Understanding Related Actions and Self Service Transactions

When an individual views his or her content, whether from the Org Chart tab or the Profile tab within the Org Chart Viewer pages, he or she can be granted the ability to access HCM related self service transactions using the Actions menu drop-down list. The manager can also be granted the ability to access HCM related manager self service transactions using the Actions menu link for his or her subordinates.

PeopleSoft delivers a number of related actions for Manager Self Service as well as Employee Self Service for different modules. All or a subset of these related actions are being initiated from Org Chart Viewer, Manager Dashboard, Talent Summary and Application Search.

See PeopleTools: PeopleTools Portal Technologies, “Developing and Configuring Related Content Services”.

This table lists the delivered actions for the Org Chart Viewer for the employees and managers:

Self Service Menu Employee Self Service Actions Manager Self Service Actions

Time Reporting or Time Management

Time Reporting

  • Request Absence

  • View Absence Balances

  • View Absence History

  • Request Extended Absence

  • View Extended Absence History

  • Donate Leave

  • Receive Donated Leave

  • Return Unused Leave

  • Terminate Participation in Program

  • View Leave Transfer Request History

  • Timesheet

  • Overtime Request

  • Mass Time

  • View Monthly Schedule

  • Payable Time Summary

  • View Exceptions

  • View Payable Time Detail

  • View Compensatory Time

  • View Time and Labor Launch Pad

  • Time and Labor User Preferences

Time Management

  • Request Absence

  • View Absence Balances

  • View Absence History

Job and Personal Information

  • View Personal Info Summary

  • Update Home/Mailing Address

  • Update Emergency Contacts

  • Update Marital Status

  • Change Name

  • Review Ethnicity Details

  • View Employee Personal Info

  • Request Reporting Change

  • Transfer Employee

  • Promote Employee

  • Request Location Change

  • Change Full/Part Time Status

  • Retire Employee

  • Terminate Employee

Compensation and Stock

  • View My Total Rewards

  • View Compensation History

  • View Stock Option Summary

  • Request Ad Hoc Salary Change

  • View Total Rewards

  • View Compensation History

  • View Employee Stock Option Summary

Payroll

  • View Paycheck

  • Maintain Direct Deposit

  • Change W-4 Tax Information

  • Maintain Voluntary Deductions

  • Indicate W-2/W-2c Consent

  • Indicate T4/T4A Consent

  • View W-2/W-2c Forms

  • View T4/T4A Slips

  • Request W-2 Reissue

  • View Payslip

  • View Payslip UK

  • Maintain Personal Bank Accounts

  • Maintain Net Pay Distribution

  • Update Year End Adjustment Data Japan

N/A

Benefits

  • View Benefits Summary

  • View Dependent and Beneficiary Info

N/A

Development

  • View My Current Profile

  • View My Historical Profile

  • View My Job Profiles

  • View My Interest List

  • View Current Team Profiles

  • View Team Historical Profiles

  • View Team Interest Lists

Performance Management

  • Create My Performance Document

  • Create My Development Document

  • My Current Performance Documents

  • My Current Development Documents

  • Create Performance Document

  • Create Development Document

  • Open Performance Documents

  • Open Development Documents

Career Planning

View My Career Progression Chart

  • Manage Career Plans

  • View Career Progression Chart

Succession Planning

N/A

  • Manage Succession Plans

  • View Succession 360

Note:

When security access is granted, managers can also select other list items when viewing actions for a direct or indirect report. Managers with access can also use the Manager Dashboard link at the top of the Direct-Line Reports org view type page to view a set of management related pagelets that enables managers to quickly and easily view and update human resource information as needed from one page.

Manager can also use the Actions menu links to navigate to other pages for an employee using these action, such as:

  • View in Talent Summary or View Team Snapshot

  • Manager Dashboard

  • OnBoarding Status