This topic describesthe delivered home page for Manager Self-Service.
Page Name | Definition Name | Usage |
|---|---|---|
Manager Self Service Home Page | HC_HR_MGR_SELF_SERVICE_FLU_GBL (this is the cref for the home page) | Access a variety ofmanager self-service transactions. |
Most of the tiles onthe Manager Self Service home page provide managers with informationabout their team members.
Direct Reports UI AccessTypes are used for determining who reports to whom. The Access Typedefines the reporting relationship between the logged in user andthe employees reporting to that user for each registered transaction. Available options for Access Type are:
By Department Manager ID: Defines the reporting relationship based on information in the ManagerID field on the Department Profile page (DEPARTMENT_TBL_GBL). Forusers who are department managers, the system displays a list of theworkers who are in the user's department.
By Dept Security Tree: Determines person data access using information from the securitytree. The system presents the user with a list of people whose datathe user has access to, based on the security tree.
By Group ID: Determines data access using the Group ID set up in the group buildfeature.
By Part Posn Mgmt DeptMgr ID: Defines the reporting relationship by the ReportsTo field on the Work Location page (JOB_DATA1) and the informationin the Manager ID field on the Department Profile page. This is designedfor the organizations that use Partial Position Management. The systemsearches for reporting relationship based on Report To first, andthen for Department Manager ID.
By Part Posn Mgmt Supervisor: Defines the reporting relationship by both the Reports To and theSupervisor ID fields on the Work Location page. This is designed forthe organizations that use partial Position Management. The systemsearches for reporting relationship based on Report To first, andthen for Supervisor ID.
By Reports To Position: Defines the reporting relationship based on information in the ReportsTo field on the Work Location page. The system presents the user witha list of people whose job record indicates that they report to thatuser's position.
By Supervisor ID: Defines the reporting relationship based on information in the SupervisorID field on the Work Location page. The system presents the user witha list of people whose job records indicate that they are supervisedby the user.
Note: Group ID and DepartmentSecurity Tree are not supported access types for the My Team fluidpages.
Use the manager Self-Servicehome page to access a variety of manager self-service transactions.The cref for this page is HC_HR_MGR_SELF_SERVICE_FLU_GBL.
Navigation
On a mobile device,the fluid home appears when you first sign in. On a desktop or laptop,access the fluid home by selecting Fluid Home under the main menu or the navigation bar (nav bar).
The default home pagetitle appears at the top of the home page. If the Manager Self-Servicehome page is not your default home page, tap the title of the defaulthome page and select Manager Self-Service from the list that appears.
Image: (Tablet) ManagerSelf Service home page
This example illustratesthe Manager Self Service home page for the tablet.
Image: (Smartphone) ManagerSelf Service home page
This example illustratesthe Manager Self Service home page for the smartphone. Action buttons,which appear on the page banner when viewed with a laptop or tablet,are available in the actions list when viewed with a smartphone.
PeopleSoft HCM Tileson the Manager Self Service Home Page
The following tabledescribes the tiles on the delivered Manager Self Service home page.The table also identifies navigation paths to equivalent classic pages.These are the menu paths that are replaced by fluid navigation pathsdue to Fluid Transactions and Conditional Navigation when the user is in fluid mode.
Tiles are listed inalphabetical order. On the home page, users can personalize the tileorder.
Use the links in thetable to access complete documentation for each transaction.
Tile Name | Description | Conditional Navigation |
|---|---|---|
Absence Analytics Tile | Access a pivot gridwith absence information about your team. | None |
Approvals Tile (Fluid Approvals) Approvals Tile (MAP Approvals) | Review and act on approvalrequests. | Using the classic menupath Manager Self Service > Review Transactions redirects uses to the main fluid Pending Approvalspage. The classic approvalpages for these transactions also have conditional navigation to equivalentfluid approval pages:
|
Company Directory Tile | Access the Company Directory,where you can view employee personal and job data within the contextof your organization's various hierarchical reporting structures. | Using the classic menupath, select Company Directory or the Org Chart Viewer menu. |
Employee Snapshot Tile | Access a group of tilesand dashboards to see a comprehensive view of talent data relatedto an employee. | None However, using the classicmenu path, you can select Manager Self Service > Talent Summary to view similar data. |
Open Jobs Tile | Review open jobs inyour organization. | None |
My Team Tile | View information aboutemployees in your direct line of reports and to perform actions forthose employees. This tile provides information that is similar tothe Direct Line Reports Pagelet | None |
Team Performance Tile | Work with performancedocuments for your team. |
|
Team Performance Status Tile | View a chart relatedto the status of your team’s performance documents. Use this tileto view additional details and modify chart displays if necessary. | None |
Team Time Tile for time reporting Team Time Tile for absences | Use this tile to:
|
|
View Total Rewards Tile | View employee’s earnings,benefits, and other compensation information in the form of a statement. | Manager Self Service > Compensationand Stock > View Total Rewards |
Update Team Information Tile | Access guided self-servicetransactions. Managers use these transactions to update data for employeesin their organization. | None. |
Additional Tiles
If you set up integrationthrough the PeopleSoft Interaction Hub, the Manager Self-Service pagecan also display tiles from the integrated systems.
On the interaction hubcluster, home pages with the same name are automatically merged. Therefore,the following tiles from other Manager Self Service home pages automaticallyappear on the PeopleSoft HCM Manager Self Service home page when integrationto the source system is active and the user has security access tothe tiles:
Company News (PeopleSoftInteraction Hub)
Team Learning (PeopleSoftEnterprise Learning Management)
Learning Compliance (PeopleSoftEnterprise Learning Management)
On many of the managerself-service fluid pages, a related actions icon appears next to thenames of team members. Tapping the related actions icon displays amenu of additional self-service transactions, including classic self-servicetransactions, regular fluid transactions, and guided-self-servicefluid transactions. For more information on guided self-service, see Understanding Guided Self-Service Transactions.
On all pages that includea related actions menu, the menu choices are the typically the sameexcept that the menu never includes a link to the current page. Menuitems and transactions may vary based on user availability or transaction.
The following tableprovides details about the related actions menu:
Top-Level Menu Item | Transactions |
|---|---|
Time Management |
|
Job and Personal Information |
|
Compensation |
|
Development |
|
Performance Management |
|
Career Planning (appearsonly from the Employee Snapshot pages) |
|
Succession Planning(appears only from the Employee Snapshot pages) |
|
View in Talent Summary | This menu item goesdirectly to the classic Talent Summary page. |
View in Company Directory | This menu item goesto the Company Directory pages. |
View Employee Snapshot | This menu item goesdirectly to the fluid Employee Snapshot - Summary dashboard for oneof your direct or indirect reports. |
OnBoarding Status (whenthere is an active OnBoarding instance) | This menu item goesto the OnBoarding Activities page. |
Notify Employee | This menu item opensthe Notify Employee page to send alerts or emails to employees. |
The PeopleSoft applicationenables you to view a photo of employees on many of the self-servicepages when the Display on Self Service option is enabled on the InstallationTable - HCM Options Page. When this functionalityis disabled, the photo will not be available for viewing.
