Prerequisites for Using eProfile

Before you can use the eProfile transactions,

  1. Activate eProfile 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 occur only if position data is not affected.

    See Application Fundamentals: HCM Options Page.

    See Application Fundamentals: Configuring Self-Service Transactions.

  3. Set up security.

    eProfile uses permission lists, roles, and user profiles to authorize or deny access to transactions and data. The following table lists the permissions and roles delivered with eProfile:

    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 that are used by workflow will not work.

    See Application Fundamentals: Understanding PeopleSoft Security and Application Fundamentals: Understanding Data Permission Security for HCM.

  4. Define whether 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.

  5. 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.

  6. Set up the manager's data access to his or her direct reports.

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

    See Application Fundamentals: Configuring Direct Reports Functionality.

  7. Configure the USFED WIP transaction.

    See Application Fundamentals: Understanding WIP Management System Setup.