JD Edwards EnterpriseOne Human Capital Management Self-Service Preface

JD Edwards EnterpriseOne Products

JD Edwards EnterpriseOne Application Fundamentals

About This Documentation

Common Elements Used in This Implementation Guide

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

JD Edwards EnterpriseOne HCM Self-Service Overview

JD Edwards EnterpriseOne HCM Self-Service Implementation

Setting Up Common Settings for Self-Service

Understanding Self-Service Web Pages

Understanding Common Settings for Self-Service Setup

Entering the Common Settings for Self-Service

Setting Up Employee Self-Service

Understanding Employee Self-Service Setup

Setting Up Verification of Employment

Setting Up Name and Address Change

Setting Up Emergency Contacts and Phones

Setting Up Paid Time-Off Inquiry

(USA) Setting Up IRS Form W-4

Understanding IRS Form W-4 Setup

Prerequisite

Creating Director Form Rules for IRS Form W-4

Reviewing Setup Tables and Instructions for IRS Form W-4

Setting Up the Self-Service Form for IRS Form W-4

Creating a Self-Service Process Flow Script for IRS Form W-4

Revising the IRS W-4 Form Workfile

Setting Up URLs for IRS Form W-4

Saving Employee W-4 Information

Setting Up Manager Self Service

Understanding Manager Self-Service Setup

Setting Up Upcoming Reviews by Supervisor

Setting Up the Employee Setup Process

Setting Up Employee Status Change

Setting Up Manager Reports

Setting Up Organizational Charts for the Web

Setting Up Delegates for Managers Workbench

Setting Up Manager Delegates for Time Entry

Setting Up Self-Service Time Entry

Understanding Self-Service Time Entry Setup

Setting Up the Time Entry Director Form

Creating the Time Entry Interface for Employee Self-Service

Assigning Pay Types to Employee Groups

Working with Labor Distribution Periods

Understanding the eRecruit System

The eRecruit System

eRecruit Tables

User Defined Codes for eRecruit

eRecruit System Setup

Understanding eRecruit System Setup

Setting Up the Encryption Key

Setting Processing Options for Recruitment Self Service Menu (P08400)

Setting Processing Options for Applicant Login (P08405)

eRecruit Applications Setup

Understanding eRecruit Setup

Defining Posting Categories

Defining Settings by Posting Category

Defining Standard Phrase Categories

Defining Standard Phrases

Managing Job Postings

Understanding Job Posting Management

Prerequisite

Creating and Editing a Job Posting

Building Job Posting Records

Processing eRecruit Applicants

Understanding eRecruit Applicant Processing

Prerequisite

Reviewing Submitted Applications

Performing eRecruit Searches

Building the eRecruit Search Index

Processing Recruitment Records (R08470)

Updating Applicant Personal Information (R08490)

Employee Self-Service Benefits Setup

Understanding Employee Self-Service Benefits Setup

Implementing Employee Benefits Setup

Setting Up Common Settings for Benefits Self Service

Understanding Common Settings for Benefits Self Service

Implementing the Settings

Defining Benefit Category Rules for Self Service

Understanding Benefit Category Rules for Self Service

Linking Categories to Benefit Groups

Setting Up URLs for Self-Service Benefits

Understanding URLs for Self-Service Benefits

Prerequisites

Setting Up URLs for Benefit Plan Options

Setting Up URLs for Benefit Plans

Setting Up URLs for Benefit Categories

Setting Up URLs for Benefit Groups

Setting Up Benefit Enrollment Events for Self Service

Understanding Benefit Enrollment Events for Self Service

Implementing Benefit Enrollment Events

Setting Up Benefit Categories by Enrollment Event

Understanding Benefit Categories by Enrollment Event

Implementing the Settings

Setting Up Allowed Dependent Relationships by Plan

Understanding Allowed Dependent Relationships by Plan

Implementing the Settings

Setting Up Workfiles for Benefits Self Service

Understanding Workfiles for Benefits Self Service

Setting Up Dependent Selection Automatically

Building the Current Coverage Workfile for Self Service

Setting Up a Current Dependent and Beneficiary Workfile

Building the Available Plans Workfile for Self Service

Excluding Benefit Plans or Categories From a Work File Build

Building the Personal Information Workfile

Setting Up Steps and Rules for Director Process Flows

Setting Up Self-Service Benefit Plan Guidelines

Understanding Self-Service Benefit Plan Guidelines

Setting Up Benefit Contribution Limits

Setting Up Maximum Coverage Increase Limits

Setting Up Self-Service Process Flows

Understanding Self-Service Process Flows

Running the Populate Director Form Rules/Edits Report

Defining Process Flow Scripts

Setting Up Translated Director Text

Setting Up Form Options and Workflow Approval

Understanding Form Options and Workflow Approval Setup

Setting Up Form Options

Setting Up Benefit Confirmation Statement Options

Setting Processing Options for Enrollment Statement (P085568)

Setting Up Self-Service Benefits Workflow Approval

Saving Self-Service Employee Information

Understanding Saving Employee Information

Saving Employee Personal Information

Saving Self-Service Benefits Information

Reviewing History and Revising Self-Service Workfiles

Understanding Self-Service History and Workfiles

Reviewing Employee Self-Service History

Setting Processing Options for Work With Employee Self Service History (P085585)

Revising the Current Coverage Workfile

Revising the Available Plans Workfile

Reviewing Dependent and Beneficiary Current Coverage Revisions

Revising the Dependent and Beneficiary Updated Revisions Workfile

Revising the Personal Profile Workfile

Setting Up New DBA Plan Rates

Understanding DBA Plan Rates

Prerequisite

Implementing New DBA Plan Rates

Managing Benefits Self-Service Work Files

Understanding Benefits Self-Service Work Files

Purging the Employee Current and Pending Elections Work Table

Purging the Dependent and Beneficiary Cross-Reference Work Table

Purging the Current Dependent and Beneficiary Cross-Reference Work Table

Purging the Employee Personal Information, Contacts, and Phone Work Tables

Purging the Available Plans and Plan Options Work Table

Employee Self Service

Understanding Employee Self Service

Requesting a Verification-of-Employment Letter

Reviewing Personal Information Using Self Service

Reviewing Pay Stubs Using Employee Self Service

Entering Automatic Deposit Information

Entering Competency Information Using Self Service

Entering Timecards Using Self Service

Managing Self-Service Timecards Using Summary Time Entry

Manager Self Service

Understanding Manager self service

Using the Managers Workbench Program

Setting Processing Options for Managers Workbench (P08712)

Changing an Employee Status

Reviewing an Employee Status Change

Assigning a Delegate

Reviewing Upcoming Employee Reviews by Supervisor

Entering Data for Verification-of-Employment Letters

Using Managers Reports

Setting Up Information for New Employees

Approving Automatic Deposit Information

Approving Bank Transit Information

Approving Competency Information

Creating Organizational Charts for the Web

Approving Self-Service Timecards

JD Edwards EnterpriseOne Human Capital Management Self-Service Reports

Human Capital Management Self-Service Reports

Human Capital Management Self-Service Reports: A to Z

Human Capital Management Self-Service Reports: Selected Report