PeopleSoft HRMS Portal Pack 9.1 PeopleBook

Setting Up HRMS Portal Pack

This chapter discusses how to:

Define default settings for the Employee Performance Alerts pagelet.
Define default settings for the Open Positions pagelet.
Enable MapQuest for the Organization Directory pagelet.

Defining Default Settings for the Employee Performance Alerts Pagelet

To define default settings for the Employee Performance Alerts Settings page, use the Employee Performance Alerts Setup (EP_ALERT_SETUP) component.

This section discusses how to:

Activate the Employee Performance pagelet.
Define settings for the Employee Performance Alerts pagelet personalizations.

Page Used to Define Default Settings for the Employee Performance Alert Pagelet

Page Name	Definition Name	Navigation	Usage
Employee Performance Alerts Setup	EP_ALERT_SETUP	Set Up HRMS, Product Related, ePerformance, Pagelet Alerts, Employee Performance Alerts Setup	Define settings for the Employee Performance Alerts Setup page.

Activating the Employee Performance Pagelet

The Employee Performance pagelet is a self-service pagelet that managers can use to quickly check the status of the performance documents for which they are responsible. For a given document type, the pagelet lists each employee's name, the due date, and a color-coded button that identifies if the document is complete, on schedule, behind schedule, or cancelled.

To enable managers to use the pagelet, you must:

Activate the Employee Performance pagelet.
Define the default rules for the pagelet.

Defining Settings for the Employee Performance Alerts Settings Page

Access the Employee Performance Alerts Setup page (Set Up HRMS, Product Related, ePerformance, Pagelet Alerts).

Doc Type (document type)

Select the type of document to list on the Employee Performance pagelet. You define document types on the Document Types page.

See Defining Document Types.

Period End Date >= (period end greater than or equal to)

Select the end date for the performance period for which documents are to be listed. The system lists documents with the same period end date or later.

Employees to display

Enter the number of employees to list on the pagelet. If the number of employees with documents exceeds this number, the pagelet automatically includes a More link that enables the manager to list all employees with the selected document type.

Self Service Edits

Use this group box to define how much control managers can have over the appearance of their Employee Performance pagelet. If you select any of the check boxes here, the manager can change the selected default settings. To change the settings on the Employee Performance pagelet, click the Customize button on the pagelet to access the Employee Performance Alerts Settings page.

See Defining Default Settings for the Employee Performance Alerts Pagelet.

Allow changes to Type	Select to enable managers to pick a document type other than the one you selected in the Type field.
Allow changes to Date Range	Select to enable managers to enter a different date range.
Allow changes to Alert Levels	Select to enable managers to determine which alerts should appear on the pagelet.
Allow changes to Alert Days	Select to enable managers to change the number of days before the due date that triggers the alerts.
Allow changes to Nbr Employees (allow changes to number of employees)	Select to enable managers to change the number of employees that are listed on the pagelet when the pagelet is opened.

Display Alert Levels

Use this group box to select the types of alerts that should appear. Select the corresponding check box for each alert to display.

Alert Days Before Due Date

Use this group box to select the statuses that are to trigger alerts and the number of days prior to the due date that an alert is to be considered standard versus critical.

Sequence

Enter the order in which this document status is to appear on the Employee Performance Alerts Personalization page.

See Defining Default Settings for the Employee Performance Alerts Pagelet.

Document Status

Select the status to trigger an alert. Values are: Acknowledged, Available for Review, Cancelled, Completed, In Progress, Not Started and Review Held.

See Using Inquiry Pages.

Critical Alerts and Standard Alerts

These fields apply only if you select Critical Alert and Standard Alert in the Display Alert Levels group box.

Enter the number of days before a document's due date that a critical alert button or a standard alert button is to appear if the document is still in the selected status.

For example, suppose that you select the status In Progress, and enter 30 in the Critical Alerts field and 60 in the Standard Alerts field. This causes the standard alert button to appear on the pagelet when a document is in progress from 31 to 60 days before its due date. The critical alert button appears if the document is still in progress 30 days or less before the due date.

Personalizing the Employee Performance Pagelet

Defining Default Settings for the Open Positions Pagelet

To set default settings for the Open Positions pagelet, use the Open Positions Setup (CO_PE_VACPOS_SETUP) component.

This section discusses how to:

Activate the Open Positions pagelet.
Define default rules for the Open Positions pagelet.

Page Used to Define Default Settings for the Open Positions Pagelet

Page Name	Definition Name	Navigation	Usage
Setup Open Positions	CO_PE_VACPOS_SETUP	Set Up HRMS, Product Related, HRMS Portal Pack, Setup Open Positions, Setup Open Positions	Define default rules for the Setup Open Positions pagelet personalization options.

Activating the Open Positions Pagelet

The Open Positions pagelet is a self-service pagelet that managers can use to quickly check the status of open positions. The pagelet displays position information and links to other related position pages.

To enable managers to use the pagelet, you must:

Activate the Open Positions pagelet.
Define the default settings for the pagelet.

Defining Default Settings for the Open Positions Pagelet

Access the Setup Open Positions page (Set Up HRMS, Product Related, HRMS Portal Pack, Setup Open Positions, Setup Open Positions).

Display Position Description Link

Select to display the Position Description link. This link provides access to the Position Description page where you can view the position description.

Display/Create Job Req and Review Job Req links (display/create job requisitions and review job requisitions links)

Select to display the job requisition links. This link provides access to the Job Requisition page where you can review existing job requisitions or create a new one.

Enabling MapQuest for the Organization Directory Pagelet

To enable MapQuest on the Organization Directory pagelet, use the Organization Directory (EO_PE_CDADMIN_CMP) component.

This section discusses how to enable MapQuest for locations on the Organization Directory pagelet.

Page Used to Enable MapQuest for Locations on the Organization Directory Pagelet

Page Name	Definition Name	Navigation	Usage
Organization Directory - Pagelet Administration	EO_PE_CDADMIN_PNL	Set Up HRMS, Install, Product and Country Specific, Organization Directory	Enable MapQuest for locations when using the Organization Directory pagelet.

Enabling MapQuest for Locations on the Organization Directory Pagelet

Access the Organization Directory - Pagelet Administration page (Set Up HRMS, Install, Product and Country Specific, Organization Directory).

Select the Enable MapQuest for Locations check box to have the system provide a company location link that will open up a MapQuest window when performing a location search from the pagelet.

See Viewing the Organization Directory Pagelet.

Display Position Description Link	Select to display the Position Description link. This link provides access to the Position Description page where you can view the position description.
Display/Create Job Req and Review Job Req links (display/create job requisitions and review job requisitions links)	Select to display the job requisition links. This link provides access to the Job Requisition page where you can review existing job requisitions or create a new one.