Setting Up Self Service Banking Options

Page Name

Definition Name

Usage

Self Service Banking Options Page

GPSC_SSB_BANK

Define the options and field values available on the Fluid self service banking pages.

The Banking Page enables payees to review, edit, and add bank account and payment distribution information using the PeopleSoft Fluid User Interface. The Self Service Banking Options page enables you to define country-specific limitations on the options and field values that are available on the Banking Page.

Note: You can define options for the ALL country. These options apply to all countries by default. Any options that you define for specific countries override the options defined for ALL.

Use the Self Service Banking Options page (GPSC_SSB_BANK) to define the options and field values available on the Fluid self service banking pages.

Navigation:

Set Up HCM > Product Related > ePay > Self Service Banking Options

This example illustrates the fields and controls on the Self Service Banking Options page.

 Banking Options page1

This example illustrates the fields and controls on the Self Service Banking Options page.

 Banking Options page2

This example illustrates the fields and controls on the Self Service Banking Options page.

 Banking Options page3

This example illustrates the fields and controls on the Self Service Banking Options page.

 Banking Options page4

Country Accounts

Field or Control

Description

Allowable Country Accounts

Define the countries for which employees can create accounts. Values are:

  • Any Country: Employees can create accounts for any country.

  • Home Country Only: Employees can create accounts only for the country for which you are defining self service banking options.

  • Specified Countries: Employees can create accounts for the countries that you specify. When you select this value, the Country Details grid becomes available.

Country Details

Enter the countries for which employees can create accounts.

Valid Account Types

Select the Display check box next to the bank account types that you want to be available for employees to create. Select the Default check box next to the type you want to be the default for new accounts.

Valid Distribution Types

Select the Display check box next to the payment distribution types that you want to be available for employees to create. Select the Default check box next to the type you want to be the default for new distributions.

Attachments

Field or Control

Description

Enable Attachments

Select to enable employees to add attachments to their bank accounts.

For more information on attachments see Understanding Attachments.

Attachments Required

Select to require employees to add an attachment when adding a new bank account.

Notifications

Note: Oracle PeopleSoft delivers Notification Composer Framework to manage the setup and administration of all notifications in one central location.

Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications.

Notifications delivered with HCM Image 47 or later must use Notification Composer.

For more information about Notification Composer Framework, see Understanding Notification Composer.

Field or Control

Description

Enable Notifications

Select to generate notifications based on user preferences. The notification could be a text, email or in-app notification based on user preference setting. The notifications are generated in the following scenarios:

  • Bank account is created

  • Bank account is deleted

  • Bank account details are updated

  • Added payment distribution for payroll payment

Notify Employee

Select this checkbox if you want to send notifications to employees.

Click the Employee Notification Events link to access the Notification Composer cross reference page where it will list the notification event ids that are mapped for employee based notifications.

Note: This link is displayed only when Notification Composer feature is enabled in the system.

Notify Administrator

Select this checkbox if you want to send notifications to administrators.

Click the Admin Notification Events link to access the Notification Composer cross reference page where it will list the notification event ids that are mapped for administrator based notifications.

Note: This link is displayed only when Notification Composer feature is enabled in the system.

Notification Type

Enter the type of notification that the system sends: Employee or Administrator.

Role Name

Enter the security role that receives the notification.

Security

Field or Control

Description

Retype Account Number

Select to require employees to retype account numbers when adding or editing bank account numbers.

Enable Mask

Select to mask account numbers so not all digits are displayed. For example, with this check box selected, the system would display the account number 123456789 as XXXXX6789.

Restrictions

Field or Control

Description

Single Payment Distribution

Select to restrict employees to only one payment distribution.