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Importing a Preconfigured Employee Self-Service Form


Siebel Employee Self-Service is preconfigured with several employee forms. These preconfigured forms can be imported to your Siebel application as SmartScripts. After they are imported, the forms can be verified and then released so that you can use them within your Siebel application.

Table 6 describes the preconfigured forms for Employee Self-Service and the types of changes addressed in each form.

This task is a step in Process of Setting Up Employee Self-Service.

Table 6. Preconfigured Employee Self-Service Forms
Form
Comments

Calling Card Request

This form is used for ordering new calling cards

Check FMLA Eligibility

This guided form helps employees find out whether they are eligible for FMLA (Family Leave Medical Act)

Employee Survey

This is a workplace survey administered to employees

Executive Center Booking

This form lets employees book the Executive Center for customer meetings

New Hire Process

This form is used for provisioning a PDA, computer, workspace, and training for a new employee

Personal Data Change

This form is used for changes to:

  • Name
  • Address
  • Cell phone number

Personnel Action Form (PAF)

This form is used for changes to:

  • Business title
  • Job transfer (Position/Manager/Division Change)
  • Location

Time Off Form

This form is used for vacation, sick leave, and other time-off requests

To import employee self-service forms (SmartScripts) from the sample database

  1. Log in to your Siebel application using the sample database.
  2. Navigate to the Site Map > Administration - SmartScript > Scripts view.
  3. In the Scripts list, select a form (SmartScript), listed in Table 6 to export to your production environment:
    1. In the Scripts list, click the menu button, and then choose Export Script.

      The Export Script form appears.

    2. Click the form (SmartScript) name hyperlink, and then save the form (SmartScript) to a temporary location so that you can import it into your production environment.

      Repeat Step 2 through Step 3 (including substeps) for each SmartScript form you want to use in your production environment, and then log out of your Siebel application.

To import the form to the production environment

  1. Log in to your Siebel application again, using the production database.
  2. Navigate to the Site Map > Administration - SmartScript > Scripts view.
  3. In the Scripts list, click the menu button, and then choose Import Script.

    The Import Script form appears.

  4. In the form, select Update in the In case of error field.

    NOTE:  When importing preconfigured employee self-service forms, choose the Update option. If a script with the same name already exists, the newly imported script replaces the old one.

  5. In the File Name field, click the select button.
  6. In the Add Attachment dialog box Browse for the saved SmartScript form.
  7. From the Add Attachment dialog box, click Add, and then, from the Import Script form, click Import File.

    NOTE:  Each imported form should be tested and then released.

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