Human Capital Management Self-Service Implementation Guide

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Title and Copyright Information
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
- Understanding Common Settings for Self-Service Setup
- Entering the Common Settings for Self-Service
  - Forms Used to Set Up Common Settings for Self-Service
  - Entering the Common Settings
3 Setting Up Employee Self-Service
- Understanding Employee Self-Service Setup
- Setting Up Verification of Employment
- Setting Up Name and Address Change
  - Understanding Name and Address Change Setup
- Setting Up Emergency Contacts and Phones
  - Understanding Emergency Contacts Setup
  - Prerequisite
- Setting Up Paid Time-Off Inquiry
  - Prerequisite
4 (USA) Setting Up IRS Form W-4
- Understanding IRS Form W-4 Setup
- Prerequisite
- Creating Director Form Rules for IRS Form W-4
  - Understanding Director Form Rules for IRS Form W-4
- Setting Up the Self-Service Form for IRS Form W-4
  - Understanding the Self-Service Form for IRS Form W-4
  - Setting Processing Options for IRS Form W-4, Employee's Withholding Allowance for ESS (P085303A)
    - Year
    - SSA Phone
    - Process
- Creating a Self-Service Process Flow Script for IRS Form W-4
  - Understanding 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
  - Understanding URLs for IRS Form W-4 Setup
- 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)
  - Process
- Running Director Form Rules for OFCCP Forms
  - Understanding Director Form Rules for OFCCP Forms
  - Running the Populate Director Form Rules/Edits Report for OFCCP Forms
- Creating a Self-Service Process Flow Script for OFCCP Forms
  - Understanding the 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
  - Mobile Enterprise Applications for Field Progress Entry
- 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
- Understanding Employee Self-Service Benefits Setup
- Implementing Employee Benefits Setup
9 Setting Up Common Settings for Benefits Self Service
- Understanding Common Settings for Benefits Self Service
- Implementing the Settings
  - Forms Used to Set Up Common Settings for Benefits Self Service
  - Entering the Common Settings
10 Defining Benefit Category Rules for Self Service
- Understanding Benefit Category Rules for Self Service
- Linking Categories to Benefit Groups
  - Forms Used to Link Categories to Benefit Groups
  - Link Categories to Benefit Groups
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
- Understanding Benefit Enrollment Events for Self Service
- Implementing Benefit Enrollment Events
  - Forms Used to Implement Benefit Enrollment Events
  - Benefit Enrollment Event Set Up
13 Setting Up Benefit Categories by Enrollment Event
- Understanding Benefit Categories by Enrollment Event
- Implementing the Settings
  - Forms Used to Set Up Benefit Categories by Enrollment Event
  - Set Up Benefit Categories by Enrollment Event
14 Setting Up Allowed Dependent Relationships by Plan
- Understanding Allowed Dependent Relationships by Plan
- Implementing the Settings
  - Forms Used to Implement Allowed Dependent Relationships by Plan
  - Implement 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
  - Understanding Steps and Rules for Director Process Flows
  - Running the Populate Director Form Rules/Edits Program
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
  - Understanding the Populate Director Form Rules/Edits Report
  - 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
  - Understanding Benefit Confirmation Statement Options
  - Forms Used to Set 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
  - Understanding Benefits Information Storage
  - Setting Processing Options for Update Benefits Information to Live Tables (R085524)
    - Process
    - Defaults
20 Reviewing History and Revising Self-Service Workfiles
- Understanding Self-Service History and Workfiles
- Reviewing Employee Self-Service History
  - Understanding Employee Self-Service History
  - Forms Used to Review 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
- Understanding DBA Plan Rates
- Prerequisite
- Implementing New DBA Plan Rates
  - Forms Used to Set Up New DBA Plan Rates
  - Implement 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
  - Understanding the Employee Current and Pending Elections Work Table
  - Running the Purge Employee Current/Pending Elections Work Table Program
- Purging the Dependent and Beneficiary Cross-Reference Work Table
- Purging the Current Dependent and Beneficiary Cross-Reference Work Table
  - Understanding Current Dependent and Beneficiary Cross-Reference Work Table Maintenance
  - Running the Purge Current Dep/Ben X-Reference Work Table Program
- 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
- 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
  - Compensation Management Self-Service Considerations
- Using the Managers Workbench Program
  - Understanding Managers Workbench
  - Form Used for Using the Managers Workbench Program
- Setting Processing Options for Managers Workbench (P08712)
  - User Level
  - Version
- 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)
- 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