2 Setting Up Common Settings for Self-Service

This chapter contains the following topics:

2.1 Understanding Self-Service Web Pages

Employees access self-service through a series of web pages on your company intranet site that enable them to complete such tasks as requesting a verification-of-employment letter or changing name, address, and emergency contact information. In addition to employee functions, managers can also use the Manager's Workbench program (P08712) as a centralized location from which they can perform such tasks as changing employee status, personal self-service functions for managers, creation of delegates, and various reviews. These web pages correspond to self-service programs in your software.

JD Edwards EnterpriseOne software provides web pages for some self-service programs. These pages are fully functional and you can use them without modification. You can also create customized self-service web pages. For example, if you want to put your own company's logo on the web pages, you need to create customized web pages.

JD Edwards EnterpriseOne software provides these portlets to enable you to access self-service programs via web pages:

  • HR - Employee Career

  • HR - Manager Career

  • HR - Delegates

  • HR - Enhanced Employee Self Service

  • HR - New Employee

  • HR - Employee Performance Management

  • HR - My Workforce

  • HR - My Profile

  • HR - Paid Time Off

  • HR - Payment Review

  • HR - Global Leave Administration

  • HR - Time Entry

  • HR - Global Leave Approvals

  • HR - Payroll

These portlets are specialized forms that were created in Form Design Aid (FDA). You must use the eGenerator to generate these portlets in the WebClient_Portal.war file.

See "Generating JD Edwards EnterpriseOne Serialized Objects" in the JD Edwards EnterpriseOne Tools 8.98 HTML Server Installation.

See "Generating Other Selected Objects Using JD Edwards EnterpriseOne" in the JD Edwards EnterpriseOne Tools 8.98 HTML Server Installation.

See "Generating an FDA-Created Portlet" in the JD Edwards EnterpriseOne Tools 8.98 HTML Server Installation.

After you generate the portlets, you can install the WebClient_Portal.war file in the JD Edwards EnterpriseOne Collaborative Portal and then add the portlets to pages in the Collaborative Portal.

2.1.1 HR - Employee Career

This table lists the links that are included on the HR - Employee Career portlet and detail about the JD Edwards EnterpriseOne applications that are associated with each link:

Link Associated Application Associated Form Application Version
My skills and competencies Competency Self Service (P05130) Competency Self Service (W05130A) ZJDE0001
Match my skills and competencies with what is required for my job or any other job Competencies Gap Analysis (P08008) Work with Employee Competency Gap Analysis (W08008A) ZJDE0001
See all jobs in the organization Jobs In An Organization (P08007) Work With Jobs In An Organization (W08007A) ZJDE0001
See the general skills and competencies expected from everyone and those specific to certain departments Job Competencies In An Organization (P08006) Work With Job Competencies In An Organization (W08006A) ZJDE0001

This is an illustration of the HR - Employee Career portlet:

Figure 2-1 HR - Employee Career portlet

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Description of ''Figure 2-1 HR - Employee Career portlet''

2.1.2 HR - Manager Career

This table lists the links that are included on the HR - Manager Career portlet and detail about the JD Edwards EnterpriseOne applications that are associated with each link:

Link Associated Application Associated Form Application Version
My skills and competencies Competency Self Service (P05130) Competency Self Service (W05130A) ZJDE0001
Match my skills and competencies with requirements Competencies Gap Analysis (P08008) Work with Employee Competency Gap Analysis (W08008A) ZJDE0001
See all jobs in the organization Jobs In An Organization (P08007) Work With Jobs In An Organization (W08007A) ZJDE0001
skills and competencies expected from everyone and those specific to certain departments Job Competencies In An Organization (P08006) Work With Job Competencies In An Organization (W08006A) ZJDE0001

This is an illustration of the HR - Manager Career portlet:

Figure 2-2 HR - Manager Career portlet

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Description of ''Figure 2-2 HR - Manager Career portlet''

2.1.3 HR - Delegates

This table lists the link that is included on the HR - Delegates portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
Are you going on vacation or will you be unavailable for a period of time? Review and assign delegates in your absence here. Managers Delegates (P08750) Work With Delegates (W08750A) ZJDE0001

This is an illustration of the HR - Delegates portlet:

Figure 2-3 HR - Delegates portlet

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Description of ''Figure 2-3 HR - Delegates portlet''

2.1.4 HR - Enhanced Employee Self Service

You can use the HR - Enhanced Employee Self Service to conduct benefits enrollment.

This table lists the links that are included on the HR - Enhanced Employee Self Service portlet and detail about the JD Edwards EnterpriseOne applications that are associated with each link:

Link Associated Application Associated Form Application Version
View Your Current Enrollment Self-Service Director (P05410) Navigator (W05410C) ZJDE0010
New Employee Enrollment Self-Service Director (P05410) Navigator (W05410C) ZJDE0001
Just Married Self-Service Director (P05410) Navigator (W05410C) ZJDE0002
Birth and Adoption Self-Service Director (P05410) Navigator (W05410C) ZJDE0004
Open Enrollment Self-Service Director (P05410) Navigator (W05410C) ZJDE0005
Moving Self-Service Director (P05410) Navigator (W05410C) ZJDE0009
Change Your Beneficiaries Self-Service Director (P05410) Navigator (W05410C) ZJDE0007
401(k) Enrollment Self-Service Director (P05410) Navigator (W05410C) ZJDE0006
Employee Divorce Self-Service Director (P05410) Navigator (W05410C) ZJDE0003
Dependent Death Self-Service Director (P05410) Navigator (W05410C) ZJDE0008

This is an illustration of the HR - Enhanced Employee Self Service portlet:

Figure 2-4 HR - Enhanced Employee Self Service portlet

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Description of ''Figure 2-4 HR - Enhanced Employee Self Service portlet''

2.1.5 HR - New Employee

This table lists the link that is included on the HR - New Employee portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
Setup for new employees Employee Setup Workbench (P08710) Work With Employee Setup (W08710C) ZJDE0002

This is an illustration of the HR - New Employee portlet:

Figure 2-5 HR - New Employee portlet

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Description of ''Figure 2-5 HR - New Employee portlet''

2.1.6 HR - Employee Performance Management

This table lists the links that are included on the HR - Employee Performance Management portlet and detail about the JD Edwards EnterpriseOne applications that are associated with each link:

Link Associated Application Associated Form Application Version
Daily Diary Entries Daily Diary (P087715) Work With Diary Entries (W087715A) ZJDE0001
Complete Self Appraisal Employee Performance Appraisals (P087712) Employee Work With Performance Appraisals (W087712E) ZJDE0001
Review Current Appraisal Employee Performance Appraisals (P087712) Employee Work With Performance Appraisals (W087712E) ZJDE0001
Review Historical Appraisal Employee Performance Appraisals (P087712) Employee Work With Performance Appraisals (W087712E) ZJDE0001

This is an illustration of the HR - Employee Performance Management portlet:

Figure 2-6 HR - Employee Performance Management portlet

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Description of ''Figure 2-6 HR - Employee Performance Management portlet''

2.1.7 HR - My Workforce

This table lists the link that is included on the HR - My Workforce portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
You can review information on your workforce here. Look at employee available vacation, time entry, or emergency contacts. See the organization structure. Print reports on gap analysis, headcount, or turnover. Modify your own personal data, review your time entry, or competencies. Manager's Workbench (P08712) Work With Managers Employees (W08712A) ZJDE0001

This is an illustration of the HR - My Workforce portlet:

Figure 2-7 HR - My Workforce portlet

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Description of ''Figure 2-7 HR - My Workforce portlet''

2.1.8 HR - My Profile

The HR - My Profile portlet displays personal information about the employee who is logged on to the portal. The system retrieves the employee's name and address from the JD Edwards EnterpriseOne Address Book system. The system retrieves the job, department, and manager from the Employee Master Information table (F060116).

You set the processing options on the ZJDE0001 version of the Employee Self Service Portlets program (P05PTLET) to control which information appears on the portlet as well as which of the links appear.

This table lists the links that are included on the HR - My Profile portlet and detail about the JD Edwards EnterpriseOne applications that are associated with each link:

Link Associated Application Associated Form Application Version
Change Name and Address Self-Service Director (P05410) Navigator (W05410C) ZJDE0009
View Personal Profile Employee Profile (P060116) Employee Profile and Job Information (W060116C) ZJDE0001

This is an illustration of the HR - My Profile portlet:

Figure 2-8 HR - My Profile portlet

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Description of ''Figure 2-8 HR - My Profile portlet''

2.1.9 HR - Paid Time Off

The HR - Paid Time Off portlet displays the current sick and vacation accruals for the employee who is logged on to the portal.

This table lists the link that is included on the HR - Paid Time Off portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
Request Paid Time Off Employee Self-Service Leave Planning And Request (P07620) Leave Planning And Request Director (W07620A) ZJDE0001

This is an illustration of the HR - Paid Time Off portlet:

Figure 2-9 HR - Paid Time Off portlet

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Description of ''Figure 2-9 HR - Paid Time Off portlet''

2.1.10 HR - Payment Review

This table lists the link that is included on the HR - Payment Review portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
View your pay stubs Stub Information History (P07186) Work With Pay Stub History (W07186C) ZJDE0001

This is an illustration of the HR - Payment Review portlet:

Figure 2-10 HR - Payment Review portlet

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Description of ''Figure 2-10 HR - Payment Review portlet''

2.1.11 HR - Global Leave Administration

This table lists the link that is included on the HR - Global Leave Administration portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
Enter or Review your Leave Employee Self-Service Leave Planning And Request (P07620) Leave Planning And Request Director (W07620A) ZJDE0001

This is an illustration of the HR - Payment Review portlet:

Figure 2-11 HR - Global Leave Administration portlet

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Description of ''Figure 2-11 HR - Global Leave Administration portlet''

2.1.12 HR - Time Entry

This table lists the link that is included on the HR - Time Entry portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
Enter your Time Time Entry Self Service Director (P051125) Time Entry Self Service Director (W051125C) ZJDE0001

This is an illustration of the HR - Time Entry portlet:

Figure 2-12 HR - Time Entry portlet

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Description of ''Figure 2-12 HR - Time Entry portlet''

2.1.13 HR - Global Leave Approvals

This table lists the link that is included on the HR - Global Leave Approvals portlet and detail about the JD Edwards EnterpriseOne application that is associated with the link:

Link Associated Application Associated Form Application Version
Review and Approve Leave Requests Manager Self Service Leave Review (P076311) Manager Self Service Leave Review (W076311D) ZJDE0001

This is an illustration of the HR - Global Leave Approvals portlet:

Figure 2-13 HR - Global Leave Approvals portlet

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Description of ''Figure 2-13 HR - Global Leave Approvals portlet''

2.1.14 HR - Payroll

This table lists the links that are included on the HR - Payroll portlet and detail about the JD Edwards EnterpriseOne applications that are associated with each link:

Link Associated Application Associated Form Application Version
View/Change auto deposit instructions Auto Deposit Instructions (P055011) Revise Automatic Deposit Instructions (W055011A) ZJDE0001
Verification of Employment Review Requests for Verification Of Employment (P05003) Work With Verification Of Employment Requests (W05003A) ZJDE0001
W-4 Changes IRS Form W-4, Employee's Withholding Allowance Certificate (P053030) Work With Form W-4 (W053030A) ZJDE0001

This is an illustration of the HR - Payroll portlet:

Figure 2-14 HR - Payroll portlet

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Description of ''Figure 2-14 HR - Payroll portlet''

2.1.15 HR - eRecruit

The HR - eRecruit portlet, when initially displayed, provides a link to the eRecruit menu. When you click on this link, the portlet displays the eRecruit menu.

This table lists the links that are included on the eRecruit menu and detail about the JD Edwards EnterpriseOne applications that are associated with each link:

Link Associated Application Associated Form Application Version
Browse Jobs Browse Jobs (P08480) Browse Jobs (W08480A) ZJDE0001
View Job Basket Job Basket (P08481) Job Basket (W08481A) ZJDE0001
View/Edit Personal Information Recruitment Information (P08490) Personal Information (W08490A) ZJDE0001
View Submitted Applications Submitted Applications (P08482) Submitted Applications (W08482A) ZJDE0001

This is an illustration of the HR - eRecruit portlet upon initial display:

Figure 2-15 HR -e Recruit portlet when initially displayed

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Description of ''Figure 2-15 HR -e Recruit portlet when initially displayed''

This is an illustration of the HR - eRecruit portlet after the eRecruit Menu link has been clicked:

Figure 2-16 HR - eRecruit portlet displaying the eRecruit Self-Service Menu

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Description of ''Figure 2-16 HR - eRecruit portlet displaying the eRecruit Self-Service Menu''

2.2 Understanding Common Settings for Self-Service Setup

You use the common settings for human resources to control specific features of multiple human resources processes, such as benefits enrollment, compensation management, and self-service programs.

Setting up the common settings updates the Common Settings for HR Employee Self Service Programs table (F05004).

This table describes the common settings for data items in the Common Settings for HR Employee Self Service program (P05004). You can also use the P05004 program to activate system-level settings to activate the employee self-service software.

Common Setting Description
Using Self-Service Recruitment? Specifies whether the eRecruit module is activated.
Date of Birth Required for Dep/Ben? Specifies whether a dependent or beneficiaries date of birth is required.
Tax ID Required for Dep/Ben? Specifies whether a dependent or beneficiaries Tax ID is required.
Dependents Specifies if the specific dependent is tracked with a benefit plan or if just the number of dependents covered by a plan is needed.
Using Employee Self-Service? Specifies whether the Benefits Employee Self-Service module is activated.
Can EE Enter Course Provider? Specifies whether an employee can enter a user-defined course provider.
Can Others See Course Provider? Specifies whether employees have the ability to see unconfirmed courses.
Can EE Enter Institution? Specifies whether an employee can enter a user-defined educational institution.
Can Others See Institution? Specifies whether employees have the ability to see unconfirmed institutions.

2.3 Entering the Common Settings for Self-Service

This section discusses how to enter common settings for self-service.

2.3.1 Forms Used to Set Up Common Settings for Self-Service

Form Name FormID Navigation Usage
Work With HRM Common Display Settings W05004A Self Service Setup (G05BESS4), Common Settings for EE Self Service Application.

Compensation Management System Setup (G08CM14), HRM Common Settings

 Select the row containing the data item for which you want to change the current setting and then click Select.
System Control Revisions W05004B On Work With HRM Common Display Settings, click Add.

On System Control - Revisions, click the Yes or No option.

 Add and specify current settings on Data Items

2.3.2 Entering the Common Settings

Access the System Control Revisions form.