Contents

List of Figures

Title and Copyright Information

Preface

• Audience
• JD Edwards EnterpriseOne Products
• JD Edwards EnterpriseOne Application Fundamentals
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction to JD Edwards EnterpriseOne Human Capital Management Self-Service

• 1.1 JD Edwards EnterpriseOne HCM Self-Service Overview
  • 1.1.1 eRecruit
• 1.2 JD Edwards EnterpriseOne HCM Self-Service Implementation
  • 1.2.1 Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal
  • 1.2.2 Global Implementation Steps for JD Edwards EnterpriseOne HCM Self-Service
  • 1.2.3 Implementation Steps for the JD Edwards HCM Self-Service System

2 Setting Up Common Settings for Self-Service

• 2.1 Understanding Self-Service Web Pages
  • 2.1.1 HR - Employee Career
  • 2.1.2 HR - Manager Career
  • 2.1.3 HR - Delegates
  • 2.1.4 HR - Enhanced Employee Self Service
  • 2.1.5 HR - New Employee
  • 2.1.6 HR - Employee Performance Management
  • 2.1.7 HR - My Workforce
  • 2.1.8 HR - My Profile
  • 2.1.9 HR - Paid Time Off
  • 2.1.10 HR - Payment Review
  • 2.1.11 HR - Global Leave Administration
  • 2.1.12 HR - Time Entry
  • 2.1.13 HR - Global Leave Approvals
  • 2.1.14 HR - Payroll
  • 2.1.15 HR - eRecruit
• 2.2 Understanding Common Settings for Self-Service Setup
• 2.3 Entering the Common Settings for Self-Service
  • 2.3.1 Forms Used to Set Up Common Settings for Self-Service
  • 2.3.2 Entering the Common Settings

3 Setting Up Employee Self-Service

• 3.1 Understanding Employee Self-Service Setup
• 3.2 Setting Up Verification of Employment
  • 3.2.1 Understanding Verification of Employment Setup
  • 3.2.2 Prerequisites
  • 3.2.3 Forms Used to Set Up Verification of Employment
  • 3.2.4 Setting Up Verification of Employment
• 3.3 Setting Up Name and Address Change
  • 3.3.1 Understanding Name and Address Change Setup
• 3.4 Setting Up Emergency Contacts and Phones
  • 3.4.1 Understanding Emergency Contacts Setup
  • 3.4.2 Prerequisite
• 3.5 Setting Up Paid Time-Off Inquiry
  • 3.5.1 Prerequisite

4 (USA) Setting Up IRS Form W-4

• 4.1 Understanding IRS Form W-4 Setup
• 4.2 Prerequisite
• 4.3 Creating Director Form Rules for IRS Form W-4
  • 4.3.1 Understanding Director Form Rules for IRS Form W-4
  • 4.3.2 Running the Director Rules Report for IRS Form W-4
• 4.4 Reviewing Setup Tables and Instructions for IRS Form W-4
  • 4.4.1 Understanding Setup Tables and Instructions for IRS Form W-4
  • 4.4.2 Forms Used to Review Setup Tables and Instructions for IRS Form W-4
  • 4.4.3 Reviewing Set Up Tables and Instructions for IRS W-4 Form
• 4.5 Setting Up the Self-Service Form for IRS Form W-4
  • 4.5.1 Understanding the Self-Service Form for IRS Form W-4
  • 4.5.2 Setting Processing Options for IRS Form W-4, Employee's Withholding Allowance for ESS (P0855303)
    • 4.5.2.1 Year
    • 4.5.2.2 Per Allow Worksheet
    • 4.5.2.3 Ded + Adj Wksh
    • 4.5.2.4 SSA Phone
    • 4.5.2.5 Process
• 4.6 Creating a Self-Service Process Flow Script for IRS Form W-4
  • 4.6.1 Understanding a Self-Service Process Flow Script for IRS Form W-4
• 4.7 Revising the IRS W-4 Form Workfile
  • 4.7.1 Understanding the IRS W-4 Form Workfile
  • 4.7.2 Forms Used to Review or Update the IRS W-4 Form Workfile
  • 4.7.3 Reviewing and Updating the IRS W-4 Form Workfile
• 4.8 Setting Up URLs for IRS Form W-4
  • 4.8.1 Understanding URLs for IRS Form W-4 Setup
• 4.9 Saving Employee W-4 Information
  • 4.9.1 Understanding the Update Employee W-4 Information to Live Tables report
  • 4.9.2 Running the Update Employee W-4 Information to Live Tables report
  • 4.9.3 Setting Processing Options for Update Employee W-4 Form Information to Live Tables (R0855303)
    • 4.9.3.1 Process

5 Setting Up Manager Self Service

• 5.1 Understanding Manager Self-Service Setup
• 5.2 Setting Up Upcoming Reviews by Supervisor
  • 5.2.1 Understanding Upcoming Reviews by Supervisor Setup
  • 5.2.2 Prerequisite
  • 5.2.3 Setting Processing Options for Upcoming Reviews by Supervisor (P052200)
    • 5.2.3.1 Process
    • 5.2.3.2 Defaults
    • 5.2.3.3 Version
• 5.3 Setting Up the Employee Setup Process
  • 5.3.1 Understanding the Employee Setup Process
  • 5.3.2 Prerequisites
  • 5.3.3 Forms Used to Set Up the Employee Setup Process
  • 5.3.4 Setting Up Default Tasks
  • 5.3.5 Setting Up Tasks by Location
• 5.4 Setting Up Employee Status Change
  • 5.4.1 Understanding Employee Status Change Setup
  • 5.4.2 Prerequisite
  • 5.4.3 Form Used to Set Up the Employee Status Change Program
  • 5.4.4 Setting Processing Options for Employee Status Change Setup (P08730)
    • 5.4.4.1 Defaults
  • 5.4.5 Setting Up the Employee Status Change Program
• 5.5 Setting Up Manager Reports
  • 5.5.1 Understanding Manager Reports setup
  • 5.5.2 Prerequisites
  • 5.5.3 Forms Required to Set Up Manager Reports
  • 5.5.4 Setting Up Manager Reports
• 5.6 Setting Up Organizational Charts for the Web
  • 5.6.1 Understanding Organizational Charts for the Web
  • 5.6.2 Forms Used to Set Up Organizational Charts for the Web
  • 5.6.3 Setting Processing Options for Generate Graphic Organizational Chart (P08713W)
    • 5.6.3.1 Default
  • 5.6.4 Organizational Charts Setup
• 5.7 Setting Up Delegates for Managers Workbench
  • 5.7.1 Understanding Delegates Setup for Managers Workbench
  • 5.7.2 Form Used to Set Up Delegates for Managers Workbench
  • 5.7.3 Setting Processing Options for Manager Delegates Setup (P08750)
    • 5.7.3.1 Defaults
• 5.8 Setting Up Manager Delegates for Time Entry
  • 5.8.1 Understanding Manager Delegates Setup for Time Entry
  • 5.8.2 Form Used to Set Up Manager Delegates for Time Entry
  • 5.8.3 Setting Processing Options for Manager Delegates Setup (P051126)
    • 5.8.3.1 Defaults
  • 5.8.4 Setting Up Manager Delegates for Time Entry

6 Setting Up Self-Service Time Entry

• 6.1 Understanding Self-Service Time Entry Setup
• 6.2 Setting Up the Time Entry Director Form
  • 6.2.1 Understanding the Time Entry Director Form
    • 6.2.1.1 Example 1
    • 6.2.1.2 Example 2
  • 6.2.2 Forms Used to Set Up the Time Entry Director Form
  • 6.2.3 Setting Processing Options for Time Entry Self Service Director (P051125)
    • 6.2.3.1 Date/Pay Cycle Code
    • 6.2.3.2 Pay Type
    • 6.2.3.3 Leave Entry
    • 6.2.3.4 Account Number
    • 6.2.3.5 Multicurrency
    • 6.2.3.6 Manager
    • 6.2.3.7 Administrator
    • 6.2.3.8 Resource Assignment
    • 6.2.3.9 Future Entry
    • 6.2.3.10 Timecard Changes
    • 6.2.3.11 Daily Time Entry
  • 6.2.4 Setting Up Director Text
• 6.3 Creating the Time Entry Interface for Employee Self-Service
  • 6.3.1 Understanding the Time Entry Interface for Employee Self-Service
  • 6.3.2 Forms Used to Create the Time Entry Interface for Employee Self-Service
  • 6.3.3 Setting Up the Time Entry Interface for Employee Self-Service
• 6.4 Assigning Pay Types to Employee Groups
  • 6.4.1 Understanding Pay Types Assignment
  • 6.4.2 Forms Used to Assign Pay Types to Employee Groups
  • 6.4.3 Setting Up Pay Type Assignment for Employee Groups
• 6.5 Working with Labor Distribution Periods
  • 6.5.1 Understanding Labor Distribution Periods
  • 6.5.2 Forms Used to Work with Labor Distribution Periods
  • 6.5.3 Adding Labor Distribution Period for an Employee
  • 6.5.4 Overriding Standard Hours with Labor Distribution Period

7 Understanding the eRecruit System

• 7.1 The eRecruit System
• 7.2 eRecruit Tables
• 7.3 User Defined Codes for eRecruit
  • 7.3.1 Ascending Descending (08R/AD)
  • 7.3.2 eRecruit Status (08R/AS)
  • 7.3.3 Disable Applicant Activities (08R/AA)
  • 7.3.4 Element ID (08R/EI)
  • 7.3.5 Internal/External/Both (08R/IE)
  • 7.3.6 Job Posting Location (08R/JL)
  • 7.3.7 Letter Component (08R/LC)
  • 7.3.8 Mandatory/Hide/Disable (08R/MH)
  • 7.3.9 Phrase Category (08R/PH)
  • 7.3.10 Posting Category (08R/PC)
  • 7.3.11 Posting Status (08R/PS)
  • 7.3.12 Job Posting (08R/WS)
  • 7.3.13 Resume Flag (08R/RF)
  • 7.3.14 Sort Fields (08R/SF)
  • 7.3.15 Travel Percentage (08R/TP)

8 eRecruit System Setup

• 8.1 Understanding eRecruit System Setup
  • 8.1.1 Prerequisite
• 8.2 Setting Up the Encryption Key
  • 8.2.1 Understanding the Encryption Key Setup
  • 8.2.2 Form Used to Set Up the Encryption Key
  • 8.2.3 Set Up the Encryption Key
• 8.3 Setting Processing Options for Recruitment Self Service Menu (P08400)
  • 8.3.1 Email Type
• 8.4 Setting Processing Options for Applicant Login (P08405)
  • 8.4.1 User ID and Password
• 8.5 Example: Applying for a Job Using eRecruit

9 eRecruit Applications Setup

• 9.1 Understanding eRecruit Setup
• 9.2 Defining Posting Categories
  • 9.2.1 Understanding Posting Category Definitions
  • 9.2.2 Form Used to Define Posting Categories
  • 9.2.3 Posting Category Information
• 9.3 Defining Settings by Posting Category
  • 9.3.1 Understanding Settings by Posting Category
  • 9.3.2 Forms Used to Define Settings by Posting Category
  • 9.3.3 Settings by Posting Category
    • 9.3.3.1 Field Preferences
    • 9.3.3.2 Posting Display
    • 9.3.3.3 Disable Activities
    • 9.3.3.4 Confirmation Email
    • 9.3.3.5 Web Addresses tab
• 9.4 Defining Standard Phrase Categories
  • 9.4.1 Understanding Standard Phrase Categories
  • 9.4.2 Form Used to Define Standard Phrase Categories
  • 9.4.3 Standard Phrase Categories
• 9.5 Defining Standard Phrases
  • 9.5.1 Understanding Standard Phrases
  • 9.5.2 Form Used to Define Standard Phrases
  • 9.5.3 Standard Phrases

10 Managing Job Postings

• 10.1 Understanding Job Posting Management
• 10.2 Prerequisite
• 10.3 Creating and Editing a Job Posting
  • 10.3.1 Understanding Job Posting
  • 10.3.2 Forms Used to Create and Edit a Job Posting
  • 10.3.3 Setting Processing Options for Manage Job Postings (P08470)
    • 10.3.3.1 Competencies
  • 10.3.4 Create a Job Posting
    • 10.3.4.1 Job Postings Form, Job Titles
    • 10.3.4.2 Standard Phrase Search & Select Form
    • 10.3.4.3 Add Job Postings Form, Competencies
  • 10.3.5 Edit a Job Posting
• 10.4 Building Job Posting Records
  • 10.4.1 Understanding Job Posting Records
  • 10.4.2 Running the Job Posting Records Program (R08473)

11 Processing eRecruit Applicants

• 11.1 Understanding eRecruit Applicant Processing
• 11.2 Prerequisite
• 11.3 Setting Up HR Self-Service Programs (Release 9.1 Update)
• 11.4 Reviewing Submitted Applications
  • 11.4.1 Understanding Submitted Applications Review
  • 11.4.2 Forms Used to Review Submitted Applications
  • 11.4.3 Setting Processing Options for Review Applicants (P08498)
    • 11.4.3.1 Process
  • 11.4.4 Review Submitted Applications
• 11.5 Performing eRecruit Searches
  • 11.5.1 Understanding eRecruit Searches
    • 11.5.1.1 Example: Keyword Search Options
    • 11.5.1.2 Example: Keyword Search Complex Query
    • 11.5.1.3 Keyword Search Text Entry
    • 11.5.1.4 eRecruit Data Field Filters
  • 11.5.2 Forms Used to Perform eRecruit Searches
  • 11.5.3 Setting Processing Options for Search eRecruit Applicants and Resumes (P08488)
    • 11.5.3.1 Action
    • 11.5.3.2 Defaults
    • 11.5.3.3 Versions
  • 11.5.4 Searching for eRecruit Applicants
• 11.6 eRecruit SES Index Build
  • 11.6.1 Understanding Building Indexes for Performing Searches
  • 11.6.2 Running the eRecruit SES Index Build Program
• 11.7 Processing Recruitment Records (R08470)
  • 11.7.1 Understanding Recruitment Records Processing
  • 11.7.2 Running the Processing Recruitment Records Program
  • 11.7.3 Setting Processing Options for Process Recruitment Records (R08470)
    • 11.7.3.1 Process
• 11.8 Updating Applicant Personal Information (R08490)
  • 11.8.1 Understanding the Updating Applicant Personal Information Report
  • 11.8.2 Running the Updating Applicant Personal Information Report
  • 11.8.3 Setting Processing Options for Update Applicant Info (R08490)
    • 11.8.3.1 Process
    • 11.8.3.2 Defaults
    • 11.8.3.3 Notifications

12 Employee Self-Service Benefits Setup

• 12.1 Understanding Employee Self-Service Benefits Setup
• 12.2 Implementing Employee Benefits Setup
  • 12.2.1 Understanding Employee Benefits Setup Implementation
  • 12.2.2 Forms Used to Implement Self-Service Benefits Setup
  • 12.2.3 Implement Self-Service Benefits Setup

13 Setting Up Common Settings for Benefits Self Service

• 13.1 Understanding Common Settings for Benefits Self Service
• 13.2 Implementing the Settings
  • 13.2.1 Forms Used to Set Up Common Settings for Benefits Self Service
  • 13.2.2 Entering the Common Settings

14 Defining Benefit Category Rules for Self Service

• 14.1 Understanding Benefit Category Rules for Self Service
• 14.2 Linking Categories to Benefit Groups
  • 14.2.1 Forms Used to Link Categories to Benefit Groups
  • 14.2.2 Link Categories to Benefit Groups

15 Setting Up URLs for Self-Service Benefits

• 15.1 Understanding URLs for Self-Service Benefits
• 15.2 Prerequisites
• 15.3 Setting Up URLs for Benefit Plan Options
  • 15.3.1 Understanding URLs for Benefit Plan Options
  • 15.3.2 Forms Used to Set Up URLs for Benefit Plan Options
  • 15.3.3 Set Up URLs for Benefit Plan Options
• 15.4 Setting Up URLs for Benefit Plans
  • 15.4.1 Understanding URLs for Benefit Plans
  • 15.4.2 Forms Used to Set Up URLs for Benefit Plans
  • 15.4.3 Set Up URLs for Benefit Plans
• 15.5 Setting Up URLs for Benefit Categories
  • 15.5.1 Understanding URLs for Benefit Categories
  • 15.5.2 Forms Used to Set Up URLs for Benefit Categories
  • 15.5.3 Set Up URLs for Benefit Categories
• 15.6 Setting Up URLs for Benefit Groups
  • 15.6.1 Understanding URLs for Benefit Groups
  • 15.6.2 Forms Used to Set Up URLs for Benefit Groups
  • 15.6.3 Set Up URLs for Benefit Groups

16 Setting Up Benefit Enrollment Events for Self Service

• 16.1 Understanding Benefit Enrollment Events for Self Service
• 16.2 Implementing Benefit Enrollment Events
  • 16.2.1 Forms Used to Implement Benefit Enrollment Events
  • 16.2.2 Benefit Enrollment Event Set Up

17 Setting Up Benefit Categories by Enrollment Event

• 17.1 Understanding Benefit Categories by Enrollment Event
• 17.2 Implementing the Settings
  • 17.2.1 Forms Used to Set Up Benefit Categories by Enrollment Event
  • 17.2.2 Set Up Benefit Categories by Enrollment Event

18 Setting Up Allowed Dependent Relationships by Plan

• 18.1 Understanding Allowed Dependent Relationships by Plan
• 18.2 Implementing the Settings
  • 18.2.1 Forms Used to Implement Allowed Dependent Relationships by Plan
  • 18.2.2 Implement Allowed Dependent Relationships by Plan

19 Setting Up Workfiles for Benefits Self Service

• 19.1 Understanding Workfiles for Benefits Self Service
• 19.2 Setting Up Dependent Selection Automatically
  • 19.2.1 Understanding Automatic Dependent Selection
  • 19.2.2 Running the Automatically Setup SS Dependent Selection (R085505)
  • 19.2.3 Setting Processing Options for Automatically Setup SS Dependent Selection (R085505)
    • 19.2.3.1 Defaults
• 19.3 Building the Current Coverage Workfile for Self Service
  • 19.3.1 Understanding the Current Coverage Workfile for Self Service
  • 19.3.2 Running the Current Enrollment Work File Build program
  • 19.3.3 Setting Processing Options for Current Enrollment Work File Build (R085530)
    • 19.3.3.1 Version
• 19.4 Setting Up a Current Dependent and Beneficiary Workfile
  • 19.4.1 Understanding the Current Dependent and Beneficiary Workfile
  • 19.4.2 Running the Build Current Dependent/Beneficiary Work File Program
  • 19.4.3 Setting Processing Options for Build Current Dependent/Beneficiary Work File (R085537)
    • 19.4.3.1 Process
• 19.5 Building the Available Plans Workfile for Self Service
  • 19.5.1 Understanding the Available Plans Workfile for Self Service
  • 19.5.2 Prerequisites
  • 19.5.3 Running the Available Plans Work File Build program
  • 19.5.4 Setting the Processing Options for Available Plans Work File Build (R085520)
    • 19.5.4.1 Date
    • 19.5.4.2 Event Type
• 19.6 Excluding Benefit Plans or Categories From a Work File Build
  • 19.6.1 Understanding Benefit Plan or Category Exclusion from a Work File Build
  • 19.6.2 Forms Used to Exclude a Benefit Plan or Category
  • 19.6.3 Exclude a Benefit Plan or Category
• 19.7 Building the Personal Information Workfile
  • 19.7.1 Understanding the Personal Information Workfile
  • 19.7.2 Running the Personal Employee Information Workfile Build Report
  • 19.7.3 Setting Processing Options for Personal Employee Information Workfile Build (R054101)
    • 19.7.3.1 Process
• 19.8 Setting Up Steps and Rules for Director Process Flows
  • 19.8.1 Understanding Steps and Rules for Director Process Flows
  • 19.8.2 Running the Populate Director Form Rules/Edits Program

20 Setting Up Self-Service Benefit Plan Guidelines

• 20.1 Understanding Self-Service Benefit Plan Guidelines
• 20.2 Setting Up Benefit Contribution Limits
  • 20.2.1 Understanding Benefit Contribution Limits
  • 20.2.2 Forms Used to Set Up Benefit Contribution Limits
  • 20.2.3 Set Up Benefit Contribution Limits
• 20.3 Setting Up Maximum Coverage Increase Limits
  • 20.3.1 Understanding Maximum Coverage Increase Limits
  • 20.3.2 Forms Used to Set Up Maximum Coverage Increase Limits
  • 20.3.3 Set Up Limits

21 Setting Up Self-Service Process Flows

• 21.1 Understanding Self-Service Process Flows
• 21.2 Running the Populate Director Form Rules/Edits Report
  • 21.2.1 Understanding the Populate Director Form Rules/Edits Report
  • 21.2.2 Running the Populate Director Form Rules/Edits Report
• 21.3 Defining Process Flow Scripts
  • 21.3.1 Understanding Process Flow Scripts
    • 21.3.1.1 Self-Service Process Flow Rules and Program Relationships
  • 21.3.2 Forms Used to Define Process Flow Scripts
  • 21.3.3 Define Scripts
    • 21.3.3.1 Define a Process Flow Step
    • 21.3.3.2 Define Director Text
    • 21.3.3.3 Process Flow Detail
• 21.4 Setting Up Translated Director Text
  • 21.4.1 Understanding Translated Director Text
  • 21.4.2 Forms Used to Set Up Translated Director Text
  • 21.4.3 Setting Up Translated Text

22 Setting Up Form Options and Workflow Approval

• 22.1 Understanding Form Options and Workflow Approval Setup
• 22.2 Setting Up Form Options
  • 22.2.1 Understanding Form Options
  • 22.2.2 Forms Used to Set Up Form Options
  • 22.2.3 Setting Processing Options for Self-Service Director (P05410)
    • 22.2.3.1 Process
    • 22.2.3.2 Display
  • 22.2.4 Setting Processing Options for Employee Information - Telephone Numbers (P054215)
    • 22.2.4.1 Display
  • 22.2.5 Setting Processing Options for Dependent Enrollment (P085570)
    • 22.2.5.1 Default
  • 22.2.6 Set the Form Options
• 22.3 Setting Up Benefit Confirmation Statement Options
  • 22.3.1 Understanding Benefit Confirmation Statement Options
  • 22.3.2 Forms Used to Set Up Benefit Confirmation Statement Options
• 22.4 Setting Processing Options for Enrollment Statement (P085568)
  • 22.4.1 Options
  • 22.4.2 Default
  • 22.4.3 Date
  • 22.4.4 Email
  • 22.4.5 Set Up Statement Options
• 22.5 Setting Up Self-Service Benefits Workflow Approval
  • 22.5.1 Understanding Self-Service Benefits Workflow Approval
  • 22.5.2 Forms Used to Set Up Self-Service Benefits Workflow Approval
  • 22.5.3 Set Up Workflow Approval

23 Saving Self-Service Employee Information

• 23.1 Understanding Saving Employee Information
• 23.2 Saving Employee Personal Information
  • 23.2.1 Understanding Employee Personal Information Storage
  • 23.2.2 Running the Update Employee Personal Information to Live Tables Program
  • 23.2.3 Setting Processing Options for Update Employee Personal Information to Live Tables (R054104)
    • 23.2.3.1 Process
• 23.3 Saving Self-Service Benefits Information
  • 23.3.1 Understanding Benefits Information Storage
  • 23.3.2 Setting Processing Options for Update Benefits Information to Live Tables (R085524)
    • 23.3.2.1 Process
    • 23.3.2.2 Defaults

24 Reviewing History and Revising Self-Service Workfiles

• 24.1 Understanding Self-Service History and Workfiles
• 24.2 Reviewing Employee Self-Service History
  • 24.2.1 Understanding Employee Self-Service History
  • 24.2.2 Forms Used to Review Employee Self-Service History
• 24.3 Setting Processing Options for Work With Employee Self Service History (P085585)
  • 24.3.1 Default
  • 24.3.2 Display
  • 24.3.3 Review History
• 24.4 Revising the Current Coverage Workfile
  • 24.4.1 Understanding the Current Coverage Workfile
  • 24.4.2 Forms Used to Revise the Current Coverage Workfile
  • 24.4.3 Revise the Workfile
• 24.5 Revising the Available Plans Workfile
  • 24.5.1 Understanding the Available Plans Workfile
  • 24.5.2 Forms Used to Revise the Available Plans Workfile
  • 24.5.3 Revise the Available Plans Workfile
• 24.6 Reviewing Dependent and Beneficiary Current Coverage Revisions
  • 24.6.1 Understanding Dependent and Beneficiary Current Coverage Revisions Review
  • 24.6.2 Forms Used to Review Dependent and Beneficiary Current Coverage Revisions
  • 24.6.3 Review the Revisions
• 24.7 Revising the Dependent and Beneficiary Updated Revisions Workfile
  • 24.7.1 Understanding the Dependent and Beneficiary Updated Revisions Workfile
  • 24.7.2 Forms Used to Revise the Dependent and Beneficiary Updated Revisions Workfile
  • 24.7.3 Revising the Workfile
• 24.8 Revising the Personal Profile Workfile
  • 24.8.1 Understanding Personal Profile Workfile Revisions
  • 24.8.2 Forms Used to Revise the Personal Profile Workfile
  • 24.8.3 Revise the Workfile

25 Setting Up New DBA Plan Rates

• 25.1 Understanding DBA Plan Rates
• 25.2 Prerequisite
• 25.3 Implementing New DBA Plan Rates
  • 25.3.1 Forms Used to Set Up New DBA Plan Rates
  • 25.3.2 Implement New DBA Plan Rates

26 Managing Benefits Self-Service Work Files

• 26.1 Understanding Benefits Self-Service Work Files
• 26.2 Purging the Employee Current and Pending Elections Work Table
  • 26.2.1 Understanding the Employee Current and Pending Elections Work Table
  • 26.2.2 Running the Purge Employee Current/Pending Elections Work Table Program
• 26.3 Purging the Dependent and Beneficiary Cross-Reference Work Table
  • 26.3.1 Understanding Dependent and Beneficiary Cross-Reference Work Table Maintenance
  • 26.3.2 Running the Purge Dependent/Beneficiary X-Reference Table Program
  • 26.3.3 Setting Processing Options for Purge Dependent/Beneficiary X-Reference Table (R085542)
    • 26.3.3.1 Delete
• 26.4 Purging the Current Dependent and Beneficiary Cross-Reference Work Table
  • 26.4.1 Understanding Current Dependent and Beneficiary Cross-Reference Work Table Maintenance
  • 26.4.2 Running the Purge Current Dep/Ben X-Reference Work Table Program
• 26.5 Purging the Employee Personal Information, Contacts, and Phone Work Tables
  • 26.5.1 Understanding Employee Personal Information, Contacts, and Phone Work Tables Maintenance
  • 26.5.2 Running the Purge Employee Personal, Contact, Phone Work Tables Program
  • 26.5.3 Setting Processing Options for Purge Employee Personal/Contact/Phone (R054040)
    • 26.5.3.1 Delete
• 26.6 Purging the Available Plans and Plan Options Work Table
  • 26.6.1 Understanding Available Plans and Plan Options Work Table Maintenance
  • 26.6.2 Running the Purge Available Plans/Plan Options Program
  • 26.6.3 Setting Processing Options for Purge Available Plans/Plan Options (R085541)
    • 26.6.3.1 Delete

27 Employee Self Service

• 27.1 Understanding Employee Self Service
• 27.2 Requesting a Verification-of-Employment Letter
  • 27.2.1 Understanding Verification-of-Employment Letters
  • 27.2.2 Forms Used to Request a Verification-of-Employment Letter
  • 27.2.3 Setting Processing Options for Review Requests for Verification of Employment (P05003)
    • 27.2.3.1 User Level
    • 27.2.3.2 Workflow Setup
  • 27.2.4 Requesting a Verification-of-Employment Letter
• 27.3 Reviewing Personal Information Using Self Service
  • 27.3.1 Understanding Employee Personal Information
  • 27.3.2 Prerequisite
  • 27.3.3 Form Used to Review Personal Information Using Self Service
  • 27.3.4 Setting Processing Options for Employee Profile (P060116)
    • 27.3.4.1 Enrollment
    • 27.3.4.2 Human Resource
    • 27.3.4.3 Versions
  • 27.3.5 Reviewing Personal Information
• 27.4 Reviewing Pay Stubs Using Employee Self Service
  • 27.4.1 Understanding Pay Stubs Review
  • 27.4.2 Forms Used to Review Pay Stubs
  • 27.4.3 Reviewing Pay Stub Information
• 27.5 Entering Automatic Deposit Information
  • 27.5.1 Understanding Automatic Deposit Information
  • 27.5.2 Form Used to Enter Automatic Deposit Information
  • 27.5.3 Entering Automatic Deposit Information
• 27.6 Entering Competency Information Using Self Service
  • 27.6.1 Understanding Self-Service Competency Information
  • 27.6.2 Prerequisite
  • 27.6.3 Forms Used to Enter Competency Information Using Self Service
  • 27.6.4 Setting Processing Options for Competency Self Service (P05130)
    • 27.6.4.1 Display
  • 27.6.5 Entering a Training Competency
  • 27.6.6 Entering a Skills Competency
  • 27.6.7 Entering an Accomplishment Competency
  • 27.6.8 Entering a Certification Competency
  • 27.6.9 Entering an Education Competency
  • 27.6.10 Entering a Language Competency
  • 27.6.11 Revising Competency Information
• 27.7 Entering Timecards Using Self Service
  • 27.7.1 Understanding Self-Service Time Entry
  • 27.7.2 Prerequisite
  • 27.7.3 Forms Used to Enter Timecards Using Self Service
  • 27.7.4 Entering Timecards Using Self Service
  • 27.7.5 Delete or Modify Self-Service Timecards
• 27.8 Managing Self-Service Timecards Using Summary Time Entry
  • 27.8.1 Understanding Self-Service Timecards Using Summary Time Entry
  • 27.8.2 Forms Used to Manage Self-Service Timecards Using Summary Time Entry
  • 27.8.3 Managing Self-Service Timecards
  • 27.8.4 Delete or Modify Self-Service Timecards

28 Manager Self Service

• 28.1 Understanding Manager Self Service
  • 28.1.1 Compensation Management Self-Service Considerations
• 28.2 Using the Managers Workbench Program
  • 28.2.1 Understanding Managers Workbench
  • 28.2.2 Form Used for Using the Managers Workbench Program
• 28.3 Setting Processing Options for Managers Workbench (P08712)
  • 28.3.1 User Level
  • 28.3.2 Version
• 28.4 Changing an Employee Status
  • 28.4.1 Understanding Employee Status Change
  • 28.4.2 Forms Used to Change an Employee Status
  • 28.4.3 Setting Processing Options for Employee Status Change (P08720)
    • 28.4.3.1 Process
    • 28.4.3.2 User Level
    • 28.4.3.3 Defaults
  • 28.4.4 Requesting an Employee Status Change
• 28.5 Reviewing an Employee Status Change
  • 28.5.1 Understanding an Employee Status Change Review
  • 28.5.2 Forms Used to Review an Employee Status Change
  • 28.5.3 Setting Processing Options for Status Change Review (P087201)
    • 28.5.3.1 Processing
    • 28.5.3.2 User Level
• 28.6 Assigning a Delegate
  • 28.6.1 Understanding Delegate Assignment
  • 28.6.2 Prerequisite
  • 28.6.3 Forms Used to Assign Delegates
  • 28.6.4 Setting Processing Options for Managers Delegates (P08750)
    • 28.6.4.1 Defaults
  • 28.6.5 Assigning a Delegate
• 28.7 Reviewing Upcoming Employee Reviews by Supervisor
  • 28.7.1 Understanding Upcoming Employee Reviews
  • 28.7.2 Prerequisite
  • 28.7.3 Form Used to Review Upcoming Employee Reviews by Supervisor
  • 28.7.4 Reviewing Upcoming Employee Review Information
• 28.8 Entering Data for Verification-of-Employment Letters
  • 28.8.1 Understanding Data for Verification-of-Employment Letters
  • 28.8.2 Prerequisite
  • 28.8.3 Forms Used to Enter Data for Verification-of-Employment Letters
  • 28.8.4 Setting Processing Options for Review Requests for Verification of Employment (P05003)
    • 28.8.4.1 User Level
    • 28.8.4.2 Workflow Setup
  • 28.8.5 Entering Data for Verification-of-Employment Letters
• 28.9 Using Managers Reports
  • 28.9.1 Understanding Managers Reports
  • 28.9.2 Forms Used to Run Managers Reports
  • 28.9.3 Using Managers Reports
• 28.10 Setting Up Information for New Employees
  • 28.10.1 Understanding New Employee Setup
    • 28.10.1.1 Add an Employee Record Using Employee Setup
    • 28.10.1.2 Initiate the Employee Setup Process
    • 28.10.1.3 Approve a Setup Process or Task
    • 28.10.1.4 Review and Revise the Setup Process
  • 28.10.2 Prerequisites
  • 28.10.3 Forms Used to Set Up Information for New Employees
  • 28.10.4 Setting Processing Options for Employee Setup Workbench (P08710)
    • 28.10.4.1 Processing
    • 28.10.4.2 User Level
    • 28.10.4.3 Defaults
    • 28.10.4.4 Work Orders
  • 28.10.5 Initiate Employee Setup
  • 28.10.6 Approve a Setup Process or Task
  • 28.10.7 Review and Revise the Status
• 28.11 Approving Automatic Deposit Information
  • 28.11.1 Understanding Automatic Deposit Information Approval
  • 28.11.2 Forms Used to Approve Automatic Deposit Information
  • 28.11.3 Entering Automatic Deposit Approvals
• 28.12 Approving Bank Transit Information
  • 28.12.1 Understanding Bank Transit Information Approval
  • 28.12.2 Form Used to Approve Bank Information for Automatic Deposits
  • 28.12.3 Approving Bank Transit Information
• 28.13 Approving Competency Information
  • 28.13.1 Understanding Competency Information Approval
  • 28.13.2 Forms Used to Approve Competency Information
  • 28.13.3 Approving Self-Service Competency Entries
• 28.14 Creating Organizational Charts for the Web
  • 28.14.1 Understanding Organizational Charts for the Web
  • 28.14.2 Forms Used to Create Organizational Charts for the Web
  • 28.14.3 Creating Organizational Charts for the Web
• 28.15 Approving Self-Service Timecards
  • 28.15.1 Understanding Self-Service Timecard Review and Approval
  • 28.15.2 Forms Used to Approve Self-Service Timecards
  • 28.15.3 Approving Timecards

A JD Edwards EnterpriseOne Human Capital Management Self-Service Reports

• A.1 Human Capital Management Self-Service Reports
• A.2 Human Capital Management Self-Service Reports: A to Z
• A.3 Human Capital Management Self-Service Reports: Selected Report
  • A.3.1 R08471 - Job Postings
  • A.3.2 Data Sequence for Job Postings
  • A.3.3 Setting Processing Options for Job Postings (R08471)
    • A.3.3.1 Detail

Glossary

Index