The Actions page displays a list of actions that can be performed for a selected person and suspended actions. Suspended actions can include actions that a user has saved for later submission or actions that have been returned to the initiator by an approver, for example, to be corrected.
The list is driven by the hidden submenu defined for the HR: Manager Actions Menu profile option. The default menu for this profile option is the predefined Personal Actions Menu (HR_LINE_MANAGER_PERS_FUNCTIONS).
The list of functions displayed in the Actions page is also defined by the person's legislation code.
See: Data Security Menus
The Actions page can be accessed in one of the following ways:
Managers can click on the Actions icon for a specific assignment to display the actions relevant to the employee or worker
Self-service users can select the Personal Actions menu option from their menu and display their personal actions
The Available Actions list is, by default, limited to those actions the user is currently eligible for.
For information on setting up eligibility see: Eligibility Processing Setup Example.
For further information on eligibility see: Initiating a Self Service Action.
Viewing and processing of ineligible actions is controlled by two profile options:
HR:Allow Use of Eligibility for Self Service Actions
HR:Allow Processing of Ineligible Self Service Actions
When HR:Allow Use of Eligibility for Self Service Actions system profile is set to No (the default), this page does not display the Eligibility column and only eligible actions for the selected person are listed. When this profile option is set to Yes, the page displays the Eligibility column and all actions are listed. The Eligibility column distinguishes between eligible and ineligible actions.
However, a user will not be able to process an ineligible action unless HR:Allow Processing of Ineligible Self Service Actions is also set to Yes. This will enable users to process actions for which the selected person is currently ineligible, but may be eligible by the effective date. The action will still fail if the person is not eligible for the action by the given date.
In order to ensure that the list of eligible actions and sub-actions is up to date, you must periodically run the Participation Batch Process (Run Benefits Manage Life Events Process) for that individual. This can be set to run automatically every time a manager initiates an action by setting the profile option, HR:Run BENMNGLE When Processing a Self Service Action, to Yes.
The application supports multiple simultaneous actions on the same person. To activate this feature you need to set the system profile option HR:Allow Concurrent Self Service Actions to Yes. When this profile option is set to No, the Pending column is displayed which indicates to the user whether pending transactions are present. The user can then review the pending transaction. When you set the profile option to Yes, the Pending column will not be displayed, and users will be able to perform actions against all assignments.
When concurrent transactions are activated potential data conflicts may arise. For information on how to deal with these see Managing Dates in SSHR.
This module can be accessed from the following menus and functions:
| User Menu Name | Function Name |
|---|---|
| Manager Self Service | Manager Actions |
| Employee Self Service | Personal Actions |
| Manager Self Service | Suspended Actions Mgr |
| Employee Self Service | Suspended Actions |
See: Defining User Access and Menus
Not applicable
Actions Page
| Region | Tip Type | Message Name |
|---|---|---|
| Actions Awaiting Your Attention | Instruction | PQH_SS_PERSON_NTF_INT |
| Available Actions | Instruction | HR_SS_INST_ACTIONS_DUAL |
| Selected Action | Instruction | HR_SS_INST_ACTIONS_SINGLE |
| Selected Action | Instruction | HR_INST_ACTIONS_SINGLE_SUS |
Effective Date Page
| Region | Tip Type | Message Name |
|---|---|---|
| Effective Date Options | Instruction | PQH_SS_EFFECTIVE_DT_HDR |
Refresh Page
| Region | Tip Type | Message name |
|---|---|---|
| Intervening Actions Found | Instruction | PQH_SS_CONC_REFRESH_INT |
Sub Actions Page
| Region | Tip Type | Message name |
|---|---|---|
| Assignment Header | Instruction | PER_SS_ASOF_APPROVAL_DT_DESC |
| Sub Actions | Instruction | PQH_SS_SUB_ACTIONS_INT |
See: Adding Instructions to Web Pages
Not applicable
| Profile | Configurable Levels | Values | Default |
|---|---|---|---|
| HR:Allow Use of Eligibility for Self Service Actions | Site | Yes/No | No |
| HR:Allow Processing of Ineligible Self Service Actions | Site | Yes/No | No |
| HR:Allow Concurrent Self Service Actions | Site | Yes/No | No |
| HR: Manager Actions Menu | All | All Manager Actions menus | Manager Actions Menu |
| HR:Personal Actions Menu | All | All Personal Actions menus | Personal Actions Menu |
| HR:Contingent Worker Manager Actions Menu | All | All Contingent Worker Manager Actions menus | Contingent Worker Manager Actions Menu |
| HR:Contingent Worker Personal Actions Menu | All | All Contingent Worker Personal Actions menus | Contingent Worker Personal Actions Menu |
| HR:Actions - Validation | All | All Actions Checked, Preselected Action Checked, All Validation Post Selection | All Actions Checked |
See: User Profiles