self service human resource

8/3/2019 Self Service Human Resource

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The City Schools ERP Department Fakhra Muhammad Ali (Sr. Officer ERP)

SelfService Human Resources (SSHR)

This is web based HR system.

What are the advantages of a web based HR system?

SelfService Human Resources (SSHR) is designed to be intuitive, easy to use,

and easily accessible. With only a web browser and an internet connectionemployees and managers can manage HR information.

Oracle Workflow is embedded in SSHR. You use Workflow to manage the flow

of information between the HR professional, the line manager and employee or

applicant

Who can use SSHR?

Typically there are four types of user for SSHR. They are:

Employees

Line Managers

Approvers

HR Professionals

Employees

Can only access and change their own personal information.

They may, for example, change their address if they have moved home,

Update their resume, apply for a

Line manager

Can view and change their own personal information and the information of the

people they manage. Line managers also have access to additional management tools.A manager can for example, conduct an appraisal on one of their employees or plan a

successor to a position whose incumbent is about to retire.

Approver

This person is often a manager who needs to be informed of any changes to apersons records. They are notified by email and may either approve or reject a

request, for example to attend a Class. Often they do not initiate or maintain an

approval process but simply participate.

HR professional

This person will typically set up and maintain appraisal and assessment templates. Todo this they must be familiar with Oracle HRMS, SSHR and, perhaps Oracle Training

Administration for class enrollments.


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What functionality does SSHR provide?

Applications for a Jobs

Changing Assignment Details

Changing Cost Center

Running the Skills Matching Report

Updating Personal Information

Terminating an Employee

Entering Extra Information

Entering a New Hire

Appraisals

Applying for a Job

Concept

Employees and contingent workers can use the Apply for Job page to search and apply for jobsonline. Using this module you can: Search for available jobs using the location code and date posted criteria.

View job details such as job title, organization name, location, and the date the vacancy is

posted.

Apply for jobs from the Job Details page using the Apply button. Applicants can attach a

resume to their job application.


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Procedure

Step Action

1. Begin by navigating to the Apply for Job page.

Click the Employee Self-Service link.

2. Click the Apply for Job link.


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Step Action

3. Use the Apply Jobs page to search, view and apply for jobs.


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Step Action

4. Click the Location Code list.

5. Search for available jobs using the location code and date posted criteria. The

location code is the name of a location as entered in Oracle HRMS. This code

distinguishes between different locations in the same city and identifies exactlywhere a job is based.

Click the HR- Denver list item.

6. Click the Go button.

7. Click the Benefits Manager - Denver link.

8. You can view job details such as job title,organization name, location, and the date

the vacancy is posted.

Click the Apply button.

Step Action

9. Use the Job Details page to apply for the jobs. Applicants can upload their resume

with description for a specific job in the search results table.

10. Click in the File Path field.


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Step Action

11. Enter the desired information into the File Path field. Enter

"D:\Cbrown_Resume.doc".

12. Click in the Description field.

13. Enter the desired information into the Description field. Enter "Resume forbenefits manager job".

14. Click the Finish button.

Step Action

15. You have applied for a job.

End of Procedure.

Changing Assignment Details


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Concept

The assignment of an employee or worker identifies their role and payroll within a business

group. The assignment is made up of a number of assignment components, for example, the

organization and payroll.

The Assignment Details page displays this assignment information for a particular employee or

worker, and also enables you to display additional related information, for example, the hire date

or assignment number If multiple assignments are enabled, the HR Professional can select which

assignment information to display.

You can change or enter additional information, such as supervisor details, special ceilingprogression points, and salary information, in the tabbed regions of the Assignment page.

In this topic, you will change the assignment details of an employee.

Procedure


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Step Action

16. Begin by navigating to the Worker Status Changepage.

Click the Manager Self-Service link.

17. Click the Worker Status Change link.


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Step Action

18. Use the Worker Status Changepage to change the assignment details of an

employee.


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Step Action

19. Click the Action button.

20. Click in the Effective Date field.

21. Enter the desired information into the Effective Date field. Enter "1-Jan-2006".

22. Click the Continue button.

Step Action

23. Use the Assignment page to change the employment details.

24. Click in the Department Name field.

25. Enter the desired information into the Department Name field. Enter "Corporate

Human Resources".


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Step Action

26. Click in the Job Title field.

27. Enter the desired information into the Job Title field. Enter "TRN500.Trainer".

28. Click in the Position Name field.

29. Enter the desired information into the Position Name field. Enter"TRN540.Management Trainer".

30. Click in the Grade Ladder field.

31. Click the vertical scrollbar.


33. Enter the desired information into the Grade Ladder field. Enter "Vision

Operator Ladder".

34. Click the vertical scrollbar.35. Click in the Grade Name field.

36. Enter the desired information into the Grade Name field. Enter "GSP.1.Man".



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Step Action

38. Click the Ceiling Point list.

39. To change the grade if grade steps exist.

Click the Step 1 list item.


41. Click in the Team field.

42. Enter the desired information into the Team field. Enter "Bronze".

43. Click in the National Bargaining Unit field.

44. Enter the desired information into the National Bargaining Unit field. Enter

"AFGE".

45. Click the Salary Basis list.

46. Click the Exempt list item.

47. Click in the Salary Review Period field.

48. Enter the desired information into the Salary Review Period field. Enter "2".


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Step Action

49. Click the Salary Review Frequency list.

50. Click the Year list item.

51. Click in the Performance Review Period field.

52. Enter the desired information into the Performance Review Period field. Enter

"2".

53. Click the Performance Review Frequency list.


55. Click in the Billing Title field.

56. Enter the desired information into the Billing Title field. Enter "ZA-01".

57. Click the Next button.

Step Action

58. Use the Change Location page to change the location of an employee.


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Step Action

59. Click in the Location field.

60. Enter the desired information into the Location field. Enter "HR- San Francisco".


Step Action

62. Use the Work Schedule page to change the work schedule information of an

employee.

63. Click in the Work Hours field.

64. Enter the desired information into the Work Hours field. Enter "45".

65. Click the Assignment Category list.

66. Click the Fulltime-Regular list item.



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Step Action

68. Use the Select A Pay Action page to change the pay action information of an

employee.

69. Click the Propose Pay Change button.

70. Click the Reason For Pay Change list.

71. Click the Cost of Living list item.

72. Click in the Actual Pay Amount field.

73. Enter the desired information into the Actual Pay Amount field. Enter "6000".

74. Click in the Annual Full Time Equivalent field.


76. Click in the Comments field.77. Enter the desired information into the Comments field. Enter "Monthly Salary

6000 USD".

78. Click the Apply button.



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Step Action

80. Use the Change Managerpage to change the manager information.

81. Click in the Manager field.

82. Enter the desired information into the Manager field. Enter "Erickson, Barry".



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Step Action

84. Use the Special Informationpage to add the special information.

85. Click the Add button.


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Step Action

86. Use the Disabilitiespage to enter the disability type.

87. Click in the Type field.

88. Enter the desired information into the Type field. Enter "Deaf".

89. Click the Start Date button.

90. Enter the desired information into the Start Date field. Enter "01-Jan-2003".



Step Action

93. Use the Review page to review the worker status change information that you have

entered.


95. Click in the Comments to Approver field.

96. Enter the desired information into the Comments to Approver field. Enter "Please

review the assignment changes".

97. Click the Submit button.


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Step Action

98. You have changed the assignment details of an employee.

End of Procedure.

Changing Cost Center

Concept

You can personalize the Cost Center information using the Oracle Self-Service HR(SSHR)

function level customization. You can create a copy of the function and make your own

personalizations accordingly. However, if you prefer to work with your own custom functions

rather than the delivered functions, you should be aware that you will lose any delivered function-

level personalizations.

Oracle delivers a number of SSHR processes with function-level personalizations. If you copy ofone of these processes to create your own version, you lose the function-level personalizations.

Procedure


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Step Action

99. Begin by navigating to the Change Cost Centerpage.


100. Click the Change Cost Center, Location and Manager link.


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Step Action

101. Use the Change Cost Center page to change the cost center, location, and manager

of an employee.


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Step Action


Step Action

103. Click in the Effective Date field.

104. Enter the desired information into the Effective Date field. Enter "02-Jan-2007".



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Step Action


107. Enter the desired information into the Department Name field. Enter "Vision

Corporation".


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Step Action


109. Enter the desired information into the Job Title field. Enter "COU200.Council".110. Click in the Position Name field.

Step Action

111. Enter the desired information into the Position Name field. Enter

"COU210.Corporate Attorney".



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Step Action



115. Enter the desired information into the Manager field. Enter "Erickson, Barry".



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Step Action



119. Enter the desired information into the Comments to Approver field. Enter

"Request for changing employee details".



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Step Action

121. You have changed the cost center information of an employee.

End of Procedure.

Running the Skills Matching Report

Concept

The Skills Matching Report matches employees, applicants, or both against the requirements of

one job or position (held in Special Information Types). You can select the closeness of the match

you require.


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Procedure

Step Action

122. Begin by navigating to the Submit Requestpage.

Click the vertical scrollbar.

123. Click the Human Resources, Vision Enterprises link.



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Step Action

125. Click the Submit Processes and Reports link.

126. Click the OKbutton.


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Step Action

127. The Submit Request page enables you to enter general report parameters. These

parameters include report title, operating unit, language, when to run the report, and

what to do with the output.


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Step Action

128. Click in the Name field.

129. Enter the desired information into the Name field. Enter "Job and Position Skills

Matching Report".

130. Click in the Parameters field.

Step Action

131. The Parameters page enables you to enter the request parameters. These

parameters will be used to define the processing rules and data to be included when

the report/request is run.

132. Select the Job to which you want to match people.

Enter the desired information into the Job field. Enter "REC500.Recruiter".


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Step Action

133. Click in the Person Type field.


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Step Action

134. Enter the desired information into the Person Type field. Enter "Employees".

Step Action

135. The Required Level of Matching field displays the level of closeness of the match

you require.

136. Click the OKbutton.

orPress [Alt+O].


orPress [Alt+m].


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Step Action

138. Click the No button.

139. Click the View menu.

140. Click the Requests menu.


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Step Action

141. Click in the Request ID field.

142. Enter the desired information into the Request ID field. Enter "5195786".

143. Click the Find button.


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Step Action

144. Click the View Output button.

orPress [Alt+p].


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Step Action

145. The Skills Matching Report is displayed.

146. You have completed the Running the Skills Matching Report procedure.

End of Procedure.

Updating Personal Information

Concept

Employees can use the Personal Information page to update and maintain their personal

records. The Personal Information includes basic personal details, address, phone numbers,

dependents and beneficiaries and emergency contacts.

In this topic, you will update personal information using the Personal Information page.


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Procedure

Step Action

147. Begin by navigating to the Personal Information page.

Click the Employee Self-Service link.

148. Click the Personal Information link.


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Step Action

149. The Personal Information page will display basic details like name, marital status,

etc of an employee, and contact details like phone numbers and address.

You can modify any of this information by clicking on the Updatebutton

corresponding to the region you want to update.


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Step Action

150. Click the Update button.

Step Action

151. In the Basic Details: Choose Option page, you can select to correct or completethe current details or enter new information like a change in marital status.


153. Click the Marital Status list.

154. Click the Single list item.



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Step Action

156. You can review the changes you have made in the Personal Information: Review

page before you submit the updates you have made.



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Step Action

158. You have completed updating personal information using the Personal

Information page.

End of Procedure.

Terminating an Employee

Concept

You can use the Termination page to end an employment relationship. A manager can select the

Termination function to select the termination of a specific employee or contingent worker.

However,a manager can only terminate an employee if he or she has access to the primary

assignment for the person.


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Procedure

Step Action

159. Begin by navigating to the Termination page.


160. Click the Termination link.


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Step Action

161. When as a manager you select the Termination link from the menu, the

Termination page will display a People in Hierarchy,from where you can select

an employee or contingent worker for termination.

This hierarchy is usually supervisor or position-based.


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Step Action


Step Action

163. You will select the effective date for the termination of the employmentrelationship in the Termination: Effective Date Options page.



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Step Action

165. In the Terminationpage, you will give details of the reason for which you are

terminating the employment of this employee.

166. Click the Reason list.

167. Click the Better Opportunity list item.

168. Click in the Comments field.

169. Enter the desired information into the Comments field. Enter "Better work

opportunities.".



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Step Action

171. In the Termination: Review page, you can review the information you have

entered as well as add comments for the approver who will approve thistermination.



174. Enter the desired information into the Initiator Comments field. Enter "Pleasereview the termination request".



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Step Action

176. You have completed terminating an employment relationship using the

Terminationpage.

End of Procedure.

Entering Extra Information

Concept

The Extra Information Types (EITs) is a type of flexfield that allows you to set up unlimited

amounts of extra information. They are often used by localizations for capturing local

information.

Example of an Extra Information Type is the passport information for an employee or worker youcan capture this information by creating an EIT entitled Passport Details with the following

segments: Country

Passport number

Issue date

Expiry date


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Procedure

Step Action

177. Begin by navigating to the Extra Information page.


178. Click the Extra Information link.


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Step Action

179. Use the Extra Information page to enter the extra information for an employee.


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Step Action


Step Action

181. Click the Add button.


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Step Action

182. Use the Academic Rank Details page to enter academic information for an

employee.

183. Click in the Academic Rankfield.

184. Enter the desired information into the Academic Rankfield. Enter "Associate

Professor".185. Click in the Effective Start Date field.

186. Enter the desired information into the Effective Start Date field. Enter "01-Jan-

2007".

187. Click in the Effective End Date field.

188. Enter the desired information into the Effective End Date field. Enter "31-Dec-

2007".

189. Click in the Next Academic Rankfield.

190. Enter the desired information into the Next Academic Rankfield. Enter

"Professor".

191. Enter the desired information into the Projected Date field. Enter "01-Jan-2008".



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Step Action




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Step Action

195. You have entered extra information.

End of Procedure.

Entering a New Hire

Concept

You can use the New Hire processes to hire applicants and to bring in contingent workers to yourenterprise. These processes enable you to enter data in a series of web pages and to then finally

hire the applicant or contingent worker.


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Procedure

Step Action

196. Begin by navigating to the Hire page.


197. Click the Hire link.


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Step Action

198. The Hire page enables you to enter the basic and personal details for the new hire.


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Step Action

199. Click in the Last Name field.

200. Enter the desired information into the Last Name field. Enter "Fran".

201. Click in the First Name field.

202. Enter the desired information into the First Name field. Enter "Oswald".

203. Click in the Date of Birth field.

204. Enter the desired information into the Date of Birth field. Enter "01-Nov-1978".

205. Click in the Social Security field.

206. Enter the desired information into the Social Security field. Enter "341-55-6504".

207. Click in the Start Date field.

208. Enter the desired information into the Start Date field. Enter "27-Nov-2007".


Step Action

210. Click the Person Type list.


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Step Action

211. Click the Employee list item.

212. Click the Title list.

213. Click the Mr. list item.

214. Click in the Preferred Name field.

215. Enter the desired information into the Preferred Name field. Enter "Fran".

216. Click the Marital Status list.

217. Click the Single list item.

218. Click in the Organization Email Address field.

219. Enter the desired information into the Organization Email Address field. Enter

"[email protected]".

220. Click the Gender list.

221. Click the Male list item.



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Step Action

223. Click the Type list.

224. Click the Home list item.

225. Click in the Address Line 1 field.

226. Enter the desired information into the Address Line 1 field. Enter "1504".


228. Enter the desired information into the Address Line 2 field. Enter "9th Street".


230. Enter the desired information into the Address Line 3 field. Enter "Silvis".

231. Click the Search for City scrollbar.

Step Action

232. Click in the Search field.

233. Enter the desired information into the Search field. Enter "Illinois%".


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Step Action


235. Click the Select option.

236. Click the Select button.

Step Action

237. Click in the Number field.

238. Enter the desired information into the Number field. Enter "741036473".

239. Click the Add Another Row button.

240. Click the Phone Number Type list.

241. Click the Mobile list item.

242. Click in the Number field.

243. Enter the desired information into the Number field. Enter "653450987".



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Step Action


246. Enter the desired information into the Department Name field. Enter "Vision

Corporation".



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Step Action

248. Enter the desired information into the Job Title field. Enter "ENG021.Associate

Engineer".


250. Enter the desired information into the Grade Ladder field. Enter "Vision

Engineering Ladder".251. Click in the Grade Name field.

252. Enter the desired information into the Grade Name field. Enter "VEN.5.East".


254. Click the Ceiling Point list.

255. Click the Step 1 list item.


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Step Action

256. Click in the Team field.

257. Enter the desired information into the Team field. Enter "Customer Support".

258. Click in the National Bargaining Unit field.

259. Enter the desired information into the National Bargaining Unit field. Enter

"AFGE".

260. Click the Assignment Category list.

261. Click the Fulltime-Regular list item.

262. Click in the Bargaining Unit field.

263. Click in the Bargaining Unit field.


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Step Action

264. Click in the Search field.

265. Enter the desired information into the Search field. Enter "AFGE".


267. Click the Select option.

268. Click the Select button.

269. Click the Salary Basis list.

270. Click the Annual list item.

271. Click in the Salary Review Period field.

272. Enter the desired information into the Salary Review Period field. Enter "1".

273. Click the Salary Review Frequency list.


275. Enter the desired information into the Performance Review Period field. Enter

"1".


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Step Action

276. Click the Performance Review Frequency list.


278. Click in the Billing Title field.

279. Enter the desired information into the Billing Title field. Enter "ZA-01".


Step Action

281. Click the Propose Pay Change button.

282. Click in the Actual Pay Amount field.

283. Enter the desired information into the Actual Pay Amount field. Enter "8000".

284. Click in the Change Amount field.


286. Click in the Comments field.


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Step Action

287. Enter the desired information into the Comments field. Enter "Annual Salaried".



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Step Action


Step Action


291. Enter the desired information into the Manager field. Enter "Aaron, Jenette".




295. Enter the desired information into the Comments to Approver field. Enter "Full-

time Employment Requisition for Fran Oswald".



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Step Action

297. You have completed Creating New Hire procedure.

End of Procedure.

Appraisals

Concept:The appraisal functionality is used by a manager to perform appraisals of employees in

his / her people hierarchy.The type of appraisal available to a user depends on where you select the appraisal

function. If you log into SSHR as an employee (Employee Access) and select an

appraisal you will open a self-appraisal function.However, if you log into SSHR as a manager (Line Manager Access) select an employee

name from the People List and choose to conduct an appraisal on that employee you open

a ManagerEmployee appraisal.

Types of appraisal ManagerEmployee Appraisal


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360 Degree Appraisal (ManagerEmployee)

SelfAppraisal

360 Degree Self-Appraisal

Note: An appraisal is complete when the appraising manager sets the published flag.

Once published no updates can be made.

Employee Appraisals

An employee can create a SelfAppraisal, a 360 Degree Self-Appraisal or view an

appraisal they have created. In most cases the results of a self-appraisal are private to theappraisee until published. In a self-appraisal the appraisee can see all the appraisal

information. To publish a self-appraisal an employee selects Publish from the Publication

Status drop down list in the Appraisal Overview page. Once published an appraisal

cannot be updated.

Degree Self-Appraisal

an employee selects Publish from the Publication Status drop down list in the AppraisalOverview page.

Note: In a 360 Degree Self-Appraisal you can set a profile option that enables managers

(and anyone with secure access to the persons records) to view an unpublished 360Degree selfappraisal. This profile option does not apply to Self-appraisals.

ManagerEmployee Appraisals

There are two types of manager employee appraisal a:

1. manageremployee appraisal2. 360 Degree appraisalA manager who creates an appraisal, the appraising manager, can always see the details

of the appraisal. The employee being appraised has no access, to the appraisal, until the

appraising manager publishes the appraisal. Any other managers (i.e. not the appraising

manager) of the employee cant see the appraisal information either, until the appraisal ispublished. When an appraisal is published the employee has access to all the contents

except any reviewer comments.

360 Degree appraisal

reviewer has view only access to the appraisal header, questionnaires and reviewer

names. They have no access to summary performance or comments from other reviewers.

Updating ReviewersThis page is also used to manage and record the status of the review process. Forexample, a manager can:

Add a reviewer

Notify a reviewer


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Renotify (remind) a reviewer

Send a notification message

Find the date a reviewer was last notified

Find the date the reviewer completed the review

Prevent a reviewers access to an appraisal

Updating AppraisersAn appraising manager can add an appraiser to an appraisal using the Update Appraiserweb page. This page is also used to manage and record the status of the appraisers

process.

Changing an appraising manager

A user can change their appraising manager in several ways. An employee can change aself appraisal to a ManagerEmployee byselecting Change Appraising manager link. Or, a manager may reassign a Manager

Employee appraisal to another member of their department.

Note: The appraising manager link cannot be selected in the following circumstances, if: A questionnaire has been saved

An appraisal is published

The appraisal template has an assessment attached An employee has opened a 360 Degree appraisal for themselves

Reviewers comments exist

QuestionnairesA questionnaire is used to collect survey type information from a user. You create a

questionnaire using the SSHR create questionnaire web page and attaching the

questionnaire to an Appraisal template.

Note: Questionnaires can only be used in 360 Degree type Appraisals.


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Procedure

Navigation Path: Self Service Human Resource > Manager Self Service > Appraisals

The main appraisals page shows completed and in-progress appraisals for which you aremain appraiser. To see appraisals for people in your people hierarchy (for which you may

not be main appraiser), click View Appraisals in People Hierarchy.


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In order to perform an appraisal on an employee in your people hierarchy click on the

Appraise button appearing on the main page.

Once you have clicked on the Appraise button the page shown above will appear. If you

want to share the appraisal with the appraisee, click on the Share With Appraisee


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button. You can also change the main appraiser by clicking on the Change Main

Appraiser button. More participants performing the appraisal can be added using theAdd Participants button.

Participants fall into three categories:Appraisers; can update competencies and objectives, complete questionnaires, and

provide overall comments.Reviewers; can view others' evaluations and provide comments, but cannot completequestionnaires

Other Participants can complete questionnaires only. They cannot view others'

evaluations, nor can they provide comments. You can select Other Participants for 360-

Degree appraisals only.

In order to start the appraisal click on the Update Appraisal button. An appraisal has

two parts; the overview and the review. The overview requires an appraiser to rank theappraisees competencies, add their objectives, and write overall ratings and comments.


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Once you have completed the fields required for the appraisal, click the Continue

button. This will take you to the Review screen.

To finish reviewing the appraisal click on the apply button. This will apply the general

part of the appraisal. Once this is done the appraiser will give the final ratings by clickingon the Give Final Ratings button. Once he has given the final ratings the appraisal will

self service human resource

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