Implementation Steps for the JD Edwards HCM Self-Service System
The implementation steps for the JD Edwards EnterpriseOne HCM Self-Service system are.
Enter the common settings for self-service.
Set up verification of employment, name and address change, emergency contacts and phones, and paid time-off inquiry.
Create director form rules, review setup tables and instructions, set up the self-service form, and create a self-service process flow script for IRS For W-4. Also revise the IRS W-4 Form Workfile, set up URLs, and save employee W-4 information.
Set up upcoming reviews by supervisor, the employee setup process, employee status change, manager reports, organization charts for the Web, and manager delegates.
Set up the time entry director form, create the employee self-service time entry interface, and assign pay types to employee groups.
Implement employee benefits setup.
Setup common settings for benefits self-service.
See Understanding Common Settings for Benefits Self Service.
Link categories to benefit groups
Set up URLs for:
Benefit plan options
Benefit plans
Benefit categories
Benefit groups
Implement benefit enrollment events
See Understanding Benefit Enrollment Events for Self Service.
Set up benefit categories by enrollment event.
Set up allowed dependent relationships by plan.
Set up dependent selection automatically and build the current coverage workfile. Set up a current dependent and beneficiary workfile, build the available plans workfile, exclude benefit plans or categories from a work file build, and build the personal information workfile. Also set up steps and rules for director process flows.
Set up benefit contribution limits and maximum coverage increase limits.
Run the Populate Director Form Rules/Edits report, define process flow scripts, and set up translated director text.
Set up form options, benefit confirmation statement options, processing options for the enrollment statement, and self-service benefits workflow approval.
Set processing options and run these programs:
Update Employee Personal Information to Live Tables (R054104)
Update Benefits Information to Live Tables (R085524)
Review self-service history, set processing options for Work With Employee Self Service History (P085585), and revise the current coverage workfile. Revise the available plans workfile, and review dependent and beneficiary current coverage revisions. Revise the dependent and beneficiary updated revisions workfile, and revise the personal profile workfile.
Implement new DBA plan rates.
Purge these tables:
Employee Current and Pending Elections Work Table
Dependent and Beneficiary Cross-Reference Work Table
Current Dependent and Beneficiary Cross-Reference work Table
Employee Personal Information, Contacts, and Phone Work Tables
Available Plans and Plan Options Work Table