PeopleSoft Enterprise eProfile 9.1 PeopleBook

Using eProfile

This chapter lists prerequisites and discusses how to:

Review and update personal information.
(USF) Request leave of absence.
(USF) Request termination.
(USF) Review change requests.
Review workflow inquiries.

Prerequisites for Using eProfile

Before you can use the eProfile transactions,

Activate eProfile on the Installation Table.

See Selecting PeopleSoft Applications for Your Installation.
Define position management on the HRMS Options page.

The position management setting determines whether automatic updates, by nonadministrators, are allowed for certain transactions. Automatic updates can occur only if position data is not affected.

See Selecting HRMS Options.

See Setting Up and Working with Self-Service Transactions.

Set up security.

eProfile uses permission lists, roles, and user profiles to authorize or deny access to transactions and data. The following table lists the permissions and roles delivered with eProfile:

Permission Lists	Roles
HCCPSS2000	Manager
HCCPFE2000	Manager Self Service - Fed
HCCPFE1060	Personal Info-Employee - Fed

Note. Remember to enter an email address for each user profile; otherwise, email routings that are used by workflow will not work.

See Setting Up and Administering HRMS Security.

Define whether a transaction automatically updates the database.

Use the Self Service Workflow Configurations page to define whether the transaction will update the database without an administrator's intervention.

See Setting Up Approvals and Database Updates.
Define rules for workflow notifications.

Workflow can be set up to notify the administrator when a transaction successfully updates the database and when the system detects a warning with the update.

See Setting Up Administrator Notification Rules.
Set up the manager's data access to his or her direct reports.

eProfile uses access types to control a manager's access to employee data. Normally, the manager who initiates a transaction can view only data for his or her direct reports. Access types enable the system to determine who reports to the initiating manager.

See Configuring Direct Reports Functionality.
Configure the USFED WIP transaction.

See (USF) Setting Up the Work-in-Progress Management System.

Reviewing and Updating Personal Information

This section provides an overview of reviewing and updating personal information and lists the pages that are used to review and update personal information.

Understanding Reviewing and Updating Personal Information

PeopleSoft delivers the following transactions that enable employees to view, add, change, and delete personal information in the PeopleSoft database.

Commercial	Federal
Personal Information Summary	Personal Information Summary
Email Addresses	Address Change
Emergency Contacts	Email Addresses
Home and Mailing Address	Emergency Contacts
Marital Status	Marital Status
Name Change	Name Change
Phone Numbers	Phone Number Change
Ethnic Groups	Ethnic Groups

The following transactions can be configured to automatically update the database and send notifications to the administrator:

Name change
Marital status change
Address change

If workflow is activated, when a user performs one of these transactions, the system automatically routes the transaction request to the appropriate person for approval. Updating your personal information becomes a two-step process:

The employee submits the change request.
The administrator finalizes the change request.

(USF) When the request has been submitted, employees can review the status of the change requests that they have submitted.

Pages Used to Review and Update Personal Information

Page Name	Definition Name	Navigation	Usage
Personal Information Summary	HR_EE_PERS_INFO	Self Service, Personal Information, Personal Information Summary, Personal Information Summary	Employees view a summary of and are able to change their personal information in the PeopleSoft database.
Address Change	FE_EE_ADDRESSES	Self Service, Personal Information, Address Change (USF), Address Change	Initiate the address change request.
Address Change - Submit	FE_ADDRESS_STS	Click the Submit button on the Address Change page.	Confirms that the request was submitted.
Email Addresses	HR_EMAIL_ADDRESSES	Self Service, Personal Information, Email Addresses, Email Addresses	Employees view, add, change, and delete email addresses in the PeopleSoft database. Employees cannot delete business email addresses; only the system administrator can do this.
Emergency Contacts	HR_EMERGENCY_CNTCT	Self Service, Personal Information, Emergency Contacts, Emergency Contacts	Employees view, add, change, and delete emergency contact information in the PeopleSoft database.
Emergency Contact Detail	HR_EMERG_CNTCT_DET	Click a contact name on the Emergency Contacts page. Click the Add Emergency Contact button on the Emergency Contacts page. Click the edit icon on the Emergency Contacts page.	View, add, and change emergency contact address and telephone information.
Home and Mailing Address	HR_HOME_MAILING	Self Service, Personal Information, Home and Mailing Address, Home and Mailing Address	Employees view and change home and mailing addresses in the PeopleSoft database.
Marital Status Start	W3EB_MARR_START	Self Service, Personal Information, Marital Status, Marital Status Start	Employees view current marital status and can begin the process to request a change to marital status in the PeopleSoft database.
Marital Status Change	HR_EE_MAR_STATUS	Click Start on the Marital Status Start page.	Employees view current marital status and submit a request to change marital status in the PeopleSoft database.
Marital Status Change (USF)	FE_MARITAL	Self Service, Personal Information, Marital Status (USF), Marital Status Change	Submit a marital status change.
Marital Status Change	FE_MARITAL_STS	Click the Submit button on the Marital Status Change (USF) page.	Confirms that the request was submitted.
Name Change	HR_EE_NAME	Self Service, Personal Information, Name Change, Name Change	Employees submit a name change request.
Name Change (USF)	FE_EE_NAME	Self Service, Personal Information, Name Change (USF), Name Change	Federal employees submit a name change request.
Name Change (USF)	FE_EE_NAME_STS	Click the Submit button on the Name Change (USF) page.	Confirms that the request was submitted.
Phone Numbers	HR_PERSONAL_PHONE	Self Service, Personal Information, Phone Numbers, Phone Numbers	Employees view, add, change, and delete personal phone numbers in the PeopleSoft database.
Phone Number (USF)	FE_EE_PHONE_CHG	Self Service, Personal Information, Phone Number Change (USF), Phone Numbers	Submit a phone number change.
Save Confirmation	EO_SAVE_CONFIRM	Click the Save button on the Phone Numbers (USF) page.	Confirm that the phone number change was saved.
Ethnic Groups	HR_ETHNIC_GROUPS	Self Service, Personal Information, Ethnic Groups, Ethnic Groups	Employees self-identify their ethnic groups.

(USF) Requesting Leave of Absences

This section provides an overview of the requesting leave of absence process and lists the page that is used to request leave of absences.

Page Used to Request Leave of Absences

Page Name	Definition Name	Navigation	Usage
Federal Request for Leave	FG_EE_LEAVE_REQ	Self Service, Personal Information, Request Leave of Absence (USF), Federal Request for Leave	Enter a request for leave of absence.

(USF) Requesting Termination

This section provides an overview of the termination process and lists the page that is used to request termination.

Page Used to Request Termination

Page Name	Definition Name	Navigation	Usage
Federal Termination Request	FG_EE_TERMINATION	Self Service, Personal Information, Request Termination, Federal Termination Request	Federal employees enter a request for termination.

(USF) Reviewing Change Requests

This section provides an overview of reviewing change requests and lists the page that is used to review change requests.

Page Used to Review Change Requests

Page Name	Definition Name	Navigation	Usage
Select a Request	FE_EE_CHG_REQ_STAT	Self Service, Personal Information, Review Change Requests (USF), Select a Request	Select a change request to review.

Reviewing Workflow Inquiries

This sections provides an overview of workflow inquiries and lists the pages that are used to review self-service activity.

Understanding Workflow Inquiries

The Workflow Inquiry page enables the self-service administrator to:

Review the status of any self-service transaction, except phone number changes.
Review errors and warnings that occurred during the component interface processing.
Change the workflow status of a transaction.

Reviewing the Status

Workflow Inquiry enables the self-service administrator to review a transaction for any employee for whom the self-service administrator has security. The self-service administrator searches by transaction name, request date, workflow status, or employee ID.

Reviewing Errors and Warnings

The Workflow Inquiry enables the self-service administrator to review errors or warnings that occur during the processing of the component interface. The self-service administrator must process the request using the Workflow Inquiry page.

Errors can occur when:

The email or worklist notification fails to be generated.
The system tried to route the transaction to the next reviewer in the approval process, but could not find that person. This means a problem occurred in the reporting structure based on what was entered in the Route To field on the Define Steps page.

If a warning occurs, the self-service administrator can be notified if the Notify on CI Warning check box is selected on the Defaults/Admin page. Warnings don't stop the tables from being updated.

Pages Used to Review Self-Service Activity

Page Name	Definition Name	Navigation	Usage
Workflow Inquiry	WF_SS_STAGED	Workforce Administration, Self Service Transactions, Workflow Inquiry, Workflow Inquiry	Review submitted requests and correct errors and warnings.
Transaction Errors/Warning	FE_JOB_ERR_WRN_ALL	Click the Error link on the Workflow Inquiry page.	Review error and warning messages.