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Author
Kathryn ODonoghue, Pragya Nair
Technical Contributors and Reviewers
Emma Haywood, Margaret Wong
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Table of Contents
R12 Oracle HRMS Self Service Fundamentals.............................................................................................1-1
R12 Oracle HRMS Self Service Fundamentals .............................................................................................1-2
Curriculum Outline........................................................................................................................................1-3
Introduction ...................................................................................................................................................1-4
Objectives ......................................................................................................................................................1-5
Introduction to SSHR......................................................................................................................................2-1
Introduction to SSHR ....................................................................................................................................2-2
Objectives ......................................................................................................................................................2-3
Approvals .........................................................................................................................................................14-1
Approvals ......................................................................................................................................................14-2
Basic Approvals Loop ...................................................................................................................................14-3
Approvals ......................................................................................................................................................14-4
Enabling Dynamic Approvals........................................................................................................................14-5
Practice - Enabling Dynamic Approvals....................................................................................................14-6
Solution Enabling Dynamic Approvals ..................................................................................................14-7
Configurable Approvals Options...................................................................................................................14-8
What is AME? ...............................................................................................................................................14-9
When Can I Use AME? .................................................................................................................................14-10
Business Requirements..................................................................................................................................14-11
Overview of AME Components ....................................................................................................................14-12
Approval Considerations ...............................................................................................................................14-13
Approvals Routing.........................................................................................................................................14-14
Practice - Working with Approvals ...........................................................................................................14-15
Solution Working with Approvals ..........................................................................................................14-16
Practice - Creating an AME Rule ..............................................................................................................14-18
Solution Creating an AME Rule.............................................................................................................14-20
Summary........................................................................................................................................................14-22
Using SSHR......................................................................................................................................................15-1
Using SSHR...................................................................................................................................................15-2
Objectives ......................................................................................................................................................15-3
Common SSHR Functions ..............................................................................................................................16-1
Common SSHR Functions.............................................................................................................................16-2
Common Functionality ..................................................................................................................................16-3
Review Page ..................................................................................................................................................16-4
Return for Correction.....................................................................................................................................16-5
Save for Later ................................................................................................................................................16-6
Managing Dates.............................................................................................................................................16-7
New User Registration...................................................................................................................................16-9
New Employee Registration Process.............................................................................................................16-10
Practice - Setting Up a Generic User ID for New User Registration.........................................................16-12
Solution: Setting Up a Generic ID for New Employee Registration .........................................................16-14
Document Manager .......................................................................................................................................16-19
Guided Demonstration - Using the Document Manager............................................................................16-21
FastFormula Options for Document Manager ...............................................................................................16-25
Self-Service Actions .........................................................................................................................................17-1
Self-Service Actions ......................................................................................................................................17-2
Overview Self-Service Actions ..................................................................................................................17-3
Types of Self-Service Action.........................................................................................................................17-4
Life-Cycle of Self-Service Action .................................................................................................................17-5
Profile Options for Self-Service Actions .......................................................................................................17-6
Conflicting Actions........................................................................................................................................17-8
Conflicting Actions - Resolution ...................................................................................................................17-9
Approvals and Access Roles .........................................................................................................................17-10
Practice - Access Roles and Approvals .....................................................................................................17-11
Solution Access Roles and Approvals ....................................................................................................17-13
Configuring Self-Service Actions..................................................................................................................17-15
Combining Activities for Self-Service Actions .............................................................................................17-16
What-If Analysis............................................................................................................................................17-17
Copyright Oracle Corporation, 2007. All rights reserved.
Eligibility Processing.....................................................................................................................................17-18
Summary........................................................................................................................................................17-19
Employee Directory.........................................................................................................................................19-1
Employee Directory.......................................................................................................................................19-2
Single Sign-On or Anonymous Log-In? ........................................................................................................19-4
Enabling Single Sign-On ...............................................................................................................................19-5
Overrides .......................................................................................................................................................19-6
Customer Overrides for Employee Directory ................................................................................................19-7
Populating the Repository..............................................................................................................................19-8
Overrides for Populating the Repository .......................................................................................................19-9
Refresh Modes...............................................................................................................................................19-10
Guided Demonstration - Employee Directory and Single Sign-On...........................................................19-11
Summary........................................................................................................................................................19-18
Responsibility Ownership ...............................................................................................................................20-1
Responsibility Ownership..............................................................................................................................20-2
Additional Configuration Steps .....................................................................................................................20-4
Practice - Creating Data Grants for Responsibility Ownership .................................................................20-5
Solution - Creating Data Grants for Responsibility Ownership.................................................................20-6
Summary........................................................................................................................................................20-8
Advanced Topics..............................................................................................................................................18-1
Advanced Topics ...........................................................................................................................................18-2
Objectives ......................................................................................................................................................18-3
Preface
Profile
Before You Begin This Course
Suggested Prerequisites
Related Publications
Oracle Publications
Title
Part Number
B31617-02
B31616-02
B31622-02
Additional Publications
Before you begin this course, you should have the following qualifications:
read.me files
Oracle Magazine
Typographic Conventions
Convention
Bold italic
Element
Glossary term (if
there is a glossary)
Example
The algorithm inserts the new key.
Caps and
lowercase
Buttons,
check boxes,
triggers,
windows
Courier new,
case sensitive
(default is
lowercase)
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Initial cap
Graphics labels
(unless the term is a
proper noun)
Italic
Arrow
Brackets
Commas
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Quotation
marks
Uppercase
Example
When-Validate-Item
Passwords
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
SELECT last_name
FROM s_emp;
Convention
Caps and
lowercase
Lowercase
1. In the navigation frame of the help system window, expand your local Oracle HRMS entry.
2. Under the Oracle HRMS entry, expand Total Compensation Elements Setup.
3. Under Total Compensation Elements Setup, expand Elements.
4. Under Elements, expand How To.
5. Under How To, select Define an Element.
This will display step-by-step instructions on how to complete the Element window.
Chapter 1
Curriculum Outline
Introduction
Objectives
Chapter 2
Introduction to SSHR
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Introduction to SSHR
Introduction to SSHR
Introduction to SSHR
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Objectives
Introduction to SSHR
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Chapter 3
Overview of Self-Service
Human Resources
2.
3.
Explain that users can use the Personalization Framework to configure instructions and field
names, for example.
4.
5.
6.
7.
8.
9.
Personal Information
Professional Information
Manage Employment Events
Views
Workforce Sourcing and Deployment
Recruitment
Workflow-Enabled
Workflow-enabled functions are those functions with a defined workflow process, usually with
an approvals activity. For example, the Education and Qualifications module and the Change
Supervisor modules are workflow-enabled. Modules that are not workflow-enabled include
Online Payslip and Resume.
Workflow-Enabled
Useful Documentation
Related Guides
Chapter 4
Implementing SSHR
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Implementing SSHR
Implementing SSHR
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Objectives
Implementing SSHR
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Chapter 5
Self-Service Basics
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Server Side
- Data Server, includes
-Applications data
-Setup data (Menus, responsibilities, etc.)
-Meta Data Services Repository (Web page region definitions)
-Workflow (process flow definitions)
Copyright Oracle Corporation, 2007. All rights reserved.
Self-Service Basics
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3.
4.
Select the Personal Information process and double click to open the Workflow
Diagrammer.
5.
Place your cursor on the Start icon. Explain that this is the starting point for the workflow
process.
6.
Move your cursor to the Personal Information Overview process. Right click to display the
Properties for the process.
7.
Point out the HR_WORKFLOW_SERVICE.BLOCK function name under the Function tab.
This is a generic workflow function.
8.
Point out the HR Activity Type Value attribute under the Node Attributes tab. This value
corresponds to a region defined in the Meta Data Service repository.
Self-Service Basics
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1.
13. Select the Enter a new address if you have moved option and continue to the next page.
The Main Address page is displayed.
14. Explain that the user would enter information here and submit the transaction. The Review
page is displayed.
15. Switch to the Workflow Builder. Point out the Initialize Approval Item Attributes activity.
Self-Service Basics
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SSHR initiates the Approvals functionality. When approvals is complete, Oracle HRMS
inserts the data into the HR tables.
Self-Service Basics
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Chapter 6
Security Mechanisms
In the next few topics you learn how the various security mechanisms depicted in this slide
combine to control user access to SSHR functions.
You grant responsibilities to users. You can view a list of all owned responsibilities using
the Responsibility Ownership functionality in SSHR. This functionality enables you to
display a list of people with access to each of your owned responsibilities and revoke
access to the responsibilities if appropriate.
In general, each responsibility has a top menu (controlling navigation to functions) and a
security profile (controlling access to people). Note that if you enable Security Groups,
you assign security profiles are assigned at the user+responsibility level, not to the
responsibility itself.
Multiple responsibilities can share the same top menu. You can exclude individual
functions for different responsibilities using Function Exclusions.
Supervisor-based security is one type of security profile that is particularly suitable for
self-service users. This type of security profile dynamically generates a list of available
employees and workers based on either the supervisor hierarchy or the supervisor
Security Mechanisms
assignment hierarchy. You can configure this view to use the position hierarchy by setting
the profile option HR: Self-Service Display Position Hierarchy to Yes.
The Data Security mechanism is used by SSHR in conjunction with legislation-specific
menus to prevent legislation-specific functions from being used on people in another
legislation.
The Assignment-based Security mechanism enables you to restrict security access based
on individual assignments. The security processes evaluate permissions on an assignmentby-assignment basis, rather than displaying all assignments if a manager has access to any
assignment.
If you use the Release Information function, then you can supplement the list of people
who appear in a security profile. With this function, you can allow other users (who are
outside of the security profile) to access their records. Similarly, managers can use the
Release Information to allow another manager (who is outside of the security profile) to
access the records for one of their employees.
You can use Person Search to enable managers to use the Enter Process page to perform a
basic search for any employee within the underlying security profile. Managers can
process employees and workers in the resulting list directly or add them to My List for
future reference. By default, some functions enable managers and HR Professionals to
search for ex-employees and terminated employees.
Responsibilities
The menu associated with a responsibility is the primary mechanism (along with functions,
function exclusions, and menu exclusions) for defining what the user can do.
You set up responsibilities to control who the user has access to by using them together with
the following mechanisms:
Security Profile (profile option)
- If you enable security groups, you associate security with user + responsibility (not
just the responsibility).
Restrict Transactions across BG (profile option)
Allow Granted Access (attribute of security profile)
Search tab (menu configuration)
For additional information on user and security profiles, see the online user documentation.
Security Overview under Oracle HRMS Global Security.
The delivered SSHR responsibilities are as follows:
Employee Self-Service
Manager Self-Service
Copyright Oracle Corporation, 2007. All rights reserved.
Responsibilities
Creating a Responsibility
When SSHR implementers have identified these groups, they should consider:
What tasks they will be performing
Which user records do they need to access
How they access user records
Practice - Overview
By the end of this series of practices, you will have created a custom SSHR
responsibility complete with configured versions of selected functions. Your
configurations will include changes to workflow processes, page layouts, and approvals.
In these practices, you use four employees, one of whom is in a different business group
from the other three. Initially, none of the employees has a defined manager.
Name
Malcolm Aurora xx
Mary Martin xx
Helen Carr xx
Carl Whiteside xx
Business
Group
Vision Corporation
Vision
Corporation
Vision Industries
Vision
Corporation
(Note: xx represents a unique 2-digit identifier that the instructor assigns to each student in
the class. Use the employees suffixed with the identifier assigned to you (for example
Malcolm Aurora 12) throughout the practices to ensure that your configurations do not
conflict with those of other participants.)
By the end of the practices, your employees are organized into a single management
structure as shown below:
Malcolm Aurora xx
Mary Martin xx
Carl Whiteside xx
Helen Carr xx
The practices guide you through a number of intermediate stages, which provide
opportunities to examine how a managers access to other employees is influenced by
profile options, security profiles, and the Release Information function.
Overview
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of responsibilities and users with your assigned unique group number
or your initials.
The initial password for your users should be Oracle. You should then use Welcome as
the active password.
To create a new record, select the New Record icon from the toolbar.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Creating a Responsibility
Within your enterprise, you have identified three distinct groups of SSHR users; two for
managers and one for non-manager employees. You need to define a separate responsibility for
each.
Log on as HRMS/welcome and create appropriate responsibilities based on the predefined selfservice responsibilities (Manager Self-Service and Employee Self-Service).
In these practices you learn how to control and define user access to self-service functionality.
You use standard security functions in the forms interface to carry out the following tasks:
Note: The two manager responsibilities are the same apart from their access to granted
employees. This will be covered in the next practice, which looks at security profiles.
Responsibility Name
Application
Human Resources
Responsibility Key
xxMGR_SELF_SERVICE_GRANTED
Description
Responsibility Name
Application
Human Resources
Responsibility Key
xxMGR_SELF_SERVICE_NO_GRANTED
Description
Menu
Manager Self-Service
Data Group
Name
Standard
Application
Human Resources
Then create a copy of the delivered Employee Self-Service responsibility using the following
information:
Responsibility Name
xxEmployee Self-Service
Application
Human Resources
Responsibility Key
xxEMPLOYEE_SELF_SERVICE
Description
xxEmployee Self-Service
Create two copies of the Manager Self-Service responsibility using the following names (where
xx is your group identifier):
Available From
Menu
Employee Self-Service
Data Group
Standard
Application
Human Resources
Name
2.
Initiate a query.
3.
4.
Manager Self-Service
5.
6.
7.
8.
9.
Manager Self-Service
Employee Self-Service
This practice shows you how to create users for SSHR and how to assign the correct
responsibilities to them.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of responsibilities and users with your assigned unique group number
or your initials.
The initial password for your users should be Oracle. You should then use Welcome as
the active password.
To create a new record, select the New Record icon from the toolbar.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Create New Users
You need to create users to enable your employees to use the self-service functionality. The
employees have different roles within your enterprise so you must ensure that you assign the
correct responsibilities are to each user. Since the number of users is small, you will create them
manually rather then using the batch creation approach.
Remember to prefix each user name with your unique group number.
The initial password for your users is Oracle.
Log on as HRMS/welcome and create the following users. Link them to your employees as
follows:
Assumptions
Employee
Business Group
xxuser1
Aurora, Malcolm xx
Vision Corporation
xxuser2
Martin, Mary xx
Vision Corporation
xxuser3
Whiteside, Carl xx
Vision Corporation
xxuser4
Carr, Helen xx
Vision Industries
Assign appropriate responsibilities to your new users to reflect their role within your enterprise.
The following table shows suggested responsibilities:
User
Responsibility
Security Group
xxUSER1
xxUSER2
Manager Self-Service
xxManager Self-Service Granted Access
xxManager Self-Service No Granted Access
Employee Self-Service
XxEmployee Self-Service
Workflow User Web Applications
xxUSER3
Employee Self-Service
xxEmployee Self-Service
Workflow User Web Applications
xxUSER4
Employee Self-Service
XxEmployee Self-Service
Workflow User Web Applications
User
Note: Not all aspects of your custom responsibilities will function properly until additional
configuration steps are performed in later practices.
Choose the xxEmployee Self-Service responsibility and check that the menu displayed is the
same as for the predefined responsibility.
If required, repeat for xxUSER2, xxUSER3, and xxUSER4.
Choose the xxManager Self-Service Granted Access responsibility and check that the menu
displayed is the same as for the predefined responsibility.
2.
Enter the user name as specified in the practice, prefixed with your identifier.
xxUSER1
3.
Enter the password for your user. Use Oracle as the initial password (you will need to enter
the password twice).
4.
In the Person Field, select the first employee (Aurora, Malcolm xx).
5.
6.
Enter the following responsibilities for your first user and choose standard as the Security
Group for each responsibility.
US HRMS Manager
System Administrator
Application Developer
Application Developer Common Modules
Manager Self-Service
xxManager Self-Service Granted Access
xxManager Self-Service No Granted Access
Employee Self-Service
xxEmployee Self-Service
Workflow User Web Applications
Workflow Administrator Web Applications
Functional Administrator
Approvals Management Business Analyst
7.
8.
Create a new record and repeat steps 2 thru 8 to create the remaining users and assign the
responsibilities as follows:
User
Xxuser2
Employee
Martin, Mary xx
Responsibilities
Manager Self-Service
xxManager Self-Service Granted Access
1.
9.
Xxuser3
Whiteside, Carl xx
Employee Self-Service
xxEmployee Self-Service
Workflow User Web Applications
Xxuser4
Employee Self-Service
xxEmployee Self-Service
Workflow User Web Applications
Chapter 7
For most SSHR managers, the most appropriate security profile is a user-based profile
with the Supervisor Hierarchy check box flagged.
For more information about Security Profiles, refer online help:
Oracle HRMS Global > HR Information Systems > Security Rules > Security Profiles
Assignment-Based Security
Assignment-based security offers an alternative to the traditional supervisor hierarchy. In this
case, the application builds the hierarchies using the supervisor assignment information in the
Assignment window. Sometimes an employee can have two or more assignments with two or
more supervisors. In this case you can use assignment-level security to determine whether or
not supervisors have access to all assignments for an employee or worker, or whether they only
have access to those assignments for which they are the supervisors. If you do not use
assignment-level security, Sally can see Bobs Assignment 1 (if she can see one assignment,
she can see them all). If you use assignment-level security, Sally can only see the assignments
for which she is the supervisor, in this case, Bobs Assignment 2.
To enable assignment-level security, there are four required procedures:
Provide supervisor assignment information.
Select the Restrict on Individual Assignments option in the Security Profile window.
Define how the supervisor hierarchy is displayed.
Assignment-Based Security
Releasing Information
The Release Information function enables you to extend the number of people in a security
profile. In the above example, Manager 1 has been granted access to the records of another
person who is outside of the security profile (Employee 2). Access can be granted by the other
person (Employee 2) or his manager (Manager 2). For example, a manager can release the
records of a direct report if required, however, the Release Information function is not
delivered on the seeded Manager Self Service menu. To enable the function for a manager, add
the function to the relevant menu.
Note: For Manager 2 to have access, they must have appropriate manager function and must be
assigned to a security profile for which the Allow Granted Access check box is flagged.
Releasing Information
Hierarchy Page
Hierarchy Page
2.
Select the Manager Actions function from the Manager Self-Service responsibility:
The Hierarchy page appears and shows the direct reports for TBENNETT.
This hierarchy is supervisor based. Alternatively, you can also generate a position-based
hierarchy if applicable to your business practices.
Note: To enable a position hierarchy, set the HR: Display Position Hierarchy profile to Yes.
4.
Click My List. The display changes to only show those employees who TBENNETT has
added to My List.
5.
Click on the Action icon. You access available functions for the employee directly using this
icon.
6.
7.
Select the Details icon for someone in the list. This displays Person and Assignment
information for the selected person.
8.
3.
Hierarchy
The Person Tree is usually derived from the supervisor hierarchy (defined by the Restrict by
Supervisor checkbox in the Security Profile window). Managers first see an Enter Process page
that they can use to perform a basic search for any employee within the underlying security
profile. Managers can process employees and workers in the resulting list directly or add them
to My List for future reference.
Note: You can extend the security profile for managers by enabling the Release Employee
Information function.
Some functions such as Online Payslip, Appraisals, and Tax Information (US only) enable
managers and HR Professionals to search for ex-employees and terminated employees.
Note: The Approvals processes are also driven off the supervisor hierarchy.
Hierarchy
Search Page
You can use the Oracle Applications Framework to modify the search functions by hiding or
enabling particular search fields. For example, you could hide the first name field so that users
cannot search using this field.
Search Page
Person Types
Some functions require managers and HR professionals to search for ex-employees and
terminated employees. For example,a Payroll Professional may want to access an exemployees payslip or a manager may want to view a terminated employees appraisal. The
following functions enable you to search for ex-employees and terminated employees:
Online Payslip
Appraisals
Tax Information (US only)
Person Types
My List
This view contains a user-defined list of people for quick reference.
Note: If you set the profile option HR:Expand Role of Contingent Worker to Yes, then
contingent workers will be able to manage other employees.
My List
When using SSHR, it is important to define how managers can access the information
for other employees. In addition, an SSHR administrator or implementer must define
security mechanisms to ensure that users cannot access information for unauthorized
employees. In these practices, you learn how to enable managers to access the
information for other employees and how to ensure that the correct employees are being
accessed.
In these next practices, you learn how a manager can search for employees and how to
restrict which employees your managers can access.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of security profiles with your assigned unique group number or your
initials.
To create a new record in the Professional Forms Interface, choose the New Record
icon from the toolbar.
To save your work, select either the Save button in SSHR or the Save icon from the
toolbar in the Professional Forms Interface.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Searching for Employees
Managers who use SSHR to carry out transactions on their employees need to be able to access
the information on these employees. Some managers may be able to access the records for all
employees in an enterprise whereas others may be restricted. In this first task, your manager has
Copyright Oracle Corporation, 2007. All rights reserved.
Overview
access to all employees within your enterprise. Log on to SSHR as user1 and select the Manager
Self-Service responsibility. Try and search for Helen Carr xx who is from a different business
group.
Using My List
If you regularly carry out SSHR transactions on the same people, it is convenient to use the My
List functionality to store these people in a list and avoid having to search for them each time.
Mary Martin xx
Carl Whiteside xx
Add Helen Carr xx to My List and then search for and add the following two employees:
1.
2.
3.
4.
Using My List
5.
Select the record for Helen Carr xx and click Add to My List.
The People in My List page is displayed.
6.
Enter Martin% in the Name field at the top of the page and choose Go.
7.
Select the record for Mary Martin xx and click Add to My List.
9.
Enter Whiteside% in the Name field at the top of the page and choose Go.
10. Select the record for Carl Whiteside xx and click Add to My List.
11. Choose the Home link.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of security profiles with your assigned unique group number or your
initials.
To create a new record in the forms interface, choose the New Record icon from the
toolbar.
To save your work, select either the Save button in SSHR or the Save icon from the
toolbar in the Professional Forms Interface.
When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries starting with the string AUR.
Tasks
Restrict User Access by Supervisor Hierarchy
Your manager, Malcolm can currently access employees in any business group. However, it is
usually the case that managers would only require access to those employees within their
In these practices you learn how to enable managers to access the information for other
employees and how to ensure that the correct employees are being accessed. You use standard
security functions in the forms interface to carry out the following tasks:
supervisor hierarchy. To restrict access, create a security profile based on the predefined Vision
Supervisor Profile and link it to your Manager Self-Service responsibility.
Name the security profile as follows:
Note: Make sure that the profile is supervisor-based and that there is no access to granted
employees.
Make sure that this profile is supervisor-based and that is allows access to granted
employees.
The business group for both custom security profiles should be Vision Corporation.
Assign the Supervisor Profile
You assign supervisor profiles using the HR: Security Profile using the System Administrator
responsibility. Assign the security profiles as follows:
Responsibility
xxEmployee Self-Service
Vision Corporation
Now create another copy of the predefined Vision Supervisor Profile and rename it as follows:
2.
3.
5.
4.
7.
8.
9.
10. Make sure that the Allow Granted Users box is not flagged.
11. Navigate to the Supervisor Security tabbed region.
12. Select the Restrict by Supervisor (person-based) box.
13. Save your new security profile.
Copyright Oracle Corporation, 2007. All rights reserved.
1.
25. From the Find System Profile Values window, uncheck the Site checkbox.
Note: This is only a requirement in the classroom.
26. Enter xxManager Self-Service No Granted Access in the Responsibility field.
27. Enter HR: Security Profile in the Profile field.
28. Choose Find.
29. Enter the name of your custom supervisor profile in the Responsibility field.
Copyright Oracle Corporation, 2007. All rights reserved.
34. Enter the name of your custom supervisor profile in the Responsibility field.
39. Click the My List link to display the People in My List page.
The list should be empty.
40. Enter Carr% in the Name field near the top of the page and choose Go.
No records should be returned. This is because the security profile restricts you to only
accessing those records in your supervisor hierarchy and no hierarchy has been created yet.
41. Choose Home.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of security profiles with your assigned unique group number or your
initials.
To create a new record in the forms interface, choose the New Record icon from the
toolbar.
To save your work, select either the Save button in SSHR or the Save icon from the
toolbar in the Professional Forms Interface.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Release Information Function
SSHR includes the function Release Information which enables users to release their personal
information to a specified user, for example, a second manager. In order for this manager to be
able to view this released information, he or she must have a supervisor profile which allows
access to granted users.
Use the Release Information function as Helen Carr and release your personal information to
Malcolm Aurora. Then log on as Malcolm (xxuser1) to see whether you can access Helens
information.
Copyright Oracle Corporation, 2007. All rights reserved.
Assumptions
2.
4.
5.
6.
Choose Go.
7.
Choose the Quick Select icon for Aurora, Malcolm XX to return to the Release Information
page.
8.
9.
Note: If you have not already logged on as xxuser4, you will be asked for new passwords.
Enter Welcome as the new password.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Using the Change Manager Function to Create a Supervisor Hierarchy
You want to set up a supervisor hierarchy for your employees to ensure that managers can only
access those employees for whom they are responsible. Log on as Malcolm and select the
delivered Manager Self-Service responsibility. Use the Change Manager function to make
Malcolm Aurora the manager of Mary Martin. Make Mary Martin the manager of Helen Carr
and Carl Whiteside. The completed hierarchy should be as follows:
Malcolm Aurora
Mary Martin
Helen Carr
Carl Whiteside
Assumptions
Log on to SSHR as xxuser1/welcome and select the xxManager Self-Service Granted Access
responsibility. Select the Manager Actions function and check that the supervisor hierarchy is
displayed in the People in Hierarchy page.
1.
2.
3.
4.
5.
6.
Use todays date as the Effective Date and choose the Continue button.
7.
8.
Choose the Search icon next to the Manager Name field in the Assign a New Manager
region.
Enter Aurora%XX in the Employee Name field. Choose the Go button
Select Aurora, Malcolm XX and choose the Select button
You return to the Change Manager page.
16. Choose the Quick Select icon for Whiteside, Carl XX.
You return to the Change Manager page.
17. Choose the Next button.
18. When the Review page appears, check that the information is correct.
Note: If there is no next approver, approval is met and the transaction is written to the HR
tables. In this case, the user has no supervisor which means that approval is automatic.
23. The People in Hierarchy page is displayed and you should be able to expand the hierarchy to
see the expected supervisor hierarchy.
24. Choose the Home link.
Chapter 8
Implementation Steps
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Implementation Steps
Implementation Steps
Implementation Steps
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Implementation Strategy
Implementation Steps
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up a business group, set up at least 2 users (one of whom is a supervisor), and assign
responsibilities to the users.
Implementation Steps
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Summary
Implementation Steps
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Chapter 9
Configuring SSHR
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Configuring SSHR
Configuring SSHR
Configuring SSHR
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Objectives
Configuring SSHR
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Chapter 10
Configuring Menus
The above slide shows a typical self-service menu. The Employee Self-Service menu is
delivered as a standard menu. However, you may decide that you do not want to use all
delivered functions. For example, as shown in the slide above, you may not require the
Competence Profile function. In this case, you would either create your own menu in the
Menus window or exclude the particular function using the Responsibilities window.
You may also want to create your own menus for the following reasons:
The delivered menus do not contain required functions
The menu sequence/structure is not appropriate for your business requirements
Menu prompts are not appropriate for your business requirements
Configuring Menus
Menu Types
SSHR uses four types of menu: top-level, submenu, hidden submenus, and data security
menus.
A top-level menu outlines the functions for a responsibility and is the starting point for
navigation.
A submenu with a prompt is visible to the user, and groups together related functions, for
example, Professional Details.
A submenu without a defined prompt is hidden from the user. Functions on these hidden
submenus are available to the responsibility for function security without being directly
navigable by the user. Hidden submenus determine which functions appear in the Actions
pages.
Data security menus define whether a function is global or legislation-specific. A function
must be included in either a global or legislation-specific data security menu before it can
be used and displayed. These menus are not displayed to the user.
Menu Types
Top-level Menus
Submenus
Designing Menus
Hidden Submenus
To restrict functions available in the Actions menus, remove them from the submenu.
Hidden Submenus
Hidden Submenus
This slide illustrates the two ways in SSHR in which hidden menus are referenced by the
application:
The Manager Actions page uses a profile option (set at site or responsibility level) to
identify the menu which defines the functions to display on the page.
The Enter Person Process page uses a region item to identify the menu which defines a
hierarchy of tabbed regions (Employees, Hierarchy, My List, Search).
In either case, you must also attach the submenu to the responsibilitys top menu to satisfy
function security.
Hidden Submenus
Custom Menus 1
In the above example, the administrator has copied a delivered menu. The next step is to assign
this new menu to the responsibility in the Responsibilities window.
Note: You should always work with copies of the delivered menus.
Reason: The delivered menus are updated when a new patch is installed. This would give your
users immediate access to all the functions in the menu. It is safer to create a copy of the
delivered menu and then include the functions as required.
Custom Menus 1
Custom Menus 2
In the above example, the administrator has copied a delivered menu and excludes selected
functions from the copied (custom) menu by creating function exclusions.
Note: You define function exclusions at the responsibility level without specifying a menu, so
the users of this responsibility will not have access to the excluded functions regardless of how
many submenus they appear on.
Custom Menus 2
In this practice, you become familiar with the different types of menus used in SSHR and
understand how to manipulate the menus so that the correct functions are displayed to the correct
users. You use standard application development functions in the forms interface to carry out the
following tasks:
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of menus with your assigned unique group number or your initials.
To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Create a Menu
You want to create a custom menu containing a set of functions for a specific group of selfservice users. The menu may contain both predefined and custom functions (the custom
functions will be defined in subsequent practices).
Create a copy of the Manager Self Service menu using the following attributes:
In these practices you learn how to create your own versions of the delivered self-service menus
and functions. By creating your own versions of self-service menus and functions, you can
personalize and configure them to suit your business requirements.
Submenu
Function or (User
Function Name)
Function Name
10
Personal
Information
Personal Information
HR_PERINFO_SS
20
Personal
Information
Mgr
Personal Information
Mgr
HR_PERINFO_MGR_SS
30
Change
Manager
HR_MANAGER_MGR_SS
Seq
40
Submenu
Enter Person Process
Menu Name
HR_EPP_MENU
Seq
2.
3.
4.
5.
6.
7.
8.
9.
Seq
Prompt
Submenu
Function or User
Function Name
10
Personal Information
Personal Information
20
Personal Information
Mgr
30
Prompt
40
Submenu
Function or User
Function Name
18. Replace the predefined Manager Self Service menu with your custom xxManager Self
Service menu in the Menu field.
19. Save your work.
20. Initiate a query:
23. Replace the predefined Manager Self Service menu with your custom xxManager Self
Service menu in the Menu field.
24. Save your work.
25. Close the window.
Note: you need to wait for the Apache server to be restarted before you can test your
changes.
Actions Page
The traditional navigation path for SSHR users is to select a function directly from the user
menu. SSHR continues to support this approach but also introduces a new navigation path
using Actions pages. Instead of selecting the function from the menu, the user selects Actions
(Personal or Manager Actions). SSHR displays a context-sensitive list of available functions.
Note: The default settings for the profile options are Manager Actions Menus and Personal
Actions Menu (at the responsibility level). If you copy a responsibility, you must set the profile
options for your new responsibility.
For more information on profile options, see:
Oracle HRMS > Oracle HRMS Global > HR Information Systems > Security Rules > User
Profiles.
There are also corresponding functions and profile options for contingent workers. The
function is Contingent Worker Personal Actions Menu and the profile options are
HR:Contingent Worker Manager Actions Menu and HR:Contingent Worker Personal Actions
Menu.
Actions Menus
The Personal Actions submenu defines the actions available in the Available Actions area of the
Perform Action page. This page is displayed when employees choose the Personal Actions
function, or when a manager chooses the Manager Actions function and then selects their own
record from the Person Tree.
In this practice, you become familiar with the actions menus used in SSHR and understand how
to manipulate these menus so that the correct functions are displayed to the correct users. You
use standard application development functions in the Professional User Interface to carry out
the following tasks:
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of menus with your assigned unique group number or your initials.
To create a new record in the Professional Forms Interface, select the New Record icon
from the toolbar.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Copyright Oracle Corporation, 2007. All rights reserved.
This practice shows you how to set up special submenus to control which actions are available in
the Manager Actions and Personal Actions pages, and how to add new custom functions to these
submenus. The Manager Actions submenu defines the actions available in the Available Actions
area of the Perform Action page that is displayed when a manager chooses the Manager Actions
function and then selects an employee.
Tasks
Creating Actions Submenus
To enable the alternative navigation path offered by the Manager Actions and Personal Actions
functions, you must create appropriate submenus for storing the Actions functions. As you intend
to create your own functions shortly, create your own versions of the Manager Actions submenu
and the Personal Actions submenu.
Add the following delivered functions to your menus as shown below:
Functions
Manager Actions
Personal Actions
Function Name
Personal Information
HR_PERINFO_SS
Change Manager
HR_MANAGER_SS
Personal Information
HR_PERINFO_SS
Menu
2.
Initiate a query:
3.
Enter the predefined Manager Actions Menu in the User Menu Name field.
4.
5.
6.
Choose Shift and F5 to copy the values from the previous record.
7.
8.
Seq
10
20
9.
Prompt
Submenu
Personal Information
Change Manager
Function Name
Personal Information
Change Manager
HR_PERINFO_SS
HR_MANAGER_SS
11. Enter the predefined Personal Actions Menu in the User Menu Name field.
12. Execute the query:
1.
Seq
10
Prompt
Submenu
Personal Information
Function
Personal Information
HR_PERINFO_SS
19. Enter your custom top-level menu in the User Menu Name field
Seq
Prompt
Submenu
50
60
Function
70
Manager
Actions
80
Suspended
Actions
15. Rename the menu using your group identifier as the prefix.
25. From the Find System Profile Values window, uncheck the Site checkbox
Chapter 11
Configuring Functions
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Configuring Functions
Configuring Functions
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Considerations
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of functions with your assigned unique group number or your initials.
To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
To save your work in the Professional User Interface, select the Save icon from the
toolbar.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Copying Self-Service Functions
You want to modify a predefined function to suit your business requirements. You want to link a
self-service function to a new workflow process (to be created in a subsequent practice).
However, since any changes to delivered functions would be overwritten in an SSHR upgrade, it
is necessary to create your own function.
Log on as xxuser1 and use the System Administrator responsibility to create copies of the
Personal Information (HR_PERINFO_SS) and Personal Information Mgr
(HR_PERINFO_MGR_SS) functions.
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When you create copies of the Personal Information and Personal Information Mgr functions,
change the following function parameters to point to your new functions and new workflow
process (to be created in a subsequent practice):
Function
Personal Information
Personal Information
Manager
Parameter
Value
Form> pProcessName
Form> pItemType
pCalledFrom
HTML Call
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2.
3.
Initiate a query.
4.
5.
6.
7.
8.
9.
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HR_PERINFO_MGR_SS
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19. Choose the Edit Field icon to display the value of the field.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of functions with your assigned unique group number or your initials.
To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
To save your work in the Professional User Interface, select the Save icon from the
toolbar.
When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Add Custom Functions to User Menus
To enable a self-service user to access your custom functions, you must add them to your toplevel menus for SSHR. This means that your functions can be displayed in the self-service menu.
Configuring Functions
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In these practices you learn how to add your custom functions to the correct menus so that they
are available for self-service users. You will use standard functionality in the forms interface to
carry out the following tasks using the Menus window:
After carrying out the above steps, log on to SSHR and test your functions. Check that the menu
contains the correct functions and then select the xxPersonal Information function.
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Initiate a query:
2.
3.
4.
Prompt
Function
90
xxPersonal Information
xxPersonal Information
100
5.
7.
8.
HR_GLOBAL_SS_FUNCTIONS_CUSTOM
9.
Enter the functions as follows by creating new records in the function area:
Note: Since this is shared menu you should take care to use sequence numbers that are
unique, for example, by prefixing them with your standard prefix.
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Seq
Prompt
Function
xx1
xxPersonal Information
12. Enter the following string in the User Menu Name field:
14. Enter the functions as follows by creating new records in the function area:
Prompt
Function
xxPersonal Information
Enter the functions as follows by creating new records in the function area:
Prompt
xxPersonal Information V4.0
Function
xxPersonal Information
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22. Check that the menu contains your 2 custom functions: xxPersonal Information and
xxPersonal Information Mgr.
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In this practice, you learn how to change function parameters so that the initial page for one
custom function is the My List page and for another is the Search page.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of menus with your assigned unique group number or your initials.
To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Create a Function with Search as Initial Page
You want to create a version of the Personal Information Mgr function
(HR_PERINFO_MGR_SS) for which the initial page for managers is the Search page.
Create a version of the Personal Information Mgr function (name it xxPersonal Information Mgr
Search with the function name xxHR_PERINFO_MGR_SEARCH) and change the
akRegionCode parameter in the Web HTML tab to HR_PERSON_SEARCH_TOP_SS.
Configuring Functions
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However, it may be more appropriate for your managers to use the My List page or the Search
page first, particularly if your organization does not use a supervisor hierarchy, for example.
Configuring Functions
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2.
3.
4.
5.
HR_PERINFO_MGR_SS
6.
7.
8.
In the User Function Name field, enter xxPersonal Information Mgr Search.
9.
Configuring Functions
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HR_PERINFO_MGR_SS
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21. Initiate a query to display the delivered Personal Information Mgr function.
38. Query the following string in the User Menu Name field:
xxManager Self Service (where xx is your group identifier)
(N) View > Query by Example > Enter
120
xx3
Configuring Functions
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49. Select the xxPersonal Information Mgr List function and check that the My List page is
displayed.
Configuring Functions
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48. Select the xxPersonal Information Mgr Search function and check that the Search page is
displayed.
Chapter 12
Workflow Builder
In Oracle Workflow, all processes are associated with an item type. An item type can include
one or more processes and related objects, such as item attributes, functions, and messages. An
item type is a way of grouping together related items.
Oracle SSHR delivers a number of predefined workflow item types containing workflow
processes that you can work with.
HR (HRSSA) (displayed in the slide above)
HR Self-Service Benefits
Workflow Builder
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of workflow processes and activities with your assigned unique group
number or your initials.
You will test the modified workflow process in a later practice in conjunction with
creating a new function.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Copy a Delivered Workflow Item Type
You need to make some changes to the delivered workflow processes to meet your business
needs. Instead of changing the delivered workflow definition, make a copy of the process.
Open the Workflow Builder as directed by the instructor. Change your access level to 100 and
uncheck the Allow modifications of customized objects box. Now load the HRMS SelfService item up to the database and save it as a datastore to E:\Oracle\wf\Data\US\xxSSHR.wft.
Assumptions
1.
Open Workflow Builder using the information given to you by the instructor.
2.
Select Help > About Oracle Workflow Builder 2.6 and set your access level to 100.
Uncheck the box Allow modifications of customized objects.
3.
4.
Select Database.
5.
6.
7.
8.
Select the HR item type on the right of the Show Item Types window and click the <<
(Show) button.
9.
Click OK to load the HR item type from the database into Workflow Builder. This step may
take a few minutes.
10. To save the item type as a datastore, choose File > Save As.
11. Save your file to directory E:\xxSSHR.wft. This master item type will be a basis for all labs
wherever possible.
Note: Some warnings will be displayed at this point.
12. Choose the Save button.
13. Click the + (expand) icon to expand the datastore. Expand the HR item type and then expand
the Attributes and Processes nodes beneath. Note that a red bar appears across the lower
right corner of the icons representing most attributes and all processes. The red bar indicates
that you cannot make changes to these objects directly.
14. You can now create your own item type by copying from the predefined HR item type.
Note: In a real implementation, you would not need to copy the entire item type but would
instead copy individual processes as needed. However, this approach does not work well I a
classroom environment where many people are trying to save workflow definitions to the
same item type at the same time. Instead, for the purposes of the class, each student will
work on their own copy of the seeded item type.
15. Click the HR item type and copy and paste it back into the datastore xxSSHR.wft. The
property sheet window will appear for the new item type.
16. Replace the Internal Name with xxHRSSA.
17. Replace the Display Name with xxHR.
Note: At this point, Workflow Builder will attempt to populate your new item type with
copies of every object contained within the original HRSSA item type. This process will
succeed for all objects except the Lookup Types, which must be unique across all item types
in the datastore. For each lookup type in turn, Workflow Builder will prompt you to either
provide a new unique name (in which case it will create a local copy of the new lookup
type), or to cancel the copy (in which case, objects in the new item type will reference the
original lookup type in the HRSSA item type). We do NOT want to have copies of the
lookup types.
19. Click the Cancel button for each one of the Lookup Types.
20. To save your changes to the datastore, choose File > Save.
Note: Some warning messages will be displayed.
You have successfully created a master copy of the predefined item type. This copy will be
used as a basis for subsequent practices wherever possible.
21. To close the datastore, choose File > Close Store.
To save your changes to the database:
22. To FTP files:
1. Launch psftp.exe
psftp: no hostname specified; use open host.name to connect
psftp>open esNNNN.us.oracle.com
login as:user1
user1@esnnn.oracle.coms password: oracle
lcd e:\
New local directory is e:\
put xxSSHR.wft
local:xxSSHR.wft=>remote:/home/user1/xxSSHR.wft
Copyright Oracle Corporation, 2007. All rights reserved.
28. Choose your item type, xxHR, in the Workflow Type field.
You need to collect additional information on your employees and decide to include a Special
Information Type (SIT) page in your Personal Information process to gather this information.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of workflow processes and activities with your assigned unique group
number or your initials.
You will test the modified workflow process in a later practice in conjunction with
creating a new function.
When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Copy a Process Flow
You want to modify the Personal Information V5 and Process Basic Details workflow objects so
that you can add in an additional SIT page. First create copies of the following delivered
processes:
Note: For the purpose of these practices, you work with a copy of the item type, however, you
would usually work directly with the item type. Your changes are protected using access levels.
Then, replace the delivered processes with your copied processes. Make sure that you replace the
transitions as in the original workflow objects.
Adding New Functions to a Process
You need to collect additional information on your employees and decide to include a Special
Information Type (SIT) page in your Personal Information process to gather this information.
Add the Special Information Type (SIT) page after the Basic Details page in the Process
Personal Information process. Save your changes to the database.
1.
2.
3.
Open the Workflow Builder using information given to you by the instructor.
4.
5.
Choose Browse.
6.
7.
Choose Open.
8.
9.
18. Prefix the Internal Name, Display Name, and Description with your group identifier.
XxHR_PROCESS_BASIC_DET_JSP_PRC
XxProcess Basic Details V5.0
XxProcess Basic Details V5.0
19. Choose OK to close the window.
20. Double-click xxPersonal InformationV5.0 process to open the Diagrammer window.
22. Reproduce the transitions so that your xxProcess Basic Details V5.0 process replaces the
original Process Basic Details process.
Note:To create a transition, place your cursor on the object representing the start of the
transition. Click and hold the right mouse button to draw a line to the object representing the
end of the transition.
23. Delete the delivered Process Basic Details process from within the xxPersonal Information
process.
Note: To delete a process, place your cursor on the process and choose Delete Selection
from the toolbar.
24. Your workflow diagram should appear as follows:
21. Drag your xxProcess Basic Details V5.0 process from the Navigator window to the
Diagrammer and drop it near to the delivered Process Basic Details process.
25. Double-click the xxProcess Basic Details V5.0 process to open up the process.
41. Enter the following string in the User Function Name field:
- xxPersonal Information
Applying a Patch
Readme files are usually included in the .zip file delivered with the patch.
Applying a Patch
Chapter 13
Personalization Levels
The Oracle Applications Framework creates configurations to suit the requirements of different
users. The Framework uses personalization levels which enable the implementation team to
target the personalizations at specific users.
For additional information, see the OA Customization Framework document on Metalink
(Document ID 236618.1).
Only administrators with the correct authorization can create administration-level
configurations (administrators can assign authorization using a profile option at responsibility
level).
The Site level refers to an installation of Oracle HRMS. The Organization level refers to an
organization or business group. Personalizations will affect all users within the organization.
Personalizations made at lower levels (user and portlet level) always override configurations
made at higher levels.
User-level configurations can only be modified by the user who created them.
Personalization Levels
Default is No
Note that prior to Framework version 5.6D, the profile options were
Customize Self-Service Defn
Disable Self-Service Custom
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of messages and instructions with your assigned unique group number
or your initials.
When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Enable Personalization
You discover that you need to make certain changes to the web pages used in SSHR. Before you
can personalize the pages, you need to enable the Personalization Framework functionality using
a profile option.
Use the System Administrator responsibility to set the following profile options so that Malcolm
Aurora (xxuser1) can access the Personalization Framework:
Personalize Self-Service Defn
Copyright Oracle Corporation, 2007. All rights reserved.
You use the Personalization Framework to carry out the following tasks:
Then, to check whether the fields are used anywhere else, work through the Personal Information
function as if you were changing the Basic Details. Make the same changes in any other region.
Log on to SSHR as xxuser1/welcome and make the following function-level personalizations for
the xxPersonal Information function (select the xxPersonal Information function from the menu):
Change the field label for the Employee Number to Badge Number.
Hide the Social Security field for the Basic Details region.
1.
2.
Navigate to the System Profile Values window using the System Administrator
responsibility.
3.
Make sure that the User, and Profiles with No Values boxes are selected.
4.
5.
6.
7.
8.
9.
Choose Find:
10. Enter FND: Personalization Region Link Enabled in the Profile field.
11. Choose the Find button.
12. Check that the value in the Site field is No.
13. Enter Yes as the value in the User field.
14. Save your changes.
15. Close the window.
Change Field Labels and Hiding Fields
Responsibility = xxManager Self-Service Granted Access
16. Switch to the xxManager Self-Service Granted Access responsibility:
23. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
24. Choose Apply to continue to the next page.
The Personalize Region page appears.
To change a field label
25. Expand the Personalization Structure if necessary.
26. Navigate to the row containing Message Styled Text: Employee Number.
27. Click the Personalize icon (Pencil) to display the Personalization Properties page.
28. Find the Prompt row and change the value in the Function: xxPersonal Information column
from Inherit to Badge Number.
29. Use the Tab button to move out of the field.
30. Choose Apply to submit the personalization.
To hide a field
31. Navigate to the row containing Message Styled Text: Social Security Number.
32. Click the Personalize icon (Pencil) to display the Personalization Properties page.
33. Find the Rendered row and change the value in the Function: xxPersonal Information
column from Inherit to False.
34. Use the Tab button to move out of the field.
35. Choose Apply to submit the personalization.
The Personalization Structure page appears.
36. Click on the Return to Application link.
Copyright Oracle Corporation, 2007. All rights reserved.
22. Check that the Function field contains the name of your function (xxPersonal Information).
37. Check that the Social Security field is no longer displayed and that the Employee Number
field has been renamed as Badge Number.
Check for Other Occurrences of Fields in Transaction
38. To check whether these fields are used anywhere else in the xxPersonal Information
function, work through a transaction as if you were updating Basic Information.
Note: You should still be in the Basic Details region of the Personal Information function.
40. With the Enter new information because of a real change to the current details option
selected, choose the Next button.
The Basic Details: Update Information page appears. The Employee Number field also
appears in the Other region of this page.
Select the Personalize Other link.
41. Click Choose Context.
42. Check that the Scope field contains Region: Basic Detail Update Other Entry
44. Check that the Function field contains the name of your function (xxPersonal Information).
45. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
46. Choose Apply to continue to the next page.
The Personalization Region: Basic Detail Update Other Entry page appears.
47. Expand the Personalization Structure if necessary.
48. Navigate to the row containing Message Styled Text: Employee Number.
49. Click the Personalize icon (Pencil) to display the Personalization Properties page.
50. Find the Prompt row and change the value in the Function: xxPersonal Information column
from Inherit to Badge Number.
51. Use the Tab button to move out of the field.
52. Choose Apply to submit the personalization.
The Personalization Region: Basic Detail Update Other Entry page appears.
39. Choose the Update button in the Basic Details region to make a change to personal
information.
Note that the Basic Details fields also appear on the Review page. You also need to make
the changes here.
Note: The Employee Number field may not always appear.
55. Click the Personalize Summary Region link
56. Click Choose Context.
57. Check that the Scope field contains Region: Summary Region.
58. Check that the Function field contains the name of your function (xxPersonal Information).
59. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
60. Choose Apply to continue to the next page.
The Personalization Region: Basic Details page appears.
61. Expand the Personalization Structure if necessary.
62. Navigate to the row containing Message Styled Text: Employee Number.
63. Click the Personalize icon (Pencil) to display the Personalization Properties page.
64. Find the Prompt row and change the value in the Function: xxPersonal Information column
from Inherit to Badge Number.
65. Use the Tab button to move out of the field.
66. Choose Apply to submit the personalization.
67. Navigate to the row containing Message Styled Text: Social Security Number.
68. Click the Personalize icon (Pencil) to display the Personalization Properties page.
69. Find the Rendered row and change the value in the Function: xxPersonal Information
column from Inherit to False.
Copyright Oracle Corporation, 2007. All rights reserved.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of messages and instructions with your assigned unique group number
or your initials.
When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Use the Global Personalization Button
Use the Personalize button located at the top of your web page to drill down and make the
following changes at the function level (for xxPersonal Information):
Change the Employee Number field label in the header to Badge Number (you
cannot access the header using region-level personalizations).
Make the Badge Number field read-only.
Rename the Emergency Contacts region to Contact Information.
Assumptions
1.
2.
3.
4.
Select one of your employees and click Action. The personal information page is displayed.
5.
Choose the Personalize Page link in the top right-hand corner of the page.
6.
7.
Check that the Scope field contains Page: Oracle Self-Service Human Resources : Personal
Information.
8.
Check that the Function field contains the name of yur function (xxPersonal Information).
9.
Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
The Personalize Page: Oracle Self-Service Human Resources: Personal Information page
appears.
10. Click the Expand All link to expand the personalization structure.
11. As you scroll down the page, you can see all occurrences of the Employee Number field in
the Personal Information page (note: the previous practice only covered the Basic Details
part of the Personal Information module).
12. Change the remaining occurrences of Employee Number to Badge Number.
Hint: There are 2 remaining occurrences: both under Table Layout: Header Information. For
a reminder of the procedure, see the previous practice entitled Configuring Web Page
Layouts.
13. Log out of the application.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of messages and instructions with your assigned unique group number
or your initials.
To create a new record using the Professional User Interface, select the New Record
icon from the toolbar.
To save your work, select either the Save icon from the toolbar in the Professional User
Interface, or select the Save button in SSHR.
Tasks
Creating User Instructions and Tips
Note: First you need to define the text for these tips and instructions applications messages.
Do not try to change the text of a delivered message. Instead, create a new message with the
required text, and then personalize the tip or instruction item to use your new message.
Log on to Oracle HRMS as xxUSER1/welcome, and use the Application Developer
responsibility to open the Messages window.
Create the following messages:
You use the forms interface and Personalization Framework to carry out the following tasks:
xxPERINFO_OVERVIEW_INSTRUCTION
xxPERINFO_PREFIX_LONGMESSAGE
xxPERINFO_MIDDLENAME_SHORTTIP
2.
3.
4.
5.
6.
7.
xxRead the field level tips carefully before making any changes to your basic details.
8.
9.
Value
Name
xxPERINFO_PREFIX_LONGMESSAGE
Language
US
Application
Human Resources
Type
Note
Field
Value
Name
xxPERINFO_MIDDLENAME_SHORTTIP
Language
US
Application
Human Resources
Type
Note
28. In the Value column for the Message Name, enter the name of the instruction
(xxPERINFO_INSTRUCTION).
29. Use the Tab key to exit the field.
30. Click Apply to submit your changes.
The Personalize Region: Basic Detail Update Name Entry page appears.
32. Find the Default Single Column: Basic Detail Update row (the first row in the
personalization structure table).
33. Select the Reorder icon.
The Reorder Contents of Default Single Column: Basic Detail Update page appears.
34. Locate your instruction (99Instruction) in the list of functions.
35. Move the item to the top of the list by selecting the appropriate arrow icon (
31. Check that your new item appears in the personalization structure (probably the last row in
the table). If this is the case, you may want to reorder the item so that it appears at the top of
the Basic Details Update page.
46. Locate the Message Text Input: Prefix row and select the Personalize icon.
The Personalize Message Text Input: Prefix page appears.
47. Locate the Tip Message Name row and change the value in the field to
xxPERINFO_PREFIX_LONGMESSAGE for the Function: xxPersonal Information
column.
48. Use the Tab key to exit the field.
Flexfields
Key flexfields uniquely identify a record, for example, the Job Key flexfield.
Descriptive flexfields, for example, Additional Assignment Details, add attributes to existing
object.
Flexfields
Practice - Flexfields
Overview
You want to display some additional user-defined fields in the Other region within the Basic
Details region of the Personal Information page. You know that the Additional Person Details
descriptive flexfield is available in this region so you use the Personalization Framework to
display specific segments.
Use the Personalization Framework to carry out the following tasks:
Check the Additional Person Details and available segments in the forms interface.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of messages and instructions with your assigned unique group number
or your initials.
Tasks
Check Flexfields
Use the System Administrator responsibility to navigate to the Descriptive Flexfield Segments
window. Query the Additional Personal Details descriptive flexfield belonging to the Human
Resources application. Check the values for the Display flag, Reference field, and the segments
of the EMP context field value.
Note: This practice assumes that the Display flag is Yes, the Reference field, is
SYSTEM_PERSON_TYPE, and the EMP context includes the following segments:
Drivers License Jurisdiction
Drivers License Number
Copyright Oracle Corporation, 2007. All rights reserved.
In these practices you learn how to use the Personalization Framework to modify delivered web
pages to suit your business requirements. You learn about the different levels of personalization
and practice personalizing various elements on the web pages.
Personalize Flexfields
Log on to SSHR as xxuser1 and use the xxManager Self-Service Granted Access responsibility
to modify the Basic Details region of the xxPersonal Information function. Display the following
segments of the Add Per Details flexfield in the Other region of the Basic Details Update page:
Drivers License Jurisdiction.
Drivers License Number.
Hint: To display specific segments on a page use the Segment List field in the
Personalization Framework and enter the fields that you want to display in the following
format:
CONTEXT|SEGMENT1|SEGMENT2
When you have made your changes, return to xxPersonal Information and check that the
segments appear.
Solution - Flexfields
Check Flexfields
Responsibility = System Administrator
1.
2.
3.
Initiate a query.
4.
6.
5.
Check the values for the Display flag and the segments of the EMP context field value.
Make sure that the flexfield contains the following segments:
Personalize Flexfields
Responsibility = xxManager Self-Service Granted Access
7.
8.
Select your custom Personal Information function (xxPersonal Information) from the menu.
9.
10. With the Enter new information because of a real change to the current details option
selected, choose the Next button.
11. In the Other region, note that initially none of the flexfield segments appear.
12. Click the Personalize Other link.
18. Scroll down the page to locate the Flex: Add Per Details row.
19. Choose the Personalize icon for this row.
20. The Personalize Flex: Add Per Details Flex page appears.
21. Change the value in the Rendered row to True for the xxPersonal Information function.
22. In the Segment List field, specify which segments you want to display as shown below:
EMP|Drivers License Jurisdiction|Drivers License Number
23. Tab out of the field.
24. Click Apply to submit your changes.
The Personalize Region: Basic Details Update Other Entry page appears.
25. Click the Return to Application link.
26. Check that the Drivers License Jurisdiction and Drivers License Number segments are now
displayed as fields in the Other region of the Basic Details Update page.
27. Click the Home link.
The Personalize Region: Basic Details Update Other Entry page appears.
Logos
Log on to Oracle SSHR as one of the users created in the training, for example
00user1/welcome.
2.
Select the Manager Actions function from the Manager Self-Service responsibility.
3.
Select the Personalize Page link from the top of the page.
The Personalization Context page is displayed.
4.
5.
6.
Expand the Corporate Branding row to display the row Image: (Corporate Branding).
7.
8.
9.
In the column for Function: Manager Actions Tree View, change the value in the Rendered
field to False.
Note: Explain to the participants that to make a site-level change to the corporate branding
logo, they can also set the FND_CORPORATE_BRANDING_IMAGE profile to the URL
for their corporate logo.
Chapter 14
Approvals
Chapter
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Approvals
Approvals
Approvals
Chapter
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Approvals
Chapter
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Approvals
Either Oracle Approvals Management or a customizable PL/SQL package determines the list
of approvers in the Review page. Although both approaches are available, only AME is fully
supported by Oracle in current SSHR releases.
If you enable Dynamic Approvals using the Workflow Builder, the SSHR user can add
additional approvers/notifications recipients in the Review Page. If you do not enable Dynamic
Approvals and standard approvals is used, the SSHR user cannot add additional approvers or
notification recipients in the Review Page.
Approvals
Chapter
14 - Page 4 ONLY. COPYING eKIT MATERIALS FROM THIS
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Approvals
Approvals
Chapter
14 - Page 5 ONLY. COPYING eKIT MATERIALS FROM THIS
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS
CLASSROOM
COMPUTER IS STRICTLY PROHIBITED
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Prefix all names of messages and instructions with your assigned unique group number
or your initials.
When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Enable Dynamic Approvals
You want to change the Personal Information function so that all changes to Basic Details must
be approved.
Use the Workflow Builder to configure the Review activity in your custom workflow process
(xxHR_PROCESS_BASIC_DET_JSP_PRC) so that Dynamic Approvals are enabled.
Test the Changes
Log on to SSHR as xxuser2 and make a change to the Basic Details using your custom Personal
Information function (xxPersonal Information). Check that the Approvals regions are now
enabled.
Approvals
Chapter
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Assumptions
1.
Open the Workflow Builder using the procedure described in the Using the Workflow
Builder lesson.
2.
3.
4.
5.
6.
Click the right mouse button to display the properties for the Review function.
7.
8.
9.
Change the value of the attribute to enable dynamic approvals (Yes Dynamic Approvals).
Approvals
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Approvals
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What Is AME?
Calling application refers to the application that is using AME components to define the
approval process. Calling applications can be Oracle applications or any application that is uses
PL/SQL code.
Approvals
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What is AME?
Approvals
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Business Requirements
Approvals
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Approval Considerations
Approvals
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Approvals Routing
Approvals
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Using a Function that Requires Approval
When you set up this supervisor hierarchy, log on as Mary Martin and use the Change Pay to
change the pay for Helen Carr from GBP 27.5 per hour to GBP 30. The Approvals mechanism
should trigger an approval notification for Malcolm Aurora. You can access the notification as
Malcolm by selecting either the All Actions Awaiting Your Attention function from the Manager
Self-Service responsibility or by selecting the Worklist function from the Workflow User Web
Applications responsibility.
When the Review page appears for transactions requiring approvals, you can add additional
approvers or notification recipients. When the Review page appears for the Change Pay
transaction, specify that Mary Martin should receive a notification of the transaction.
Display Workflow Notifications
Use the Workflow User Web Applications responsibility as Mary Martin to display the FYI
Notification of the transaction. The log on as Malcolm Aurora (xxUSER1) to display the
approval notification.
Approvals
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Assumptions
2.
3.
4.
5.
6.
7.
8.
9.
Approvals
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To create this rule, you must also carry out the following tasks:
Define a condition.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Prefix all names of rules, attributes and conditions with your assigned unique group
number or your initials.
Tasks
Define Condition
Define an ordinary header condition that references your workflow process. Use the
WORKFLOW_PROCESS_NAME attribute.
Define Rule
Define a list creation rule, which will use the attributes, conditions and approval types mentioned
above. Create a rule called xxWorkflow Process that uses the chains of authority based on
Approvals
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In this practice you create the following list creation rule in AME:
Use the Test feature to create a test transaction. Change the header approver attributes so that the
value of the TRANSACTION_REQUESTOR_PERSON_ID is Helen Carr xx and the
WORKFLOW_PROCESS_NAME is xxHR_PERSONAL_INFO_JSP_PRC. Check that the
required approvers are returned.
Approvals
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1.
2.
Select the transaction type Oracle Self Service Human Resources and click the Conditions
link.
3.
Click Create.
4.
5.
6.
In the String Value field for the Workflow Process Name attribute, enter the internal name
of your custom workflow process, for example, xxHR_PERSONAL_INFO_JSP_PRC.
7.
Click Apply.
8.
A confirmation message is displayed to confirm that the condition has been created.
9.
Define Rule
10. Click the Rules tab.
11. Click Create.
12. In the Name field, enter xxWorkflow Process.
13. In the Rule Type field, select List-creation.
14. Accept the default start and end dates.
15. Click Next to continue to the next step.
16. Click Add Condition
17. All possible conditions for the Workflow Process are listed in the Header Conditions region.
Select your condition.
18. Click Continue to continue to the next step.
19. Select the Action Require approvals up to the first two superiors for the Supervisory Level
action type.
Copyright Oracle Corporation, 2007. All rights reserved.
Approvals
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24. Select your workflow process name as the test data for the
WORKFLOW_PROCESS_NAME parameter, for example,
xxHR_PERSONAL_INFO_JSP_PRC
25. Click Run Test Case.
26. AME will list any rule detected that match your test transaction yours should be listed. The
appropriate people to approve this transaction if initiated by Helen Carr are also listed:
Mary Martin and Malcolm Aurora.
Approvals
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Summary
Approvals
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Chapter 15
Using SSHR
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Using SSHR
Using SSHR
Using SSHR
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Objectives
Using SSHR
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Chapter 16
Common Functionality
Review Page
The top region for the review page, HR_REVIEW_SS, contains multiple subregions, one for
each of the modules that uses the review page, and shows only the subregion for current
module, for example, HR_BASIC_DETAILS_REVIEW_SS for the Basic Details area of the
Personal Information module.
The Review Page for SSHR has the following characteristics:
Included in most SSHR processes
Allows the user to check a transaction before submission
Displays approvals
Allows a user to add additional notification recipients and approvers
Displays before and after values in a tabular format, highlighting any fields which have
changed
Can configure field properties using the Personalization Framework
Can configure instructions and approval properties using Workflow Builder
Allows a user to attach documents
Review Page
Managing Dates
Effective dates:
The user can decide whether a transaction is valid on approval or on a specific date.
The application also checks the following dates when the user submits the transaction:
- hire_date: Checks that the effective date entered is later than the hire date.
- termination_date: Checks that the effective date entered is earlier than the termination
date.
- pending_workflow: Checks if there are changes pending in the workflow tables for
the selected person.
- future_assignment: Checks if there are any future assignment changes with respect to
the effective date entered.
- insert_mode: Issues a warning (alert) if the effective date of the assignment is less
than a future-dated change.
Concurrent transactions:
You control concurrent transaction using the following profile options:
- HR:Allow Concurrent Self Service Actions to Yes.
Copyright Oracle Corporation, 2007. All rights reserved.
Managing Dates
This practice takes you through the steps required to carry out this task:
Define a default responsibility to attach to the generic user ID. This responsibility
contains only the New Employee Registration function.
Define a generic user ID (xxuserx) which your new employees can use to log on to
SSHR. When they log on using this ID, they access the New Employee Registration
function.
Level
Value
Responsibility (xxNew
Employee Registration)
Vision Corporation
OAB:Self-Registered User
Responsibility
User (xxuserx)
OAB:User to Organization
Link
User (xxuserx)
Vision Corporation
Responsibility (xxNew
Employee Registration)
Check that Oracle HRMS has created a new user record which is attached to a new
person record for your user.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
Copyright Oracle Corporation, 2007. All rights reserved.
Your enterprise has recently hired a large number of employees. To save administration time,
you decide to allow your new employees to use a generic user ID to log on and create their own
employee records.
Prefix all names of new objects with your assigned unique group number or your
initials.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
You create a generic responsibility to include the New Employee Registration function. When
your users log on to SSHR and use the generic user attached to this responsibility, they can use
the New Employee function to register their own information. Create a responsibility with the
name xxNew Employee Registration.
Create a Generic User
You can inform your new employees of a generic user ID which enables them to log on to
SSHR. Create a generic user for this purpose and link it to the generic responsibility.
Set the Profile Options
Set the default profile options as specified above.
Use the Generic User and Responsibility
Log on as the generic user and enter your personal information and new user name/password.
Check the User Record
Log on to Oracle HRMS and use the Super HRMS manager responsibility to check that the
application has created a new user and person record.
2.
In the Responsibilities window, create a new responsibility with the following attributes:
Responsibility Name = xxNew Employee Registration
Application = Human Resources
Responsibility Key = xxNEW_EMP_REG
Available From = Oracle Self Service Web Applications
Data Group = Standard
Application = Human Resources
Menu = New User Registration
3.
Define the following Menu Exclusions of type Function, so that only the New Employee
Registration item will appear on the menu for user of your new responsibility.
Self Service WorkFlow Enabled Create User Name1
Self Service WorkFlow Enabled COBRA Registration
4.
5.
7.
In the User window, create a generic user and password (for example, xxUSERX with
password oracle).
8.
9.
1.
12. From the Find System Profile Values window, choose xxNew Employee Registration as the
responsibility and xxUSERX as the User..
13. Make sure that the Responsibility, User, and Profiles with No Values options are selected.
50. In the Address Line 1 field, enter an address, for example, xx Main Street.
51. Select the Search icon next to the City field.
52. Search for a city, for example, Albany and select it.
53. Enter a zip code.
54. Choose the Next button to move to the next page (Phone Numbers page).
56. Choose the Next button to move to the next page (Assignment page).
57. Check the data.
58. Choose the Next button to move to the next page (Family Member Coverage).
59. Select No Coverage.
60. Choose the Next button to move to the next page (Life Events page).
61. In the Current Event field, select SS Reg New Hire.
62. Choose the Next button to move to the next page (User Name page).
63. Enter your new user name, for example, MTESTxx.
64. Enter and confirm the password, for example, Oracle.
65. Choose the Next button to move to the next page (Review).
66. Check the data.
67. Choose the Submit button to submit your transaction to the database.
68. Log out of the application.
Checking the User Record
Responsibility = System Administrator
69. Log on to Oracle HRMS as xxuser1.
70. Navigate to the User window:
71. Query your new user (<username>xx) in the User field (to enter a query, choose (M) View >
Query by Example > Enter).
Copyright Oracle Corporation, 2007. All rights reserved.
55. In the Number field, enter the phone number, for example, 044-9873xx.
72. Check that the default responsibility is entered in the Responsibility area of the window, and
the users name appears in the Person field.
73. Close the window.
74. Log on to SSHR as your new user (<username>xx).
75. Select the New User Employee Self-Service responsibility.
76. Make sure that the Employee Self Service menu is available.
Document Manager
Create documents
PDF document - In a PDF editing application, add named form fields to contain data from
the action. The form field names are the tags you map to your action's attributes in
Document Management.
RTF document - When you use an RTF template, the application converts it to PDF
format when you generate your document. You can also insert conditional programming
statements available using RTF technology to display or hide fields based on the values of
other fields. For example, you can display or hide data based on the department or e-mail
address.
Configure Document Groups and Attribute Mappings
Use document groups to define a collection of documents and associate them with their
corresponding workflow process. To create the link between the document group and the
workflow process, add the function parameter pGroupName=<documentgroupshortname>
using a System Administrator responsibility.
Add a document to a selected group. You can select from a list of documents in the
database that are not yet part of a group, or you can add a new document.
Copyright Oracle Corporation, 2007. All rights reserved.
Document Manager
Define document and update Document Pages. If you use FastFormula to populate
document tags with returned values from the database, or override tag values with literals,
specify them as well.
Map attributes to merge data from transaction data attributes to form fields. You can
include both current and proposed values in a document, and also Header Information
attributes containing details from the selected person's record. When you create the pdf
document, it is helpful to know which attributes are available in the self-service function
that will trigger the document generation. For example, the Change Manager page uses the
following attributes:
- Current Manager Name
- Employee Name
- Manager Name
To create a document for the Change Manager function, you could, therefore, include those
attributes in your pdf document as fields.
For a list of the delivered attributes, see Document Manager in the online help for SSHR.
Define Documents Properties to change the Document Type. Available types include Pre
Approval, Post Approval, and Both.
Generate pre-approval versions of documents while it is still in process. Generate postapproval versions on final approval. Initiators receive a notification containing a link to
the Document Information page, containing post-approval versions of available
documents.
2.
4.
5.
In the Group Name field, enter xxPersonal Information, where xx is a prefix, for example,
99 or 00.
6.
In the Short Name field, enter xxPerInfo, where xx is the same prefix as you used for the
Group Name field.
7.
8.
9.
10. Click the Plus (+) icon in the Add Document column.
The Map Documents page appears.
11. Click the Create Document button under the Results header.
The Define Document page appears.
Defining Your Document
12. In the Document Name field, enter xxStatusChange.
13. In the Short Name field, enter xxStatus.
14. In the Effective Date field, enter 01-Aug-2005.
Copyright Oracle Corporation, 2007. All rights reserved.
15. In the File region, select the Upload a New File option.
16. Select the Browse button to search for your document.
17. Select the marital_status.pdf document that was supplied with the other courseware for this
class.
18. Click the Continue button to display the next page.
The Define Document: Attribute Mapping page appears.
Note that your fields from the pdf are defined as attributes here.
Note: The function parameter is case-sensitive. Make sure that you enter parameter value
exactly the same as the group name.
54. Select the title for Mary Martin, for example, Mrs.
55. Make a change to the Marital Status, for example, set the status to Married.
56. Choose Next to display the Review page (or the SIT Update page).
57. From the Review page, you can display a printable page which includes any documents
generated by the Document Manager.
58. Select the Printable Page link at the bottom of the page.
59. A dialog box appears to verify whether you want to open the file or save it to your
computer. Open the file.
60. The generated pdf document is displayed.
61. Choose File > Close to close the document.
62. When the Review page is displayed again, choose Cancel to cancel the transaction.
63. Log out of SSHR.
Chapter 17
Self-Service Actions
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Self-Service Actions
Self-Service Actions
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- Allows you to control the effect of concurrent actions. If set to Yes, when a pending
change is approved which affects the current transaction, the application displays a
warning message with changed attributes and refreshes the data .If set to No (default),
the application displays a warning message and the transaction fails. Oracle
recommends that you set this profile option to Yes if HR: Allow Approver Updates to
Self Service Actions is also Yes.
Note: Oracle recommends that you enable this option if you have set the system
profile HR:Manage Self Service Actions When Future-Dated Changes Exist to Allow
Approval (Notify HR Rep). Otherwise you should disable this option.
HR:Display Position Hierarchy
- If set to Yes, SSHR uses the position hierarchy will be used in the HGrid on the Enter
Process page. By default the HGrid uses supervisor hierarchy.
HR: Position Default Options for SSHR enables you to configure the application to
populate default information based on the position you select for an assignment. You can
configure the user profile to populate Department, Job, Grade, Payroll, Supervisor,
Probation Period, Bargaining Unit, Salary Basis, Work Hours, and Location.
Implementers can choose whether to populate default data with no warning, display a
warning, ask the user to decide, or turn off position defaulting.
HR:Allow use of eligibility for Self Service actions
- If set to yes, the Eligibility column appears on the Actions page and all eligible and
ineligible actions are displayed. The Eligibility column distinguishes between them. If
set to No (default), only eligible actions are displayed and the Eligibility column is
not displayed.
Note: Managers cannot process ineligible actions unless the profile option HR:Allow
Processing of Ineligible Self Service Actions is also set to Yes.
HR:Allow processing of ineligible Self Service actions
- If set to Yes, managers can process ineligible self service actions.
Note: This option depends on also enabling the profile option HR:Allow Use of
Eligibility for Self Service Actions in order to display ineligible actions in the first
instance.
HR:Run BENMNGLE when processing a Self Service action
- In order to ensure that the list of eligible actions and sub-actions is up to date, you
must periodically run the Participation Batch Process (Run Benefits Manage Life
Events Process) for that individual. This can run automatically every time a manager
initiates an action by setting the profile option, HR:Run BENMNGLE When
Processing a Self Service Action, to Yes.
Conflicting Actions
Self-Service Actions
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Check that the access role functions correctly by logging on as different users and
displaying the Actions table.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
To save your work, select the Save icon in the Professional User Interface, or select the
Save button in SSHR.
Tasks
Assigning an Access Role
You decide to revise your approval policies and wish to restrict particular managers from being
able to update SSHR transactions routed for approval.
Log on to Oracle HRMS as xxuser1 and use the local Super HRMS Manager responsibility to
create a suitable role (xxSSHR No Update) using the SSHR Update Not Allowed role type and
assign this role to Mary Martin (xxUSER2).
Testing Access Roles
If the SSHR Update Not Allowed role is assigned to a user, that user cannot update any
transactions that have been routed for approval. To test this, log on to SSHR as xxuser4 and
create a Leave of Absence record using the following data as an example:
Copyright Oracle Corporation, 2007. All rights reserved.
Self-Service Actions
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By default, all users can update self-service transactions. In this practice you assign an access
role to a user to prevent the user from updating a transaction that has been routed for approval.
You carry out the following tasks:
Usually this transaction would go first to Mary Martin for approval and then to Malcolm Aurora.
Create the absence record and then log on as Mary to see whether approval is required. Try and
update the approval action.
Note: You may need to ask your instructor to restart the Apache server to ensure that the
changes are applied.
Self-Service Actions
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Note: To display approval requests, use the All Actions Awaiting My Attention function.
2.
3.
4.
5.
Place your cursor on the row for the xxSSHR No Update role and then select the Users tab.
6. Select the search icon next to the Person field and enter %Martin% in the resulting Find
window.
7.
8.
10. Select the Leave of Absence function from the Employee Self-Service responsibility.
(N) Employee Self-Service > Absence Management
The Summary of Absences page is displayed.
11. Choose Create Absence to create a new leave request.
The Create an Absence Request page is displayed.
12. Select Vacation as the Absence Type.
13. In the Start Date field, enter a date, for example, 01-Feb-2006.
14. In the End Date field, enter a date, for example, 05-Feb-2006.
15. Click the Calculate Duration button to populate the Days field.
16. Choose Next to display the Review page.
Self-Service Actions
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1.
21. The list of actions should include an approval request for Helens leave request.
22. Select the action to display the information.
23. Select the Update Action link.
24. You should not be able to update the action. An error message should be displayed. This is
because the role prevents Mary from updating actions.
25. Log out of SSHR.
Self-Service Actions
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20. Select All Actions Awaiting My Attention function from the Manager Self-Service
responsibility.
Self-Service Actions
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Self-Service Actions
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What-If Analysis
What-If Analysis enables you to see the impact of your proposed action on the selected
person's entitlements to compensation and benefits. For example, you could use What-If
Analysis to see how a life insurance premium would be affected by different pay increases.
Note: To use What-If Analysis, you must run Oracle Advanced Benefits.
Self-Service Actions
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What-If Analysis
Eligibility Processing
There are 2 types of eligibility profile: Participant and Dependent
You can define eligibility at all levels of the compensation object hierarchy: Program, Plan
Type, plan, and options.
The eligibility profile is not the only deciding factor whether a participant or dependent is
eligible. You must also consider enrollment requirements and/or life events.
Manage Employment Events and eligibility are discussed in greater depth in the People
Management curriculum.
Note: Manage Employment Events may sometimes be referred to as Self-Service Actions.
Self-Service Actions
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Eligibility Processing
Summary
Self-Service Actions
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Chapter 18
Advanced Topics
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Advanced Topics
Advanced Topics
Advanced Topics
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Objectives
Advanced Topics
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Chapter 19
Employee Directory
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Employee Directory
Employee Directory
Employee Directory
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Employee Directory
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Customer Overrides
To enable single sign-on for the Employee Directory, you use a customer override to add the
FND_USERS column to the Employee Directory tables.
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Overrides
Customer Overrides
IF p_srcSystem = 'PER' THEN
per_empdir_ss.personTbl.person_key(p_rec_locator) :=
upper(per_empdir_ss.personTbl.attribute26(p_rec_locator))
||' '||per_empdir_ss.personTbl.person_key(p_rec_locator)
||' '||substr(personTbl.work_telephone(p_rec_locator),
length(personTbl.work_telephone(p_rec_locator))-4, 4);
per_empdir_ss.personTbl.user_name(p_rec_locator) :=
upper(per_empdir_ss.personTbl.<<attributename>>(p_rec_locator)); END IF;
The code assigns the user name to an available column in the repository. It also adds the user
name to the person_key, which enables searches on the user name.
It formats the work telephone number and adds it to the person_key, enabling searches on a
preferred telephone format.
You also use the overrider package to include a search field in an HTML form. For more
information, see the online help under: Oracle HRMS > Deploy Oracle Self-Service Human
Resources.
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Refresh Modes
When you run the Refresh Employee Directory process, you select a Refresh mode: either
Complete or Incremental.
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Refresh Modes
Define an FND user for each person that requires access to Self-Service, if they are not
defined as FND users already.
Enter the employees user in the new flexfield segment which is accessible from the
Enter and Maintain People form.
Run the Refresh Employee Directory program to populate the Employee Directory.
2.
3.
4.
5.
Enter the name of a user in the User Name field. For example, enter XXuser1
6.
7.
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The Employee Directory is read only. To enable users to edit their personal information, or to
add or edit their image, follow the procedures below to provide them with single sign on access
to Self-Service:
9.
Initiate a query.
Name
Window
Prompt
Employee
Directory
User Name
Employee
Directory
User Name
Column
Value Set
Displayed
Enabled
Yes
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8.
21. When you save the changes, the Oracle HRMS automatically compiles the flexfield.
22. Close the form.
Add the User Name to the Flexfield
23. Responsibility = US Super HRMS Manager
24. Navigate to the People window:
(N) People > Enter and Maintain
25. In the Find People window, enter the name of an employee, for example, Aurora%.
26. Select the Find button to run the query.
27. Place your cursor on the Flexfield field in the bottom right corner of the window.
The Additional Personal Details flexfield is displayed in a window.
The Employee Directory User Name field should be displayed (usually at the top of the
window).
28. Enter the user name for the employee in the Employee Directory User Name field, for
example, XXUSER1.
29. Click OK to close the window.
30. Click Correction to correct the existing information.
31. Save your work and close the window.
Edit the Package
32. Launch psftp.exe.
33. Enter psftp: no hostname specified; use open host.name to connect.
34. psftp > open esNNNN.us.oracle.com.
35. Log in as user1.
36. If the Store key in cache? message appears, choose Y.
37. The password for user1@esnnn.oracle.com is oracle.
38. Enter cd /esNNNN/appltop/115/per
39. cd 11.5.0
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40. cd patch
41. cd 115
42. cd sql
43. lcd e:\temp
Note: e:\temp already exists in each PC.
peredcor.pkb
peredcor.pkh
peredlor.pkb
peredlor.pkh
peredrcp.pkb
peredrcp.pkh
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upper(per_empdir_ss.personTbl.attribute26(p_rec_locator))
||'%'||per_empdir_ss.personTbl.person_key(p_rec_locator);
per_empdir_ss.personTbl.user_name(p_rec_locator) :=
upper(per_empdir_ss.personTbl.attribute26(p_rec_locator));
END IF; */
50. Instead of "attribute26", use the attribute name you used to configure the segment in the
Additional Personal Details Descriptive flexfield (in this case, the attribute name is
ATTRIBUTE15).
Note: The preceding code assigns the user name to an available column in the repository. In
addition it adds the user name to the person_key, which enables searches on the user name.
Note: In practice you would then upload your changes to your database.
51. Copy the modified file from local e: drive to appltop/patch/115/sql directory.
52. Apply the file to the database, by running the following command:
Note: hrssdvl here is a sample database instance name. apps/apps => login/password for the
database instance.
Populate the Repository
Responsibility = US Super HRMS Manager
53. Log on to Oracle HRMS as hrms/welcome.
54. Navigate to the Submit Request window:
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49. Remove the comment identifiers (/*) from the start and end of the section of sample code.
59. Make sure that the value in the Source System field is PER.
60. For this demo, make sure that the value in the Process Multiple Assignments field is N.
61. Choose OK to close the Parameters window.
62. Choose Submit to submit the process.
63. Navigate to the Requests window:
(M) View > Requests
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9. Scroll down to the bottom of the table to find the Header: Short Cuts row.
10. Click on the Personalize icon.
11. Change the value of the Rendered field to true under the Responsibility column.
12. Click Apply to submit the changes.
13. Choose Return to the Application link.
75. Click the Edit My Information link to display the Update Profile page.
76. Explain to the participants that they can upload a photograph if required.
Note: It is possible to add a link to the Personal Information function from this page,
however, this is not yet documented.
77. Click Home.
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Summary
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Chapter 20
Responsibility Ownership
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Responsibility Ownership
Responsibility Ownership
Responsibility Ownership
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Responsibility Ownership
As an administrator or implementer, you can associate ownership to responsibilities and
display a list of owned responsibilities. You can expand the list of responsibilities to display
the menus and functions attached to each responsibility. From the list of responsibilities, you
can see the number of people with access to each responsibility both within the organization
(within your HR security access environment) and outside of the organization (outside of your
HR security access environment). This provides additional security as you can review and
restrict the number of people outside of your organization with access to particular
responsibilities.
You can display the user ID and other information for each user with access to the
responsibility and if required, revoke access directly in the self-service page. If you choose to
revoke access to a responsibility, the affected user receives notification of the change.
Responsibility Ownership
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Responsibility Ownership
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Assumption
Task
Creating a Data Grant
You want to grant xxuser1 ownership of responsibilities. Using the Functional Administrator
responsibility, create a data grant to enable xxuser1 access the Responsibility Ownership
functionality.
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You must have access to an Oracle Application Vision database or comparable training or test
instance at your site on which you want to complete this practice.
1.
Log in to Oracle HRMS using hrms/welcome and use the Functional Administrator
responsibility.
2.
3.
From the Grants page, click Create Grant to initiate the creation process and define the data
grant.
4.
In the Name field, enter a descriptive name for the grant xxGrant, where xx represents your
unique identifier. You can also enter a description.
5.
6.
Navigate to the Security Context region to define the context for applying the grant. In the
Grantee Type field, select Specific User.
7.
In the Grantee field, enter xxuser1, where xx represents your unique identifier.
8.
Navigate to the Data Security region. In the Object field, search for and select the delivered
object FND_USER_RESP_GROUPS.
Note: Oracle provides this object for use with the Responsibility Ownership functionality.
9.
Responsibility Ownership
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10. For the purpose of the Responsibility Ownership function, you must create a data set that
grants access to a specific instance in the object. Select the data context type Instance.
12. The data set instance comprises three segments of information. Enter the following
information:
Field
Value
Responsibility ID
50101
Application ID
800
Security Group ID
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Summary
Responsibility Ownership
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