Prerequisites for Managing Direct Reports

Before you can use the eProfile Manager Desktop transactions, you must:

1. Activate eProfile Manager Desktop on the Installation Table.

   See Products Page.

2. 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 when position data is not affected.

   See HCM Options Page.

   See Configuring Self-Service Transactions.

3. Set up security.

   eProfile Manager Desktop uses permission lists, roles, and user profiles to authorize or deny access to transactions and data. The following tables lists the delivered permission lists and roles for eProfile Manager Desktop:

   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; the email routings that are used by workflow will not work.

   See Understanding PeopleSoft Security.

4. Configure the Approval Framework for approval processing.

   Oracle delivers preconfigured approval processing for all U.S. federal manager self-service transactions, but you should review the delivered configuration and modify it as necessary.

   See Understanding Approvals.

5. Set up the manager's data access to his or her direct reports.

   eProfile Manager Desktop 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.

6. Set up group build if you plan to use Group ID as the access type for a manager's direct reports.

   See Understanding Group Build.

7. Configure the USFED WIP transaction.

   See Understanding WIP Management System Setup.