Академический Документы
Профессиональный Документы
Культура Документы
Service Fundamentals
y
m
Student Guide
e
d
a
D50093GC10
Edition 1.0
July 2007
D51827
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Author
y
m
e
d
a
a
r
O
e
l
c
oracletutor
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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
Overview of Self-Service Human Resources .................................................................................................3-1
Overview of Self-Service Human Resources (SSHR)...................................................................................3-2
What is a Web-based Application?................................................................................................................3-3
Guided Demonstration - Self-Service Interface.........................................................................................3-4
Professional User Interfaces versus Self-Service User Interfaces ................................................................3-5
Integration of SSHR and Professional User Interface ..................................................................................3-6
Why Use Self-Service?..................................................................................................................................3-7
Self-Service Functionality in HRMS.............................................................................................................3-8
Configuration Tools for SSHR ......................................................................................................................3-10
Highly Configurable Interface.......................................................................................................................3-11
Workflow-Enabled ........................................................................................................................................3-12
Useful Documentation...................................................................................................................................3-13
Related Guides...............................................................................................................................................3-14
y
m
Implementing SSHR........................................................................................................................................4-1
Implementing SSHR......................................................................................................................................4-2
Objectives ......................................................................................................................................................4-3
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Configuring SSHR...........................................................................................................................................9-1
Configuring SSHR.........................................................................................................................................9-2
Objectives ......................................................................................................................................................9-3
Functions, Menus, and Responsibilities.........................................................................................................10-1
Functions, Menus and Responsibilities .........................................................................................................10-2
Functions, Menus, and Responsibilities - Overview .....................................................................................10-3
Functions, Menus, and Responsibilities ........................................................................................................10-4
Configuring Menus........................................................................................................................................10-5
Menu Types ...................................................................................................................................................10-6
Top-level Menus............................................................................................................................................10-7
Submenus ......................................................................................................................................................10-8
Designing Menus...........................................................................................................................................10-9
Hidden Submenus..........................................................................................................................................10-10
Data Security Menus .....................................................................................................................................10-12
Custom Menus 1............................................................................................................................................10-13
Custom Menus 2............................................................................................................................................10-14
Practice - Creating Menus .........................................................................................................................10-15
Solution Creating Menus ........................................................................................................................10-17
Person Tree Navigation Paths........................................................................................................................10-20
Actions Menus...............................................................................................................................................10-21
Employee Actions Page.................................................................................................................................10-22
Practice - Actions Menus...........................................................................................................................10-23
e
l
c
a
r
O
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Eligibility Processing.....................................................................................................................................17-18
Summary........................................................................................................................................................17-19
Advanced Topics..............................................................................................................................................18-1
Advanced Topics ...........................................................................................................................................18-2
Objectives ......................................................................................................................................................18-3
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
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Suggested Prerequisites
y
m
e
d
a
This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
Related Publications
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Oracle Publications
Title
c
A
Part Number
B31614-05
B31617-02
B31616-02
e
l
c
a
r
O
Additional Publications
B31622-02
read.me files
Oracle Magazine
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
c
A
Typographic Conventions
Typographic Conventions in Text
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
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
Quotation
marks
Uppercase
Arrow
Brackets
Commas
a
r
O
e
l
c
Plus signs
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Key combinations
y
m
e
d
a
c
A
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
SELECT last_name
FROM s_emp;
e
d
a
c
A
1. (N) From the Navigator window, select People then Enter and Maintain.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
2. (M) From the menu, select Query then Find your employee.
3. (B) Click the Assignment button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
e
l
c
(I) = Icon
a
r
O
(H) = Hyperlink
y
m
e
d
a
y
m
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
y
m
Chapter 1
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 1 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 1 - Page 2
c
A
Curriculum Outline
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 1 - Page 3
c
A
Introduction
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 1 - Page 4
c
A
Objectives
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 1 - Page 5
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Introduction to SSHR
Chapter 2
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Introduction to SSHR
Chapter 2 - Page 1
c
A
Introduction to SSHR
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Introduction to SSHR
Chapter 2 - Page 2
c
A
Objectives
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Introduction to SSHR
Chapter 2 - Page 3
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Overview of Self-Service
Human Resources
y
m
Chapter 3
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 2
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 3
c
A
2.
3.
Explain that users can use the Personalization Framework to configure instructions and field
names, for example.
4.
5.
6.
7.
y
m
9.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 4
c
A
e
d
a
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 5
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 3 - Page 6
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 3 - Page 7
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 3 - Page 8
Personal Information
Professional Information
Manage Employment Events
Views
Workforce Sourcing and Deployment
Recruitment
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 9
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 3 - Page 10
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 11
c
A
Workflow-Enabled
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 3 - Page 12
Useful Documentation
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 13
c
A
Related Guides
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 3 - Page 14
c
A
Implementing SSHR
Chapter 4
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementing SSHR
Chapter 4 - Page 1
c
A
Implementing SSHR
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementing SSHR
Chapter 4 - Page 2
c
A
Objectives
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementing SSHR
Chapter 4 - Page 3
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Self-Service Basics
Chapter 5
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Basics
Chapter 5 - Page 1
c
A
Self-Service Basics
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Basics
Chapter 5 - Page 2
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Server Side
- Data Server, includes
e
l
c
a
r
O
-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
Chapter 5 - Page 3
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 4
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 5
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 6
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 7
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.
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
The Workflow Builder runs the Process Main Address subprocess and queries whether the
user is updating or creating an address.
e
l
c
11. Switch to the Workflow Builder and point out the Process Main Address process.
a
r
O
Self-Service Basics
Chapter 5 - Page 8
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.
SSHR initiates the Approvals functionality. When approvals is complete, Oracle HRMS
inserts the data into the HR tables.
16. Log out of SSHR and the Workflow Builder.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Basics
Chapter 5 - Page 9
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 10
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 11
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 12
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 13
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 14
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 15
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 16
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 17
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Basics
Chapter 5 - Page 18
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 2
c
A
Security Mechanisms
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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
e
l
c
a
r
O
Chapter 6 - Page 3
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.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 4
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 5
Responsibilities
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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
e
l
c
a
r
O
Chapter 6 - Page 6
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 7
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 8
Creating a Responsibility
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 9
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 10
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
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 11
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 12
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 13
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 14
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 15
Practice - Overview
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
e
d
a
y
m
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 6 - Page 16
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Log on as HRMS/welcome and create appropriate responsibilities based on the predefined selfservice responsibilities (Manager Self-Service and Employee Self-Service).
Chapter 6 - Page 17
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.
Create two copies of the Manager Self-Service responsibility using the following names (where
xx is your group identifier):
Application
Human Resources
Responsibility Key
xxMGR_SELF_SERVICE_GRANTED
Description
Responsibility Name
Application
Human Resources
Responsibility Key
xxMGR_SELF_SERVICE_NO_GRANTED
Description
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
Available From
Menu
Manager Self-Service
Data Group
Name
Application
Standard
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
e
l
c
ra
Responsibility Key
xxEMPLOYEE_SELF_SERVICE
Description
xxEmployee Self-Service
Copyright Oracle Corporation, 2007. All rights reserved.
Chapter 6 - Page 18
Available From
Menu
Employee Self-Service
Data Group
Name
Standard
Application
Human Resources
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 19
c
A
Initiate a query.
3.
4.
Manager Self-Service
y
m
e
d
a
5.
6.
c
A
Note: You may find it convenient to use the Shift+F5 key combination in some fields to
duplicate the field value from the previous record and then make your changes rather than
having to type the entire value.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
7.
8.
9.
e
l
c
a
r
O
Chapter 6 - Page 20
Manager Self-Service
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Employee Self-Service
e
l
c
a
r
O
Chapter 6 - Page 21
y
m
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 22
c
A
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
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.
e
l
c
Log on as HRMS/welcome and create the following users. Link them to your employees as
follows:
a
r
O
Chapter 6 - Page 23
User
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
Manager Self-Service
xxManager Self-Service Granted Access
xxManager Self-Service No Granted Access
Employee Self-Service
XxEmployee Self-Service
Workflow User Web Applications
Employee Self-Service
xxEmployee Self-Service
Workflow User Web Applications
Employee Self-Service
XxEmployee Self-Service
Workflow User Web Applications
xxUSER2
xxUSER3
xxUSER4
e
l
c
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 24
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 25
c
A
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
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
7.
8.
Create a new record and repeat steps 2 thru 8 to create the remaining users and assign the
responsibilities as follows:
e
l
c
ra
User
Xxuser2
Employee
Martin, Mary xx
Responsibilities
Manager Self-Service
xxManager Self-Service Granted Access
Chapter 6 - Page 26
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
y
m
e
d
a
14. Check that the list of responsibilities corresponds to the responsibilities you assigned to the
user in the previous practice.
15. Select the xxManager Self-Service Granted Access responsibility.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
16. Check that the menu is the same as for the predefined Manager Self-Service responsibility.
17. If required, repeat this procedure to check the responsibilities and menus for your other
users.
e
l
c
a
r
O
Chapter 6 - Page 27
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 28
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 6 - Page 29
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 30
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 6 - Page 31
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 2
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 7 - Page 3
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 7 - Page 4
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
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 5
c
A
Assignment-Based Security
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 7 - Page 6
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 7 - Page 7
Releasing Information
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 7 - Page 8
Hierarchy Page
y
m
e
d
a
Hierarchy Page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 9
c
A
2.
Select the Manager Actions function from the Manager Self-Service responsibility:
3.
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.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 10
c
A
e
d
a
y
m
Hierarchy
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 7 - Page 11
Search Page
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 7 - Page 12
Person Types
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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)
e
l
c
a
r
O
Chapter 7 - Page 13
My List
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 7 - Page 14
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
y
m
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
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.
Chapter 7 - Page 15
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.
Add Helen Carr xx to My List and then search for and add the following two employees:
Mary Martin xx
Carl Whiteside xx
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 16
c
A
2.
3.
4.
Using My List
5.
Select the record for Helen Carr xx and click Add to My List.
y
m
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
10. Select the record for Carl Whiteside xx and click Add to My List.
11. Choose the Home link.
e
l
c
a
r
O
Chapter 7 - Page 17
c
A
e
d
a
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 18
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 7 - Page 19
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
y
m
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
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
Chapter 7 - Page 20
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:
xxSupervisor Profile No Granted Access
Note: Make sure that the profile is supervisor-based and that there is no access to granted
employees.
Now create another copy of the predefined Vision Supervisor Profile and rename it as follows:
xxSupervisor Profile Granted Access
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
e
d
a
xxEmployee Self-Service
Vision Corporation
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
In a previous practice, you searched for employees and added them to My List. This was possible
because you were using a View All security profile with the Manager Self-Service responsibility.
Now log on as xxuser1 and select the xxManager Self-Service No Granted Access responsibility.
Display My List. Try and search for the employees as before (Mary Martin, Helen Carr, and Carl
Whiteside.
e
l
c
a
r
O
Chapter 7 - Page 21
2.
3.
5.
4.
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
7.
8.
9.
10. Make sure that the Allow Granted Users box is not flagged.
e
l
c
a
r
O
Chapter 7 - Page 22
c
A
y
m
e
d
a
c
A
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
25. From the Find System Profile Values window, uncheck the Site checkbox.
Note: This is only a requirement in the classroom.
e
l
c
a
r
O
29. Enter the name of your custom supervisor profile in the Responsibility field.
Copyright Oracle Corporation, 2007. All rights reserved.
Chapter 7 - Page 23
y
m
e
d
a
39. Click the My List link to display the People in My List page.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 7 - Page 24
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 containing the string AUR.
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
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.
e
l
c
a
r
O
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.
Chapter 7 - Page 25
2.
4.
5.
6.
Choose Go.
7.
Choose the Quick Select icon for Aurora, Malcolm XX to return to the Release Information
page.
8.
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
15. Enter Carr% in the Last Name field and choose Go.
a
r
O
y
m
Chapter 7 - Page 26
c
A
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.
y
m
e
d
a
Tasks
c
A
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
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
e
l
c
a
r
O
Chapter 7 - Page 27
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 28
c
A
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.
c
A
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
12. Choose the Search icon next to the Worker Name field.
14. Choose the Add Another Row button to add an additional direct report.
e
l
c
15. Choose the Search icon next to the Worker Name field.
a
r
O
Chapter 7 - Page 29
e
d
a
y
m
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.
19. Choose the Submit button.
20. From the Confirmation page, click the Logout link.
Display the Supervisor Hierarchy
Responsibility = xxManager Self-Service Granted Access
21. Log on to SSHR as xxuser1/welcome.
22. Navigate to the Manager Actions page:
y
m
e
d
a
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.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 7 - Page 30
c
A
Implementation Steps
Chapter 8
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementation Steps
Chapter 8 - Page 1
c
A
Implementation Steps
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementation Steps
Chapter 8 - Page 2
c
A
Implementation Strategy
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementation Steps
Chapter 8 - Page 3
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Implementation Steps
Chapter 8 - Page 4
up a business group, set up at least 2 users (one of whom is a supervisor), and assign
responsibilities to the users.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementation Steps
Chapter 8 - Page 5
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Implementation Steps
Chapter 8 - Page 6
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Implementation Steps
Chapter 8 - Page 7
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Implementation Steps
Chapter 8 - Page 8
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Implementation Steps
Chapter 8 - Page 9
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Implementation Steps
Chapter 8 - Page 10
Summary
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Implementation Steps
Chapter 8 - Page 11
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Configuring SSHR
Chapter 9
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring SSHR
Chapter 9 - Page 1
c
A
Configuring SSHR
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring SSHR
Chapter 9 - Page 2
c
A
Objectives
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring SSHR
Chapter 9 - Page 3
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
y
m
Chapter 10
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 10 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 10 - Page 2
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 10 - Page 3
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 10 - Page 4
Configuring Menus
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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
e
l
c
a
r
O
Chapter 10 - Page 5
Menu Types
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 10 - Page 6
Top-level Menus
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 10 - Page 7
c
A
Submenus
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 10 - Page 8
c
A
Designing Menus
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 10 - Page 9
c
A
Hidden Submenus
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Hidden Submenus
To restrict functions available in the Actions menus, remove them from the submenu.
e
l
c
a
r
O
Chapter 10 - Page 10
Hidden Submenus
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 10 - Page 11
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 10 - Page 12
Custom Menus 1
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 10 - Page 13
Custom Menus 2
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 10 - Page 14
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.
y
m
e
d
a
Tasks
Create a Menu
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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).
e
l
c
a
r
O
Create a copy of the Manager Self Service menu using the following attributes:
Chapter 10 - Page 15
Prompt
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
y
m
e
d
a
Seq
Prompt
40
Submenu
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Enter Person Process
c
A
Menu Name
HR_EPP_MENU
Then, enable the menu by attaching it to your xx Manager Self-Service Granted Access
responsibility and xxManager Self-Service No Granted Access responsibility.
Test the Menus
After making these changes, you need to wait for the Apache server to be restarted before you
can test your changes.
Then log on to SSHR and xxuser1 and select one of your custom manager responsibilities. Check
that the only three available functions are the functions listed above. Also select the Personal
Information function and check that the Person Tree is displayed.
e
l
c
a
r
O
Chapter 10 - Page 16
2.
3.
4.
5.
y
m
6.
7.
e
d
a
c
A
Note: You may find it convenient to use the Shift+F5 key combination in some fields to
duplicate the field value from the previous record and then make your changes rather than
having to type the entire value.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
8.
9.
e
l
c
20
ra
30
Prompt
Submenu
Function or User
Function Name
Personal Information
Personal Information
Personal Information
Mgr
Chapter 10 - Page 17
Prompt
Submenu
40
Function or User
Function Name
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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:
e
l
c
ra
Chapter 10 - Page 18
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.
Test the Menus
Responsibility = xxManager Self-Service No Granted Access or xxManager SelfService Granted Access
26. Log on to SSHR as xxuser1.
27. Check that the menu for your selected responsibility only displays the expected three
functions.
28. Select the Personal Information Manager function.
29. Check that the Person Tree/Hierarchy is displayed.
y
m
e
l
c
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 10 - Page 19
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 10 - Page 20
Actions Menus
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 10 - Page 21
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 10 - Page 22
Assumptions
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
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.
e
l
c
a
r
O
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.
Chapter 10 - Page 23
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:
Menu
Functions
Manager Actions
Personal Actions
Function Name
Personal Information
HR_PERINFO_SS
Change Manager
HR_MANAGER_SS
Personal Information
HR_PERINFO_SS
y
m
Also attach the two other functions required for full action functionality: Manager Actions Tree
View and Suspended Actions Mgr.
e
d
a
c
A
As you have created your own Actions menus, you need to change the system profiles for the
actions menus. Change the values for the HR: Manager Actions Menu and HR: Personal Actions
Menu profiles to point to your new Actions menus.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
After making these changes, you will need to wait for the Apache server to be restarted before
you can test your changes.
When you have finished creating your custom menu, log on to SSHR and check that all required
functions are listed in the menu.
e
l
c
a
r
O
Chapter 10 - Page 24
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Prompt
Submenu
Personal Information
Change Manager
y
m
e
d
a
c
A
Function Name
Personal Information
Change Manager
HR_PERINFO_SS
HR_MANAGER_SS
e
l
c
11. Enter the predefined Personal Actions Menu in the User Menu Name field.
a
r
O
Chapter 10 - Page 25
Prompt
Submenu
Personal Information
Function
Personal Information
HR_PERINFO_SS
y
m
18. Query your custom top-level menu so that you can link your Actions menus to this menu:
19. Enter your custom top-level menu in the User Menu Name field
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Prompt
50
60
ra
80
Function
e
l
c
70
Submenu
Manager
Actions
Suspended
Actions
Chapter 10 - Page 26
25. From the Find System Profile Values window, uncheck the Site checkbox
26. Enter xxManager Self-Service Granted Access in the Responsibility field.
27. Enter HR:% Actions Menu in the Profile field.
28. Choose the Find button.
29. In the column for your custom responsibility, change the value of the HR:Manager Actions
Menu profile to xxManager Actions Menu.
30. In the column for your custom responsibility, change the value of the HR:Personal Actions
Menu profile to xxPersonal Actions Menu.
y
m
e
d
a
c
A
32. Change the value in the Responsibility field to xxManager Self-Service No Granted Access.
33. Enter HR:% Actions Menu in the Profile field.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
35. In the column for your custom responsibility, change the value of the HR:Manager Actions
Menu profile to xxManager Actions Menu.
36. In the column for your custom responsibility, change the value of the HR:Personal Actions
Menu profile to xxPersonal Actions Menu.
37. Save your changes.
Note: You may need to ask your instructor to restart the Apache server. When ready, test
your changes.
e
l
c
a
r
O
Chapter 10 - Page 27
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 10 - Page 28
c
A
Configuring Functions
Chapter 11
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 1
c
A
Configuring Functions
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 2
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 3
Considerations
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 4
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 5
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 6
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
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.
a
r
O
Configuring Functions
Chapter 11 - Page 7
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):
Note: All other parameter values should remain the same.
Function
Personal Information
Personal Information
Manager
Parameter
Value
Form> pProcessName
Form> pItemType
pCalledFrom
HTML Call
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 8
c
A
2.
3.
Initiate a query.
4.
5.
y
m
6.
7.
8.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Note: You may find it convenient to use the Shift+F5 key combination in some fields to
duplicate the field value from the previous record and then make your changes rather than
having to type the entire value.
9.
13. Click on the Parameter field and duplicate the value from the field above. (To duplicate a
field, choose Shift and F5.)
e
l
c
a
r
O
14. Choose the Edit Field icon to display the value of the field.
Configuring Functions
Chapter 11 - Page 9
y
m
e
d
a
HR_PERINFO_MGR_SS
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
31. Create a new record and copy the field values from the record above. Prefix the values in
the Function Name and User Function Name fields with your group identifier.
xxHR_PERINFO_MGR_SS
xxPersonal Information Manager
32. Display the Properties tabbed region.
e
l
c
35. Click on the Parameter field and duplicate the value from the field above (To duplicate a
field, choose Shift and F5.).
a
r
O
Configuring Functions
Chapter 11 - Page 10
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 11
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 12
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 13
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 14
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 15
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 16
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 17
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 18
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 19
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 20
c
A
Initiate a query:
2.
3.
4.
Prompt
Function
e
d
a
y
m
90
xxPersonal Information
xxPersonal Information
100
5.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
7.
HR_GLOBAL_SS_FUNCTIONS_CUSTOM
9.
8.
c
A
e
l
c
Enter the functions as follows by creating new records in the function area:
a
r
O
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.
Configuring Functions
Chapter 11 - Page 21
Seq
Prompt
Function
xxPersonal Information
xx1
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
y
m
Function
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Enter the functions as follows by creating new records in the function area:
e
l
c
a
r
O
Prompt
Function
xxPersonal Information
Configuring Functions
e
d
a
xxPersonal Information
Chapter 11 - Page 22
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 23
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 24
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
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.
a
r
O
Configuring Functions
Chapter 11 - Page 25
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 26
c
A
2.
3.
4.
5.
HR_PERINFO_MGR_SS
y
m
e
d
a
6.
7.
8.
In the User Function Name field, enter xxPersonal Information Mgr Search.
9.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
12. In the Parameters field, use Shift and F5 to copy the values from the delivered function.
13. Click the Web HTML tab.
14. In the HTML call field, use Shift and F5 to copy the values from the delivered function.
15. Choose Edit field from the toolbar.
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 27
21. Initiate a query to display the delivered Personal Information Mgr function.
HR_PERINFO_MGR_SS
e
d
a
26. In the User Function Name field, enter xxPersonal Information Mgr List.
27. Click the Properties tab.
28. In the Type field, select SSWA jsp function.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
30. In the Parameters field, use Shift and F5 to copy the values from the delivered function.
31. Click the Web HTML tab.
32. In the HTML call field, use Shift and F5 to copy the values from the delivered function.
33. Choose Edit field from the toolbar.
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 28
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
y
m
e
d
a
42. Query the following string in the User Menu Name field:
Global Self Service Functions Custom
(N) View > Query by Example > Enter
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Configuring Functions
Chapter 11 - Page 29
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Configuring Functions
Chapter 11 - Page 30
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 2
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Chapter 12 - Page 3
c
A
Workflow Builder
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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
e
l
c
a
r
O
Chapter 12 - Page 4
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 12 - Page 5
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 12 - Page 6
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 12 - Page 7
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 8
c
A
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 12 - Page 9
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.
y
m
e
d
a
10. To save the item type as a datastore, choose File > Save As.
c
A
11. Save your file to directory E:\xxSSHR.wft. This master item type will be a basis for all labs
wherever possible.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
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.
e
l
c
a
r
O
Chapter 12 - Page 10
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.
18. Click OK to close this window.
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.
y
m
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:
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
1. Launch psftp.exe
e
l
c
ra
local:xxSSHR.wft=>remote:/home/user1/xxSSHR.wft
Copyright Oracle Corporation, 2007. All rights reserved.
Chapter 12 - Page 11
c
A
e
d
a
y
m
e
d
a
There will be GOOD error messages for item types WFSTD, HRSSA etc, these objects are
protected and cannot be saved to the database.
Uploaded 1 ITEM_TYPE record(s) to database
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
c
A
a
r
O
Chapter 12 - Page 12
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 13
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 12 - Page 14
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
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:
e
l
c
a
r
O
Chapter 12 - Page 15
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.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 16
c
A
2.
3.
Open the Workflow Builder using information given to you by the instructor.
4.
5.
Choose Browse.
6.
7.
Choose Open.
8.
9.
y
m
e
d
a
11. Use the left mouse button to drag the Personal Information process (with an internal name of
HR_PERSONAL_INFO_JSP_PRC) to the Processes hierarchy. A window will open to let
you modify the properties for the process.
c
A
12. Prefix the Internal Name, Display Name, and Description with your group identifier.
XxHR_PERSONAL_INFO_JSP_PRC
XxPersonal Information V5.0
XxPersonal Information V5.0
13. Choose OK.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
14. Use the left mouse button to drag the Process Personal Information process (with an internal
name of HR_PERSONAL_INFO_JSP_PRC) to the Processes hierarchy. A window will
open to let you modify the properties for the process.
15. Prefix the Internal Name, Display Name, and Description with your group identifier:
xxHR_PROCESS_PERINFO_JSP_PRC
xxProcess Personal Information V5.0
xxProcess Personal Information V5.0
e
l
c
a
r
O
17. Use the left mouse button to drag the Process Basic Details process to the Processes
hierarchy. A window will open to let you modify the properties for the process.
Copyright Oracle Corporation, 2007. All rights reserved.
Chapter 12 - Page 17
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.
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.
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.
y
m
Note: To delete a process, place your cursor on the process and choose Delete Selection
from the toolbar.
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 18
c
A
e
d
a
25. Double-click the xxProcess Basic Details V5.0 process to open up the process.
Adding New Functions to Workflow Process
y
m
c
A
26. Drag the following functions from the Navigator window to your xxProcess Basic Details
process:
SIT V4.0
SIT Update V4.0
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Chapter 12 - Page 19
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
32. Check that the entry in the Constant Value field is HR_PERSON_SIT_TOP_SS.
33. Place your cursor on the HR Review Region Item attribute.
34. Check that the entry in the Constant Value field is HR_PERSON_SIT_TOP_SS.
Note: The attribute settings for the SIT functions may already be set correctly but the
participants should still check the values.
35. Choose OK.
e
l
c
37. Save your changes to the database. Follow the steps listed in the previous task to ftp the wft
file to the server and load using WFLOAD.
a
r
O
Chapter 12 - Page 20
41. Enter the following string in the User Function Name field:
- xxPersonal Information
y
m
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
51. Ask your instructor to restart the Apache server. When ready, test your changes.
Optional Steps: Testing Your Changes
52. Log on to Oracle SSHR as xxuser1.
53. Select the xxManager Self-Service Granted Access responsibility and then the xxPersonal
Information function.
e
l
c
a
r
O
Chapter 12 - Page 21
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 22
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 23
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 12 - Page 24
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 25
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 26
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 12 - Page 27
c
A
Applying a Patch
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Applying a Patch
Readme files are usually included in the .zip file delivered with the patch.
e
l
c
a
r
O
Chapter 12 - Page 28
y
m
Chapter 13
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 2
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 3
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 4
Personalization Levels
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 13 - Page 5
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 6
Default is No
Note that prior to Framework version 5.6D, the profile options were
Customize Self-Service Defn
Disable Self-Service Custom
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 7
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 8
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 9
c
A
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
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.
Chapter 13 - Page 10
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 11
c
A
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:
y
m
e
d
a
c
A
10. Enter FND: Personalization Region Link Enabled in the Profile field.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Chapter 13 - Page 12
y
m
26. Navigate to the row containing Message Styled Text: Employee Number.
27. Click the Personalize icon (Pencil) to display the Personalization Properties page.
e
d
a
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 13 - Page 13
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.
39. Choose the Update button in the Basic Details region to make a change to personal
information.
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.
y
m
42. Check that the Scope field contains Region: Basic Detail Update Other Entry
e
d
a
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
The Personalization Region: Basic Detail Update Other Entry page appears.
Chapter 13 - Page 14
y
m
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
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.
67. Navigate to the row containing Message Styled Text: Social Security Number.
e
l
c
68. Click the Personalize icon (Pencil) to display the Personalization Properties page.
a
r
O
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.
Chapter 13 - Page 15
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 16
c
A
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 13 - Page 17
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).
y
m
e
d
a
The Personalize Page: Oracle Self-Service Human Resources: Personal Information page
appears.
10. Click the Expand All link to expand the personalization structure.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 13 - Page 18
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 19
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 20
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
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.
e
l
c
a
r
O
Chapter 13 - Page 21
xxPERINFO_OVERVIEW_INSTRUCTION
xxPERINFO_PREFIX_LONGMESSAGE
xxPERINFO_MIDDLENAME_SHORTTIP
y
m
Replace the existing tip on the Prefix field with the message that reads xxUse this
field if your name has a prefix as in the examples van de Graaf and de Burgh.
Note: Replace the existing message for the Prefix field.
e
d
a
Add a new tip to the Middle Name field with the advice xxEnter only the initial(s)
of any middle names.
Note: Enter the message name and select the tip type of Short Tip.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 22
c
A
2.
3.
4.
5.
6.
7.
e
d
a
xxRead the field level tips carefully before making any changes to your basic details.
8.
9.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Field
Name
Language
Application
Type
e
l
c
Language
Value
US
Human Resources
Note
Field
Name
c
A
xxPERINFO_PREFIX_LONGMESSAGE
ra
y
m
xxPERINFO_MIDDLENAME_SHORTTIP
US
Application
Human Resources
Type
Note
Copyright Oracle Corporation, 2007. All rights reserved.
Value
Chapter 13 - Page 23
y
m
e
d
a
19. Check that the Scope field contains the value Region: Basic Detail Update Name Entry.
c
A
20. Check that the Function field contains the name of your function (xxPersonal Information).
21. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
The Personalize Region: Basic Detail Update Name Entry page appears.
23. Find the Default Single Column: Basic Detail Update row (the first row in the
personalization structure table).
24. Select the Create Item icon.
e
l
c
a
r
O
27. In the Value column for the ID field, enter a value, for example, xxInstruction.
Copyright Oracle Corporation, 2007. All rights reserved.
Chapter 13 - Page 24
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.
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.
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 (
36. Click the Return to Application link.
c
A
The Personalize Region: Basic Detail Update Name Entry page appears.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
39. Check that your instruction is displayed at the top of the Name region.
Replace Existing Long Message
42. Check that the Scope field contains the value Region: Basic Detail Update Name Entry.
43. Check that the Function field contains the name of your function (xxPersonal Information).
e
l
c
44. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
a
r
O
Chapter 13 - Page 25
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.
49. Choose Apply to submit your changes.
The Personalize Message Text Input: Prefix page appears.
50. Click on the Return to Application link.
51. Click the Information icon next to the Prefix field to display the long message.
52. Check that your message appears.
53. Click OK to close the long message window.
Add New Short Tip
y
m
e
d
a
c
A
56. Check that the Scope field contains the value Region: Basic Detail Update Name Entry.
57. Check that the Function field contains the name of your function (xxPersonal Information).
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
58. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
59. Choose Apply to continue to the next page.
The Personalize Region: Basic Detail Update Name Entry page appears.
60. Locate the Message Text Input: Middle Name row and select the Personalize icon.
The Personalize Message Text Input: Middle Name page appears.
61. Locate the Tip Message Name row and change the value in the field to
xxPERINFO_MIDDLENAME_SHORTTIP for the Function: xxPersonal Information
column.
e
l
c
a
r
O
Chapter 13 - Page 26
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 27
c
A
Flexfields
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 13 - Page 28
Practice - Flexfields
Overview
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.
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
y
m
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.
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
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
a
r
O
Chapter 13 - Page 29
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.
Note: Use the context EMP.
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.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 30
c
A
Solution - Flexfields
Check Flexfields
Responsibility = System Administrator
1.
2.
3.
Initiate a query.
4.
5.
6.
y
m
e
d
a
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:
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Personalize Flexfields
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.
e
l
c
11. In the Other region, note that initially none of the flexfield segments appear.
a
r
O
Chapter 13 - Page 31
y
m
e
d
a
c
A
The Personalize Region: Basic Details Update Other Entry page appears.
25. Click the Return to Application link.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
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.
e
l
c
a
r
O
Chapter 13 - Page 32
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 33
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 34
Logos
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 35
c
A
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.
y
m
e
d
a
c
A
An administrator can replace this graphic with a corporate graphic, for example.
9.
In the column for Function: Manager Actions Tree View, change the value in the Rendered
field to False.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
11. Select the Return to Application link and show the participants that the Oracle logo
(Corporate logo) is no longer displayed.
12. Select the Personalize Page link from the top of the page.
The Personalization Context page is displayed.
13. Click Apply to continue to the next page.
e
l
c
a
r
O
15. Expand the Corporate Branding row to display the row Image: (Corporate Branding).
Copyright Oracle Corporation, 2007. All rights reserved.
Chapter 13 - Page 36
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 13 - Page 37
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 13 - Page 38
Approvals
Chapter 14
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 1
c
A
Approvals
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 2
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Approvals
Chapter 14 - Page 3
Approvals
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Approvals
Chapter 14 - Page 4
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Approvals
Chapter 14 - Page 5
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Approvals
Chapter 14 - Page 6
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).
y
m
11. Save your changes to the database using the procedure described in the Workflow Builder
practice.
12. Choose Exit to close the Workflow Builder.
Test the Changes
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
16. Make sure the Enter new information option is selected and click Next.
17. Make a change in the Basic Details page, for example, change the Marital Status to Married.
18. Click Next to continue to the next page.
e
l
c
19. Make sure that the Approvals regions are displayed in the Review page.
a
r
O
Approvals
Chapter 14 - Page 7
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Approvals
Chapter 14 - Page 8
What is AME?
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Approvals
Chapter 14 - Page 9
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 10
c
A
Business Requirements
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Approvals
Chapter 14 - Page 11
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Approvals
Chapter 14 - Page 12
Approval Considerations
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 13
c
A
Approvals Routing
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 14
c
A
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.
y
m
Tasks
e
d
a
c
A
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
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.
e
l
c
a
r
O
Approvals
Chapter 14 - Page 15
2.
3.
4.
5.
6.
7.
8.
9.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
The remaining fields in the Proposed Pay Rate table are completed.
10. Choose the Next button.
e
l
c
a
r
O
Approvals
Chapter 14 - Page 16
y
m
c
A
e
d
a
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Approvals
Chapter 14 - Page 17
c
A
To create this rule, you must also carry out the following tasks:
Define a condition.
y
m
e
d
a
Assumptions
c
A
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Define Condition
Define an ordinary header condition that references your workflow process. Use the
WORKFLOW_PROCESS_NAME attribute.
e
l
c
Define Rule
a
r
O
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
Chapter 14 - Page 18
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 19
c
A
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
17. All possible conditions for the Workflow Process are listed in the Header Conditions region.
Select your condition.
e
l
c
a
r
O
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
Chapter 14 - Page 20
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 21
c
A
Summary
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Approvals
Chapter 14 - Page 22
c
A
Using SSHR
Chapter 15
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Using SSHR
Chapter 15 - Page 1
c
A
Using SSHR
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Using SSHR
Chapter 15 - Page 2
c
A
Objectives
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Using SSHR
Chapter 15 - Page 3
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 16 - Page 1
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 16 - Page 2
c
A
Common Functionality
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 16 - Page 3
c
A
Review Page
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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
e
l
c
a
r
O
Chapter 16 - Page 4
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 16 - Page 5
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 16 - Page 6
Managing Dates
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 16 - Page 7
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 16 - Page 8
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 16 - Page 9
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 16 - Page 10
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 16 - Page 11
c
A
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.
Value
y
m
e
d
a
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)
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Check that Oracle HRMS has created a new user record which is attached to a new
person record for your user.
Assumptions
e
l
c
a
r
O
Level
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.
Chapter 16 - Page 12
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
Create a Generic Responsibility
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.
y
m
e
d
a
c
A
Log on as the generic user and enter your personal information and new user name/password.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
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.
e
l
c
a
r
O
Chapter 16 - Page 13
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.
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
7.
In the User window, create a generic user and password (for example, xxUSERX with
password oracle).
8.
9.
e
l
c
a
r
O
Chapter 16 - Page 14
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.
14. Uncheck the Site option.
15. In the Profile field, enter HR: Security Profile.
16. Choose Find.
17. Change the security profile for your new responsibility to point to the View All security
profile for your business group: Vision Corporation.
18. Save your work.
19. Choose Find.
e
d
a
20. Change the value in the Profile field to OAB:Self Registered User Responsibility.
21. Choose the Find icon from the toolbar.
y
m
c
A
22. In the User field, select US Benefits Manager as the default responsibility for the new
employee registration. This list of values selects responsibilities owned by Application ID =
805, which is Advanced Benefits.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
27. In the User field, select the organization to which you wish your new employees to belong,
for example, Vision Corporation.
e
l
c
a
r
O
Chapter 16 - Page 15
y
m
e
d
a
c
A
40. Select the I Accept option to accept the terms displayed here. You can personalize this text
as required.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
41. Choose the Next button to move to the next page (Person Verification page)
42. In the First Name field, enter a name, for example, Martin.
43. In the Last Name field, enter a last name, for example, Test.
44. In the Date of Birth field, enter a date of birth, for example, 01-Jan-1960.
45. Choose the Next button to move to the next page (Basic Details page)
Here you would continue to enter your personal information.
46. In the Hire Date field, enter a date, for example, 01-Feb-2004.
e
l
c
47. In the Social Security Number field, enter a number, for example, 987-654-3xx.
a
r
O
Chapter 16 - Page 16
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).
55. In the Number field, enter the phone number, for example, 044-9873xx.
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).
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
67. Choose the Submit button to submit your transaction to the database.
68. Log out of the application.
e
l
c
a
r
O
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.
Chapter 16 - Page 17
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.
77. Log out of the application.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 16 - Page 18
c
A
Document Manager
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Chapter 16 - Page 19
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.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Chapter 16 - Page 20
c
A
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
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
e
l
c
a
r
O
Chapter 16 - Page 21
y
m
c
A
e
d
a
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.
Mapping Your Document Fields to SSHR Attributes
19. Select the Search icon next to the Marital Status field to display the Search page.
20. In the Attribute Name field, enter Marital%Status.
21. Click the Go button.
22. Select the Marital Status (Proposed) attribute.
y
m
23. Select the Search icon next to the Title field to display the Search page.
24. In the Attribute Name field, enter Title.
25. Click the Go button.
e
d
a
c
A
26. Select the Title (Current) attribute for the Personal Information process and click the Select
button.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
27. Select the Search icon next to the LastName field to display the Search page.
28. In the Attribute Name field, enter Last Name.
29. Click the Go button.
30. Select the Last Name (Current) attribute and click the Select button.
31. Select the Search icon next to the Date field to display the Search page.
32. In the Attribute Name field, enter Effective Date.
33. Click the Go button.
e
l
c
34. Select the Effective Date attribute (Current) and click the Select button.
a
r
O
Chapter 16 - Page 22
y
m
e
d
a
c
A
44. Place your cursor on the Parameters field and select the Edit Field icon from the toolbar.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Note: The function parameter is case-sensitive. Make sure that you enter parameter value
exactly the same as the group name.
e
l
c
a
r
O
Chapter 16 - Page 23
e
d
a
c
A
62. When the Review page is displayed again, choose Cancel to cancel the transaction.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Chapter 16 - Page 24
y
m
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Chapter 16 - Page 25
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Self-Service Actions
Chapter 17
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 1
c
A
Self-Service Actions
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 2
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 3
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 4
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Actions
Chapter 17 - Page 5
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Actions
Chapter 17 - Page 6
- 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.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 7
c
A
Conflicting Actions
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 8
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Actions
Chapter 17 - Page 9
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Self-Service Actions
Chapter 17 - Page 10
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.
y
m
e
d
a
Tasks
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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).
e
l
c
a
r
O
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
Chapter 17 - Page 11
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: To display approval requests, use the All Actions Awaiting My Attention function.
Note: You may need to ask your instructor to restart the Apache server to ensure that the
changes are applied.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 12
c
A
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.
y
m
e
d
a
c
A
10. Select the Leave of Absence function from the Employee Self-Service responsibility.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
13. In the Start Date field, enter a date, for example, 01-Feb-2006.
e
l
c
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.
a
r
O
Self-Service Actions
Chapter 17 - Page 13
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.
y
m
e
l
c
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 14
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 15
c
A
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 16
c
A
What-If Analysis
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Self-Service Actions
Chapter 17 - Page 17
Eligibility Processing
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Self-Service Actions
Chapter 17 - Page 18
Summary
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Self-Service Actions
Chapter 17 - Page 19
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Advanced Topics
Chapter 18
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Advanced Topics
Chapter 18 - Page 1
c
A
Advanced Topics
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Advanced Topics
Chapter 18 - Page 2
c
A
Objectives
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Advanced Topics
Chapter 18 - Page 3
c
A
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Employee Directory
Chapter 19
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Employee Directory
Chapter 19 - Page 1
c
A
Employee Directory
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Employee Directory
Chapter 19 - Page 2
c
A
Employee Directory
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Employee Directory
Chapter 19 - Page 3
c
A
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 4
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 5
c
A
Overrides
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 6
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 7
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 8
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 9
Refresh Modes
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Refresh Modes
When you run the Refresh Employee Directory process, you select a Refresh mode: either
Complete or Incremental.
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 10
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.
e
d
a
2.
3.
4.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
5.
Enter the name of a user in the User Name field. For example, enter XXuser1
6.
e
l
c
a
r
O
7.
Employee Directory
Chapter 19 - Page 11
y
m
9.
Initiate a query.
y
m
e
d
a
c
A
The Segments Summary (Additional Personal Details) Global Data Elements window is
displayed.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
15. Enter the information for the new flexfield segment as follows:
Number
1
Name
Window
Prompt
Column
Employee
Directory
User Name
Employee
Directory
User Name
Value Set
Displayed
Enabled
Yes
e
l
c
19. Close all windows to return to the Descriptive Flexfield Segments window.
a
r
O
20. Select the Freeze Flexfield Definition checkbox and choose OK when the warning message
is displayed.
Employee Directory
Chapter 19 - Page 12
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:
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.
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
39. cd 11.5.0
Employee Directory
Chapter 19 - Page 13
y
m
40. cd patch
41. cd 115
42. cd sql
43. lcd e:\temp
Note: e:\temp already exists in each PC.
44. get peredcor.pkb
45. Repeat the same procedure to get the other files:
peredcor.pkb
peredcor.pkh
peredlor.pkb
peredlor.pkh
peredrcp.pkb
peredrcp.pkh
y
m
e
d
a
c
A
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
48. Scroll down in the package to locate the section of sample code in the package:
Sample Code
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 14
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; */
49. Remove the comment identifiers (/*) from the start and end of the section of sample code.
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.
y
m
52. Apply the file to the database, by running the following command:
e
d
a
Note: hrssdvl here is a sample database instance name. apps/apps => login/password for the
database instance.
Populate the Repository
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
Employee Directory
Chapter 19 - Page 15
c
A
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:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Note: If there are many people with the same name, try returning to the Personal
Information function and entering a telephone number. This will help you to identify the
correct person in the search results.
72. Select your own record (Malcolm Aurora) with your Work Phone number.
73. Check that the Edit My Information link is displayed in the left navigation bar under Short
Cuts.
74. Note: If the link is not displayed, you need to personalize the page to display it. Use the
following procedure:
e
l
c
1. Set the profile options to allow personalization (Personalize Self-Service Defn and FND:
Personalization Region Link Enabled).
a
r
O
Employee Directory
Chapter 19 - Page 16
e
d
a
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.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Employee Directory
Chapter 19 - Page 17
y
m
c
A
Summary
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Employee Directory
Chapter 19 - Page 18
c
A
Responsibility Ownership
Chapter 20
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Responsibility Ownership
Chapter 20 - Page 1
c
A
Responsibility Ownership
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Responsibility Ownership
Chapter 20 - Page 2
c
A
Responsibility Ownership
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
Responsibility Ownership
Chapter 20 - Page 3
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
Responsibility Ownership
Chapter 20 - Page 4
Assumption
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.
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.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Responsibility Ownership
Chapter 20 - Page 5
c
A
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.
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
Note: Oracle provides this object for use with the Responsibility Ownership functionality.
a
r
O
9.
Responsibility Ownership
Chapter 20 - Page 6
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.
11. Click Next to define object parameters and select set.
y
m
e
d
a
12. The data set instance comprises three segments of information. Enter the following
information:
Field
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Value
Responsibility ID
50101
Application ID
800
Security Group ID
c
A
Note: Oracle provides this function set for use with the Responsibility Ownership
functionality.
e
l
c
a
r
O
xxuser1 can now log on to SSHR and use the Responsibility Ownership function to administer
and control access to their responsibilities.
Copyright Oracle Corporation, 2007. All rights reserved.
Responsibility Ownership
Chapter 20 - Page 7
Summary
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
Responsibility Ownership
Chapter 20 - Page 8
c
A