This section provides a brief description of the delivered SSHR functionality.

Summary of SSHR Functionality

Common Functionality

The following generic modules provide common, low-level functionality that is reused in many of the higher-level functions.

Enter Process

The Enter Process module enables the user to:

• Select a person from a searchable list of people

• Select a person from their supervisor hierarchy or from their position hierarchy

• Add and remove people from their personal list of employees and workers

A Simple Search enables to search for a person by name. With an Advanced Search, a manager can search for a person or persons who meet particular criteria. You can search on personal, assignment or skills criteria.

Integration with Oracle Approvals Management

From version 4.1 onwards, SSHR uses the Oracle Approvals Management (AME) application to define and manage approval logic. For more information on AME, see: Oracle Approvals Management Implementation Guide

The existing method of defining customizable PL/SQL packages for approvals is still supported in this release as an alternative to AME.

See: Oracle Approvals Management (AME)

Manager Actions

The Manager Actions feature enables the user to first select a person and then the function, or action, to be performed. When the user selects the person, a context-sensitive list of available actions is displayed and the user can choose the required action from the list.

See: Actions Page

Return for Correction

The Return for Correction feature enable managers to return a transaction either to the initiator of the transaction or a prior approver of the transaction for correction. The person to whom the transaction is returned for correction will receive a notification.

See: Return for Correction

New User Registration

New User Registration enables users to register their own details for SSHR and for benefits providers. You set up a generic name and password and you can either enable users to create their own user name or you can use user hooks to create the user name automatically.

See: New User Registration

Review and Confirm

The Review and Confirm module shows details of transactions that a user has updated or details about pending transactions that require approval. The user can review the information displayed to ensure that all the details are correct before the changes are finally submitted to the database. If necessary, the user can return to the previous screen to change incorrect information. The user can also perform What If analyses to ascertain the effect any changes will have on an person's benefits.

See: Review and Confirm

Personal Actions

The Personal Actions module is the employee/worker equivalent of Manager Actions. The user is presented with a context-sensitive list of actions that they can perform on themselves.

See: Actions Page

Document Management

The Document Management modules enables you to automatically generate business documents containing data from self-service actions.

See: Document Management

Save for Later

The Save for Later functionality enables a user to interrupt a transaction before the data is submitted. The transaction is saved in a transaction table from which it can be retrieved and continued at a later time. Users can select those transactions which they have explicitly saved for later, or which were partially saved at the time of a system failure or time-out, from the All Actions Awaiting Your Attention list in the Actions page.

See: Save for Later

All Actions Awaiting Your Attention

Using the All Actions Awaiting Your Attention function from the Manager, Professional, Employee or Worker responsibilities, SSHR users can access their notifications. This function displays all the notifications and actions irrespective of the responsibilities assigned to a user. Oracle SSHR does not distinguish notifications based on the user's access to functions.

Delete Transactions Pending Approval

The Delete Transactions Pending Approval functionality enables users to delete the transactions that they have initiated before approval.

See: Delete Transactions Pending Approval

Allocated Checklists

The Allocated Checklists module allows you to view and maintain the allocated checklists for your direct reports. The checklists contain a list of tasks relevant to a particular HR action, usually a life event, for example, New Hire. From the Allocated Checklists page, you can perform a task, reassign a task to an alternative performer, and update the task and its status.

See: Allocated Checklists

Workforce Sourcing and Deployment

People Management

The following section lists the SSHR functions within People Management.

Employee Directory

Employee Directory

The Employee Directory function provides an easily accessible, highly configurable lookup of people within your organization. Users can search for a specific person against a range of data, and traverse the organization hierarchy to view details of a person's manager or direct reports. The directory can be accessed either from Self Service, Portal, or anonymously from any web page.

Manage Employment Events

Manage Employment Events (MEE)

The Manage Employment Events (MEE) functionality consists of a set of low-level, workflow-enabled components which can be chained together in various combinations to match your enterprise's business processes. Some chained processes are predefined for you but you can use the Workflow Builder to configure others if you need to. The MEE components are as follows:

Assignment

The Assignment module enables a manager to change a person's assignment information. If the person has multiple assignments, you can display and change any assignment.

See: Assignment

Change Location

The Change Location module enables a manager to change a person's work location.

See: Location

Change Manager

The Change Manager module enables a manager to transfer an employee or worker to another supervisor, move the direct reports of one supervisor to another supervisor and to assemble a new set of direct reports to a new supervisor.

See: Change Manager

Extra Information Types (EITs)

Extra Information Types for SSHR enable you to store additional person and assignment information.

See: Extra Information Types (EITs)

Other Employment Information

The Other Employment Information module enables you to update and retrieve assignment and employment information in assignment descriptive flexfields and localization-enabled flexfields.

See: Other Employment Info

Pay Rate

The Pay Rate module enables a manager to change a person's overall pay rate or update an individual component of the pay rate.

See: Pay Rate

Assignment Rate

The Assignment Rate module enables a manager to enter and record contingent worker rates, per assignment, based on assignment rate types, such as overtime or weekend rates.

See: Assignment Rates

Special Information Types (SITs)

Special Information Types enable you to store additional information that is not currently captured by the system.

See: Special Information Types (SITs)

Voluntary Termination of Employment or End Placement

If employees or contingent workers decide to leave the enterprise, they can initiate the process of ending their employment or placement.

Using the Voluntary Termination function:

• Employees can request for termination of their employment.

• Contingent workers can request for ending their placement.

See: Voluntary Termination

Termination

The Termination module enables a manager to end a person's relationship with their employer. You can also use the Change Manager workflow process to reassign a terminated supervisor's reports.

You can combine the Termination module with the ICD module to create a severance pay process if required.

See: Termination

End Placement

The End Placement module enables a manager to end a contingent worker's work relationship, and specify a reason. You can also use the Change Manager process to reassign the contingent worker's reports.

See: End Placement

Reverse Termination

Managers can reverse the termination of employment or placement.

See: Reverse Termination

Work Schedule

The Work Schedule module enables a manager to change a person's work schedule.

See: Work Schedule

Organization Management

Organization Manager

The Organization Manager module enables a manager to maintain organization manager relationships.

See: Organization Manager

Personal Information

Personal Information

The Personal Information function enables users to update and maintain their personal records. The Personal Information function covers the following areas:

• Basic personal details

  See: Basic Details

• Address

  See: Main Address

• Other addresses

  See: Other Address

• Phone number

  See: Phone Numbers

• Dependents and beneficiaries

  See: Dependents and Beneficiaries

• Emergency contacts

  See: Emergency Contacts

The Personal Information function can also be chained with Special Information Types (SITs).

See: Personal Information

Contact Extra Information

The Contact Extra Information function enables you to enter and maintain additional contact information in SSHR. For example, statutory regulations may require that you provide specific information on dependents and beneficiaries for health insurance and income tax purposes. SSHR enables you to store this information using Extra Information Types (EITs).

See: Contact Extra Information (Japan)

Documents of Record

The Documents of Record function enables you to store documents such as work permits, visa information, and medical certificates in one place. If required, you can also upload electronic versions of document.

See: Documents of Record

Employment Verification

The Employment Verification function enables you to release employment information and, optionally, salary information, to an external organization for a specific purpose, for example, to complete a mortgage or loan agreement.

See: Employment Verification

Professional Details

Professional Details

The Professional Details modules enable users to maintain professional details. They can be used by both employees and their managers, however, certain functions can be restricted for manager access only.

The Professional Details menu contains the following functions:

Education and Qualifications

The Education and Qualifications module enables employees and managers to store details on their academic qualifications. Information entered using this module requires an establishment attendance record for qualifications.

See: Education and Qualifications

Other Professional Qualifications

The Other Professional Qualifications module enables employees and managers to store details on professional qualifications. Professional qualifications or certification details do not require an attendance record.

See: Other Professional Qualifications

Competency Profiles

The Competency Profile module enables employees and managers to store information on skills and competencies.

See: Competency Profile

Work preferences

The Work Preferences module enables employees and managers to store information such as relocation preferences and travel preferences.

See: Work Preferences

Resume

The Resume module enables employees and managers to store a resume.

See: Resume

Tenure Status (US)

The Tenure Status module enables managers to store information on an person's tenure (completion of professional criteria and extended probationary period).

See: Tenure Status

Academic Rank (US)

The Academic Rank module enables managers to store information on the academic rank for employees within Higher Education.

See: Academic Rank

Views

My Information/My Employee Information

My Information and My Employee Information offer users access to employment and assignment records containing information about employment, salary, performance, training, absence, and job applications. Employees can view their personal records and managers can view the records for the people they manage.

See: My Information and My Employee Information

HR Views

The HR Views module offers a summarized view of specific information: Personal Information, Assignment Details, Compensation Activity, and Termination History. This module is used by the HR Professional.

See: HR Views

Recruiting and Hiring

Apply for a Job

The Apply for Job functionality enables employees and workers to search and apply for jobs online.

For more information, see: Apply for a Job

Candidate Offers

The Candidate Offers functionality is used by managers to seek approval for a job offer, send it to an applicant, and track the applicant's response.

For information on Candidate Offers, see: Oracle HRMS Implementing Oracle Self-Service Human Resources 3.4.

Hire

The Hire process is used by managers to enter details about new employees and hire them into their enterprise.

See: Hire or Placement, Place Contingent Worker Processes

Contingent Worker Placement

You can use the Contingent Worker Placement process to bring contingent workers into the organization and give them an assignment.

See: Hire or Placement, Place Contingent Worker Processes

Applicant Hire and Rehire

Use the Applicant Hire and Rehire page to:

• Hire external applicants who have application assignments with a status of Accepted.

• Hire internal applicants (applicants who are employees in your organization) who have application assignments with a status of Accepted.

• Rehire ex-employees in the same business group in which they were previously employed.

See: Applicant Hire and Rehire

Transaction Monitor

HR professionals, managers, and workers can use the Transaction Monitor page to track and view details of the self-service transactions. As the list of all self-service transactions is available on a single-page, users can efficiently track the status of their transactions.

Users can track transactions using the following status values and view their details.

• Pending Approval

• Complete

• Defer

• Error

See: Using Transaction Monitor

Organization Chart

Managers can view their organization hierarchy using the Organization Chart. Details of workers in the manager's hierarchy are displayed in the form of panel cards. The application supports different hierarchy viewer layouts.

Using the Organization Chart, managers can:

• View the Contact, Employment, and Salary information of workers in their hierarchy.

• Identify key high potential workers with succession plans, key high potential workers without succession plans, workers whose salary is above the specified grade range and below the specified grade range.

• Launch self-service actions for workers in their hierarchy. These manager actions are launched in a new page in the Manager Actions tab. This page has a side navigator that helps managers to process and complete multiple self-service transactions for workers in their hierarchy without leaving the page.

• View and perform manager actions for multiple assignments of an employee or worker in their hierarchy, if the subordinate has more than one assignment. Managers can perform these actions for multiple assignments only if the Multiple Assignments feature is enabled and the appropriate security access is setup.

Workers can use the Organization Chart to view their contact and employment information. They can also search for other workers and view their contact and employment information. Workers can launch personal actions using the Actions link in the personal details panel. When a worker selects an action, the action is launched in a page with a side navigation container in the Personal Actions tab. All the personal actions links appear in the side navigation container on the left side of the page. The worker can complete the transaction launched, and move on to other transactions without leaving the page. Note that workers can launch actions for their primary assignment only.

For more information, see: Using the Organization Chart

Talent Management

Talent Profile

The Talent Profile feature of Oracle SSHR helps enterprises to obtain a complete picture of the talent profile of their workforce to manage and execute their talent processes. Talent Profile captures and displays complete worker talent details on a single-interface.

Managers can use Talent Profile to launch personal actions or manager actions. These personal actions or manager actions are launched in a new page in the Personal Actions tab or the Manager Actions tab respectively. The page that is launched when a manager initiates a personal action or manager action has a side navigator that helps managers to process and complete multiple self-service transactions for themselves or for workers in their hierarchy without leaving the page. Managers can view and perform actions for multiple assignments of an employee or worker in their hierarchy, if the subordinate has more than one assignment. Managers can perform these actions for multiple assignments only if the Multiple Assignments feature is enabled and the appropriate security access is setup.

Workers can use Talent Profile to launch personal actions. The personal action selected, is launched in the Personal Actions tab. The side navigator available on this page helps workers to complete multiple self-service personal actions without leaving the page. Note that workers can launch actions for their primary assignment only.

See: Talent Profile in Oracle SSHR

Career and Performance Management

Appraisals

The Appraisals module enables a manager and employee or worker to evaluate employee performance and competencies and to set objectives and actions.

See: Appraisals Overview

Oracle SSHR Succession Planning

The Oracle SSHR Succession Planning functionality enables managers and HR Professionals to plan for future vacant positions by identifying possible successors for employees, jobs, and positions. The Succession Planning function is available from the Manager Self-Service and HR Professional responsibilities.

See: Succession Planning.

Events and Bookings

The Events and Bookings module enables self-service users to create their own events such as meetings, presentations, or training days or to book themselves on existing events. The Events and Bookings function is available to both managers and employees, enabling managers to book their subordinates onto events.

See: Events and Bookings

Suitability Matching

The Suitability Matching functionality enables managers to find suitable people for an existing or planned work opportunity, or find suitable work opportunities for a person. Employees can find opportunities for themselves.

For general information on Suitability Matching, see: Suitability Matching.

Employee Reviews

The Employee Review functionality enables employees/workers and managers to create or update reviews. Employees and workers can create their own reviews and managers can create reviews for their employees and workers. Both managers and employees can invite reviewers to attend the review.

See: Employee Review

Compensation and Benefits Management

Leave and Absence Management

The Absences functionality enables employees or managers to enter absence-related information using a self-service interface. Users can submit and update absence requests. Planned, confirmed, and updated requests are then submitted for approval.

See: Absences

Using self-service, employees can view their accrual balance details based on an effective date, and managers can do the same for employees in their team.

See: Accrual Balances Maintained by SSHR: Overview

See: Leave and Absence Management Overview

See: How do we track and analyze absences and net accrual entitlement:Leave and Absence Management

Benefits

Benefits Enrollment

Benefit Enrollments enables an person to:

• Review their current benefit enrollments

• Select benefits

• Add, update, or remove dependents

• Add, update, or remove beneficiaries

• Search for and select primary care providers

See: Self-Service Benefits Enrollments

For information on US federal self-service benefits, see: Federal Health Employee Benefits Overview

Compensation

Compensation Workbench

The Compensation Workbench enables managers to determine and allocate compensation awards such as salary increases, bonuses, and stock options using a self-service interface. Managers can also view details on their direct reports, prepare budgets, and generate reports.

See: Compensation Workbench

Using self-service, compensation managers can update grade step and grade point of their employee's salaries. Additionally, managers can view the grade step, grade point, grade step date, and point value details using manager view.

See: Grade Step Progression

See:Implementing Grade Related Pay

See: Placing an Employee on a Grade Step

See: Setting up a Grade Ladder

Individual Compensation Distributions (ICD)

ICD enables managers to assign one-time or recurring awards, bonuses, and allowances to qualified employees and individuals.

You can also set up ICD for non-manager employees if your enterprise offers discretionary contribution plans, such as a charitable contribution or savings bond plan.

You define ICD plans using the same application windows that you use to define Benefits plans. ICD is available to users of both Standard and Advanced Benefits.

See: Individual Compensation Distributions

Payroll

Online Payslip

The Online Payslip enables a user to view their payslip using a Web browser when the required payroll processes have been run. Payslips are available for all assignments for which payroll has been completed. Employees can display payslips for the most recent payroll period or for previous payroll periods.

See: Online Payslip

Tax Information Form (W-2)

The Tax Information form gives summary tax information for tax years from 2001 onwards. The form is used for information purposes only as it contains no updateable fields and cannot be submitted in place of the paper version of the form.

See: Tax Information Form (W-2) (US)

Tax Withholdings Form (W-4)

The Online Tax Form enables a user to submit US Tax Withholdings forms (W-4 tax forms) using a Web browser. The user can use the form to update withholding information. A defined contact person will then receive notification of the changed information.

See: Tax Withholdings Form (W-4) (US)

Voluntary Deductions

You can use the Individual Compensation Distributions (ICD) functionality if your enterprise uses voluntary deduction plans, such as a charitable contribution or savings bond plan.

You define ICD plans using the same application windows that you use to define Benefits plans. ICD is available to users of both Standard and Advanced Benefits.

See: Individual Compensation Distributions

Personal Payment Methods

The Personal Payment Methods functionality enables a user to determine how they are paid. The available payment methods are cash, check, deposit, or a combination.

See: Personal Payment Methods

Commutation Allowance

The Commutation Allowance functionality enables a user to view and modify their commutation and transportation allowance details.