## Getting Started with JD Edwards EnterpriseOne Human Capital Management Self-Service

This chapter discusses:

- JD Edwards EnterpriseOne HCM Self-Service overview.

- JD Edwards EnterpriseOne HCM Self-Service implementation.

### JD Edwards EnterpriseOne HCM Self-Service Overview

The JD Edwards EnterpriseOne Human Capital Management (HCM) Self-Service system from Oracle allows employees to complete tasks online through a company intranet site. Self-service reduces the handling of documents between employees and the human resources department by allowing employees to access information, forms, and services through desktop computers. For example, employees can use self-service to review and update personal data and enroll in benefits online. When employees update information through self-service, the changes made by the employee can be posted to a temporary workfile, where a company representative can review the changes before posting them to the employee database.

The type of information that is available on your self-service website is defined by your company. For example, your company might allow employees to make address changes but not benefits changes.

Employee and manager self-service are applications that you can purchase in addition to the human capital management products. To use employee or manager self-service, you must have purchased some or all of the human capital management products.

This is a table of the employee and manager applications that you can use based on the human capital management modules that you have purchased:

Human Resources | Payroll | Time and Labor
Employee Self-Service: Enroll in benefits (open enrollment). Enroll in benefits (based on life events. Review employee personal profile information. Enter or revise competency information. Request a verification-of-employment letter. Enter automatic deposit information. Review and change dependents and beneficiaries information. Complete self appraisal. Change daily diary entries. | Employee Self-Service: Review pay stubs. Review and request leave time. Review and update IRS Form W-4. | Employee Self-Service: Enter timecards Review timecard information
Manager Self-Service: Use Managers workbench. Change an employee status. Approve bank information for automatic deposits. Enter data for verification-of-employment letters. Create Organizational charts. Manage compensation. Run managers reports. Assign delegates. Approve automatic deposit information. Review upcoming employee reviews. Setup information for new employees. Approve competency information. Request employee competency changes. Browse internal jobs. Review organizational charts. Review historical/current performance appraisals. |  | Manager Self-Service: Review and approve self-service timecards.

JD Edwards EnterpriseOne Human Capital Management Self-Service features enable employees and managers to conduct business, initiate transactions, and obtain needed information with rapid, cost-effective, online access to HR, payroll, and life management functions at any time. These robust features free HR personnel from administrative details so that they can focus on strategic tasks.

eRecruit

This is a table of the eRecruit features that you can use based on the human capital management modules that you have purchased:

User | Features
Applicant Self-Service | Create Log in Name and Password Change Password Browse and Search Job Postings View Job Posting/Description Add to Job Basket View Job Basket Apply Online Email Job Posting to other interested individuals View/Edit Personal Information View Submitted Applications
Recruiter Self-Service | Define Standard Phrases Define Job Categories and Associated Tasks Add Job Postings (in one or more languages) Preview Job Postings Manage/Edit Job Postings Attach Competencies. Add Multiple Languages to a Posting. Delete Job Postings Review Applicants Review References. Review Cover Letter. Review Resume. Review Job Specific Qualifications. Flag Applicants for Further Processing. Manage Applicant Data

### JD Edwards EnterpriseOne HCM Self-Service Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne HCM Self-Service system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About This Documentation, with information about where to find the most current version of each.

See About This Documentation

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Tax Processing, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

#### Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal

You can use the JD Edwards EnterpriseOne Collaborative Portal to implement JD Edwards EnterpriseOne HCM Self-Service. This guide does not describe in detail how to install and configure the Collaborative Portal. However, this section provides an overview of the general steps involved in installing and configuring the Collaborative Portal.

Use this table as a guide to the installation and configuration process for the Collaborative Portal and the JD Edwards EnterpriseOne portlets. You should perform the steps in the order listed.

Step | Reference
1. Verify that you meet the minimum technical requirements (MTRs) to implement the JD Edwards EnterpriseOne Collaborative Portal. | JD Edwards EnterpriseOne Tools 8.98 Hardware and Software Requirements Guide
2. Install and configure the JD Edwards EnterpriseOne system. 3. Apply the updates, service packes, or Electronic Software Updates (ESUs) specified in the MTRs. | See your JD Edwards EnterpriseOne installation documentation.
4. Install and configure the IBM WebSphere Portal. | Use one of these guides: WebSphere Portal 5.0 – Multiplatforms Installation and Configuration for iSeries WebSphere Portal 5.0 – Multiplatforms Installation and Configuration for Unix WebSphere Portal 5.0 – Multiplatforms Installation and Configuration for Windows WebSphere Portal 5.1 – Multiplatforms Installation and Configuration for iSeries WebSphere Portal 5.1.0.1 – Multiplatforms Installation and Configuration for Unix WebSphere Portal 5.1.0.1 – Multiplatforms Installation and Configuration for Windows
5. Install and configure the JD Edwards EnterpriseOne Collaborative Portal. | JD Edwards EnterpriseOne Tools 8.98 Collaborative Portal Installation
6. Generate JD Edwards EnterpriseOne portlets in the WebClient_Portal.war file. | Use both of these guides: JD Edwards EnterpriseOne Tools 8.98 Development Tools: Form Design Aid Guide, Understanding Portlet Forms, Generating Portlets JD Edwards EnterpriseOne Tools 8.98 HTML Web Server Installation, Appendix A: Generating JD Edwards EnterpriseOne Serialized Objects, Generating an FDA-Created Portlet
7. Install the WebClient_Portal.war file in the Collaborative Portal. | WebSphere Portal for Multiplatforms: See http://publib.boulder.ibm.com/infocenter/wpdoc/v510/index.jsp?topic=/com.ibm.wp.ent.doc/wpf/welcome.html
8. Create pages and add portlets to pages in the Collaborative Portal. | WebSphere Portal for Multiplatforms: See http://publib.boulder.ibm.com/infocenter/wpdoc/v510/index.jsp?topic=/com.ibm.wp.ent.doc/wpf/welcome.html

#### Global Implementation Steps for JD Edwards EnterpriseOne HCM Self-Service

This table lists the suggested global implementation steps for JD Edwards EnterpriseOne HCM Self-Service:

Step | Reference
1. Set up companies, fiscal date patterns, and business units. | See Setting Up Organizations.
2. Set up accounts, and the chart of accounts. | See Creating the Chart of Accounts.
3. Set up the General Accounting constants. | See Setting Up the General Accounting System.
4. Set up multicurrency processing, including currency codes and exchange rates. | Setting Up General Accounting for Multicurrency Processing Setting Up Exchange Rates
5. Set up ledger type rules. | See Setting Up Ledger Type Rules for General Accounting.
6. Enter address book records. | See Entering Address Book Records.

#### Implementation Steps for the JD Edwards HCM Self-Service System

This table lists the implementation steps for the JD Edwards EnterpriseOne HCM Self-Service system.

Step | Reference
1. Enter the common settings for self-service. | See Setting Up Common Settings for Self-Service.
2. Set up verification of employment, name and address change, emergency contacts and phones, and paid time-off inquiry. | See Setting Up Employee Self-Service.
3. Create director form rules, review setup tables and instructions, set up the self-service form, and create a self-service process flow script for IRS For W-4. Also revise the IRS W-4 Form Workfile, set up URLs, and save employee W-4 information. | See (USA) Setting Up IRS Form W-4.
4. Set up upcoming reviews by supervisor, the employee setup process, employee status change, manager reports, organization charts for the Web, and manager delegates. | See Setting Up Manager Self Service.
5. Set up the time entry director form, create the employee self-service time entry interface, and assign pay types to employee groups. | See Setting Up Self-Service Time Entry.
6. Set processing options for Recruitment Self Service Menu (P08400) and Applicant Login (P08405) | See eRecruit System Setup.
7. Set up posting categories, settings by posting category, standard phrase categories, and standard phrases. | See eRecruit Applications Setup.
8. Implement employee benefits setup. | See Employee Self-Service Benefits Setup.
9. Set up common settings for benefits self-service. | See Setting Up Common Settings for Benefits Self Service.
10. Link categories to benefit groups | See Defining Benefit Category Rules for Self Service.
11. Set up URLs for: 12. Benefit plan options 13. Benefit plans 14. Benefit categories 15. Benefit groups | See Setting Up URLs for Self-Service Benefits.
16. Implement benefit enrollment events | See Setting Up Benefit Enrollment Events for Self Service.
17. Set up benefit categories by enrollment event. | See Setting Up Benefit Categories by Enrollment Event.
18. Set up allowed dependent relationships by plan. | See Setting Up Allowed Dependent Relationships by Plan.
19. Set up dependent selection automatically and build the current coverage workfile. Set up a current dependent and beneficiary workfile, build the available plans workfile, exclude benefit plans or categories from a work file build, and build the personal information workfile. Also set up steps and rules for director process flows. | See Setting Up Workfiles for Benefits Self Service.
20. Set up benefit contribution limits and maximum coverage increase limits. | See Setting Up Self-Service Benefit Plan Guidelines.
21. Run the Populate Director Form Rules/Edits report, define process flow scripts, and set up translated director text. | See Setting Up Self-Service Process Flows.
22. Set up form options, benefit confirmation statement options, processing options for the enrollment statement, and self-service benefits workflow approval. | See Setting Up Form Options and Workflow Approval.
23. Set processing options and run these programs: 24. Update Employee Personal Information to Live Tables (R054104) 25. Update Benefits Information to Live Tables (R085524) | See Saving Self-Service Employee Information.
26. Review self-service history, set processing options for Work With Employee Self Service History (P085585), and revise the current coverage workfile. Revise the available plans workfile, and review dependent and beneficiary current coverage revisions. Revise the dependent and beneficiary updated revisions workfile, and revise the personal profile workfile. | See Reviewing History and Revising Self-Service Workfiles.
27. Implement new DBA plan rates. | See Setting Up New DBA Plan Rates.
28. Purge these tables: 29. Employee Current and Pending Elections Work Table 30. Dependent and Beneficiary Cross-Reference Work Table 31. Current Dependent and Beneficiary Cross-Reference work Table 32. Employee Personal Information, Contacts, and Phone Work Tables 33. Available Plans and Plan Options Work Table | See Managing Benefits Self-Service Work Files.