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Self Service HR: Popular Extensions to
    Solve Common Issues in 11.5.10



    Harsh Mirchandani
    Principal Software Engineer, KBACE




1                                        © 2009 KBACE Technologies, Inc.
Presenter

    Harsh Mirchandani, Principal Software Engineer,
    KBACE Nashua Head Office
    Mr. Mirchandani runs the Internet Applications Technical
    group of KBACE in Nashua Head Office which specializes in
    the design and implementation of web-based Oracle
    software solutions. These modules most notably include
    Learning Management, iRecruitment, Self Service HR and
    Performance Management. Mr. Mirchandani brings nine
    years of implementation experience with HRMS
    applications.



2                                                        © 2009 KBACE Technologies, Inc.
Agenda
    • Visual Navigator
    • LOA Accrual Display & Validation
    • Restrict LOV Values in SSHR
    • Data Validation in SSHR Transaction
    • Indicative Data in Transaction
    • FYI Notification After Approval
    • SSHR Approved & Submitted Transaction Report
    • Online Approved & Submitted Transaction Report
    • AME Approval
    • Questions & Answers



3                                                      © 2009 KBACE Technologies, Inc.
Visual Navigator
    • Issue:
       •   Users are presented with a purely text-based listing of Responsibilities and are
           required to memorize where a particular function has been set up in order to
           perform the associated task
    • Solution:
       •   Add Visual Navigator flash on home page
       •   Employees are presented with an intuitive, icon-driven navigation option that
           groups like-functions together for easy access
       •   Add links outside of Oracle together to steer users through related tasks




4                                                                             © 2009 KBACE Technologies, Inc.
LOA - Future Dated Accruals and Validation
    • Issue:
       •   SSHR does not display future accruals and lets users enter additional absences
           beyond the total accrued
    • Solution:
       •   Add a screen for user that displays the Accrual as of the date entered by user
       •   Proactively impose data validation to stop user when they try to take absence
           beyond what’s been accrued




5                                                                             © 2009 KBACE Technologies, Inc.
Data Validation on Self Service Page
    • Issue:
       •   HR must validate data after the transaction was entered by employee
    • Solution:
       •   Add data validation during the transaction creation process
       •   Reduces work load of HR




6                                                                          © 2009 KBACE Technologies, Inc.
Restrict LOV Values in SSHR
    • Issues:
       •   The LOVs in Core HR are created for entire application
       •   Managers should not be given access to complete list
    • Solution:
       •   Create Display in SSHR DFF in entity whose LOV has to be restricted
       •   Extend the LOV to display the values based on value of DFF




7                                                                            © 2009 KBACE Technologies, Inc.
Indicative Data in Transaction
    • Issues:
       •   SSHR only displays the transaction related data
    • Solution:
       •   Add indicative data in SSHR pages
       •   e.g. Change Pay
            •   Show Last Review Date to identify the effective transaction
            •   Show Salary History
            •   Default effective date to start of pay period
            •   Display Salary Change % Approval Notification




8                                                                             © 2009 KBACE Technologies, Inc.
FYI Notification After Approval
    • Issue:
       •   FYI notification after final approval lacks information about transaction
    • Solution:
       •   Add web page similar to review page in FYI notification after final approval
            •   Gives HR / Creator capability to complete external process without logging
                into application
            •   Gives information for compliance purposes




9                                                                              © 2009 KBACE Technologies, Inc.
SSHR Approved & Submitted Transaction Report
     • Issue:
        •   It is difficult to get the information about unapproved and approved transactions
            in SSHR
     • Solution:
        •   Create concurrent request report for SSHR Submitted Transaction
        •   Create concurrent request report for SSHR Approved Transaction
        •   Enables:
             •   HR capability to manage the transactions better
             •   HR quick access to identify issues




10                                                                             © 2009 KBACE Technologies, Inc.
Online Approved & Submitted Transaction Report
     • Issue:
        •   Manager cannot see the transaction history on their employee
     • Solution:
        •   Provide Approved & Submitted Transactions to Manager
        •   Use Oracle Standard Hierarchy Page to access the Function




11                                                                         © 2009 KBACE Technologies, Inc.
AME Approvals
     • Create Approval Matrix
     • Divide Matrix into Criteria and Approval Hierarchy
     • Simplify Approval Process
     • Define Attributes
     • Define Condition
     • Define Approval Group
     • Define Rules
     • Define Exception Condition and Rules




12                                                          © 2009 KBACE Technologies, Inc.
Questions & Answers
               Speaker:
               Harsh Mirchandani
               Email: hmirchandani@kbace.com
               Phone: 650-248-9657


               Recording & Presentation:
               http://kbace.com/index.php/events/
               webinars/online-archives




13                                     © 2009 KBACE Technologies, Inc.

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Popular SSHR Extensions for Common Issues

  • 1. Self Service HR: Popular Extensions to Solve Common Issues in 11.5.10 Harsh Mirchandani Principal Software Engineer, KBACE 1 © 2009 KBACE Technologies, Inc.
  • 2. Presenter Harsh Mirchandani, Principal Software Engineer, KBACE Nashua Head Office Mr. Mirchandani runs the Internet Applications Technical group of KBACE in Nashua Head Office which specializes in the design and implementation of web-based Oracle software solutions. These modules most notably include Learning Management, iRecruitment, Self Service HR and Performance Management. Mr. Mirchandani brings nine years of implementation experience with HRMS applications. 2 © 2009 KBACE Technologies, Inc.
  • 3. Agenda • Visual Navigator • LOA Accrual Display & Validation • Restrict LOV Values in SSHR • Data Validation in SSHR Transaction • Indicative Data in Transaction • FYI Notification After Approval • SSHR Approved & Submitted Transaction Report • Online Approved & Submitted Transaction Report • AME Approval • Questions & Answers 3 © 2009 KBACE Technologies, Inc.
  • 4. Visual Navigator • Issue: • Users are presented with a purely text-based listing of Responsibilities and are required to memorize where a particular function has been set up in order to perform the associated task • Solution: • Add Visual Navigator flash on home page • Employees are presented with an intuitive, icon-driven navigation option that groups like-functions together for easy access • Add links outside of Oracle together to steer users through related tasks 4 © 2009 KBACE Technologies, Inc.
  • 5. LOA - Future Dated Accruals and Validation • Issue: • SSHR does not display future accruals and lets users enter additional absences beyond the total accrued • Solution: • Add a screen for user that displays the Accrual as of the date entered by user • Proactively impose data validation to stop user when they try to take absence beyond what’s been accrued 5 © 2009 KBACE Technologies, Inc.
  • 6. Data Validation on Self Service Page • Issue: • HR must validate data after the transaction was entered by employee • Solution: • Add data validation during the transaction creation process • Reduces work load of HR 6 © 2009 KBACE Technologies, Inc.
  • 7. Restrict LOV Values in SSHR • Issues: • The LOVs in Core HR are created for entire application • Managers should not be given access to complete list • Solution: • Create Display in SSHR DFF in entity whose LOV has to be restricted • Extend the LOV to display the values based on value of DFF 7 © 2009 KBACE Technologies, Inc.
  • 8. Indicative Data in Transaction • Issues: • SSHR only displays the transaction related data • Solution: • Add indicative data in SSHR pages • e.g. Change Pay • Show Last Review Date to identify the effective transaction • Show Salary History • Default effective date to start of pay period • Display Salary Change % Approval Notification 8 © 2009 KBACE Technologies, Inc.
  • 9. FYI Notification After Approval • Issue: • FYI notification after final approval lacks information about transaction • Solution: • Add web page similar to review page in FYI notification after final approval • Gives HR / Creator capability to complete external process without logging into application • Gives information for compliance purposes 9 © 2009 KBACE Technologies, Inc.
  • 10. SSHR Approved & Submitted Transaction Report • Issue: • It is difficult to get the information about unapproved and approved transactions in SSHR • Solution: • Create concurrent request report for SSHR Submitted Transaction • Create concurrent request report for SSHR Approved Transaction • Enables: • HR capability to manage the transactions better • HR quick access to identify issues 10 © 2009 KBACE Technologies, Inc.
  • 11. Online Approved & Submitted Transaction Report • Issue: • Manager cannot see the transaction history on their employee • Solution: • Provide Approved & Submitted Transactions to Manager • Use Oracle Standard Hierarchy Page to access the Function 11 © 2009 KBACE Technologies, Inc.
  • 12. AME Approvals • Create Approval Matrix • Divide Matrix into Criteria and Approval Hierarchy • Simplify Approval Process • Define Attributes • Define Condition • Define Approval Group • Define Rules • Define Exception Condition and Rules 12 © 2009 KBACE Technologies, Inc.
  • 13. Questions & Answers Speaker: Harsh Mirchandani Email: hmirchandani@kbace.com Phone: 650-248-9657 Recording & Presentation: http://kbace.com/index.php/events/ webinars/online-archives 13 © 2009 KBACE Technologies, Inc.