Implementation Steps for the JD Edwards HCM Self-Service System

The implementation steps for the JD Edwards EnterpriseOne HCM Self-Service system are.

1. Enter the common settings for self-service.

   See Understanding Self-Service Web Pages.

2. Set up verification of employment, name and address change, emergency contacts and phones, and paid time-off inquiry.

   See Understanding Employee Self-Service Setup.

3. 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.

   See Understanding IRS Form W-4 Setup.

4. Set up upcoming reviews by supervisor, the employee setup process, employee status change, manager reports, organization charts for the Web, and manager delegates.

   See Understanding Manager Self-Service Setup.

5. Set up the time entry director form, create the employee self-service time entry interface, and assign pay types to employee groups.

   See Understanding Self-Service Time Entry Setup.

6. Implement employee benefits setup.

   See Understanding Employee Self-Service Benefits Setup.

7. Setup common settings for benefits self-service.

   See Understanding Common Settings for Benefits Self Service.

8. Link categories to benefit groups

   See Understanding Benefit Category Rules for Self Service.

9. Set up URLs for:

   Benefit plan options

   Benefit plans

   Benefit categories

   Benefit groups

   See Understanding Up URLs for Self-Service Benefits.

10. Implement benefit enrollment events

    See Understanding Benefit Enrollment Events for Self Service.

11. Set up benefit categories by enrollment event.

    See Understanding Benefit Categories by Enrollment Event.

12. Set up allowed dependent relationships by plan.

    See Understanding Allowed Dependent Relationships by Plan.

13. 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.

    See Understanding Workfiles for Benefits Self Service.

14. Set up benefit contribution limits and maximum coverage increase limits.

    See Understanding Self-Service Benefit Plan Guidelines.

15. Run the Populate Director Form Rules/Edits report, define process flow scripts, and set up translated director text.

    See Understanding Self-Service Process Flows.

16. Set up form options, benefit confirmation statement options, processing options for the enrollment statement, and self-service benefits workflow approval.

    See Understanding Form Options and Workflow Approval Setup.

17. Set processing options and run these programs:

    Update Employee Personal Information to Live Tables (R054104)

    Update Benefits Information to Live Tables (R085524)

    See Understanding Saving Self-Service Employee Information.

18. 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.

    See Understanding Self-Service History and Workfiles.

19. Implement new DBA plan rates.

    See Understanding DBA Plan Rates.

20. 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

    See Understanding Benefits Self-Service Work Files.