Using the Employee Self-Service Home Page

This topic describes the delivered home page for Employee Self-Service.

Page Name

Definition Name

Usage

Employee Self-Service Home Page

HC_HR_SELF_SERVICE_GBL (this is the cref for the home page)

Access a variety of employee self-service transactions.

Use the Employee Self-Service home page to access a variety of employee self-service transactions. The cref for this home page is HC_HR_SELF_SERVICE_GBL.

Navigation

In fluid mode, the fluid home appears when you first sign in. You can also access the fluid home by selecting Fluid Home under the main menu or the navigation bar (nav bar).

The default home page title appears at the top of the home page. If the Employee Self-Service home page is not your default home page, tap the title of the default home page and select Employee Self-Service from the list that appears.

Image: (Tablet) Employee Self-Service home page

This example illustrates the Employee Self-Service home page for the tablet.

(Tablet) Employee Self-Service home page

Image: (Smartphone) Employee Self-Service home page

This example illustrates the Employee Self-Service home page for the smartphone. Action buttons, which appear on the page banner when viewed with a laptop or tablet, are available in the actions list when viewed with a smartphone.

(Smartphone) Employee Self-Service home page

PeopleSoft HCM Tiles on the Employee Self-Service Home Page

The following table describes the tiles on the delivered Employee Self-Service home page. The table also identifies navigation paths to equivalent classic pages. These are the menu paths that are replaced by fluid navigation paths due to Fluid Transactions and Conditional Navigation when the user is in fluid mode.

Tiles are listed in alphabetical order. On the home page, users can personalize the tile order.

Use the links in the table to access complete documentation for each transaction.

Note: Several tiles are not shown on small form factors (phones). The only tiles that are shown on phones small form factors are Time, Talent Profile, and Benefits.

Tile Name

Description

Navigation to Equivalent Classic Pages

Banking Tile

Access the Banking page, where you can review and manage bank account and payment distribution information.

Pages found under the Self Service > Payroll and Compensation menu:

  • Personal Bank Accounts

  • Pay Distribution Instructions

Benefit Details Tile

View a current benefits summary, enter life event information, (during open enrollment) enroll for benefits, and view and perform Affordable Care Act-related actions.

Multiple pages found under the Self Service > Benefits menu, including:

  • Benefits Summary

  • Life Events

  • Affordable Care Act pages: View Form 1095-C and Form 1095-C Consent

Company Directory Tile

Access the Company Directory pages, where you can view employee personal and job data within the context of your organization's various hierarchical reporting structures.

Using the classic menu path, select Company Directory or the Org Chart Viewer menu.

Manage Matrix Teams Tile

Create and manage your matrix teams through the PeopleSoft Fluid User Interface pages.

Note: This tile is not delivered to appear on the Employee Self Service home page but can be added through personalizations.

Set Up HCM > Common Definitions > Org Chart Viewer > Matrix Teams > Matrix Teams

OnBoarding Tile

Access intuitive tiles and pages for employees and contingent workers to complete actions or tasks that are required for a new job.

Note: This tile is available when an employee has been assigned access to the OnBoarding pages due to a job event such as hire, rehire, or additional assignment.

None

Payroll Tile

Both Payroll and Pay tiles provide access to the self-service page for viewing paychecks.

The Payroll tile, which required PeopleTools 8.55 or above, also supports additional payroll self-service transactions for USA employees, including updating tax withholding forms and managing consent for electronic delivery of W-2 and W-2c forms.

Multiple pages found under the Self Service > Payroll and Compensation menu:

  • Pay

  • W-4 Tax Information USA

  • View W-2/W-2c Forms

    W-2/W-2c Consent

  • Direct Deposit

  • View T4/T4A Slips

    T4/T4A Consent

  • View RL-1/RL-2 Slips

    RL-1/RL-2 Consent

  • Voluntary Deductions

  • Paycheck Modeler

  • 3rd Party Pay Inquiry

Payslips Tile

View your PeopleSoft Global Payroll payslips.

Self Service > Payroll and Compensation > View Payslips

Performance Tile

Work with performance documents.

Multiple pages found under the Self Service > Performance Management menu, including:

  • My Performance (or Development) Documents > Current Documents

  • My Performance (or Development) Documents > Historical Documents

  • Other’s Performance (or Development) Documents > Current Evaluations

  • Other’s Performance (or Development) Documents > Historical Evaluations

Personal Details Tile

View and update the personal information such as your name and address, contact details, marital status, and so forth.

Multiple pages found under the Self Service > Personal Information menu, including:

  • Home and Mailing Address

  • Phone Numbers

  • Email Addresses

  • Instant Message IDs

  • Emergency Contacts

  • Marital Status

  • Name Change

  • Ethnic Groups

  • Personal Information Summary

Talent Profile Tile

View and update profile information such as competencies, education, and so forth.

Self Service > Learning and Development > My Current Profile

Time Collection — Actionable Tiles for time reporting

Time Tile for absences

Perform self-service actions related to time reporting and absences.

  • Self Service > Time Reporting > Report Time > Time

  • Self Service > Time Reporting > View Time > View Requests

  • Self Service > Time Reporting > View Time > Absence Balances

Total Rewards Tile

View your earnings, benefits, and other compensation information in the form of a statement.

Self Service > Payroll and Compensation > Total Rewards

Global Payroll Tile

Access a collection of frequently-used Global Payroll employee self service components.

None.

Additional Tiles

If you set up integration through the PeopleSoft Interaction Hub, the Employee Self-Service page can also display tiles from the integrated systems.

On the interaction hub cluster, home pages with the same name are automatically merged. Therefore, the following tiles from other Employee Self Service home pages automatically appear on the PeopleSoft HCM Employee Self Service home page when integration to the source system is active and the user has security access to the tiles:

  • Company News (PeopleSoft Interaction Hub)

  • Learning (PeopleSoft Enterprise Learning Management)

Many of the employee self-service fluid pages display a header with the employee’s photo, name, job title, and an icon for accessing related actions.

Image: Common header for employee self-service fluid pages

This example illustrates the common header for employee self-service fluid pages. In this example, the user has tapped the Related Actions icon to display the Actions menu.

Common header for employee self-service fluid pages

Field or Control

Definition
<employee photo>

The photo in the common header is visible if the Display on Self Service option is enabled on the Installation Table - HCM Options Page.
Update Photo

This link is visible if the Allow Employee to Update Photo option is enabled on the Installation Table.

It is visible only on the Personal Details fluid pages.

For more information about uploading an employee photo, refer to the documentation for the Select Photo Page.
Related Actions icon (fluid) (Related Action Menu)

Tap the related actions icon next to the employee’s name to display a menu of additional self-service transactions. The menu provides access to both fluid and classic pages.

Related Actions

On all pages that include a related actions menu, the menu choices are the same except that the menu never includes a link to the current page. The following table provides details about the related actions menu:

Top-Level Menu Item

Transactions

Time Reporting

  • Timesheet

  • Request Extended Absence

  • View Extended Absence History

  • Donate Leave

  • Receive Donated Leave

  • Return Unused Leave

  • Terminate Participation in Program

  • View Leave Transfer Request

  • Overtime Request,

  • View Exceptions

Compensation

  • Total Rewards

  • View Compensation History

Payroll

  • Pay

  • Maintain Direct Deposit

  • Change W-4 Tax Information

  • Maintain Voluntary Deductions

  • W-2/W-2c Consent

  • Indicate T4/T4A Consent

  • View W-2/W-2c Forms

  • View T4/T4A Slips

  • Request W-2 Reissue

  • Payslips

  • View Payslip GBR

  • Maintain Personal Bank Accounts

  • Update Year End Adjustment Data Japan

Benefits

  • Benefits Summary

  • View Dependent and Beneficiary Information

Development

  • Talent Profile

  • View My Historical Profile

  • View My Job Profiles

  • View My Interest List

Compare My Profile (appears only from the Talent Profile pages)

This menu item goes directly to the Select Profile page where users can begin the process of comparing their person profile to their job profile.

Search and Compare Profiles (appears only from the Talent Profile pages)

This menu item goes directly to the Search for Profiles page where users can begin the process of comparing various profiles.

Personal Details

This menu item goes directly to the Personal Details page.

Performance

This menu item goes directly to the Performance page.

View in Company Directory

This menu item goes directly to the Company Directory page.

View Employee Snapshot (appears only from the Company Directory pages for one of your direct or indirect reports)

This menu item goes directly to the Employee Snapshot - Summary dashboard.