Related Actions for Manager Self Service Pages

On many of the manager self-service fluid pages, a related actions icon appears next to the names of team members. Tapping the related actions icon displays a menu of additional self-service transactions, including classic self-service transactions, regular fluid transactions, and guided-self-service fluid transactions. For more information on guided self-service, see PeopleSoft eProfile Manager Desktop: Understanding Guided Self-Service Transactions.

On all pages that include a related actions menu, the menu choices are the typically the same except that the menu never includes a link to the current page. Menu items and transactions may vary based on user availability or transaction.

The following table provides details about the related actions menu:

Top-Level Menu Item Transactions

Time Management

  • Request Absence

  • View Requests

  • Absence Balances

Job and Personal Information

  • Request Reporting Change

  • Transfer Employee

  • Promote Employee

  • Request Location Change

  • View Employee Personal Info

  • Change Full/Part Time or Hours

  • Request Leave of Absence

  • Request Paid Leave of Absence

  • Retire Employee

  • Terminate Employee

  • Demote Employee

  • Clone Position

See also PeopleSoft eProfile Manager Desktop: Performing Guided Self-Service Transactions in Manager Self-Service.

Compensation

Development

  • View Current Team Profiles

  • View Team Historical Profiles

  • View Team Interest Lists

Performance Management

  • Team Performance

  • Open Performance Documents

  • Open Development Documents

Career Planning (appears only from the Team Snapshot pages)

  • Manage Career Plans

  • View Career Progressions Chart

Succession Planning (appears only from the Team Snapshot pages)

  • View Succession 360

  • Manage Succession Plans

View in Talent Summary

This menu item goes directly to the classic Talent Summary page.

View in Company Directory

This menu item goes to the Company Directory pages.

View Digital Badges

This menu item goes to the View Digital Badges pages.

View in Team Snapshot

This menu item goes directly to the fluid Team Snapshot - Summary dashboard for one of your direct or indirect reports.

OnBoarding Status (when there is an active OnBoarding instance)

This menu item goes to the OnBoarding Activities page.

Notify Employee

This menu item opens the Notify Employee page to send alerts or emails to employees.