This chapter contains the following topics:
The JD Edwards EnterpriseOne Human Capital Management (HCM) Self-Service system from Oracle allows employees to complete tasks online through a company intranet site. Self-service reduces the handling of documents between employees and the human resources department by allowing employees to access information, forms, and services through desktop computers. For example, employees can use self-service to review and update personal data and enroll in benefits online. When employees update information through self-service, the changes made by the employee can be posted to a temporary workfile, where a company representative can review the changes before posting them to the employee database.
The type of information that is available on your self-service website is defined by your company. For example, your company might allow employees to make address changes but not benefits changes.
Employee and manager self-service are applications that you can purchase in addition to the human capital management products. To use employee or manager self-service, you must have purchased some or all of the human capital management products.
This is a table of the employee and manager applications that you can use based on the human capital management modules that you have purchased:
|Human Resources||Payroll||Time and Labor|
Review and approve self-service timecards.
JD Edwards EnterpriseOne Human Capital Management Self-Service features enable employees and managers to conduct business, initiate transactions, and obtain needed information with rapid, cost-effective, online access to HR, payroll, and life management functions at any time. These robust features free HR personnel from administrative details so that they can focus on strategic tasks.
This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne HCM Self-Service system.
In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information.
When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Tax Processing, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.
You can use the JD Edwards EnterpriseOne Collaborative Portal to implement JD Edwards EnterpriseOne HCM Self-Service. This guide does not describe in detail how to install and configure the Collaborative Portal. However, this section provides an overview of the general steps involved in installing and configuring the Collaborative Portal.
Use these steps as a guide to the installation and configuration process for the Collaborative Portal and the JD Edwards EnterpriseOne portlets. You should perform these steps in the order listed.
Verify that you meet the minimum technical requirements (MTRs) to implement the JD Edwards EnterpriseOne Collaborative Portal.
JD Edwards EnterpriseOne Tools 8.98 Hardware and Software Requirements Guide
Install and configure the JD Edwards EnterpriseOne system.
Apply the updates, service packes, or Electronic Software Updates (ESUs) specified in the MTRs.
See your JD Edwards EnterpriseOne installation documentation.
Install and configure the IBM WebSphere Portal.
Use one of these guides:
JD Edwards EnterpriseOne Tools IBM WebSphere Portal for Unix Guide
JD Edwards EnterpriseOne Tools IBM WebSphere Portal for Microsoft Windows Guide
JD Edwards EnterpriseOne Tools IBM WebSphere Portal for IBM i for Power Systems Guide
Install and configure the Oracle WebCenter Portal:
See "Oracle WebCenter Spaces" in the JD Edwards EnterpriseOne WebCenter Spaces Configuration for Related Information Application Framework Guide.
Install and configure the JD Edwards EnterpriseOne Collaborative Portal.
JD Edwards EnterpriseOne Tools 8.98 Collaborative Portal Installation
Generate JD Edwards EnterpriseOne portlets in the WebClient_Portal.war file.
Use both of these guides:
JD Edwards EnterpriseOne Tools 8.98 HTML Web Server Installation, Appendix A: Generating JD Edwards EnterpriseOne Serialized Objects, Generating an FDA-Created Portlet
Install the WebClient_Portal.war file in the Collaborative Portal.
WebSphere Portal for Multiplatforms:
Create pages and add portlets to pages in the Collaborative Portal.
WebSphere Portal for Multiplatforms:
The suggested global implementation steps for JD Edwards EnterpriseOne HCM Self-Service are:
Set up companies, fiscal date patterns, and business units.
Set up accounts, and the chart of accounts.
Set up the General Accounting constants.
Set up multicurrency processing, including currency codes and exchange rates.
Set up ledger type rules.
Enter address book records.
The implementation steps for the JD Edwards EnterpriseOne HCM Self-Service system are.
Enter the common settings for self-service.
Set up verification of employment, name and address change, emergency contacts and phones, and paid time-off inquiry.
Create director form rules, review setup tables and instructions, set up the self-service form, and create a self-service process flow script for IRS For W-4. Also revise the IRS W-4 Form Workfile, set up URLs, and save employee W-4 information.
Set up upcoming reviews by supervisor, the employee setup process, employee status change, manager reports, organization charts for the Web, and manager delegates.
Set up the time entry director form, create the employee self-service time entry interface, and assign pay types to employee groups.
Implement employee benefits setup.
Set up common settings for benefits self-service.
Link categories to benefit groups
Set up URLs for:
Benefit plan options
Implement benefit enrollment events
Set up benefit categories by enrollment event.
Set up allowed dependent relationships by plan.
Set up dependent selection automatically and build the current coverage workfile. Set up a current dependent and beneficiary workfile, build the available plans workfile, exclude benefit plans or categories from a work file build, and build the personal information workfile. Also set up steps and rules for director process flows.
Set up benefit contribution limits and maximum coverage increase limits.
Run the Populate Director Form Rules/Edits report, define process flow scripts, and set up translated director text.
Set up form options, benefit confirmation statement options, processing options for the enrollment statement, and self-service benefits workflow approval.
Set processing options and run these programs:
Update Employee Personal Information to Live Tables (R054104)
Update Benefits Information to Live Tables (R085524)
Review self-service history, set processing options for Work With Employee Self Service History (P085585), and revise the current coverage workfile. Revise the available plans workfile, and review dependent and beneficiary current coverage revisions. Revise the dependent and beneficiary updated revisions workfile, and revise the personal profile workfile.
Implement new DBA plan rates.
Purge these tables:
Employee Current and Pending Elections Work Table
Dependent and Beneficiary Cross-Reference Work Table
Current Dependent and Beneficiary Cross-Reference work Table
Employee Personal Information, Contacts, and Phone Work Tables
Available Plans and Plan Options Work Table