Prerequisites for Using eProfile
Before you can use the eProfile transactions,
Activate eProfile on the Installation Table.
See Products Page.
Define position management on the HCM Options page.
The position management setting determines whether automatic updates, by nonadministrators, are allowed for certain transactions. Automatic updates can occur only if position data is not affected.
See HCM Options Page.
Set up security.
eProfile uses permission lists, roles, and user profiles to authorize or deny access to transactions and data. The following table lists the permissions and roles delivered with eProfile:
Permission Lists
Roles
HCCPSS2000
Manager
HCCPFE2000
Manager Self Service - Fed
HCCPFE1060
Personal Info-Employee - Fed
Note: Remember to enter an email address for each user profile; otherwise, email routings that are used by workflow will not work.
See Understanding PeopleSoft Security and Understanding Data Permission Security for HCM.
Define whether a transaction automatically updates the database.
Use the Self Service Workflow Configurations page to define whether the transaction will update the database without an administrator's intervention.
Define rules for workflow notifications.
Workflow can be set up to notify the administrator when a transaction successfully updates the database and when the system detects a warning with the update.
Set up the manager's data access to his or her direct reports.
eProfile uses access types to control a manager's access to employee data. Normally, the manager who initiates a transaction can view only data for his or her direct reports. Access types enable the system to determine who reports to the initiating manager.
Configure the USFED WIP transaction.