Contents
1 Introduction to JD Edwards EnterpriseOne Human Capital Management Self-Service
- JD Edwards EnterpriseOne HCM Self-Service Overview
- JD Edwards EnterpriseOne HCM Self-Service Implementation
2 Setting Up Common Settings for Self-Service
- Understanding Self-Service Web Pages
- HR - Employee Career
- HR - Manager Career
- HR - Delegates
- HR - Enhanced Employee Self Service
- HR - New Employee
- HR - Employee Performance Management
- HR - My Workforce
- HR - My Profile
- HR - Paid Time Off
- HR - Payment Review
- HR - Global Leave Administration
- HR - Time Entry
- HR - Global Leave Approvals
- HR - Payroll
- Understanding Common Settings for Self-Service Setup
- Entering the Common Settings for Self-Service
3 Setting Up Employee Self-Service
- Understanding Employee Self-Service Setup
- Setting Up Verification of Employment
- Setting Up Name and Address Change
- Setting Up Emergency Contacts and Phones
- Setting Up Paid Time-Off Inquiry
4 (USA) Setting Up IRS Form W-4
- Understanding IRS Form W-4 Setup
- Prerequisite
- Creating Director Form Rules for IRS Form W-4
- Setting Up the Self-Service Form for IRS Form W-4
- Creating a Self-Service Process Flow Script for IRS Form W-4
- Revising the IRS W-4 Form Workfile
- Setting Up URLs for IRS Form W-4
- Printing Employee W-4 Form
- Saving Employee W-4 Information
5 (USA) Setting Up OFCCP Forms to Disclose Disability and Veteran Status
- Understanding OFCCP Forms Setup
- Setting Processing Options for Disability Status Disclose Form Program (P085590)
- Running Director Form Rules for OFCCP Forms
- Creating a Self-Service Process Flow Script for OFCCP Forms
6 Setting Up Manager Self Service
- Understanding Manager Self-Service Setup
- Setting Up Upcoming Reviews by Supervisor
- Setting Up the Employee Setup Process
- Setting Up Employee Status Change
- Setting Up Manager Reports
- Setting Up Organizational Charts for the Web
- Setting Up Delegates for Managers Workbench
- Setting Up Manager Delegates for Time Entry
7 Setting Up Self-Service Time Entry
- Understanding Self-Service Time Entry Setup
- Setting Up the Time Entry Director Form
- Creating the Time Entry Interface for Employee Self-Service
- Assigning Pay Types to Employee Groups
- Working with Labor Distribution Periods
8 Employee Self-Service Benefits Setup
9 Setting Up Common Settings for Benefits Self Service
10 Defining Benefit Category Rules for Self Service
11 Setting Up URLs for Self-Service Benefits
- Understanding URLs for Self-Service Benefits
- Prerequisites
- Setting Up URLs for Benefit Plan Options
- Setting Up URLs for Benefit Plans
- Setting Up URLs for Benefit Categories
- Setting Up URLs for Benefit Groups
12 Setting Up Benefit Enrollment Events for Self Service
13 Setting Up Benefit Categories by Enrollment Event
14 Setting Up Allowed Dependent Relationships by Plan
15 Setting Up Workfiles for Benefits Self Service
- Understanding Workfiles for Benefits Self Service
- Setting Up Dependent Selection Automatically
- Building the Current Coverage Workfile for Self Service
- Setting Up a Current Dependent and Beneficiary Workfile
- Building the Available Plans Workfile for Self Service
- Excluding Benefit Plans or Categories From a Work File Build
- Building the Personal Information Workfile
- Setting Up Steps and Rules for Director Process Flows
16 Setting Up Self-Service Benefit Plan Guidelines
- Understanding Self-Service Benefit Plan Guidelines
- Setting Up Benefit Contribution Limits
- Setting Up Maximum Coverage Increase Limits
17 Setting Up Self-Service Process Flows
- Understanding Self-Service Process Flows
- Running the Populate Director Form Rules/Edits Report
- Defining Process Flow Scripts
- Setting Up Translated Director Text
18 Setting Up Form Options and Workflow Approval
- Understanding Form Options and Workflow Approval Setup
- Setting Up Form Options
- Setting Up Benefit Confirmation Statement Options
- Setting Processing Options for Enrollment Statement (P085568)
- Setting Up Self-Service Benefits Workflow Approval
19 Saving Self-Service Employee Information
- Understanding Saving Employee Information
- Saving Employee Personal Information
- Saving Self-Service Benefits Information
20 Reviewing History and Revising Self-Service Workfiles
- Understanding Self-Service History and Workfiles
- Reviewing Employee Self-Service History
- Setting Processing Options for Work With Employee Self Service History (P085585)
- Revising the Current Coverage Workfile
- Revising the Available Plans Workfile
- Reviewing Dependent and Beneficiary Current Coverage Revisions
- Revising the Dependent and Beneficiary Updated Revisions Workfile
- Revising the Personal Profile Workfile
21 Setting Up New DBA Plan Rates
22 Managing Benefits Self-Service Work Files
- Understanding Benefits Self-Service Work Files
- Purging the Employee Current and Pending Elections Work Table
- Purging the Dependent and Beneficiary Cross-Reference Work Table
- Purging the Current Dependent and Beneficiary Cross-Reference Work Table
- Purging the Employee Personal Information, Contacts, and Phone Work Tables
- Purging the Available Plans and Plan Options Work Table
23 Employee Self Service
- Understanding Employee Self Service
- Requesting a Verification-of-Employment Letter
- Reviewing Personal Information Using Self Service
- Reviewing Pay Stubs Using Employee Self Service
- Entering Automatic Deposit Information
- Entering Competency Information Using Self Service
- Understanding Self-Service Competency Information
- Prerequisite
- Forms Used to Enter Competency Information Using Self Service
- Setting Processing Options for Competency Self Service (P05130)
- Entering a Training Competency
- Entering a Skills Competency
- Entering an Accomplishment Competency
- Entering a Certification Competency
- Entering an Education Competency
- Entering a Language Competency
- Revising Competency Information
- Entering Timecards Using Self Service
- Disclosing Disability Status
- Disclosing Protected Veteran Status
- Managing Self-Service Timecards Using Summary Time Entry
24 Manager Self Service
- Understanding Manager Self Service
- Using the Managers Workbench Program
- Setting Processing Options for Managers Workbench (P08712)
- Changing an Employee Status
- Reviewing an Employee Status Change
- Assigning a Delegate
- Reviewing Upcoming Employee Reviews by Supervisor
- Entering Data for Verification-of-Employment Letters
- Using Managers Reports
- Setting Up Information for New Employees
- Approving Automatic Deposit Information
- Approving Bank Transit Information
- Approving Competency Information
- Approving Disability Status Information
- Approving Protected Veteran Status Information
- Creating Organizational Charts for the Web
- Approving Self-Service Timecards
25 Appendix A - Delivered User Defined Objects for Human Capital Management Self-Service (Release 9.2 Update)
- Delivered User Defined Objects for Human Capital Management Self-Service (Release 9.2 Update)
- Human Capital Management Self-Service Notifications
26 Glossary
- Add Opt
- Address Number
- Benefit Group
- Business Unit
- Calendar Year
- Category Type
- Change Reason
- Company
- D B
- Data Item
- Date Updated
- Effective Date
- Effective On
- Electronic Signature ID
- Ending Date
- Enrollment Event Code
- Enrollment Event Type
- Employee Flex Cost
- Group Category or Benefit Group Category
- Home Business Unit
- Home Company
- Job Step
- Job Type
- Language or Language Code
- Order Number
- Pay Class (H/S/P)
- Pay Frequency
- Track PCP Flag
- PCP Number
- PCP Visited
- Plan Cost
- Plan Credit
- Plan Grouping Code
- Plan ID
- Portal URL Links
- Program ID
- Required Location Fields
- Send Email
- Seq. Num.
- Shift Differential
- Stay In Group
- Sub Class
- Task Type
- Time Updated
- Union or Union Code
- Update Time
- Updated By
- URL Type
- User ID
- Version
- Work Stn ID