Escolar Documentos
Profissional Documentos
Cultura Documentos
Service Fundamentals
Student Guide
D50093GC10
Edition 1.0
July 2007
D51827
Copyright © Oracle Corporation, 2007. All rights reserved.
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Author
Before you begin this course, you should have the following qualifications:
Suggested Prerequisites
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
Oracle Publications
Additional Publications
• read.me files
• Oracle Magazine
This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) People > Enter and Maintain > (M) Query-Find > (B) Assignment
1. (N) From the Navigator window, select People then Enter and Maintain.
2. (M) From the menu, select Query then Find “your employee”.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
Oracle HRMS > Total Compensation Elements Setup > Elements > How To > Define an
Element
1. In the navigation frame of the help system window, expand your local Oracle HRMS entry.
2. Under the Oracle HRMS entry, expand Total Compensation Elements Setup.
This will display step-by-step instructions on how to complete the Element window.
Introduction to SSHR
Chapter 2 - Page 1
Introduction to SSHR
Introduction to SSHR
Chapter 2 - Page 2
Objectives
Introduction to SSHR
Chapter 2 - Page 3
Overview of Self-Service
Human Resources
Chapter 3
3. Explain that users can use the Personalization Framework to configure instructions and field
names, for example.
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.
Implementing SSHR
Chapter 4 - Page 1
Implementing SSHR
Implementing SSHR
Chapter 4 - Page 2
Objectives
Implementing SSHR
Chapter 4 - Page 3
Self-Service Basics
Chapter 5
Self-Service Basics
Chapter 5 - Page 1
Self-Service Basics
Self-Service Basics
Chapter 5 - Page 2
e-Business Suite Architecture
Self-Service Basics
Chapter 5 - Page 3
Operation of Web-Based Functions
Self-Service Basics
Chapter 5 - Page 4
Operation of Web-Based Functions
Self-Service Basics
Chapter 5 - Page 5
Operation of Web-Based Functions
Self-Service Basics
Chapter 5 - Page 6
Personal Information: Functional Flow
Self-Service Basics
Chapter 5 - Page 7
Guided Demonstration - Functional Flow
Responsibility: Employee Self-Service
Use this demonstration to show the Personal Information function together with the Workflow
Builder tool. Work through these steps in conjunction with the slides in the Self-Service Basics
lesson. The titles of the corresponding slides are given below:
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.
The Workflow Builder runs the Process Main Address subprocess and queries whether the
user is updating or creating an address.
11. Switch to the Workflow Builder and point out the Process Main Address process.
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.
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.
Self-Service Basics
Chapter 5 - Page 9
Personal Information: Functional Flow
Self-Service Basics
Chapter 5 - Page 10
Personal Information: Functional Flow
Self-Service Basics
Chapter 5 - Page 11
Personal Information: Functional Flow
Self-Service Basics
Chapter 5 - Page 12
Personal Information: Functional Flow
Self-Service Basics
Chapter 5 - Page 13
Storing Transaction Data
Self-Service Basics
Chapter 5 - Page 14
Storing Transaction Data
Self-Service Basics
Chapter 5 - Page 15
Storing Transaction Data
Self-Service Basics
Chapter 5 - Page 16
Storing Transaction Data
Self-Service Basics
Chapter 5 - Page 17
Storing Transaction Data
Self-Service Basics
Chapter 5 - Page 18
User Access and Security
Chapter 6
Security Mechanisms
In the next few topics you learn how the various security mechanisms depicted in this slide
combine to control user access to SSHR functions.
• You grant responsibilities to users. You can view a list of all owned responsibilities using
the Responsibility Ownership functionality in SSHR. This functionality enables you to
display a list of people with access to each of your owned responsibilities and revoke
access to the responsibilities if appropriate.
• In general, each responsibility has a top menu (controlling navigation to functions) and a
security profile (controlling access to people). Note that if you enable Security Groups,
you assign security profiles are assigned at the user+responsibility level, not to the
responsibility itself.
• Multiple responsibilities can share the same top menu. You can exclude individual
functions for different responsibilities using Function Exclusions.
• Supervisor-based security is one type of security profile that is particularly suitable for
self-service users. This type of security profile dynamically generates a list of available
employees and workers based on either the supervisor hierarchy or the supervisor
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 Æ Security.
The delivered SSHR responsibilities are as follows:
• Employee Self-Service
• Manager Self-Service
Copyright © Oracle Corporation, 2007. All rights reserved.
• 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.
(Note: xx represents a unique 2-digit identifier that the instructor assigns to each student in
the class. Use the employees suffixed with the identifier assigned to you (for example
Malcolm Aurora 12) throughout the practices to ensure that your configurations do not
conflict with those of other participants.)
By the end of the practices, your employees are organized into a single management
structure as shown below:
− Malcolm Aurora xx
− Mary Martin xx
− Carl Whiteside xx
− Helen Carr xx
The practices guide you through a number of intermediate stages, which provide
opportunities to examine how a manager’s access to other employees is influenced by
profile options, security profiles, and the Release Information function.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of responsibilities and users with your assigned unique group number
or your initials.
• The initial password for your users should be Oracle. You should then use Welcome as
the active password.
• To create a new record, select the New Record icon from the toolbar.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Creating a Responsibility
Within your enterprise, you have identified three distinct groups of SSHR users; two for
managers and one for non-manager employees. You need to define a separate responsibility for
each.
Log on as HRMS/welcome and create appropriate responsibilities based on the predefined self-
service responsibilities (Manager Self-Service and Employee Self-Service).
Create two copies of the Manager Self-Service responsibility using the following names (where
xx is your group identifier):
Data Group
Name Standard
Application Human Resources
Then create a copy of the delivered Employee Self-Service responsibility using the following
information:
Data Group
Name Standard
Application Human Resources
2. Initiate a query.
• Manager Self-Service
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.
• Manager Self-Service
19. In the Responsibility Name field, enter xxManager Self-Service No Granted Access.
22. In the Available From region, select Oracle Self-Service Web Applications.
• Employee Self-Service
35. In the Available From region, select Oracle Self-Service Web Applications.
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
Create New Users
You need to create users to enable your employees to use the self-service functionality. The
employees have different roles within your enterprise so you must ensure that you assign the
correct responsibilities are to each user. Since the number of users is small, you will create them
manually rather then using the batch creation approach.
Remember to prefix each user name with your unique group number.
Log on as HRMS/welcome and create the following users. Link them to your employees as
follows:
Assign appropriate responsibilities to your new users to reflect their role within your enterprise.
The following table shows suggested responsibilities:
Make sure that you have assigned the correct responsibilities to your users by logging on to
SSHR as one of your users, for example, xxUSER1. The initial password is Oracle. Enter
Welcome as the new password.
Check that the responsibilities you defined in the last practice are correct for the user.
Choose the xxManager Self-Service Granted Access responsibility and check that the menu
displayed is the same as for the predefined responsibility.
Note: Not all aspects of your custom responsibilities will function properly until additional
configuration steps are performed in later practices.
Choose the xxEmployee Self-Service responsibility and check that the menu displayed is the
same as for the predefined responsibility.
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).
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
8. Create a new record and repeat steps 2 thru 8 to create the remaining users and assign the
responsibilities as follows:
14. Check that the list of responsibilities corresponds to the responsibilities you assigned to the
user in the previous practice.
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.
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 Bob’s 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, Bob’s 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.
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.
Hierarchy Page
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.
7. Select the Details icon for someone in the list. This displays Person and Assignment
information for the selected person.
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.
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.
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 ex-
employee’s payslip or a manager may want to view a terminated employee’s appraisal. The
following functions enable you to search for ex-employees and terminated employees:
• Online Payslip
• Appraisals
• Tax Information (US only)
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.
• In these next practices, you learn how a manager can search for employees and how to
restrict which employees your managers can access.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of security profiles with your assigned unique group number or your
initials.
• To create a new record in the Professional Forms Interface, choose the New Record
icon from the toolbar.
• To save your work, select either the Save button in SSHR or the Save icon from the
toolbar in the Professional Forms Interface.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Searching for Employees
Managers who use SSHR to carry out transactions on their employees need to be able to access
the information on these employees. Some managers may be able to access the records for all
employees in an enterprise whereas others may be restricted. In this first task, your manager has
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
Note: The People in Hierarchy table should only contain the record for Malcolm Aurora.
Using My List
5. Select the record for Helen Carr xx and click Add to My List.
6. Enter Martin% in the Name field at the top of the page and choose Go.
7. Select the record for Mary Martin xx and click Add to My List.
9. Enter Whiteside% in the Name field at the top of the page and choose Go.
10. Select the record for Carl Whiteside xx and click Add to My List.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of security profiles with your assigned unique group number or your
initials.
• To create a new record in the forms interface, choose the New Record icon from the
toolbar.
• To save your work, select either the Save button in SSHR or the Save icon from the
toolbar in the Professional Forms Interface.
• When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries starting with the string AUR.
Tasks
Restrict User Access by Supervisor Hierarchy
Your manager, Malcolm can currently access employees in any business group. However, it is
usually the case that managers would only require access to those employees within their
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:
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.
You assign supervisor profiles using the HR: Security Profile using the System Administrator
responsibility. Assign the security profiles as follows:
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.
10. Make sure that the Allow Granted Users box is not flagged.
18. Make sure that the Allow Granted Users box is flagged.
25. From the Find System Profile Values window, uncheck the Site checkbox.
29. Enter the name of your custom supervisor profile in the Responsibility field.
32. Change the value in the responsibility field to xxManager Self-Service Granted Access.
34. Enter the name of your custom supervisor profile in the Responsibility field.
39. Click the My List link to display the People in My List page.
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.
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
Release Information Function
SSHR includes the function Release Information which enables users to release their personal
information to a specified user, for example, a second manager. In order for this manager to be
able to view this released information, he or she must have a supervisor profile which allows
access to granted users.
Use the Release Information function as Helen Carr and release your personal information to
Malcolm Aurora. Then log on as Malcolm (xxuser1) to see whether you can access Helen’s
information.
Note: If you have not already logged on as xxuser4, you will be asked for new passwords.
Enter Welcome as the new password.
6. Choose Go.
7. Choose the Quick Select icon for Aurora, Malcolm XX to return to the Release Information
page.
15. Enter Carr% in the Last Name field and choose Go.
If your organization uses supervisor or position hierarchies, you can use this view for your
managers.
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.
Tasks
Using the Change Manager Function to Create a Supervisor Hierarchy
You want to set up a supervisor hierarchy for your employees to ensure that managers can only
access those employees for whom they are responsible. Log on as Malcolm and select the
delivered Manager Self-Service responsibility. Use the Change Manager function to make
Malcolm Aurora the manager of Mary Martin. Make Mary Martin the manager of Helen Carr
and Carl Whiteside. The completed hierarchy should be as follows:
Malcolm Aurora
Mary Martin
Helen Carr
Carl Whiteside
Log on to SSHR as xxuser1/welcome and select the xxManager Self-Service Granted Access
responsibility. Select the Manager Actions function and check that the supervisor hierarchy is
displayed in the People in Hierarchy page.
Select the “Changes should take effect on the effective date as entered below” option.
6. Use today’s date as the Effective Date and choose the Continue button.
8. Choose the Search icon next to the Manager Name field in the Assign a New Manager
region.
12. Choose the Search icon next to the Worker Name field.
13. Choose the Quick Select icon for Carr, Helen XX..
14. Choose the Add Another Row button to add an additional direct report.
15. Choose the Search icon next to the Worker Name field.
18. When the Review page appears, check that the information is correct.
Note: If there is no next approver, approval is met and the transaction is written to the HR
tables. In this case, the user has no supervisor which means that approval is automatic.
23. The People in Hierarchy page is displayed and you should be able to expand the hierarchy to
see the expected supervisor hierarchy.
Implementation Steps
Chapter 8 - Page 1
Implementation Steps
Implementation Steps
Chapter 8 - Page 2
Implementation Strategy
Implementation Steps
Chapter 8 - Page 3
Prepare Environment for SSHR
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.
Implementation Steps
Chapter 8 - Page 5
Configure HRMS Applications
Implementation Steps
Chapter 8 - Page 6
User Access Setup
Implementation Steps
Chapter 8 - Page 7
Configure Workflow Processes and Page Layouts
Implementation Steps
Chapter 8 - Page 8
Configure Workflow Processes and Page Layouts
Implementation Steps
Chapter 8 - Page 9
Migrate Configuration to Test and Production Environments
Implementation Steps
Chapter 8 - Page 10
Summary
Implementation Steps
Chapter 8 - Page 11
Configuring SSHR
Chapter 9
Configuring SSHR
Chapter 9 - Page 1
Configuring SSHR
Configuring SSHR
Chapter 9 - Page 2
Objectives
Configuring SSHR
Chapter 9 - Page 3
Functions, Menus, and
Responsibilities
Chapter 10
Configuring Menus
The above slide shows a typical self-service menu. The Employee Self-Service menu is
delivered as a standard menu. However, you may decide that you do not want to use all
delivered functions. For example, as shown in the slide above, you may not require the
Competence Profile function. In this case, you would either create your own menu in the
Menus window or exclude the particular function using the Responsibilities window.
You may also want to create your own menus for the following reasons:
• The delivered menus do not contain required functions
• The menu sequence/structure is not appropriate for your business requirements
• Menu prompts are not appropriate for your business requirements
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.
Hidden Submenus
To restrict functions available in the Actions menus, remove them from the submenu.
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 responsibility’s top menu to satisfy
function security.
Custom Menus 1
In the above example, the administrator has copied a delivered menu. The next step is to assign
this new menu to the responsibility in the Responsibilities window.
Note: You should always work with copies of the delivered menus.
Reason: The delivered menus are updated when a new patch is installed. This would give your
users immediate access to all the functions in the menu. It is safer to create a copy of the
delivered menu and then include the functions as required.
Custom Menus 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.
In this practice, you become familiar with the different types of menus used in SSHR and
understand how to manipulate the menus so that the correct functions are displayed to the correct
users. You use standard application development functions in the forms interface to carry out the
following tasks:
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of menus with your assigned unique group number or your initials.
• To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Create a Menu
You want to create a custom menu containing a set of functions for a specific group of self-
service users. The menu may contain both predefined and custom functions (the custom
functions will be defined in subsequent practices).
Create a copy of the Manager Self Service menu using the following attributes:
Although you have attached the Personal Information Mgr function to your new menu, this
function will not work unless Search functions are also linked to the menu to enable you to
perform transactions on other people. The Search, Person Tree, and My List functions are stored
within the Manager Enter Process submenu.
Then, enable the menu by attaching it to your xx Manager Self-Service Granted Access
responsibility and xxManager Self-Service No Granted Access responsibility.
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.
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.
18. Replace the predefined Manager Self Service menu with your custom xxManager Self
Service menu in the Menu field.
Note: you need to wait for the Apache server to be restarted before you can test your
changes.
27. Check that the menu for your selected responsibility only displays the expected three
functions.
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.
The Personal Actions submenu defines the actions available in the Available Actions area of the
Perform Action page. This page is displayed when employees choose the Personal Actions
function, or when a manager chooses the Manager Actions function and then selects their own
record from the Person Tree.
In this practice, you become familiar with the actions menus used in SSHR and understand how
to manipulate these menus so that the correct functions are displayed to the correct users. You
use standard application development functions in the Professional User Interface to carry out
the following tasks:
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of menus with your assigned unique group number or your initials.
• To create a new record in the Professional Forms Interface, select the New Record icon
from the toolbar.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
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.
To enable the Actions functionality, attach your new actions menus to your custom top-level
menus.
Also attach the two other functions required for full action functionality: Manager Actions Tree
View and Suspended Actions Mgr.
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.
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.
2. Initiate a query:
3. Enter the predefined Manager Actions Menu in the User Menu Name field.
6. Choose Shift and F5 to copy the values from the previous record.
11. Enter the predefined Personal Actions Menu in the User Menu Name field.
14. Choose Shift and F5 to copy the values from the previous record.
15. Rename the menu using your group identifier as the prefix.
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
25. From the Find System Profile Values window, uncheck the Site checkbox
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.
32. Change the value in the Responsibility field to xxManager Self-Service No Granted Access.
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.
Note: You may need to ask your instructor to restart the Apache server. When ready, test
your changes.
43. Check that the Available Actions region contains the Personal Information and Change
Manager functions.
Configuring Functions
Chapter 11 - Page 1
Configuring Functions
Configuring Functions
Chapter 11 - Page 2
Non-Manager versus Manager Functions
Configuring Functions
Chapter 11 - Page 3
Considerations
Configuring Functions
Chapter 11 - Page 4
Copying Delivered Functions
Configuring Functions
Chapter 11 - Page 5
Copying Delivered Functions
Configuring Functions
Chapter 11 - Page 6
Practice - Configuring Functions
Overview
In these practices you learn how to create your own versions of the delivered self-service
functions and add them to menus so that they are available for self-service users. You will use
standard functionality in the forms interface to carry out the following tasks:
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of functions with your assigned unique group number or your initials.
• To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
• To save your work in the Professional User Interface, select the Save icon from the
toolbar.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Copying Self-Service Functions
You want to modify a predefined function to suit your business requirements. You want to link a
self-service function to a new workflow process (to be created in a subsequent practice).
However, since any changes to delivered functions would be overwritten in an SSHR upgrade, it
is necessary to create your own function.
Log on as xxuser1 and use the System Administrator responsibility to create copies of the
Personal Information (HR_PERINFO_SS) and Personal Information Mgr
(HR_PERINFO_MGR_SS) functions.
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):
Configuring Functions
Chapter 11 - Page 8
Solution – Configuring Functions
Copying Self-Service Functions
3. Initiate a query.
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.
13. Click on the Parameter field and duplicate the value from the field above. (To duplicate a
field, choose Shift and F5.)
14. Choose the Edit Field icon to display the value of the field.
Configuring Functions
Chapter 11 - Page 9
15. Change the value of the pCalledFrom parameter from HR_PERINFO_SS to
xxHR_PERINFO_SS.
18. Click on the HTML Call field and duplicate the values from the field above (To duplicate a
field, choose Shift and F5.).
19. Choose the Edit Field icon to display the value of the field.
• HR_PERINFO_MGR_SS
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
35. Click on the Parameter field and duplicate the value from the field above (To duplicate a
field, choose Shift and F5.).
Configuring Functions
Chapter 11 - Page 10
37. Change the value of the pCalledFrom parameter from HR_PERINFO_SS to
xxHR_PERINFO_SS.
40. Click on the HTML Call field and duplicate the values from the field above (To duplicate a
field, choose Shift and F5.).
Configuring Functions
Chapter 11 - Page 11
Adding Custom Functions to Menus
Configuring Functions
Chapter 11 - Page 12
Adding Custom Functions to Menus
Configuring Functions
Chapter 11 - Page 13
Data Security Menus: Restricting Functions by Legislation Code
Configuring Functions
Chapter 11 - Page 14
Adding Custom Functions
Configuring Functions
Chapter 11 - Page 15
Data Security Menus
Configuring Functions
Chapter 11 - Page 16
Adding Custom Functions to Menus
Configuring Functions
Chapter 11 - Page 17
Adding Custom Functions to Menus
Configuring Functions
Chapter 11 - Page 18
Practice - Adding Functions to Menus
Overview
In these practices you learn how to add your custom functions to the correct menus so that they
are available for self-service users. You will use standard functionality in the forms interface to
carry out the following tasks using the Menus window:
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of functions with your assigned unique group number or your initials.
• To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
• To save your work in the Professional User Interface, select the Save icon from the
toolbar.
• When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Add Custom Functions to User Menus
To enable a self-service user to access your custom functions, you must add them to your top-
level menus for SSHR. This means that your functions can be displayed in the self-service menu.
Configuring Functions
Chapter 11 - Page 19
Add Custom Functions to Data Security Menus
SSHR uses several data security menus to determine whether a function is available globally or
for specific legislations. In this case, the functions are global (in other words, not valid for a
specific legislation) so add the functions to the global data security menu.
To enable your SSHR users to use the Manager and Personal Actions functionality, you must add
your function to the Manager Actions and Personal Actions menus.
After carrying out the above steps, log on to SSHR and test your functions. Check that the menu
contains the correct functions and then select the xxPersonal Information function.
Configuring Functions
Chapter 11 - Page 20
Solution – Adding Functions to Menus
Add Custom Functions to User Menus
Initiate a query:
• HR_GLOBAL_SS_FUNCTIONS_CUSTOM
9. Enter the functions as follows by creating new records in the function area:
Note: Since this is shared menu you should take care to use sequence numbers that are
unique, for example, by prefixing them with your standard prefix.
Configuring Functions
Chapter 11 - Page 21
Seq Prompt Function
xx1 xxPersonal Information
12. Enter the following string in the User Menu Name field:
14. Enter the functions as follows by creating new records in the function area:
Prompt Function
xxPersonal Information V4.0 xxPersonal Information
Enter the functions as follows by creating new records in the function area:
Prompt Function
xxPersonal Information V4.0 xxPersonal Information
Configuring Functions
Chapter 11 - Page 22
18. Save your work.
20. Ask your instructor to restart the Apache server. When ready, test your changes.
22. Check that the menu contains your 2 custom functions: xxPersonal Information and
xxPersonal Information Mgr.
Configuring Functions
Chapter 11 - Page 23
Changing the Manager Entry Pages
Configuring Functions
Chapter 11 - Page 24
Practice - Changing Manager Entry Page
Overview
As standard, all manager functions use the Hierarchy or Tree View as the initial entry page.
When a manager selects a function, the Hierarchy page appears and the manager can select the
individual for the transaction.
However, it may be more appropriate for your managers to use the My List page or the Search
page first, particularly if your organization does not use a supervisor hierarchy, for example.
In this practice, you learn how to change function parameters so that the initial page for one
custom function is the My List page and for another is the Search page.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of menus with your assigned unique group number or your initials.
• To create a new record in the Professional User Interface, select the New Record icon
from the toolbar.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Create a Function with Search as Initial Page
Create a version of the Personal Information Mgr function (name it xxPersonal Information Mgr
Search with the function name xxHR_PERINFO_MGR_SEARCH) and change the
akRegionCode parameter in the Web HTML tab to HR_PERSON_SEARCH_TOP_SS.
Configuring Functions
Chapter 11 - Page 25
Create a Function with My List as Initial Page
Create a version of the Personal Information Mgr function (name it xxPersonal Information Mgr
My List with the function name xxHR_PERINFO_MGR_LIST) and change the akRegionCode
parameter in the Web HTML tab to HR_MY_LIST_TOP_SS.
Configuring Functions
Chapter 11 - Page 26
Solution – Changing Manager Entry Page
Create a Function with Search as Initial Page
• HR_PERINFO_MGR_SS
8. In the User Function Name field, enter xxPersonal Information Mgr Search.
12. In the Parameters field, use Shift and F5 to copy the values from the delivered function.
14. In the HTML call field, use Shift and F5 to copy the values from the delivered function.
Configuring Functions
Chapter 11 - Page 27
Create a Function with My List as Initial Page
21. Initiate a query to display the delivered Personal Information Mgr function.
• HR_PERINFO_MGR_SS
26. In the User Function Name field, enter xxPersonal Information Mgr List.
30. In the Parameters field, use Shift and F5 to copy the values from the delivered function.
32. In the HTML call field, use Shift and F5 to copy the values from the delivered function.
Configuring Functions
Chapter 11 - Page 28
Add Functions to Menus
38. Query the following string in the User Menu Name field:
42. Query the following string in the User Menu Name field:
Configuring Functions
Chapter 11 - Page 29
Test the Changes
47. Check that the new functions are displayed in the menu.
48. Select the xxPersonal Information Mgr Search function and check that the Search page is
displayed.
49. Select the xxPersonal Information Mgr List function and check that the My List page is
displayed.
Configuring Functions
Chapter 11 - Page 30
Using the Workflow Builder
Chapter 12
Workflow Builder
In Oracle Workflow, all processes are associated with an item type. An item type can include
one or more processes and related objects, such as item attributes, functions, and messages. An
item type is a way of grouping together related items.
Oracle SSHR delivers a number of predefined workflow item types containing workflow
processes that you can work with.
• HR (HRSSA) (displayed in the slide above)
• HR Self-Service Benefits
Note: In practice, you would make changes to the delivered item type. Access level features
ensure that customizations are retained.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of workflow processes and activities with your assigned unique group
number or your initials.
• You will test the modified workflow process in a later practice in conjunction with
creating a new function.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
Tasks
Copy a Delivered Workflow Item Type
You need to make some changes to the delivered workflow processes to meet your business
needs. Instead of changing the delivered workflow definition, make a copy of the process.
Open the Workflow Builder as directed by the instructor. Change your access level to 100 and
uncheck the “Allow modifications of customized objects” box. Now load the HRMS Self-
Service item up to the database and save it as a datastore to E:\Oracle\wf\Data\US\xxSSHR.wft.
1. Open Workflow Builder using the information given to you by the instructor.
2. Select Help > About Oracle Workflow Builder 2.6 and set your access level to 100.
Uncheck the box “Allow modifications of customized objects”.
4. Select Database.
8. Select the HR item type on the right of the Show Item Types window and click the <<
(Show) button.
9. Click OK to load the HR item type from the database into Workflow Builder. This step may
take a few minutes.
10. To save the item type as a datastore, choose File > Save As.
11. Save your file to directory E:\xxSSHR.wft. This master item type will be a basis for all labs
wherever possible.
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.
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.
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.
1. Launch psftp.exe
psftp>open esNNNN.us.oracle.com
login as:user1
lcd e:\
put xxSSHR.wft
local:xxSSHR.wft=>remote:/home/user1/xxSSHR.wft
Launch putty.exe
Verify that the size of the file is approximately 5027098+ for xxSSHR.wft and 5064014 for
xxLAB.wft
There will be GOOD error messages for item types WFSTD, HRSSA etc, these objects are
protected and cannot be saved to the database.
28. Choose your item type, xxHR, in the Workflow Type field.
Note: For the purpose of these practices, you work with a copy of the item type, however, you
would usually work directly with the item type. Your changes are protected using access levels.
You need to collect additional information on your employees and decide to include a Special
Information Type (SIT) page in your Personal Information process to gather this information.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of workflow processes and activities with your assigned unique group
number or your initials.
• You will test the modified workflow process in a later practice in conjunction with
creating a new function.
• When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Copy a Process Flow
You want to modify the Personal Information V5 and Process Basic Details workflow objects so
that you can add in an additional SIT page. First create copies of the following delivered
processes:
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.
3. Open the Workflow Builder using information given to you by the instructor.
5. Choose Browse.
7. Choose Open.
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.
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
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
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.
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.
Note: To delete a process, place your cursor on the process and choose Delete Selection
from the toolbar.
26. Drag the following functions from the Navigator window to your xxProcess Basic Details
process:
− SIT V4.0
− SIT Update V4.0
32. Check that the entry in the Constant Value field is HR_PERSON_SIT_TOP_SS.
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.
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.
39. Navigate to the Form Function window using System Administrator responsibility:
41. Enter the following string in the User Function Name field:
• - xxPersonal Information
44. Choose the Edit Field icon to display the value of the Parameter field
47. Choose OK
51. Ask your instructor to restart the Apache server. When ready, test your changes.
53. Select the xxManager Self-Service Granted Access responsibility and then the xxPersonal
Information function.
Applying a Patch
Readme files are usually included in the .zip file delivered with the patch.
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.
You use the Personalization Framework to carry out the following tasks:
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of messages and instructions with your assigned unique group number
or your initials.
• When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Enable Personalization
You discover that you need to make certain changes to the web pages used in SSHR. Before you
can personalize the pages, you need to enable the Personalization Framework functionality using
a profile option.
Use the System Administrator responsibility to set the following profile options so that Malcolm
Aurora (xxuser1) can access the Personalization Framework:
− Personalize Self-Service Defn
The predefined Personal Information page includes the fields Employee Number and Social
Security Number. At your enterprise, however, the Employee Number is known as the Badge
Number and the Social Security Number is not required.
Log on to SSHR as xxuser1/welcome and make the following function-level personalizations for
the xxPersonal Information function (select the xxPersonal Information function from the menu):
− Change the field label for the Employee Number to Badge Number.
− Hide the Social Security field for the Basic Details region.
Then, to check whether the fields are used anywhere else, work through the Personal Information
function as if you were changing the Basic Details. Make the same changes in any other region.
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.
9. Choose Find:
10. Enter FND: Personalization Region Link Enabled in the Profile field.
18. Select one of your employees and click Action. The Personal Information page is displayed.
19. Click the Personalize Region link for the Basic Details Overview region.
21. Check that the Scope field contains Region: Basic Details.
22. Check that the Function field contains the name of your function (xxPersonal Information).
23. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
26. Navigate to the row containing Message Styled Text: Employee Number.
27. Click the Personalize icon (Pencil) to display the Personalization Properties page.
28. Find the Prompt row and change the value in the Function: xxPersonal Information column
from Inherit to Badge Number.
To hide a field
31. Navigate to the row containing Message Styled Text: Social Security Number.
32. Click the Personalize icon (Pencil) to display the Personalization Properties page.
33. Find the Rendered row and change the value in the Function: xxPersonal Information
column from Inherit to False.
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.
42. Check that the Scope field contains Region: Basic Detail Update Other Entry
44. Check that the Function field contains the name of your function (xxPersonal Information).
45. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
The Personalization Region: Basic Detail Update Other Entry page appears.
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.
The Personalization Region: Basic Detail Update Other Entry page appears.
Check that the Employee Number field has been renamed to Badge Number.
53. Make any change, for example, change the Marital Status – this change will not be
submitted to the database, it is simply for testing.
Note that the Basic Details fields also appear on the Review page. You also need to make
the changes here.
57. Check that the Scope field contains Region: Summary Region.
58. Check that the Function field contains the name of your function (xxPersonal Information).
59. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
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.
67. Navigate to the row containing Message Styled Text: Social Security Number.
68. Click the Personalize icon (Pencil) to display the Personalization Properties page.
69. Find the Rendered row and change the value in the Function: xxPersonal Information
column from Inherit to False.
75. Cancel the transaction and confirm the cancellation when the warning appears.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of messages and instructions with your assigned unique group number
or your initials.
• When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Use the Global Personalization Button
Use the Personalize button located at the top of your web page to drill down and make the
following changes at the function level (for xxPersonal Information):
− Change the Employee Number field label in the header to Badge Number (you
cannot access the header using region-level personalizations).
− Make the Badge Number field read-only.
− Rename the Emergency Contacts region to Contact Information.
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.
7. Check that the Scope field contains Page: Oracle Self-Service Human Resources : Personal
Information.
8. Check that the Function field contains the name of yur function (xxPersonal Information).
9. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
The Personalize Page: Oracle Self-Service Human Resources: Personal Information page
appears.
10. Click the Expand All link to expand the personalization structure.
11. As you scroll down the page, you can see all occurrences of the Employee Number field in
the Personal Information page (note: the previous practice only covered the Basic Details
part of the Personal Information module).
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.
You use the forms interface and Personalization Framework to carry out the following tasks:
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of messages and instructions with your assigned unique group number
or your initials.
• To create a new record using the Professional User Interface, select the New Record
icon from the toolbar.
• To save your work, select either the Save icon from the toolbar in the Professional User
Interface, or select the Save button in SSHR.
Tasks
Creating User Instructions and Tips
Note: First you need to define the text for these tips and instructions applications messages.
Do not try to change the text of a delivered message. Instead, create a new message with the
required text, and then personalize the tip or instruction item to use your new message.
• xxPERINFO_PREFIX_LONGMESSAGE
• xxPERINFO_MIDDLENAME_SHORTTIP
When you have created your new messages, use the Personalization Framework to add the
instructions, messages, and tips to the xxPersonal Information function. Check that the changes
appear in the interface.
− Add a new instruction at the top of the Name region of the Basic Details Update
page with the message that reads ‘xxRead the field-level tips carefully before
making any changes to your basic details’
Note: Create a new item for the page with the item style Static Styled Text.
− 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.
− 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.
• xxRead the field level tips carefully before making any changes to your basic details.
Field Value
Name xxPERINFO_MIDDLENAME_SHORTTIP
Language US
Application Human Resources
Type Note
14. Select one of your employees and click Action. The Personal Information page is displayed.
15. To navigate to the page you wish to personalize, choose Update in the Basic Details region.
16. With the “Enter new information . . .” option selected, click on the Next button to continue
to the Update Basic Details page.
17. You want to add a new message under the Name region heading so choose the Personalize
Name link.
19. Check that the Scope field contains the value Region: Basic Detail Update Name Entry.
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).
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).
27. In the Value column for the ID field, enter a value, for example, xxInstruction.
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).
The Reorder Contents of Default Single Column: Basic Detail Update page appears.
35. Move the item to the top of the list by selecting the appropriate arrow icon ( )
The Personalize Region: Basic Detail Update Name Entry page appears.
39. Check that your instruction is displayed at the top of the Name region.
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).
44. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
The Personalize Region: Basic Detail Update Name Entry 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.
51. Click the Information icon next to the Prefix field to display the long message.
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).
58. Check that the Responsibility field contains the name of your responsibility (xxManager
Self-Service Granted Access).
The Personalize Region: Basic Detail Update Name Entry page appears.
60. Locate the Message Text Input: Middle Name row and select the Personalize icon.
61. Locate the Tip Message Name row and change the value in the field to
xxPERINFO_MIDDLENAME_SHORTTIP for the Function: xxPersonal Information
column.
67. Check that your new short tip is displayed under the Middle Name field.
Flexfields
Key flexfields uniquely identify a record, for example, the Job Key flexfield.
Descriptive flexfields, for example, Additional Assignment Details, add attributes to existing
object.
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.
• Check the Additional Person Details and available segments in the forms interface.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of messages and instructions with your assigned unique group number
or your initials.
Tasks
Check Flexfields
Use the System Administrator responsibility to navigate to the Descriptive Flexfield Segments
window. Query the Additional Personal Details descriptive flexfield belonging to the Human
Resources application. Check the values for the Display flag, Reference field, and the segments
of the EMP context field value.
Note: This practice assumes that the Display flag is Yes, the Reference field, is
SYSTEM_PERSON_TYPE, and the EMP context includes the following segments:
− Drivers License Jurisdiction
− Drivers License Number
Log on to SSHR as xxuser1 and use the xxManager Self-Service Granted Access responsibility
to modify the Basic Details region of the xxPersonal Information function. Display the following
segments of the Add Per Details flexfield in the Other region of the Basic Details Update page:
− Drivers License Jurisdiction.
− Drivers License Number.
Hint: To display specific segments on a page use the Segment List field in the
Personalization Framework and enter the fields that you want to display in the following
format:
CONTEXT|SEGMENT1|SEGMENT2
When you have made your changes, return to xxPersonal Information and check that the
segments appear.
3. Initiate a query.
6. Check the values for the Display flag and the segments of the EMP context field value.
Make sure that the flexfield contains the following segments:
Personalize Flexfields
8. Select your custom Personal Information function (xxPersonal Information) from the menu.
10. With the “Enter new information because of a real change to the current details” option
selected, choose the Next button.
11. In the Other region, note that initially none of the flexfield segments appear.
14. Check that the value in the Scope field is Region: Basic Details Update Other Entry.
15. Check that the value in the Function field is xxPersonal Information.
16. Check that the value in the Responsibility field is xxManager Self-Service Granted Access.
The Personalize Region: Basic Details Update Other Entry page appears.
18. Scroll down the page to locate the Flex: Add Per Details row.
20. The Personalize Flex: Add Per Details Flex page appears.
21. Change the value in the Rendered row to True for the xxPersonal Information function.
22. In the Segment List field, specify which segments you want to display as shown below:
The Personalize Region: Basic Details Update Other Entry page appears.
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.
1. 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.
6. Expand the Corporate Branding row to display the row Image: (Corporate Branding).
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.
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.
15. Expand the Corporate Branding row to display the row Image: (Corporate Branding).
17. In the column for Function: Manager Actions Tree View, change the value in the Rendered
field to Inherit.
19. Select the Return to Application link and show the participants that the Oracle logo
(Corporate logo) is displayed.
Note: Explain to the participants that to make a site-level change to the corporate branding
logo, they can also set the FND_CORPORATE_BRANDING_IMAGE profile to the URL
for their corporate logo.
Approvals
Chapter 14 - Page 1
Approvals
Approvals
Chapter 14 - Page 2
Basic Approvals Loop
Approvals
Chapter 14 - Page 3
Approvals
Approvals
Either Oracle Approvals Management or a customizable PL/SQL package determines the list
of approvers in the Review page. Although both approaches are available, only AME is fully
supported by Oracle in current SSHR releases.
If you enable Dynamic Approvals using the Workflow Builder, the SSHR user can add
additional approvers/notifications recipients in the Review Page. If you do not enable Dynamic
Approvals and standard approvals is used, the SSHR user cannot add additional approvers or
notification recipients in the Review Page.
Approvals
Chapter 14 - Page 4
Enabling Dynamic Approvals
Approvals
Chapter 14 - Page 5
Practice - Enabling Dynamic Approvals
Overview
Some functions in SSHR are delivered without approvals enabled. In your organization,
however, you may require that these transactions are approved. In this practice, you learn how to
enable dynamic approvals for a function that is delivered with approvals disabled.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• Prefix all names of messages and instructions with your assigned unique group number
or your initials.
• When using a search function, you can use as a wildcard. For example, you can enter
Aur% to display all entries containing the string AUR.
Tasks
Enable Dynamic Approvals
You want to change the Personal Information function so that all changes to Basic Details must
be approved.
Use the Workflow Builder to configure the Review activity in your custom workflow process
(xxHR_PROCESS_BASIC_DET_JSP_PRC) so that Dynamic Approvals are enabled.
Log on to SSHR as xxuser2 and make a change to the Basic Details using your custom Personal
Information function (xxPersonal Information). Check that the Approvals regions are now
enabled.
Approvals
Chapter 14 - Page 6
Solution – Enabling Dynamic Approvals
1. Open the Workflow Builder using the procedure described in the Using the Workflow
Builder lesson.
6. Click the right mouse button to display the properties for the Review function.
9. Change the value of the attribute to enable dynamic approvals (Yes – Dynamic Approvals).
11. Save your changes to the database using the procedure described in the Workflow Builder
practice.
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.
19. Make sure that the Approvals regions are displayed in the Review page.
Approvals
Chapter 14 - Page 7
Configurable Approvals Options
Approvals
Chapter 14 - Page 8
What is AME?
What Is AME?
Calling application refers to the application that is using AME components to define the
approval process. Calling applications can be Oracle applications or any application that is uses
PL/SQL code.
Approvals
Chapter 14 - Page 9
When Can I Use AME?
Approvals
Chapter 14 - Page 10
Business Requirements
Approvals
Chapter 14 - Page 11
Overview of AME Components
Approvals
Chapter 14 - Page 12
Approval Considerations
Approvals
Chapter 14 - Page 13
Approvals Routing
Approvals
Chapter 14 - Page 14
Practice - Working with Approvals
Overview
In these practices you learn about approvals. You also see how approvers receive notifications
informing them of transactions.
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.
Tasks
Using a Function that Requires Approval
When you set up this supervisor hierarchy, log on as Mary Martin and use the Change Pay to
change the pay for Helen Carr from GBP 27.5 per hour to GBP 30. The Approvals mechanism
should trigger an approval notification for Malcolm Aurora. You can access the notification as
Malcolm by selecting either the All Actions Awaiting Your Attention function from the Manager
Self-Service responsibility or by selecting the Worklist function from the Workflow User Web
Applications responsibility.
When the Review page appears for transactions requiring approvals, you can add additional
approvers or notification recipients. When the Review page appears for the Change Pay
transaction, specify that Mary Martin should receive a notification of the transaction.
Use the Workflow User Web Applications responsibility as Mary Martin to display the FYI
Notification of the transaction. The log on as Malcolm Aurora (xxUSER1) to display the
approval notification.
Approvals
Chapter 14 - Page 15
Solution – Working with Approvals
Using a Function that Requires Approval
Check that the Change Pay action is in the Selected Actions table.
The remaining fields in the Proposed Pay Rate table are completed.
13. In the Approver field, enter Martin% and click the Search icon.
Approvals
Chapter 14 - Page 16
14. Select Mary Martin xx.
21. Make sure that the worklist contains the notification for Helen Carr.
27. Make sure that the worklist contains the Change Pay notification.
Approvals
Chapter 14 - Page 17
Practice - Creating an AME Rule
Overview
You can use Oracle Approvals Management (AME) to customize and configure your approvals
processes to meet your specific requirements.
After creating your own custom workflow process, you decide that an additional approval level
is required for SSHR transactions that use this workflow process.
In this practice you create the following list creation rule in AME:
To create this rule, you must also carry out the following tasks:
• Define a condition.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Prefix all names of rules, attributes and conditions with your assigned unique group
number or your initials.
Tasks
Define Condition
Define an ordinary header condition that references your workflow process. Use the
WORKFLOW_PROCESS_NAME attribute.
Define Rule
Define a list creation rule, which will use the attributes, conditions and approval types mentioned
above. Create a rule called xxWorkflow Process that uses the chains of authority based on
Approvals
Chapter 14 - Page 18
number of supervisory levels approval type. Use the WORKFLOW_PROCESS_NAME header
attribute and your new condition.
Test Rule
Use the Test feature to create a test transaction. Change the header approver attributes so that the
value of the TRANSACTION_REQUESTOR_PERSON_ID is Helen Carr xx and the
WORKFLOW_PROCESS_NAME is xxHR_PERSONAL_INFO_JSP_PRC. Check that the
required approvers are returned.
Approvals
Chapter 14 - Page 19
Solution – Creating an AME Rule
Define Condition
2. Select the transaction type Oracle Self Service Human Resources and click the Conditions
link.
3. Click Create.
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.
Define Rule
17. All possible conditions for the Workflow Process are listed in the Header Conditions region.
Select your condition.
19. Select the Action “Require approvals up to the first two superiors” for the Supervisory Level
action type.
Approvals
Chapter 14 - Page 20
20. Click Continue, review your rule, and select Finish.
Test Rules
24. Select your workflow process name as the test data for the
WORKFLOW_PROCESS_NAME parameter, for example,
xxHR_PERSONAL_INFO_JSP_PRC
26. AME will list any rule detected that match your test transaction – yours should be listed. The
appropriate people to approve this transaction if initiated by Helen Carr are also listed:
Mary Martin and Malcolm Aurora.
Approvals
Chapter 14 - Page 21
Summary
Approvals
Chapter 14 - Page 22
Using SSHR
Chapter 15
Using SSHR
Chapter 15 - Page 1
Using SSHR
Using SSHR
Chapter 15 - Page 2
Objectives
Using SSHR
Chapter 15 - Page 3
Common SSHR Functions
Chapter 16
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
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.
Your enterprise has recently hired a large number of employees. To save administration time,
you decide to allow your new employees to use a generic user ID to log on and create their own
employee records.
This practice takes you through the steps required to carry out this task:
• Define a default responsibility to attach to the generic user ID. This responsibility
contains only the New Employee Registration function.
• Define a generic user ID (xxuserx) which your new employees can use to log on to
SSHR. When they log on using this ID, they access the New Employee Registration
function.
• Check that Oracle HRMS has created a new user record which is attached to a new
person record for your user.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• 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.
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.
Log on as the generic user and enter your personal information and new user name/password.
Log on to Oracle HRMS and use the Super HRMS manager responsibility to check that the
application has created a new user and person record.
2. In the Responsibilities window, create a new responsibility with the following attributes:
− Responsibility Name = xxNew Employee Registration
− Application = Human Resources
− Responsibility Key = xxNEW_EMP_REG
− Available From = Oracle Self Service Web Applications
− Data Group = Standard
− Application = Human Resources
− Menu = New User Registration
3. Define the following Menu Exclusions of type Function, so that only the New Employee
Registration item will appear on the menu for user of your new responsibility.
− Self Service WorkFlow Enabled Create User Name1
− Self Service WorkFlow Enabled COBRA Registration
7. In the User window, create a generic user and password (for example, xxUSERX with
password ‘oracle’).
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.
17. Change the security profile for your new responsibility to point to the View All security
profile for your business group: Vision Corporation.
20. Change the value in the Profile field to OAB:Self Registered User Responsibility.
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.
27. In the User field, select the organization to which you wish your new employees to belong,
for example, Vision Corporation.
32. In the Responsibility field, select the payroll for your new users, for example, Vision
Monthly.
Note: If you do not select a payroll, OAB uses the default payroll for the business group to
process benefits.
40. Select the I Accept option to accept the terms displayed here. You can personalize this text
as required.
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)
46. In the Hire Date field, enter a date, for example, 01-Feb-2004.
47. In the Social Security Number field, enter a number, for example, 987-654-3xx.
49. Choose the Next button to move to the next page (Main Address page)
52. Search for a city, for example, Albany and select it.
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).
58. Choose the Next button to move to the next page (Family Member Coverage).
60. Choose the Next button to move to the next page (Life Events page).
62. Choose the Next button to move to the next page (User Name page).
65. Choose the Next button to move to the next page (Review).
67. Choose the Submit button to submit your transaction to the database.
71. Query your new user (<username>xx) in the User field (to enter a query, choose (M) View >
Query by Example > Enter).
76. Make sure that the Employee Self Service menu is available.
Document Manager
Create documents
• PDF document - In a PDF editing application, add named form fields to contain data from
the action. The form field names are the tags you map to your action's attributes in
Document Management.
• RTF document - When you use an RTF template, the application converts it to PDF
format when you generate your document. You can also insert conditional programming
statements available using RTF technology to display or hide fields based on the values of
other fields. For example, you can display or hide data based on the department or e-mail
address.
Configure Document Groups and Attribute Mappings
• Use document groups to define a collection of documents and associate them with their
corresponding workflow process. To create the link between the document group and the
workflow process, add the function parameter pGroupName=<documentgroupshortname>
using a System Administrator responsibility.
• Add a document to a selected group. You can select from a list of documents in the
database that are not yet part of a group, or you can add a new document.
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.
10. Click the Plus (+) icon in the Add Document column.
11. Click the Create Document button under the Results header.
17. Select the marital_status.pdf document that was supplied with the other courseware for this
class.
Note that your fields from the pdf are defined as attributes here.
19. Select the Search icon next to the Marital Status field to display the Search page.
23. Select the Search icon next to the Title field to display the Search page.
26. Select the Title (Current) attribute for the Personal Information process and click the Select
button.
27. Select the Search icon next to the LastName field to display the Search page.
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.
34. Select the Effective Date attribute (Current) and click the Select button.
36. In the Document Name field under the Search header, enter xx% to search for your new
document.
37. Select the document and click Continue to display the next page.
41. Log on to Oracle HRMS as HRMS/welcome and navigate to the Form Functions window.
42. Select the Search icon to find a custom function. For example, select 01Personal
Information.
44. Place your cursor on the Parameters field and select the Edit Field icon from the toolbar.
• Note: The function parameter is case-sensitive. Make sure that you enter parameter value
exactly the same as the group name.
52. Choose the Update button in the Basic Details region to update the personal information.
53. Select the “Enter new information … “ option and continue to the next page.
54. Select the title for Mary Martin, for example, Mrs.
55. Make a change to the Marital Status, for example, set the status to Married.
56. Choose Next to display the Review page (or the SIT Update page).
57. From the Review page, you can display a printable page which includes any documents
generated by the Document Manager.
58. Select the Printable Page link at the bottom of the page.
59. A dialog box appears to verify whether you want to open the file or save it to your
computer. Open the file.
62. When the Review page is displayed again, choose Cancel to cancel the transaction.
Self-Service Actions
Chapter 17 - Page 1
Self-Service Actions
Self-Service Actions
Chapter 17 - Page 2
Overview – Self-Service Actions
Self-Service Actions
Chapter 17 - Page 3
Types of Self-Service Action
Self-Service Actions
Chapter 17 - Page 4
Life-Cycle of Self-Service Action
Self-Service Actions
Chapter 17 - Page 5
Profile Options for Self-Service Actions
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.
Self-Service Actions
Chapter 17 - Page 7
Conflicting Actions
Self-Service Actions
Chapter 17 - Page 8
Conflicting Actions - Resolution
Self-Service Actions
Chapter 17 - Page 9
Approvals and Access Roles
Self-Service Actions
Chapter 17 - Page 10
Practice - Access Roles and Approvals
Overview
By default, all users can update self-service transactions. In this practice you assign an access
role to a user to prevent the user from updating a transaction that has been routed for approval.
You carry out the following tasks:
• Check that the access role functions correctly by logging on as different users and
displaying the Actions table.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no
resemblance to any particular organization or individuals.
• When using a search function, you can use as a wildcard. For example, you can enter
%Aur% to display all entries containing the string AUR.
• To save your work, select the Save icon in the Professional User Interface, or select the
Save button in SSHR.
Tasks
Assigning an Access Role
You decide to revise your approval policies and wish to restrict particular managers from being
able to update SSHR transactions routed for approval.
Log on to Oracle HRMS as xxuser1 and use the local Super HRMS Manager responsibility to
create a suitable role (xxSSHR No Update) using the SSHR Update Not Allowed role type and
assign this role to Mary Martin (xxUSER2).
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:
Self-Service Actions
Chapter 17 - Page 11
• Absence type: Vacation
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.
Self-Service Actions
Chapter 17 - Page 12
Solution – Access Roles and Approvals
Assigning an Access Role
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.
10. Select the Leave of Absence function from the Employee Self-Service responsibility.
13. In the Start Date field, enter a date, for example, 01-Feb-2006.
14. In the End Date field, enter a date, for example, 05-Feb-2006.
15. Click the Calculate Duration button to populate the Days field.
Self-Service Actions
Chapter 17 - Page 13
Mary Martin xx should be listed as an approver for the transaction.
20. Select All Actions Awaiting My Attention function from the Manager Self-Service
responsibility.
21. The list of actions should include an approval request for Helen’s leave request.
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.
Self-Service Actions
Chapter 17 - Page 14
Configuring Self-Service Actions
Self-Service Actions
Chapter 17 - Page 15
Combining Activities for Self-Service Actions
Self-Service Actions
Chapter 17 - Page 16
What-If Analysis
What-If Analysis
What-If Analysis enables you to see the impact of your proposed action on the selected
person's entitlements to compensation and benefits. For example, you could use What-If
Analysis to see how a life insurance premium would be affected by different pay increases.
Note: To use What-If Analysis, you must run Oracle Advanced Benefits.
Self-Service Actions
Chapter 17 - Page 17
Eligibility Processing
Eligibility Processing
There are 2 types of eligibility profile: Participant and Dependent
You can define eligibility at all levels of the compensation object hierarchy: Program, Plan
Type, plan, and options.
The eligibility profile is not the only deciding factor whether a participant or dependent is
eligible. You must also consider enrollment requirements and/or life events.
Manage Employment Events and eligibility are discussed in greater depth in the People
Management curriculum.
Note: Manage Employment Events may sometimes be referred to as Self-Service Actions.
Self-Service Actions
Chapter 17 - Page 18
Summary
Self-Service Actions
Chapter 17 - Page 19
Advanced Topics
Chapter 18
Advanced Topics
Chapter 18 - Page 1
Advanced Topics
Advanced Topics
Chapter 18 - Page 2
Objectives
Advanced Topics
Chapter 18 - Page 3
Employee Directory
Chapter 19
Employee Directory
Chapter 19 - Page 1
Employee Directory
Employee Directory
Chapter 19 - Page 2
Employee Directory
Employee Directory
Chapter 19 - Page 3
Single Sign-On or Anonymous Log-In?
Employee Directory
Chapter 19 - Page 4
Enabling Single Sign-On
Employee Directory
Chapter 19 - Page 5
Overrides
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.
Employee Directory
Chapter 19 - Page 6
Customer Overrides for Employee Directory
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.
Employee Directory
Chapter 19 - Page 7
Populating the Repository
Employee Directory
Chapter 19 - Page 8
Overrides for Populating the Repository
Employee Directory
Chapter 19 - Page 9
Refresh Modes
Refresh Modes
When you run the Refresh Employee Directory process, you select a Refresh mode: either
Complete or Incremental.
Employee Directory
Chapter 19 - Page 10
Guided Demonstration - Employee Directory and Single Sign-On
The Employee Directory is read only. To enable users to edit their personal information, or to
add or edit their image, follow the procedures below to provide them with single sign on access
to Self-Service:
• Define an FND user for each person that requires access to Self-Service, if they are not
defined as FND users already.
• Enter the employee’s 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.
5. Enter the name of a user in the User Name field. For example, enter XXuser1
Employee Directory
Chapter 19 - Page 11
Configure a Flexfield Segment
9. Initiate a query.
12. Make sure that the Freeze Flexfield Definition box is NOT selected.
The Segments Summary (Additional Personal Details) – Global Data Elements window is
displayed.
15. Enter the information for the new flexfield segment as follows:
Number Name Window Column Value Set Displayed Enabled
Prompt
1 Employee Employee ATTRIBUTE15 FND_USER Yes Yes
Directory Directory
User Name User Name
19. Close all windows to return to the Descriptive Flexfield Segments window.
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.
25. In the Find People window, enter the name of an employee, for example, Aurora%.
27. Place your cursor on the Flexfield field in the bottom right corner of the 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.
39. cd 11.5.0
Employee Directory
Chapter 19 - Page 13
40. cd patch
41. cd 115
42. cd sql
• peredcor.pkb
• peredcor.pkh
• peredlor.pkb
• peredlor.pkh
• peredrcp.pkb
• peredrcp.pkh
From:
To:
48. Scroll down in the package to locate the section of sample code in the package:
Sample Code
per_empdir_ss.personTbl.person_key(p_rec_locator) :=
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.
52. Apply the file to the database, by running the following command:
Note: hrssdvl here is a sample database instance name. apps/apps => login/password for the
database instance.
Employee Directory
Chapter 19 - Page 15
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.
64. Make sure that the All My Requests radio button is selected.
70. Enter Malcolm Aurora in the Search field and click Go.
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:
1. Set the profile options to allow personalization (Personalize Self-Service Defn and FND:
Personalization Region Link Enabled).
Employee Directory
Chapter 19 - Page 16
3. Choose Employee Directory.
5. Choose the Malcolm Aurora link with your own Work Phone number.
9. Scroll down to the bottom of the table to find the Header: Short Cuts row.
11. Change the value of the Rendered field to true under the Responsibility column.
75. Click the Edit My Information link to display the Update Profile page.
76. Explain to the participants that they can upload a photograph if required.
Note: It is possible to add a link to the Personal Information function from this page,
however, this is not yet documented.
Employee Directory
Chapter 19 - Page 17
Summary
Employee Directory
Chapter 19 - Page 18
Responsibility Ownership
Chapter 20
Responsibility Ownership
Chapter 20 - Page 1
Responsibility Ownership
Responsibility Ownership
Chapter 20 - Page 2
Responsibility Ownership
Responsibility Ownership
As an administrator or implementer, you can associate ownership to responsibilities and
display a list of owned responsibilities. You can expand the list of responsibilities to display
the menus and functions attached to each responsibility. From the list of responsibilities, you
can see the number of people with access to each responsibility both within the organization
(within your HR security access environment) and outside of the organization (outside of your
HR security access environment). This provides additional security as you can review and
restrict the number of people outside of your organization with access to particular
responsibilities.
You can display the user ID and other information for each user with access to the
responsibility and if required, revoke access directly in the self-service page. If you choose to
revoke access to a responsibility, the affected user receives notification of the change.
Responsibility Ownership
Chapter 20 - Page 3
Additional Configuration Steps
Responsibility Ownership
Chapter 20 - Page 4
Practice - Creating Data Grants for Responsibility Ownership
Overview
In this practice, you learn how to create a data grant to enable users access to the Responsibility
Ownership functionality.
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.
Responsibility Ownership
Chapter 20 - Page 5
Solution - Creating Data Grants for Responsibility Ownership
1. Log in to Oracle HRMS using hrms/welcome and use the Functional Administrator
responsibility.
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.
6. Navigate to the Security Context region to define the context for applying the grant. In the
Grantee Type field, select Specific User.
7. In the Grantee field, enter xxuser1, where xx represents your unique identifier.
8. Navigate to the Data Security region. In the Object field, search for and select the delivered
object FND_USER_RESP_GROUPS.
Note: Oracle provides this object for use with the Responsibility Ownership functionality.
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.
12. The data set instance comprises three segments of information. Enter the following
information:
Field Value
Responsibility ID 50101
Application ID 800
Security Group ID 0
Note: Oracle provides this function set for use with the Responsibility Ownership
functionality.
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
Responsibility Ownership
Chapter 20 - Page 8