Using the Employee Self-Service Home Page (2024)

This topic describesthe delivered home page for Employee Self-Service.

Page Name

Definition Name

Usage

Employee Self-Service Home Page

HC_HR_SELF_SERVICE_GBL(this is the cref for the home page)

Access a variety ofemployee self-service transactions.

Use the Employee Self-Servicehome page to access a variety of employee self-service transactions.The cref for this home page is HC_HR_SELF_SERVICE_GBL.

Navigation

In fluid mode, the fluidhome appears when you first sign in. You can also access the fluidhome 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 Employee Self-Servicehome page is not your default home page, tap the title of the defaulthome page and select Employee Self-Service from the list that appears.

Image: (Tablet) EmployeeSelf-Service home page

This example illustratesthe Employee Self-Service home page for the tablet.

Using the Employee Self-Service Home Page (1)

Image: (Smartphone) EmployeeSelf-Service home page

This example illustratesthe Employee 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.

Using the Employee Self-Service Home Page (2)

PeopleSoft HCM Tileson the Employee Self-Service Home Page

The following tabledescribes the tiles on the delivered Employee 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.

Note: Several tiles are notshown on small form factors (phones). The only tiles that are shownon phones small form factors are Time, Talent Profile, and Benefits.

Tile Name

Description

Navigation to EquivalentClassic Pages

Banking Tile

Access the Banking page,where you can review and manage bank account and payment distributioninformation.

Pages found under the Self Service > Payroll andCompensation menu:

  • Personal Bank Accounts

  • Pay Distribution Instructions

Benefit Details Tile

View a current benefitssummary, enter life event information, (during open enrollment) enrollfor benefits, and view and perform Affordable Care Act-related actions.

Multiple pages foundunder the Self Service > Benefits menu, including:

  • Benefits Summary

  • Life Events

  • Affordable Care Act pages:View Form 1095-C and Form 1095-C Consent

Company Directory Tile

Access the Company Directorypages, where you can view employee personal and job data within thecontext of your organization's various hierarchical reporting structures.

Using the classic menupath, select Company Directory or the Org Chart Viewer menu.

Manage Matrix Teams Tile

Create and manage yourmatrix teams through the PeopleSoft Fluid User Interface pages.

Note: This tile is not deliveredto appear on the Employee Self Service home page but can be addedthrough personalizations.

Set Up HCM > Common Definitions > Org Chart Viewer > Matrix Teams > Matrix Teams

OnBoarding Tile

Access intuitive tilesand pages for employees and contingent workers to complete actionsor tasks that are required for a new job.

Note: This tile is availablewhen an employee has been assigned access to the OnBoarding pagesdue to a job event such as hire, rehire, or additional assignment.

None

Payroll Tile

Both Payroll and Paytiles provide access to the self-service page for viewing paychecks.

The Payroll tile, whichrequired PeopleTools 8.55 or above, also supports additional payrollself-service transactions for USA employees, including updating taxwithholding forms and managing consent for electronic delivery ofW-2 and W-2c forms.

Multiple pages foundunder the Self Service > Payroll andCompensation menu:

  • Pay

  • W-4 Tax Information USA

  • View W-2/W-2c Forms

    W-2/W-2c Consent

  • Direct Deposit

  • View T4/T4A Slips

    T4/T4A Consent

  • View RL-1/RL-2 Slips

    RL-1/RL-2 Consent

  • Voluntary Deductions

  • Paycheck Modeler

  • 3rd Party Pay Inquiry

Payslips Tile

View your PeopleSoftGlobal Payroll payslips.

Self Service > Payroll andCompensation > View Payslips

Performance Tile

Work with performancedocuments.

Multiple pages foundunder the Self Service > PerformanceManagement menu, including:

  • My Performance (or Development)Documents > Current Documents

  • My Performance (or Development)Documents > Historical Documents

  • Other’s Performance (orDevelopment) Documents > Current Evaluations

  • Other’s Performance (orDevelopment) Documents > Historical Evaluations

Personal Details Tile

View and update thepersonal information such as your name and address, contact details,marital status, and so forth.

Multiple pages foundunder the Self Service > Personal Information menu, including:

  • Home and Mailing Address

  • Phone Numbers

  • Email Addresses

  • Instant Message IDs

  • Emergency Contacts

  • Marital Status

  • Name Change

  • Ethnic Groups

  • Personal Information Summary

Talent Profile Tile

View and update profileinformation such as competencies, education, and so forth.

Self Service > Learning andDevelopment > My Current Profile

Time Collection — Actionable Tiles for time reporting

Time Tile for absences

Perform self-serviceactions related to time reporting and absences.

  • Self Service > Time Reporting > Report Time > Time

  • Self Service > Time Reporting > View Time > View Requests

  • Self Service > Time Reporting > View Time > Absence Balances

Total Rewards Tile

View your earnings,benefits, and other compensation information in the form of a statement.

Self Service > Payroll andCompensation > Total Rewards

Global Payroll Tile

Access a collectionof frequently-used Global Payroll employee self service components.

None.

Additional Tiles

If you set up integrationthrough the PeopleSoft Interaction Hub, the Employee Self-Servicepage can 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 Employee Self Service home pages automaticallyappear on the PeopleSoft HCM Employee Self Service home page whenintegration to the source system is active and the user has securityaccess to the tiles:

  • Company News (PeopleSoftInteraction Hub)

  • Learning (PeopleSoft EnterpriseLearning Management)

Many of the employeeself-service fluid pages display a header with the employee’s photo,name, job title, and an icon for accessing related actions.

Image: Common header foremployee self-service fluid pages

This example illustratesthe common header for employee self-service fluid pages. In this example,the user has tapped the Related Actions icon to display the Actionsmenu.

Using the Employee Self-Service Home Page (3)

Field or Control

Definition

<employee photo>

The photo in the commonheader is visible if the Display on Self Service option is enabled on the Installation Table - HCM Options Page.

Update Photo

This link is visibleif the AllowEmployee to Update Photo option is enabled on the InstallationTable.

It is visible only onthe Personal Details fluid pages.

For more informationabout uploading an employee photo, refer to the documentation forthe Select Photo Page.

Using the Employee Self-Service Home Page (4) (Related Action Menu)

Tap the related actionsicon next to the employee’s name to display a menu of additional self-servicetransactions. The menu provides access to both fluid and classic pages.

Related Actions

On all pages that includea related actions menu, the menu choices are the same except thatthe menu never includes a link to the current page. The followingtable provides details about the related actions menu:

Top-Level Menu Item

Transactions

Time Reporting

  • Timesheet

  • Request Extended Absence

  • View Extended Absence History

  • Donate Leave

  • Receive Donated Leave

  • Return Unused Leave

  • Terminate Participationin Program

  • View Leave Transfer Request

  • Overtime Request,

  • View Exceptions

Compensation

  • Total Rewards

  • View Compensation History

Payroll

  • Pay

  • Maintain Direct Deposit

  • Change W-4 Tax Information

  • Maintain Voluntary Deductions

  • W-2/W-2c Consent

  • Indicate T4/T4A Consent

  • View W-2/W-2c Forms

  • View T4/T4A Slips

  • Request W-2 Reissue

  • Payslips

  • View Payslip GBR

  • Maintain Personal BankAccounts

  • Update Year End AdjustmentData Japan

Benefits

  • Benefits Summary

  • View Dependent and BeneficiaryInformation

Development

  • Talent Profile

  • View My Historical Profile

  • View My Job Profiles

  • View My Interest List

Compare My Profile (appearsonly from the Talent Profile pages)

This menu item goesdirectly to the Select Profile page where users can begin the processof comparing their person profile to their job profile.

Search and Compare Profiles (appears only from the Talent Profile pages)

This menu item goesdirectly to the Search for Profiles page where users can begin theprocess of comparing various profiles.

Personal Details

This menu item goesdirectly to the Personal Details page.

Performance

This menu item goesdirectly to the Performance page.

View in Company Directory

This menu item goesdirectly to the Company Directory page.

View Employee Snapshot(appears only from the Company Directory pages for one of your director indirect reports)

This menu item goesdirectly to the Employee Snapshot - Summary dashboard.

Using the Employee Self-Service Home Page (2024)
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