Using the Manager Self-Service Home Page

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

Page Name

Definition Name

Usage

Manager Self Service Home Page

HC_HR_MGR_SELF_SERVICE_FLU_GBL (this is the cref for the home page)

Access a variety of manager self-service transactions.

Most of the tiles on the Manager Self Service home page provide managers with information about their team members.

Direct Reports UI Access Types are used for determining who reports to whom. The Access Type defines the reporting relationship between the logged in user and the employees reporting to that user for each registered transaction. Available options for Access Type are:

  • By Department Manager ID: Defines the reporting relationship based on information in the Manager ID field on the Department Profile page (DEPARTMENT_TBL_GBL). For users who are department managers, the system displays a list of the workers who are in the user's department.

  • By Dept Security Tree: Determines person data access using information from the security tree. The system presents the user with a list of people whose data the user has access to, based on the security tree.

  • By Group ID: Determines data access using the Group ID set up in the group build feature.

  • By Part Posn Mgmt Dept Mgr ID: Defines the reporting relationship by the Reports To field on the Work Location page (JOB_DATA1) and the information in the Manager ID field on the Department Profile page. This is designed for the organizations that use Partial Position Management. The system searches for reporting relationship based on Report To first, and then for Department Manager ID.

  • By Part Posn Mgmt Supervisor: Defines the reporting relationship by both the Reports To and the Supervisor ID fields on the Work Location page. This is designed for the organizations that use partial Position Management. The system searches for reporting relationship based on Report To first, and then for Supervisor ID.

  • By Reports To Position: Defines the reporting relationship based on information in the Reports To field on the Work Location page. The system presents the user with a list of people whose job record indicates that they report to that user's position.

  • By Supervisor ID: Defines the reporting relationship based on information in the Supervisor ID field on the Work Location page. The system presents the user with a list of people whose job records indicate that they are supervised by the user.

Note: Group ID and Department Security Tree are not supported access types for the My Team fluid pages.

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

Navigation

On a mobile device, the fluid home appears when you first sign in. On a desktop or laptop, 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 Manager Self-Service home page is not your default home page, tap the title of the default home page and select Manager Self-Service from the list that appears.

Image: (Tablet) Manager Self Service home page

This example illustrates the Manager Self Service home page for the tablet.

(Tablet) Manager Self Service home page

Image: (Smartphone) Manager Self Service home page

This example illustrates the Manager 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) Manager Self Service home page

PeopleSoft HCM Tiles on the Manager Self Service Home Page

The following table describes the tiles on the delivered Manager 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.

Tile Name

Description

Conditional Navigation

Absence Analytics Tile

Access a pivot grid with absence information about your team.

None

Approvals Tile (Fluid Approvals)

Approvals Tile (MAP Approvals)

Review and act on approval requests.

Using the classic menu path Manager Self Service > Review Transactions redirects uses to the main fluid Pending Approvals page.

The classic approval pages for these transactions also have conditional navigation to equivalent fluid approval pages:

  1. Ad Hoc Salary Change

  2. Address Change

  3. Absence Request

  4. Full/Part Time Status Change

  5. Job Offer

  6. Job Opening

  7. Location Change

  8. Name Change

  9. Marital Status Change

  10. Performance Document

  11. Promote Employee

  12. Reporting Change

  13. Retire

  14. Terminate

  15. Transfer Employee

Company Directory Tile

Access the Company Directory, 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.

Employee Snapshot Tile

Access a group of tiles and dashboards to see a comprehensive view of talent data related to an employee.

None

However, using the classic menu path, you can select Manager Self Service > Talent Summary to view similar data.

Open Jobs Tile

Review open jobs in your organization.

None

My Team Tile

View information about employees in your direct line of reports and to perform actions for those employees. This tile provides information that is similar to the Direct Line Reports Pagelet

None

Team Performance Tile

Work with performance documents for your team.

  • Manager Self Service > Performance Management > Performance (or Development) Documents > Current Documents

  • Manager Self Service > Performance Management > Performance (or Development) Documents > Historical Documents

  • Manager Self Service > Performance Management > Performance (or Development) Documents > Administrative Tasks > Transfer (Reopen, Cancel, or Delete) Document

  • Manager Self Service > Performance Management > Performance (or Development) Documents > View-Only Documents

  • Manager Self Service > Performance Management > Performance Documents > Administrative Tasks > Enter Preliminary Ratings

  • Manager Self Service > Performance Management > Performance Documents > Create Documents by Group

Team Performance Status Tile

View a chart related to the status of your team’s performance documents. Use this tile to view additional details and modify chart displays if necessary.

None

Team Time Tile for time reporting

Team Time Tile for absences

Use this tile to:

  • Perform manager tasks related to time reporting, including viewing and resolving exceptions and viewing locations where employees entered time (if the employee has accepted the use of location services).

  • Perform manager tasks related to absences, including viewing absence requests and balances and entering absence requests on behalf of team members.

  • Manager Self Service > Time Management > Report Time > Request Absence

  • Manager Self Service > Time Management > View Time > View Requests

  • Manager Self Service > Time Management > View Time > Absence Balances

View Total Rewards Tile

View employee’s earnings, benefits, and other compensation information in the form of a statement.

Manager Self Service > Compensation and Stock > View Total Rewards

Update Team Information Tile

Access guided self-service transactions. Managers use these transactions to update data for employees in their organization.

None.

Additional Tiles

If you set up integration through the PeopleSoft Interaction Hub, the Manager 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 Manager Self Service home pages automatically appear on the PeopleSoft HCM Manager 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)

  • Team Learning (PeopleSoft Enterprise Learning Management)

  • Learning Compliance (PeopleSoft Enterprise Learning Management)

On many of the manager self-service fluid pages, a related actions icon appears next to the names of team members. Tapping the related actions icon displays a menu of additional self-service transactions, including classic self-service transactions, regular fluid transactions, and guided-self-service fluid transactions. For more information on guided self-service, see Understanding Guided Self-Service Transactions.

On all pages that include a related actions menu, the menu choices are the typically the same except that the menu never includes a link to the current page. Menu items and transactions may vary based on user availability or transaction.

The following table provides details about the related actions menu:

Top-Level Menu Item

Transactions

Time Management

  • Request Absence

  • View Requests

  • Absence Balances

Job and Personal Information

  • Request Reporting Change

  • Transfer Employee

  • Promote Employee

  • Request Location Change

  • View Employee Personal Info

  • Change Full/Part Time or Hours

  • Request Leave of Absence

  • Request Paid Leave of Absence

  • Retire Employee

  • Terminate Employee

  • Demote Employee

  • Clone Position

Compensation

  • Request Ad Hoc Salary Change

  • View Total Rewards

  • View Compensation History

Development

  • View Current Team Profiles

  • View Team Historical Profiles

  • View Team Interest Lists

Performance Management

  • Create Performance Document

  • Create Development Document

  • Open Performance Documents

  • Open Development Documents

Career Planning (appears only from the Employee Snapshot pages)

  • Manage Career Plans

  • View Career Progressions Chart

Succession Planning (appears only from the Employee Snapshot pages)

  • View Succession 360

  • Manage Succession Plans

View in Talent Summary

This menu item goes directly to the classic Talent Summary page.

View in Company Directory

This menu item goes to the Company Directory pages.

View Employee Snapshot

This menu item goes directly to the fluid Employee Snapshot - Summary dashboard for one of your direct or indirect reports.

OnBoarding Status (when there is an active OnBoarding instance)

This menu item goes to the OnBoarding Activities page.

Notify Employee

This menu item opens the Notify Employee page to send alerts or emails to employees.

The PeopleSoft application enables you to view a photo of employees on many of the self-service pages when the Display on Self Service option is enabled on the Installation Table - HCM Options Page. When this functionality is disabled, the photo will not be available for viewing.