Prerequisites for Managing Direct Reports

Before you can use the eProfile Manager Desktop transactions you must:

1. Activate eProfile Manager Desktop on the Installation table.

   See Application Fundamentals: Products Page.

2. Define position management on the HCM Options page.

   The position management setting determines whether automatic updates, by nonadministrators, are allowed for certain transactions. Automatic updates can only occur if position data is not affected.

   See Application Fundamentals: HCM Options Page.

   See Application Fundamentals: Configuring Self-Service Transactions.

3. Set up security.

   eProfile Manager Desktop uses permission lists, roles, and user profiles to authorize or deny access to transactions and data. PeopleSoft delivers the following permission lists and roles for eProfile Manager Desktop:

   Permission Lists	Roles
   HCCPSS2000	Manager
   HCCPFE2000	Manager Self-Service - Fed
   HCCPFE1060	Personal Info-Employee - Fed

   Note:

   Remember to enter an email address for each user profile, otherwise, email routings used by workflow will not work.

   See Application Fundamentals: Understanding PeopleSoft Security.

4. Define whether a transaction uses an approval process.

   You can activate an approval process for the Promote Employee, Reporting Change, and Transfer Employee transactions using the self service Workflow Configurations page. If the system identifies that an approval process is used by a transaction, the HCM Approval Framework for the transaction is followed. PeopleSoft delivers the PromoteEmployee, TransferEmployee, and ReportingChgEmployee approval processes.

   See Application Fundamentals: Workflow Configurations Page.

5. Define if a transaction automatically updates the database.

   Use the self service Workflow Configurations page to define whether the transaction will update the database without an administrator's intervention.

   See Application Fundamentals: Workflow Configurations Page.

6. Link the self-service transaction to the approval process ID in the Approve Workflow Engine (AWE) and Transaction section on the Workflow Transactions page.

   PeopleSoft delivers the PromoteEmployee, ReportingChgEmployee, and TransferEmployee approval processes already linked to their appropriate self-service transaction.

   See Application Fundamentals: Understanding Approvals.

7. Define rules for workflow notifications.

   Workflow can be set up to notify the administrator when a transaction successfully updates the database and when the system detects a warning with the update.

   See Application Fundamentals: Admin Notification Setup Page.

8. Configure and manage HTML email approvals.

   The Enterprise Components AWE framework supports the HTML email approvals as delivered. However, you will need to enable HTML email approvals for your transactions and review email templates to ensure they meet your organization’s requirements.

   See Approval Framework: Triggering Email Collaboration

9. Set up the manager's data access to their direct reports.

   eProfile Manager Desktop uses access types to control a manager's access to employee data. Normally, the manager who initiates a transaction can only view data for his or her direct reports. Access types enable the system to determine who reports to the initiating manager.

   Note:

   This does not apply to the Promote Employee, Reporting Change, and Transfer Employee transactions.

   See Application Fundamentals: Configuring Direct Reports Functionality.