Setting Up User Access to Self-Service Benefits

Self-Service Benefits functions are attached to the Benefits Self-Service menu. You can change menu names and function names, or remove menus and functions if required.

As a standard practice, you should copy and edit all delivered menus you want to update. Otherwise, your changes will be overwritten the next time you apply a patch to the application.

If you create a new submenu, you must update the AK regions which point to the submenou.

See: Configuring Tabbed Regions

arrow icon   To set up user access to self-service benefits:

  1. Log on to Oracle HRMS with the System Administrator responsibility.

  2. Open the Menus window.

  3. Query the Self-Service Menu in the Menu field: HR_EMPLOYEE_DIRECT_ACCESS_WEB. The following Self-Service User Menu Name displays to users:

    You can change the menu name if required.

  4. Query the Benefits Submenu in the Menu field: BEN_SELF_SERVICE_BENEFITS. The following Benefits Submenu User Name displays:

    Because the Benefits Self Service submenu is not linked to a top level menu (it has no prompt) the submenu is hidden. The Benefits Self Service submenu has the following prompts.

    These prompts function as the labels on the tabs of the self-service web page.

  5. Save your work and close the Menus window.

  6. If you create a new submenu, you must update the AK regions which point to the submenu.

    Complete steps 7 to 14 to update the region items, or proceed to step 15 if you do not intend to create any new submenus.

    See:Configuring Tabbed Regions

  7. Using an AK Developer responsibility, log on to the application.

  8. Open the Regions window.

  9. Query one of the following regions in the Region ID field:

  10. Choose the Region Items button to open the Region Items window.

  11. In the Attribute Name column, select the Application Menu entry.

  12. Scroll to the Menu Name column and update the field with the new menu as entered in the Menu field of the Menus window.

  13. Repeat for each region listed in step 9.

  14. Save your work and close the Region Items window.

  15. You can use the Form Functions window to customize the seeded functions--BEN_SS_BNFT_ENRT and BEN_SS_MNGR_ENRT.

  16. Use the Form Functions window to create your own Self-Service Benefit functions from the sample functions supplied. The sample User Function Names are:

    The Function Names are:

    If you update the seeded functions, you must update your custom function to use the seeded parameters and HTML Calls.

    Note: It is a good practice to check the Readme for each Self-Service Benefits patch you apply to see if the parameters and HTML Calls for the seeded functions have changed.

  17. Update the displayAgreement parameter value to Y to display a Legal Disclaimer page that the user must accept before continuing with an enrollment.

  18. Set Security Profiles. Use the System Profile Values window to link the responsibility you have created to a Security Profile and your Business Group. The Security Profile is:

    Note: If you fail to link your Responsibility to your Business group with the HR: Security Profile, any benefits participants who attempt to enroll will receive an error message indicating they cannot enroll.

  19. Set the HR: Business Group Profile. Use the System Profile Values window to link the responsibility you have created to your Business Group. The Business Group Profile is:

  20. Define the people you would like to access Self-Service Benefits.

    There are two ways to do this. You can follow the typical steps for defining a new user and assign each user a responsibility that enables access to Self-Service Benefits, one at a time.

    Or, you can set up concurrent programs to automate this manual process.

    See Batch Creation of User Accounts