten och att deltagarna budgeterar i den senaste uppdaterade versionen.<\/li>\n
                • N\u00e4r ni skapar den nya budgeten i steg 2 kan ni utg\u00e5 fr\u00e5n den budget ni skapade under steg 6 f\u00f6r att f\u00e5 med de senaste budgetsiffrorna<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n

                  <\/p>\n","protected":false},"excerpt":{"rendered":"

                  Ofta vill man inte att samtliga uppgifter hos personalen ska vara tillg\u00e4nglig f\u00f6r alla p\u00e5 f\u00f6retaget, d\u00e5 dessa uppgifter kan inneh\u00e5lla k\u00e4nslig information om exempelvis l\u00f6n. F\u00f6r att ni ska kunna ha deltagare som ska arbeta med budgeten i Oxceed, utan att kunna se personaluppgifterna, beh\u00f6ver ni g\u00e5 igenom n\u00e5gra steg nedan. I dagsl\u00e4get finns […]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"editor_notices":[],"footnotes":""},"doc_category":[1372578],"doc_tag":[],"class_list":["post-40407","docs","type-docs","status-publish","hentry","doc_category-tillagg"],"acf":[],"year_month":"2026-04","word_count":486,"total_views":"40","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Customer Success team","author_nicename":"customer-success-team","author_url":"https:\/\/oxceed.com\/se\/author\/customer-success-team\/"},"doc_category_info":[{"term_name":"Till\u00e4gg","term_url":"https:\/\/oxceed.com\/se\/support-category\/tillagg\/"}],"doc_tag_info":[],"yoast_head":"\nPersonalbudget - Budgetversion f\u00f6r anv\u00e4ndare som inte ska kunna se personaluppgifterna - Oxceed Sweden<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/oxceed.com\/se\/docs\/personalbudget-budgetversion-for-anvandare-som-inte-ska-kunna-se-personaluppgifterna\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Personalbudget - Budgetversion f\u00f6r anv\u00e4ndare som inte ska kunna se personaluppgifterna\" \/>\n<meta property=\"og:description\" content=\"Ofta vill man inte att samtliga uppgifter hos personalen ska vara tillg\u00e4nglig f\u00f6r alla p\u00e5 f\u00f6retaget, d\u00e5 dessa uppgifter kan inneh\u00e5lla k\u00e4nslig information om exempelvis l\u00f6n. 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