PeopleSoft Self Service Overview

Working With Self-Service Transactions in PeopleSoft


This blog provides an overview of self-service transactions and describes how to:

· Configure self-service transactions.

· Set up direct report access for managers.

· Use workflow with self-service transactions.

Understanding Self-Service Transactions

Self-service transactions are designed to be extensions of a core PeopleSoft product. They enable employees to update their personal information or to perform some basic task required by their job.

When the self-service transactions were designed there were two things to consider when an employee entered new data:

· Do you want that new information to update the HR database or do you want a system administrator to update the database?

· Do you want the transaction to go through an approval process? This means that once the new information is submitted, a notification is sent to someone who has to look at this information and approve it before the database can be updated.

Configuring Self-Service Transactions

This section discusses setting rules for self-service transactions and how to:

· Set up approvals and database updates.

· Set up administrator notification rules.

· Set up component interface rules.

· Review transaction activity.

Understanding Rules for Self-Service Transactions

You can set rules that define whether the transaction:

· Goes through an approval process.

· Updates the database or sends a notice to the administrator to complete the transaction manually.

· Who to notify when problems occur during the processing of the transaction or when a transaction successfully completes.

Which Transactions Can Be Configured

The following self-service transactions were designed so users could define how processing for each self-service transaction would behave:

· Performance Document

· Address Change

· Change Full/Part Time Status

· Change Location

· Marital Status

· Name Change

· Promotion

· Reporting Change

· Retire Employee

· Salary Change

· Terminate Employee

· Training Enrollment

· Training Enrollment by Manager

· Transfer

Overview of the Self-Service Processing

The following diagram maps out the process a self-service transaction takes when the transactions is set up to follow the configuration rules.