Setting Up Access to Direct Reports Data

To set up access to direct reports data, use the Direct Reports Setup component (SS_LINK_TBL).

These topics discuss how to set up access to direct reports data.

Note: If you are setting up direct reports data for ePerformance or eProfile, use the pages documented in the "Working With Common Components" topics.

See Configuring Direct Reports Functionality.

Page Name

Definition Name

Usage

Target Information Page

SS_LINK_TBL

Set up worker data access for the Manager self-service option.

Instructional Text Page

SS_LINK_TBL2

Add instructional messages to the Select Employee page (OPRROWS) for this transaction component.service.

Direct Reports Configuration Page

HR_DR_UI_CFG_1

Select the ePerformance or eProfile transaction that you want to configure for direct reports or user interface behavior.

Direct Reports Transaction Configuration Page

HR_DR_UI_CFG_2

Configure direct reports or user interface behavior for ePerformance or eProfile self-service transactions.

The system determines who can access the manager self-service components and data by determining the answers to these questions:

  • Is this user a manager?

  • Who reports to this manager?

You determine a user's access to some or all of the manager self-service components when you define their component access on the Permission List page. In the Direct Reports Setup component, you specify whose data a user can see for a particular manager self-service transaction.

The system determines what kind of reporting relationship exists between managers and their staff. Reporting relationships are determined on two pages: the Work Location page (JOB_DATA1) and the Department Profile page (DEPARTMENT_TBL_GBL). On the Work Location page, you indicate who a worker's manager is. On the Department Profile page, you indicate who manages a department and the staff who report to that department.

Note: This section does not apply to the manager role in PeopleSoft Talent Acquisition Manager.

Use the Target Information page (SS_LINK_TBL) to set up worker data access for the Manager self-service option.

Navigation:

Set Up HCM > Common Definitions > Direct Reports for Managers > Direct Reports Setup > Target Information

This example illustrates the fields and controls on the Target Information page. You can find definitions for the fields and controls later on this page.

 Target Information page

Note: If you are setting up direct reports data for ePerformance or eProfile, use the pages documented in the "Working With Common Components" topics.

See Configuring Direct Reports Functionality.

Note: To determine technical names of the system objects, use PeopleSoft Application Designer.

Field or Control

Description

Component Name

Enter the component name as defined on the menu in PeopleSoft Application Designer.

The component name is the name of the Select Employee page that the system displays when the user selects a Manager self-service transaction. It isn't the name of the transaction component.

Menu Name

Select ROLE_MANAGER. All Manager self-service transactions are delivered on this menu. To grant manager access to components on other menus, select the name of the menu that the component is on.

Menu Bar Name

Select the name of the menu bar that the transaction component is under.

Item Name

Enter the component's item name. The item name is the system name of the transaction component, not the component name of the Select Employee page.

The transaction component contains pages that the manager uses to view or manipulate staff data.

Page Name

Enter the object name of the transaction component's page. The object name for each Manager self-service transaction is listed in the introduction table of the page discussion.

If a transaction component has more than one page, enter the name of the transaction page that the system displays first (usually the first page in the component) when a user selects a person name.

Access Mode

Select which action the user performs in the transaction. Options are Add, Update/Display, Update/Display All, and Correction.

Record (Table) Name

Enter the object name of the record that makes up the page of the transaction component.

Access Type

This field defines the reporting relationship used by the Select Employee page for this transaction component. Available options are:

  • By Department Manager ID: Defines the reporting relationship based on information in the Manager ID field on the Department Profile page. 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 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.

Update Own Info (update own information)

Not applicable to self service. Select to allow managers to update their own information in this transaction component.

See PeopleTools: Applications User's Guide.

Use the Instructional Text page (SS_LINK_TBL2) to add instructional messages to the Select Employee page (OPRROWS) for this transaction component.service.

Navigation:

Set Up HCM > Common Definitions > Direct Reports for Managers > Direct Reports Setup > Instructional Text

This example illustrates the fields and controls on the Instructional Text page. You can find definitions for the fields and controls later on this page.

 Instructional Text page

Direct Reports - Page Instructional Text

Field or Control

Description

Title Message Set and Title Message Number

Enter the title message set and number of the transaction instructions title that the system displays on this component's Select Employees page.

Message Text

Displays the text of the transaction instruction title that is associated with the Title Message Number. The system displays this text on this component's Select Employees page.

Instructions Message Set and Instructions Message Number

Enter the number of the instructions message set and number for the instruction message that the system displays on this component's Select Employees page.

Explain

Displays the text of the instruction message that is associated with the Instructions Message Number. The system displays this text on this component's Select Employees page.

Tells the user how to select the employees whose data they want to view or manipulate.