Siebel Employee Relationship Management Administration Guide > Setting Up Employee Self-Service >

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

Table 15. Preconfigured Employee Self-Service Forms
Form
Comments
Personnel Action Form
This form is used for changes to:
  • business title
  • job transfer (Position/Manager/Division Change)
  • location
Personal Data Form
This form is used for changes to:
  • name
  • address
  • telephone number
Time Off Form
This form is used for vacation and other time-off requests

To import a preconfigured employee self-service form

  1. Export the desired forms (SmartScripts) from the sample database.
    1. Log in to your Siebel application using the sample database.
    2. From the application-level menu, choose View > Site Map > SmartScript Administration > Scripts.
    3. In the Scripts list, select one of the following forms (SmartScripts) to export to your production environment:
      • Personnel Action Form (PAF)
      • Personal Data Change
      • Time Off Request
    4. In the Scripts list, click the menu button, and then choose Export Script.

      5. The Export Script form appears.

    5. 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.

      6. Repeat Step b through Step e for each form (SmartScript) you want to use in your production environment, and then log out of your Siebel application.

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

      4. The Import Script form appears.

    4. From the In case of error drop-down list, select Update.

      5. 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 click Browse, and then select the form (SmartScript) you previously saved in Step 1.
    7. When the Add Attachment dialog box appears with the name of the selected file, click Add.
    8. In the Import Script form, click Import File.
    9. Test and release the script.

 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003