SSHR

1

ORACLE E-BUSINESS SUITE

SSHR MODULE

DOCUMENTATION

2015

Prepared By: SYED HUSSAIN ABBAS RIZVI

INNOVATIVE CHANNELS PVT LTD

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Table Of Contents:

Creating Responsibilities

Creating New Users

Hierarchy, Search, and My List

Using Security Profiles

Release Information Function

Change Manager Function and Hierarchy Page

Creating Menus

Actions Menus

Configuring Functions

Adding Functions to Menus

Changing Manager Entry Page

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Creating Responsibilities

Overview

In these practices you learn how to control and define user access to self-service

functionality. You use standard security functions in the forms interface to carry out

the following tasks:

Create self-service responsibilities for manager and non-manager users

Create and test new self-service users

Assign appropriate responsibilities to your new users

Assumptions

You must have access to an Oracle Application Vision database or comparable

training or test instance at your site on which to complete this practice.

The names used throughout this practice are for the purpose of the practice and bear

no resemblance to any particular organization or individuals.

Prefix all names of responsibilities and users with your assigned unique group

number or your initials.

Unless otherwise indicated, use the System Administrator responsibility.

The initial password for your users should be Oracle. You should then use

Welcome as the active password.

Unless otherwise indicated, use the Vision Corporation business group.

To create a new record, select the New Record icon from the toolbar.

When using a search function, you can use as a wildcard. For example, you can

enter %Aur% to display all entries containing the string AUR.

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Tasks

Creating a Responsibility

Within your enterprise, you have identified three distinct groups of SSHR users;

two for managers and one for non-manager employees. You need to define a

separate responsibility for each.

Log on as HRMS/welcome and create appropriate responsibilities based on the

predefined self-service responsibilities (Manager Self-Service and Employee Self-

Service).

Note: The two manager responsibilities are the same apart from their access to

granted employees. This will be covered in the next practice, which looks at

security profiles.

Create two copies of the Manager Self-Service responsibility using the following

names (where xx is your group identifier):

HUS Manager Self-Service Granted Access

HUS Manager Self-Service No Granted Access

The details of these responsibilities are shown below:

Responsibility Name HUS Manager Self-Service Granted Access

Application Human Resources

Responsibility Key HUS MGR_SELF_SERVICE_GRANTED

Description HUS Manager Self-Service Granted Access

Responsibility Name HUS Manager Self-Service No Granted

Access


Responsibility Key HUS MGR_SELF_SERVICE_NO_GRANTED

Description HUS Manager Self-Service No Granted Access

The following information is identical for both responsibilities:

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Available From Oracle Self-Service Web Applications

Menu Manager Self-Service

Data Group

Name Standard


Then create a copy of the delivered Employee Self-Service responsibility using the

following information:

Responsibility Name HUS Employee Self-Service


Responsibility Key HUS EMPLOYEE_SELF_SERVICE

Description HUS Employee Self-Service

Available From Oracle Self-Service Web Applications

Menu Employee Self-Service

Data Group

Name Standard


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Solution – Creating Responsibilities

Responsibility = System Administrator

Log on to IC01-HUSSAIN/WELCOME1 and navigate to the Responsibilities

window.

(N) Security > Responsibility > Define

To create the Manager Self-Service Granted Access responsibility:

Initiate a query.

(M) View > Query by Example > Enter

Enter the following string in the Responsibility Name field:

Manager Self-Service

Execute the query.

(M) View > Query by Example > Run

Choose New Record.

In the Responsibility Name field, enter HUS Manager Self-Service Granted Access.

Note: You may find it convenient to use the Shift+F5 key combination in some

fields to duplicate the field value from the previous record and then make your

changes rather than having to type the entire value.

In the Application field, enter Human Resources.

In the Responsibility Key field, enter HUS MGR_SELF_SERVICE_GRANTED.

In the Available From region, select Oracle Self-Service Web Applications.

In the Menu field, select Manager Self Service.

Move to the Data Group region.

In the Name field, enter Standard.


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Save your work.

To create the Manager Self-Service No Granted Access responsibility:

Initiate a query.




Execute the query.


Choose New Record.

In the Responsibility Name field, enter HUS Manager Self-Service No Granted

Access.


In the Responsibility Key field, enter HUS

MGR_SELF_SERVICE_NO_GRANTED.


In the Menu field, select Manager Self Service.

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Save your work.

To create the Employee Self-Service responsibility:

Initiate a query.



Employee Self-Service

Execute the query.


Choose New Record.

In the Responsibility Name field, enter HUS Employee Self-Service.


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In the Responsibility Key field, enter HUS EMPLOYEE_SELF_SERVICE.


In the Menu field, select Employee Self Service.




Save your work.

10

Creating New Users

Overview

This practice shows you how to create users for SSHR and how to assign the correct

responsibilities to them.

Assumptions





Prefix all names of responsibilities and users with your assigned unique group

number or your initials.


The initial password for your users should be Oracle. You should then use

Welcome as the active password.


To create a new record, select the New Record icon from the toolbar.



Tasks

Create New Users

You need to create users to enable your employees to use the self-service

functionality. The employees have different roles within your enterprise so you

must ensure that you assign the correct responsibilities are to each user. Since the

number of users is small, you will create them manually rather then using the batch

creation approach.

Remember to prefix each user name with your unique group number.

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The initial password for your users is Oracle.

Log on as HRMS/welcome and create the following users. Link them to your

employees as follows:

User Employee Business Group

HUSSAIN1 HUSSAIN ABBAS1 Vision Corporation



HUSSAIN4 HUSSAIN ABBAS4 Vision Industries

Assign appropriate responsibilities to your new users to reflect their role within

your enterprise. The following table shows suggested responsibilities:

User Responsibility Security Group

HUSSAIN1 US Super HRMS Manager

System Administrator (not

Administration)

Application Developer


Common Modules


HUS Manager Self-Service

Granted Access

HUS Manager Self-Service No

Granted Access


HUS Employee Self-Service

Workflow User Web

Applications

Workflow Administrator Web

Applications

Functional Administrator

Approvals Management

Business Analyst

Standard for all

responsibilities

HUSSAIN2 Manager Self-Service

HUS Manager Self-Service

Granted Access

Standard for all

responsibilities

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HUS Manager Self-Service No

Granted Access



Workflow User Web

Applications

HUSSAIN3 Employee Self-Service


Workflow User Web

Applications

Standard for all

responsibilities

HUSSAIN4 Employee Self-Service


Workflow User Web

Applications

Standard for all

responsibilities

Testing the Users

Make sure that you have assigned the correct responsibilities to your users by

logging on to SSHR as one of your users, for example, HUSSAIN1. The initial

password is Oracle. Enter Welcome as the new password.

Check that the responsibilities you defined in the last practice are correct for the

user.

Choose the HUS Manager Self-Service Granted Access responsibility and check

that the menu displayed is the same as for the predefined responsibility.

Note: Not all aspects of your custom responsibilities will function properly until

additional configuration steps are performed in later practices.

Choose the HUS Employee Self-Service responsibility and check that the menu

displayed is the same as for the predefined responsibility.

If required, repeat for HUSSAIN2, HUSSAIN3, and HUSSAIN4.

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Solution – Creating New Users

Responsibility = System Administrator, Vision Corporation

Navigate to the Users window.

(N) Security > User > Define

Enter the user name as specified in the practice, prefixed with your identifier.

HUSSAIN1

Enter the password for your user. Use WELCOME as the initial password (you will

need to enter the password twice).

In the Person Field, select the first employee (HUSSAIN1).

Move to the Responsibilities region.

Enter the following responsibilities for your first user and choose standard as the

Security Group for each responsibility.

US HRMS Manager

System Administrator (not Administration)


Application Developer Common Modules


HUS Manager Self-Service Granted Access

HUS Manager Self-Service No Granted Access



Workflow User Web Applications

Workflow Administrator Web Applications

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Functional Administrator

Approvals Management Business Analyst

Save your work.

Create a new record and repeat steps 2 thru 8 to create the remaining users and

assign the responsibilities as follows:

User Employee Responsibilities

HUSSAIN2 HUSSAIN

ABBAS2


HUS Manager Self-Service Granted

Access

HUS Manager Self-Service No Granted

Access




HUSSAIN3 HUSSAIN

ABBAS3



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HUSSAIN4 HUSSAIN

ABBAS4




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Close the window.

Testing the Users

Exit IC01-HUSSAIN and log on to SSHR as HUSSAIN1.

Enter Oracle as the old password.

Enter Welcome in the two New Password fields.

Save your changes.

Check that the list of responsibilities corresponds to the responsibilities you

assigned to the user in the previous practice.

Select the HUS Manager Self-Service Granted Access responsibility.

Check that the menu is the same as for the predefined Manager Self-Service

responsibility.

If required, repeat this procedure to check the responsibilities and menus for your

other users.

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Hierarchy, Search, and My List

Overview

When using SSHR, it is important to define how managers can access the

information for other employees. In addition, an SSHR administrator or

implementer must define security mechanisms to ensure that users cannot access

information for unauthorized employees. In these practices, you learn how to enable

managers to access the information for other employees and how to ensure that the

correct employees are being accessed.

In these next practices, you learn how a manager can search for employees and how

to restrict which employees your managers can access.

Assumptions





Prefix all names of security profiles with your assigned unique group number or

your initials.


Use the Vision Corporation business group unless otherwise indicated.

Log on as xxuser1 unless otherwise indicated.

To create a new record in the Professional Forms Interface, choose the New Record

icon from the toolbar.

To save your work, select either the Save button in SSHR or the Save icon from the

toolbar in the Professional Forms Interface.



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Tasks

Searching for Employees

Managers who use SSHR to carry out transactions on their employees need to be

able to access the information on these employees. Some managers may be able to

access the records for all employees in an enterprise whereas others may be

restricted. In this first task, your manager has access to all employees within your

enterprise. Log on to SSHR as user1 and select the Manager Self-Service

responsibility. Try and search for Helen Carr xx who is from a different business

group.

Using My List

If you regularly carry out SSHR transactions on the same people, it is convenient to

use the My List functionality to store these people in a list and avoid having to

search for them each time.

Add HUSSAIN ABBAS3 to My List and then search for and add the following two

employees:

HUSSAIN ABBAS2

HUSSAIN ABBAS4

Solution – Hierarchy, Search, and My List

Searching for Employees

Responsibility = Manager Self-Service

Log on to SSHR as HUSSAIN1/welcome.

Select the Manager Self-Service responsibility.

Select the Manager Actions function.

Note: The People in Hierarchy table should only contain the record for Malcolm

Aurora.

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In the Name field, enter ABBAS% and choose the Go button.

The results table should include HUSSAIN ABBAS3.

Using My List

Select the record for ABBAS2 and click Add to My List.

The People in My List page is displayed.

Enter ABBAS1 in the Name field at the top of the page and choose Go.

Select the record for HUSSAIN ABBAS2 and click Add to My List.

Enter ABBAS4% in the Name field at the top of the page and choose Go.

Select the record for Carl Whiteside xx and click Add to My List.

Choose the Home link.

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Using Security Profiles

Overview

In these practices you learn how to enable managers to access the information for

other employees and how to ensure that the correct employees are being accessed.

You use standard security functions in the forms interface to carry out the following

tasks:

Restrict user access to employees using a supervisor profile

Create security profiles

Assign security profiles to your users

Assumptions






your initials.



Log on as HUSSAIN1 unless otherwise indicated.

To create a new record in the forms interface, choose the New Record icon from the

toolbar.




enter Aur% to display all entries starting with the string AUR.

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Tasks

Restrict User Access by Supervisor Hierarchy

Your manager, ABBAS1 can currently access employees in any business group.

However, it is usually the case that managers would only require access to those

employees within their supervisor hierarchy. To restrict access, create a security

profile based on the predefined Vision Supervisor Profile and link it to your

Manager Self-Service responsibility.

Name the security profile as follows:

Supervisor Profile No Granted Access

Note: Make sure that the profile is supervisor-based and that there is no access to

granted employees.

Now create another copy of the predefined Vision Supervisor Profile and rename it

as follows:

HUS Supervisor Profile Granted Access

Make sure that this profile is supervisor-based and that is allows access to granted

employees.

The business group for both custom security profiles should be Vision Corporation.

Assign the Supervisor Profile

You assign supervisor profiles using the HR: Security Profile using the System

Administrator responsibility. Assign the security profiles as follows:

Responsibility HR: Security Profile

HUS Employee Self-Service Vision Corporation

HUS Manager Self-Service No Granted

Access

HUS Supervisor Profile No Granted

Access

HUS Manager Self-Service Granted

Access

HUS Supervisor Profile Granted

Access

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Test the Supervisor Profile

In a previous practice, you searched for employees and added them to My List. This

was possible because you were using a View All security profile with the Manager

Self-Service responsibility.

Now log on as xxuser1 and select the HUS Manager Self-Service No Granted

Access responsibility. Display My List. Try and search for the employees as before

(ABBAS2, ABBAS3 and ABBAS4).

Solution – Using Security Profiles

Restrict User Access by Supervisor Hierarchy

Responsibility = US Super HRMS Manager

In Oracle HRMS, navigate to the Security Profiles window.

(N) Security > Profile

Initiate the query:


Enter the following string in the Name field:

Vision Supervisor Profile

Execute the query.


Create a new record.

Defining a Supervisor Profile with No Granted Access

Name your copied profile as follows:

HUS Supervisor Profile No Granted Access

Enter Vision Corporation in the Business Group field.

Set the following fields to Restricted:

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View Employees

View Contingent Workers

View Applicants

View Contacts

Set the following field to none:

View Candidates

Make sure that the Allow Granted Users box is not flagged.

Navigate to the Supervisor Security tabbed region.

Select the Restrict by Supervisor (person-based) box.

Save your new security profile.

Defining a Supervisor Profile with Granted Access


Name your copied profile as follows:

HUS Supervisor Profile Granted Access

Enter Vision Corporation in the Business Group field.

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Set the following fields to Restricted:

View Employees

View Contingent Workers

View Applicants

View Contacts

Make sure that the Allow Granted Users box is flagged.

Navigate to the Supervisor Security tabbed region.

Select the Restrict by Supervisor (person-based) box.

Save your new security profile.

Close the form.

Assign the Security Profile


Switch your responsibility to the System Administrator responsibility:

(M) File > Switch responsibility

Navigate to the System Profile window.

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(N) Profile > System

From the Find System Profile Values window, uncheck the Site checkbox.

Note: This is only a requirement in the classroom.

Enter HUS Manager Self-Service No Granted Access in the Responsibility field.

Enter HR: Security Profile in the Profile field.

Choose Find

Enter the name of your custom supervisor profile in the Responsibility field.

HUS Supervisor Profile No Granted Access.

Save your changes.

Choose the Find icon from the toolbar:

The Find System Profile Values window appears.

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Change the value in the responsibility field to HUS Manager Self-Service Granted

Access.

Choose Find.

Enter the name of your custom supervisor profile in the Responsibility field.

HUS Supervisor Profile Granted Access.

Save your changes.

Exit Oracle Applications.

Test the Supervisor Profile

Responsibility = HUS Manager Self-Service No Granted Access


Navigate to the Manager Actions page:

(M) Manager Actions

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Click the My List link to display the People in My List page.

The list should be empty.

Enter ABBAS2% in the Name field near the top of the page and choose Go.

No records should be returned. This is because the security profile restricts you to

only accessing those records in your supervisor hierarchy and no hierarchy has been

created yet.

Choose Home.

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Overview

In previous practices, you have restricted your manager’s access to person records

based on a security profile. However, in particular situations, it may be necessary

for a person to release their personal information to a manager who would not

normally have access to the records. In this practice, you learn how to use the

Release Information function.

Assumptions






your initials.



Log on as xxuser1 unless otherwise indicated.

To create a new record in the forms interface, choose the New Record icon from the

toolbar.





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Tasks


SSHR includes the function Release Information which enables users to release

their personal information to a specified user, for example, a second manager. In

order for this manager to be able to view this released information, he or she must

have a supervisor profile which allows access to granted users.

Use the Release Information function as Helen Carr and release your personal

information to Malcolm Aurora. Then log on as Malcolm (xxuser1) to see whether

you can access Helen’s information.

Solution – Release Information Function


Responsibility = Employee Self-Service

Log on to SSHR as HUSSAIN4.

Note: If you have not already logged on as hussain4, you will be asked for new

passwords. Enter Welcome as the new password.

Navigate to the Release Information function:

(M) Release Information

The Release Information page is displayed.

Click on the Search icon next to the Name field.

The Search and Select: Name page is displayed.

Enter ABBAS1% in the Name field.

Choose Go.

Choose the Quick Select icon for HUSSAIN ABBAS1 to return to the Release

Information page.

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Click on the Grant Access button.

The Release Information: Review page is displayed.

Check that the data is correct and choose Submit.

Choose the Log out link


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Select the Manager Actions function.

Change the Search Criteria to Last Name.

Enter ABBAS2% in the Last Name field and choose Go.

You can now select HUSSAIN ABBAS2 record.

Choose Home.

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Change Manager Function and Hierarchy Page

Overview

In these practices you learn about the standard entry page for managers using

SSHR: the Hierarchy or Person Tree.

If your organization uses supervisor or position hierarchies, you can use this view

for your managers.

Assumptions





Unless otherwise indicated, use the Manager Self-Service responsibility.




Tasks

Using the Change Manager Function to Create a Supervisor Hierarchy

You want to set up a supervisor hierarchy for your employees to ensure that

managers can only access those employees for whom they are responsible. Log on

as Malcolm and select the delivered Manager Self-Service responsibility. Use the

Change Manager function to make Malcolm Aurora the manager of Mary Martin.

Make Mary Martin the manager of Helen Carr and Carl Whiteside. The completed

hierarchy should be as follows:

HUSSAIN ABBAS1

HUSSAIN ABBAS2

HUSSAIN ABBAS3

HUSSAIN ABBAS4

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Display the Supervisor Hierarchy

Log on to SSHR as HUSSAIN1/welcome and select the HUS Manager Self-Service

Granted Access responsibility. Select the Manager Actions function and check that

the supervisor hierarchy is displayed in the People in Hierarchy page.

Solution – Change Manager Function and Hierarchy Page

Using the Change Manager Function

Responsibility = Manager Self-Service, Vision Corporation

Log on to SSHR as xxuser1.

Select the Manager Self-Service responsibility.

Select the Change Manager function from the menu.

Click the My List link to display your list of people.

Select the Action icon for Mary Martin xx.

Select the “Changes should take effect on the effective date as entered below”

option.

The Effective Date Options page is displayed.

Use today’s date as the Effective Date and choose the Continue button.

The Change Manager page appears.

Choose the Search icon next to the Manager Name field in the Assign a New

Manager region.

Enter ABBAS1% in the Employee Name field. Choose the Go button

Select HUSSAIN ABBAS1 and choose the Select button

You return to the Change Manager page.

Navigate to the Assign New Direct Reports region.

Choose the Search icon next to the Worker Name field.

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Enter Carr%XX in the Employee Name field. Choose the Go button.

Choose the Quick Select icon for Carr, Helen XX.


Choose the Add another Row button to add an additional direct report.

Choose the Search icon next to the Worker Name field.

Enter Whiteside%XX in the Employee Name field. Choose the Go button

Choose the Quick Select icon for Whiteside, Carl XX.


Choose the Next button.

When the Review page appears, check that the information is correct.

Note: If there is no next approver, approval is met and the transaction is written to

the HR tables. In this case, the user has no supervisor which means that approval is

automatic.

Choose the Submit button.

From the Confirmation page, click the Logout link.

Display the Supervisor Hierarchy

Responsibility = HUS Manager Self-Service Granted Access


Navigate to the Manager Actions page:

(M) Manager Actions

The People in Hierarchy page is displayed and you should be able to expand the

hierarchy to see the expected supervisor hierarchy.


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37

Creating Menus

Overview

In these practices you learn how to create your own versions of the delivered self-

service menus and functions. By creating your own versions of self-service menus

and functions, you can personalize and configure them to suit your business

requirements.

In this practice, you become familiar with the different types of menus used in

SSHR and understand how to manipulate the menus so that the correct functions are

displayed to the correct users. You use standard application development functions

in the forms interface to carry out the following tasks:

Create custom versions of delivered self-service menus

Assumptions





Prefix all names of menus with your assigned unique group number or your initials.

Unless otherwise indicated, use the Application Developer responsibility.

Unless otherwise indicated, log on to Oracle HRMS and SSHR as HUSSAIN1.


To create a new record in the Professional User Interface, select the New Record




38

Tasks

Create a Menu

You want to create a custom menu containing a set of functions for a specific group

of self-service users. The menu may contain both predefined and custom functions

(the custom functions will be defined in subsequent practices).

Create a copy of the Manager Self Service menu using the following attributes:

Menu Name = HUS HR_LINE_MANAGER_ACCESS_V4.0

User Menu Name = HUS Manager Self Service

Description = HUS Manager Self Service

and attach the following functions:

Seq Prompt Subme

nu

Function or

(User Function

Name)

Function Name

10 Personal

Information

Personal

Information

HR_PERINFO_SS

20 Personal

Information

Mgr

Personal

Information Mgr

HR_PERINFO_MGR_SS

30 Change

Manager

Change Manager

Mgr

HR_MANAGER_MGR_SS

Enable Search Functions

Although you have attached the Personal Information Mgr function to your new

menu, this function will not work unless Search functions are also linked to the

menu to enable you to perform transactions on other people. The Search, Person

Tree, and My List functions are stored within the Manager Enter Process submenu.

Add the required submenu to your menu:

Seq Prompt Submenu Menu Name

40 Enter Person

Process

HR_EPP_MENU

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Link Menu to Responsibility

Then, enable the menu by attaching it to your xx Manager Self-Service Granted

Access responsibility and HUS Manager Self-Service No Granted Access

responsibility.

Test the Menus

After making these changes, you need to wait for the Apache server to be restarted

before you can test your changes.

Then log on to SSHR and xxuser1 and select one of your custom manager

responsibilities. Check that the only three available functions are the functions

listed above. Also select the Personal Information function and check that the

Person Tree is displayed

Solution – Creating Menus

Creating Menus


Log on Oracle HRMS using HUSSAIN1/welcome.

Navigate to the Menu window.

(N) Application > Menu

Initiate a query to display the delivered Manager Self Service menu.


Enter the following string in the User Menu Name field:

Manager Self Service

Execute the query.



In the Menu Name field, enter HUS HR_LINE_MANAGER_ACCESS_V4.0.

40




In the User Menu Name field, enter HUS Manager Self Service.

Navigate to the lower half of the screen.

Enter the function and submenu information as follows:

Seq Prompt Submenu Function or User

Function Name

10 Personal Information Personal Information

20 Personal Information

Mgr

Personal Information

Mgr

30 Change Manager Mgr Change Manager Mgr

Enable Search Functions

Add the following submenu to your menu:

Seq Prompt Submenu Function or User

Function Name

40 Manager Enter

Process Menu

Save your work.

41

Close the window.

Link Menu to Responsibility

Navigate to the Responsibilities window.

(N) Security > Responsibility > Define

Initiate a query:



HUS Manager Self-Service No Granted Access%

Execute the query.


Replace the predefined Manager Self Service menu with your custom HUS

Manager Self Service menu in the Menu field.

Save your work.

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Initiate a query:



HUS Manager Self-Service Granted Access%

Execute the query.


Replace the predefined Manager Self Service menu with your custom HUS

Manager Self Service menu in the Menu field.

Save your work.

Close the window.

Note: you need to wait for the Apache server to be restarted before you can test

your changes.

Test the Menus

Responsibility = HUS Manager Self-Service No Granted Access or HUS

Manager Self-Service Granted Access

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Check that the menu for your selected responsibility only displays the expected

three functions.

Select the Personal Information Manager function.

Check that the Person Tree/Hierarchy is displayed.

Choose Home.

44

Actions Menus

Overview

This practice shows you how to set up special submenus to control which actions

are available in the Manager Actions and Personal Actions pages, and how to add

new custom functions to these submenus. The Manager Actions submenu defines

the actions available in the Available Actions area of the Perform Action page that

is displayed when a manager chooses the Manager Actions function and then

selects an employee.

The Personal Actions submenu defines the actions available in the Available

Actions area of the Perform Action page. This page is displayed when employees

choose the Personal Actions function, or when a manager chooses the Manager

Actions function and then selects their own record from the Person Tree.

In this practice, you become familiar with the actions menus used in SSHR and

understand how to manipulate these menus so that the correct functions are

displayed to the correct users. You use standard application development functions

in the Professional User Interface to carry out the following tasks:

Create custom versions of delivered self-service actions submenus

Add your submenus to your top-level menu (HUS Manager Self Service)

Set profile options for the Actions menus

Assumptions







Unless otherwise indicated, log on to Oracle HRMS and SSHR as xxuser1.

45


To create a new record in the Professional Forms Interface, select the New Record




Tasks

Creating Actions Submenus

To enable the alternative navigation path offered by the Manager Actions and

Personal Actions functions, you must create appropriate submenus for storing the

Actions functions. As you intend to create your own functions shortly, create your

own versions of the Manager Actions submenu and the Personal Actions submenu.

Add the following delivered functions to your menus as shown below:

Menu Functions Function Name

Manager Actions Personal Information HR_PERINFO_SS

Change Manager HR_MANAGER_SS

Personal Actions Personal Information HR_PERINFO_SS

Add Actions Submenus to Top-Level Menu

To enable the Actions functionality, attach your new actions menus to your custom

top-level menus.

Also attach the two other functions required for full action functionality: Manager

Actions Tree View and Suspended Actions Mgr.

Profile Options for Actions Menus

As you have created your own Actions menus, you need to change the system

profiles for the actions menus. Change the values for the HR: Manager Actions

Menu and HR: Personal Actions Menu profiles to point to your new Actions menus.

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Testing Your Menu

After making these changes, you will need to wait for the Apache server to be

restarted before you can test your changes.

When you have finished creating your custom menu, log on to SSHR and check that

all required functions are listed in the menu.

Solution – Actions Menus

Creating Actions Menus




Initiate a query:


Enter the predefined Manager Actions Menu in the User Menu Name field.

Execute the query:



Choose Shift and F5 to copy the values from the previous record.

Rename the menu using your group identifier as the prefix.

Menu Name = HUS HR_LINE_MANAGER_FUNCTIONS

User Menu Name = HUS Manager Actions Menu

Enter the following data:

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Seq Prompt Submenu Function (or

User Function

Name)

Function Name

10 Personal

Information

Personal

Information

HR_PERINFO_SS

20 Change Manager Change

Manager

HR_MANAGER_SS

Save your changes.

Initiate a query:


Enter the predefined Personal Actions Menu in the User Menu Name field.

Execute the query:



Choose Shift and F5 to copy the values from the previous record.

Rename the menu using your group identifier as the prefix.

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Menu Name = HUS HR_LINE_MANAGER_PERS_FUNC (you will have to

shorten the menu name)

User Menu Name = HUS Personal Actions Menu

Enter the following data:

Seq Prompt Submenu Function (or

User Function

Name)

Function

10 Personal

Information

Personal

Information

HR_PERINFO_SS

Save your work.

Add Actions Submenus to Top-Level Menu

Query your custom top-level menu so that you can link your Actions menus to this

menu:


Enter your custom top-level menu in the User Menu Name field

HUS Manager Self Service

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Execute the query:


Enter the following function information for the menu:

Seq Prompt Submenu Function

50 HUS Manager Actions Menu

60 HUS Personal Actions Menu

70 Manager

Actions

Manager Actions Tree

View

80 Suspended

Actions

Suspended Actions Mgr

Save your work.

Close the window.

50

Profile Options for Actions Menus

Navigate to the System Profile Values window.

(N) Profile > System

From the Find System Profile Values window, uncheck the Site checkbox

Enter HUS Manager Self-Service Granted Access in the Responsibility field.

Enter HR:% Actions Menu in the Profile field.

Choose the Find button.

In the column for your custom responsibility, change the value of the HR:Manager

Actions Menu profile to HUS Manager Actions Menu.

In the column for your custom responsibility, change the value of the HR:Personal

Actions Menu profile to HUS Personal Actions Menu.

Save your changes.

Choose the Find icon from the toolbar.

Change the value in the Responsibility field to HUS Manager Self-Service No

Granted Access.

Enter HR:% Actions Menu in the Profile field.

Choose the Find button.

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In the column for your custom responsibility, change the value of the HR: Manager

Actions Menu profile to HUS Manager Actions Menu.

In the column for your custom responsibility, change the value of the HR: Personal

Actions Menu profile to HUS Personal Actions Menu.

Save your changes.

Exit Oracle Applications.

Note: You may need to ask your instructor to restart the Apache server. When

ready, test your changes.

Test the Menus

Log on to SSHR as xxuser1.


Select the Manager Actions function from the menu

Select the Action icon for HUSSAIN ABBAS2.

Choose Continue.

Check that the Available Actions region contains the Personal Information and

Change Manager functions.

Log out of the application.

52

Configuring Functions

Overview

In these practices you learn how to create your own versions of the delivered self-

service functions and add them to menus so that they are available for self-service

users. You will use standard functionality in the forms interface to carry out the

following tasks:

Create custom versions of delivered self-service functions

Assumptions





Prefix all names of functions with your assigned unique group number or your

initials.





To save your work in the Professional User Interface, select the Save icon from the

toolbar.



53

Tasks

Copying Self-Service Functions

You want to modify a predefined function to suit your business requirements. You

want to link a self-service function to a new workflow process (to be created in a

subsequent practice). However, since any changes to delivered functions would be

overwritten in an SSHR upgrade, it is necessary to create your own function.

Log on as xxuser1 and use the System Administrator responsibility to create copies

of the Personal Information (HR_PERINFO_SS) and Personal Information Mgr

(HR_PERINFO_MGR_SS) functions.

When you create copies of the Personal Information and Personal Information Mgr

functions, change the following function parameters to point to your new functions

and new workflow process (to be created in a subsequent practice):

Note: All other parameter values should remain the same.

Function Parameter Value

Personal

Information

Form >

pCalledFrom

New function code

(xxHR_PERINFO_SS)

Form>

pProcessName

New process to be created in

subsequent practice

(xxHR_PERSONAL_INFO_JSP_PRC)

Form>

pItemType

New item type to be created in

subsequent practice (xxHRSSA)

Web HTML >

OAFunc

New function code

(xxHR_PERINFO_SS)

Personal

Information

Manager

pCalledFrom New function code

(xxHR_PERINFO_SS)

HTML Call Copy values from delivered function

(Shift and F5)

54

Solution – Configuring Functions

Copying Self-Service Functions

Responsibility = Application Developer

Log on to Oracle HRMS using xxuser1/welcome.

Navigate to the Form Functions windows.

(N) Application > Function

Initiate a query.


Enter the following string in the Function field:

HR_PERINFO_SS

Execute the query.


HR_PERINFO_SS corresponds to the Personal Information item on the Employee

Self Service menu.


In the Function Name field, enter HUS HR_PERINFO_SS.




In the User Function Name field, enter HUS Personal Information.

55

Display the Properties tabbed region.

In the Type field, select SSWA jsp function.

Display the Form tabbed region.

Click on the Parameter field and duplicate the value from the field above. (To

duplicate a field, choose Shift and F5.)

Choose the Edit Field icon to display the value of the field.

Change the value of the pCalledFrom parameter from HR_PERINFO_SS to HUS

HR_PERINFO_SS.

56

Choose OK to close the window.

Choose the Web HTML tabbed region.

Click on the HTML Call field and duplicate the values from the field above (To

duplicate a field, choose Shift and F5.).

Choose the Edit Field icon to display the value of the field.

Change the value of the OAFunc parameter from HR_PERINFO_SS to HUS

HR_PERINFO_SS.

Choose OK.

Save your work.

Return to the Description tab.

57

Initiate a query



HR_PERINFO_MGR_SS

28. Execute the query:


30. Place your cursor on the record for HR_PERINFO_MGR_SS.

31. Create a new record and copy the field values from the record above. Prefix

the values in the Function Name and User Function Name fields with your group

identifier.

HUS HR_PERINFO_MGR_SS

HUS Personal Information Manager

32. Display the Properties tabbed region.

33. In the type field, select SSWA jsp function.

58

34. Display the Form tabbed region.

35. Click on the Parameter field and duplicate the value from the field above (To


36. Edit the contents of the field.

37. Change the value of the pCalledFrom parameter from HR_PERINFO_SS to

HUS HR_PERINFO_SS.

38. Choose OK.

39. Display the Web HTML tabbed region.

40. Click on the HTML Call field and duplicate the values from the field above (To


59

41. Save your work.

42. Close the form.

60

Adding Functions to Menus

Overview

In these practices you learn how to add your custom functions to the correct menus

so that they are available for self-service users. You will use standard functionality

in the forms interface to carry out the following tasks using the Menus window:

Add the functions to the top-level menus

Add the functions to the data security menus

Add the functions to the Actions menus

Assumptions





Prefix all names of functions with your assigned unique group number or your

initials.





To save your work in the Professional User Interface, select the Save icon from the

toolbar.


enter Aur% to display all entries containing the string AUR.

61

Tasks

Add Custom Functions to User Menus

To enable a self-service user to access your custom functions, you must add them to

your top-level menus for SSHR. This means that your functions can be displayed in

the self-service menu.

Add Custom Functions to Data Security Menus

SSHR uses several data security menus to determine whether a function is available

globally or for specific legislations. In this case, the functions are global (in other

words, not valid for a specific legislation) so add the functions to the global data

security menu.

Add Custom Functions to Action Menus

To enable your SSHR users to use the Manager and Personal Actions functionality,

you must add your function to the Manager Actions and Personal Actions menus.

Test Your Function

After carrying out the above steps, log on to SSHR and test your functions. Check

that the menu contains the correct functions and then select the xxPersonal

Information function.

Solution – Adding Functions to Menus

Add Custom Functions to User Menus



Initiate a query:



Xx Manager Self Service (where xx is your group identifier)

62

Execute the query.


Enter the following functions by creating new records:

Seq Prompt Function

90 HUS Personal Information HUS Personal Information

100 HUS Personal Information Mgr HUS Personal Information Mgr

Save your work.

Add Custom Functions to Data Security Menus

Initiate a query to display the global data security menu:


Enter the following string in the Menu field:

HR_GLOBAL_SS_FUNCTIONS_CUSTOM

Execute the query.


Enter the functions as follows by creating new records in the function area:

63

Note: Since this is shared menu you should take care to use sequence numbers that

are unique, for example, by prefixing them with your standard prefix.

Seq Prompt Function

230 HUS Personal Information

Save your work.

Add Custom Functions to Actions Menus

Initiate a query to display your custom Manager Actions Menu.



HUS Manager Actions Menu

Execute the query.


Enter the functions as follows by creating new records in the function area:

64

Prompt Function

HUS Personal Information V4.0 HUS Personal Information

Save your work.

Place your cursor on the Menu field.

Initiate a query to display your custom Personal Actions Menu.



HUS Personal Actions Menu

Execute the query.


14. Enter the functions as follows by creating new records in the function area:

Prompt Function

HUS Personal Information V4.0 HUS Personal Information

65

Save your work.

Close the window.

Ask your instructor to restart the Apache server. When ready, test your changes.

Optional Steps: Test Your Changes


Check that the menu contains your 2 custom functions: HUS Personal Information

and HUS Personal Information Mgr.

Select the HUS Personal Information function from the menu.


66

Changing Manager Entry Page

Overview

As standard, all manager functions use the Hierarchy or Tree View as the initial

entry page. When a manager selects a function, the Hierarchy page appears and the

manager can select the individual for the transaction.

However, it may be more appropriate for your managers to use the My List page or

the Search page first, particularly if your organization does not use a supervisor

hierarchy, for example.

In this practice, you learn how to change function parameters so that the initial page

for one custom function is the My List page and for another is the Search page.

Assumptions







Unless otherwise indicated, log on to Oracle HRMS and SSHR as xxuser1.






67

Tasks

Create a Function with Search as Initial Page

You want to create a version of the Personal Information Mgr function

(HR_PERINFO_MGR_SS) for which the initial page for managers is the Search

page.

Create a version of the Personal Information Mgr function (name it HUS Personal

Information Mgr Search with the function name HUS

HR_PERINFO_MGR_SEARCH) and change the akRegionCode parameter in the

Web HTML tab to HR_PERSON_SEARCH_TOP_SS.

Create a Function with My List as Initial Page

You want to create a version of the Personal Information Mgr function

(HR_PERINFO_MGR_SS) for which the initial page for managers is the My List

page.

Create a version of the Personal Information Mgr function (name it HUS Personal

Information Mgr My List with the function name HUS

HR_PERINFO_MGR_LIST) and change the akRegionCode parameter in the Web

HTML tab to HR_MY_LIST_TOP_SS.

Add Functions to Menus

Add your new functions to the following menus:

HUS Manager Self Service

Global Self Service Functions Custom (Global

HR_GLOBAL_SS_FUNCTIONS_CUSTOM)

68

Solution – Changing Manager Entry Page

Create a Function with Search as Initial Page


Log on Oracle HRMS using xxuser1/welcome.

Navigate to the Form Functions window.


Initiate a query to display the delivered Personal Information Mgr function.



HR_PERINFO_MGR_SS

Execute the query.



In the Function Name field, enter HUS HR_PERINFO_MGR_SEARCH.

In the User Function Name field, enter HUS Personal Information Mgr Search.

Click the Properties tab.

69


Click the Form tab.

In the Parameters field, use Shift and F5 to copy the values from the delivered

function.

Click the Web HTML tab.

In the HTML call field, use Shift and F5 to copy the values from the delivered

function.

Choose Edit field from the toolbar.

Change the value for the akRegionCode parameter to

HR_PERSON_SEARCH_TOP_SS.

70

Close the Editor window.

Save your work.

Create a Function with My List as Initial Page


Log on Oracle HRMS using xxuser1/welcome.

Navigate to the Form Functions window.


Initiate a query to display the delivered Personal Information Mgr function.



HR_PERINFO_MGR_SS

Execute the query.



In the Function Name field, enter HUS HR_PERINFO_MGR_LIST.

In the User Function Name field, enter xxPersonal Information Mgr List.

71

Click the Properties tab.


Click the Form tab.

In the Parameters field, use Shift and F5 to copy the values from the delivered

function.

Click the Web HTML tab.

In the HTML call field, use Shift and F5 to copy the values from the delivered

function.

Choose Edit field from the toolbar.

Change the value for the akRegionCode parameter to HR_MY_LIST_TOP_SS.

72

Close the Editor window.

Save your work.

Add Functions to Menus

Navigate to the Menus window:


Query the following string in the User Menu Name field:

xxManager Self Service (where xx is your group identifier)

(N) View > Query by Example > Enter

Execute the query.

(N) View > Query by Example > Run

Add the following new functions to your menu:

110 HUS Personal Information Mgr

Search

HUS Personal

Information Mgr Search

120 HUS Personal Information Mgr List HUS Personal

Information Mgr List

73

Save your work.

Query the following string in the User Menu Name field:

Global Self Service Functions Custom

(N) View > Query by Example > Enter

Execute the query.

(N) View > Query by Example > Run

Add the following new functions to the menu:

xx2 HUS Personal Information

Search

HUS Personal Information

Mgr Search

xx3 HUS Personal Information List HUS Personal Information

Mgr List

74

Save your work.

Test the Changes

Responsibility = HUS Manager Self-Service Granted Access

Log on to SSHR as xxuser1/welcome.

Check that the new functions are displayed in the menu.

Select the HUS Personal Information Mgr Search function and check that the

Search page is displayed.

Select the HUS Personal Information Mgr List function and check that the My List

page is displayed.

75

Date post:	13-Apr-2017
Category:	Recruiting & HR
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