Understanding Self Service Setup Tasks
Payees and managers can use web-based browser pages, referred to as self service pages, to enter online requests for absences, view current and future absence balances, and run the Absence Forecasting process. Managers and administrators can also use self service pages to approve, deny, or push back absence requests.
Requests that are entered through the self service pages are treated as actual absences once they are approved, and are included in the Absence Take process.
This section lists prerequisites and common elements and provides an overview of the high-level setup tasks for self service absence transactions.
Before you can define take rules for self service absence transactions, you must specify which absence take types are eligible for self service use. On the Absence Take Types page for a given absence type, select the Allow Request in Self Service check box. This enables you to define self service rules for any take element with that absence type.
Field or Control |
Description |
|---|---|
Status |
When you create a new country-specific or Take-specific rule for absence self service, the rule's default status is Active. Changing the status of a rule to Inactive can impact absence requests that have been entered but not yet approved. Before changing the status of a rule to Inactive, consider how this action will affect already submitted requests. |
The setup tasks for absence self service are as follows:
Define self service rules for each country.
Country-specific rules apply to all take elements for a given country. They control some of the field displays on the self service pages, and determine who can use the online Forecasting and Balance Inquiry processes. You can define a different set of self service rules for each country.
Define self service rules for each take element.
For each take element that you want to make available to self service users, you define an additional set of rules. These rules specify whether partial-day absences are allowed, approval requirements for absence requests, how to display forecasting results, and other usage rules.
Select the entitlement balances to display in the forecasting results.
If you enable self service users to run the online Forecasting process or Absence Inquiry process, specify which entitlement balances to display to self service users.
(Optional) Modify fields labels and page text, as needed.
The Text Catalog stores the text that appears on the self service pages, including field labels, button names, links, page instructions, and warnings. You can modify this text by editing entries in the Text Catalog.
Note: The sequence of steps 2 and 3 can be reversed.