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Process of Setting Up Employee Self-Service

The following lists show the procedures that administrators and end users typically follow to set up and use Employee Self-Service. Your company may follow a different process according to its business requirements.

Administrator Procedures

You can import and customize preconfigured forms and create new forms. As Figure 13 shows, the administrator process has two paths. The first path illustrates importing and customizing preconfigured Employee Self-Service forms. The second path is for creating requestor and summary forms. After importing or creating the forms, the administrative process proceeds to testing and releasing the forms.

To set up Employee Self-Service, perform the following procedures:

• Importing a Preconfigured Employee Self-Service Form
• Customizing a Preconfigured Self-Service Form
• Designing Employee Self-Service Requestor Forms
• Creating an Employee Self-Service Summary Form
• Linking Self-Service Forms to the Inbox
• Associating ESS Forms with Employee Directory
• Releasing and Testing Employee Self-Service Forms

End-User Procedures

The end-user process has a single path for requestors. As Figure 13 shows, the first item in the process is for a requestor to choose a form. The process leads to the type of changes the requestor wants, after which the submit process is activated. The form is then routed to the approver's Inbox.

To use Employee Self-Service, perform the following procedure:

• Accessing and Submitting Self-Service Forms.

Figure 13.  Business Process for Employee Self-Service