Self Service – An Introduction

We have been exploring options related to creating job openings, bringing in applicant data, running applicants through the recruitment cycle and then hiring them into the organization using PeopleSoft HCM. Another series of posts have focused on handling employee data and related transactions in your organization.
A feature common to both these series of posts are that the users here are the HR folks, an employee till this point has not described as interacting with the PS HCM application.With today’s post we being a new series wherein the employee will be the user of the PS HCM application and will use it to enter and update his details into the application. This is referred to as ESS or Employee Self Service in ERP parlance, though recent versions of PeopleSoft use the term Self Service.

So next we address the question, is Self Service required and if yes Why is it required.

Self Service is indeed required across all implementations of PS HCM, it is required because it provides an interface to all employees to be able to view selected updates to their data e.g. Promotions, Salary Increments etc and also provide employees with an interface to update appropriate changes in their data into the PS HCM application e.g. Marital Status, Birth of a Child etc.

When an employee logs into PeopleSoft HCM, you can display a HomePage consisting widgets or Pagelets(as PeopleSoft calls them) that contain data from various PeopleSoft HCM modules like Time & Labor, Compensation, Benefits etc and also widgets/Pagelets containing Birthday Alerts, Job Anniversary Alerts , Announcements Pagelet etc

We use the figure below to have a bird’s eye view of the various updates an employee can make to his/her data using PS HCM, please do remember business takes the call on which of these will be available to employees in an organization for update, this figure represents what PeopleSoft offers at a general level.

PS HCM - Employee Self Service - An Introduction
So we see that an employee can make view and make changes to the following data groups through PeopleSoft HCM, we will go in detail around each of these groups in later posts, what follows is a quick summary of the features offered by each Self Service group. Also Oracle delivers an approval framework with a maximum of 3 approval levels for some of the Self Service transactions, you can add to the others or can customize the delivered ones as applicable.
Profile: This consists of changes to employee personal data like Name, Address, Contact details etc

Compensation & Benefits: This group includes the employee’s pay slips and year-end data related documents in case Global Payroll or NA payroll or Payroll Interface is implemented by your organization, ability to chose and update employment benefit options and life events like change in Marital Status etc if Benefits Administration is implemented in your organisation.

Employees can view their Compensation History in the organization too here.

Talent Management: Employees can update their job related Competencies, Prior Work History, any Certifications they hold etc here and if your organization has implemented the PeopleSoft ELM solution, the courses they have undertaken, the scores of the related assessment and even the Course Catalog being offered will be visible to the employee. Employees can also nominate themselves for enrollment into training courses from Self Service.

A point about HomePages, Dashboards and Pagelets as we end this post, a HomePage is the screen an employee encounters after logging into the PS HCM system, this can be plain and empty or can instead display your organization’s logo and mission statemen etc(i.e. Branding) and a bunch of Pagelets(widgets to you and me) displaying information like Birthdays Coming up, Announcements made, a list of transactions Pending for the employee like choosing Benefits options etc.
A Dashboard is a again a screen made up of a bunch of Pagelets similar to the above but is usually access through a menu.
The pagelets can be based on transactions pertaining to any of the mosules of PS HCM, Oracle delivers a set of Pagelets that can be used readily and you can creates your own Pagelets as per business needs using the Pagelet Wizard.