The sections below describe the process of configuring Self - Service Actions in SSHR. Some procedures are optional, for example, setting up eligibility processing or document management. Implementing the workflow processes and functions your enterprise requires is prerequisite to configuring self - service actions. When you have completed the configuration of workflow processes and functions, you must implement the following procedures:

• Set system profile options

• Define access roles

• Personalize pages

• Add a sub menu to user menus

• Set up eligibility processing

• Set up document management

If previous implementations have not configured Oracle Approvals Management (AME) with the attributes, conditions, approval types, and rules your organization requires to manage routing and approving actions, you must configure these if you want to enhance the default behavior. The default is to route the action to the top of the supervisory hierarchy or 10 levels above the Initiator, whichever comes first.

See: Implementation Steps for Self-Service HR (SSHR)

Set System Profile Options

Configure the system profiles at the Site level. The eight profiles directly relating to configuring self-service actions are as follows:

• HR:Allow Approver updates to Self Service actions

• HR:Allow concurrent Self Service actions

• HR:Manage Self Service actions when future-dated changes exist

• HR:Refresh Self Service actions with data from intervening actions

• HR:Display Position Hierarchy

• HR:Allow use of eligibility for Self Service actions

• HR:Allow processing of ineligible Self Service actions

• HR:Run BENMNGLE when processing a Self Service action

If you do not enable HR:Allow Approver updates to Self Service actions, only the Initiator is able to update or change the effective date of an action you return for correction. Approvers will be unable to use attachments.

Oracle recommends that you configure two related options in tandem:

• HR:Manage Self Service actions when future-dated changes exist

• HR:Refresh Self Service actions with data from intervening actions

Enable or disable these two options together. If you set the former to Allow approval (Notify HR Rep), enable the latter as well.

See: User Profiles

Define Access Roles

Create and assign access roles, to grant update privileges to those who approve self-service actions, or deny them to those who do not. The Initiator of an action has privileges based on menu access, and does not need an access role.

See: Access Roles for Self Service Actions

Personalize Pages

Personalize self-service pages. Personalizations play a key role in configuring self-service actions, including the following:

• Personalizing workflow processes to display or hide pages or data fields (performed when you configure workflow processes)

• Personalizing the Review page to display or hide What If analysis or attachments

• Personalizing the Effective Date page to allow users to enter the effective date manually, specify that an action takes effect on approval, or both.

See: Configuring Web Pages

See: Self Service Workflows

Add a Sub Menu to User Menus

Attach the sub menu HR Self-Service Pages sub menu to user menus so that users can see the following pages:

• Effective Date

• Sub Actions

• Return for Correction

• Refresh Attributes

• Document Manager pages

See: Defining Menus for SSHR

Set Up Eligibility Processing

Optionally, set up automatic determination of a person's eligibility for an action, using SSHR Compensation and Benefits functionality as a generic processing engine. You do this in four stages:

• Define Eligibility Profiles

• Define Plans (sub actions)

• Define Reporting Groups (actions)

See: Eligibility Processing Setup Example

Set Up Document Management

Optionally, configure documents and groups in Document Manager to provide formatted business documents in PDF format, containing merged data from workflow processes. Examples include Request for Change, Notification of Change, correspondence, or contracts.

See: Document Manager