Discovering and Implementing Self Service

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Discovering and Implementing Self Service

• Presented By
• Chuck Oberfranc
• www.xcelicor.com

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Introductions

• Chuck Oberfranc
• Managing Principal of Xcelicor
• 6 years Oracle HRMS experience
• 3 Years at Oracle Corporation

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Agenda

• Overview of Self Service
• Strategy for Quick Success
• Implementation Checklist
• Security and Self Service
• Web Appraisal Setup
• Tips and Tricks
• Questions

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Overview Self Service

• What is it?
• Oracle Self Service provides managers and
  employees with web access to HRMS information
• Why Implement Self Service?
• Empowers company managers to view subordinate
  information online without bothering HR or IS
• Easily deploy to employees with the intuitive
  web-based interface
• Provides additional HR functionality not included
  with base HR product
• Easy to implement

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OverviewSelf Service Major Features
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OverviewSelf Service Major Features
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OverviewSelf Service Major Features
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OverviewSelf Service Major Features
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OverviewSelf Service Major Features
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OverviewSelf Service Major Features
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OverviewSelf Service Major Features

• Suitability Matching
• Provides a list of employees ranked by
  suitability for open requisitions based on
  competencies
• Competence Profile
• Allows employees and managers to review and
  update competence profiles
• Appraisals Assessments
• On-line employee appraisals and competency
  assessments NO MORE PAPER!
• Succession Planning
• Enhanced web functionality for designing
  organization succession plans

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OverviewSelf Service Major Features

• Training Enrollment
• Provides ability for employees line manager to
  enroll into training courses setup in Oracle
  Training Administration
• Work Preferences
• Easily allow employees to modify or review work
  preferences
• Resume
• Employees can attached and update resumes (simple
  text) via the web
• Statement of Earnings
• View SOE on line

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OverviewSelf Service Major Features
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IMPLEMENTATIONBuilding Blocks
Customizations
Employees
Line Managers
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IMPLEMENTATIONOverview
Plan
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IMPLEMENTATION Plan

• Ensure correct version
• Oracle has released several recent versions of
  Oracle Self Service make sure you are
  implementing the latest version (3.4 is current).
  V4 is based on a new Tech Stack.
• Apply proper patches
• Make sure to apply patches - check with MetaLink

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IMPLEMENTATION Plan

• Get the latest Implementation Manual
• Oracle provides a detailed implementation manual
  specifically for web employees
• Manual can be found on Metalink

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IMPLEMENTATION Plan

• Security
• Identify who is a line manager in the
  organization
• Ensure current position definitions correlate to
  distinct managers
• Setup a position hierarchy reflecting security
  access, if supervisor security is not used
• If you are using supervisors on the assignment,
  make sure they are correctly setup

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IMPLEMENTATION Plan

• Position Hierarchy Example

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IMPLEMENTATION Plan

• Workflow Resource
• Oracle web applications use Oracle workflow
• If any changes or modifications need to be made,
  a workflow resource is needed

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IMPLEMENTATION Plan
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IMPLEMENTATION Plan

• Obtain HTML Resource
• This resource is needed if implementing web
  appraisals questionnaires
• Very basic skills needed to design and code the
  data entry forms

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IMPLEMENTATION Configure

• Key Areas Involving Configuration Time
• Software Installation
• Security Setup
• Web Appraisals

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IMPLEMENTATION Security Setup Define your
position hierarchy
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IMPLEMENTATION Security SetupDefine security
profiles
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IMPLEMENTATION Security Setup Define menus
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IMPLEMENTATION Security Setup Define
responsibilities
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IMPLEMENTATION Security Setup Security Example
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IMPLEMENTATION Web Appraisal Setup

• What are Web Appraisals?
• Provide an electronic form of standard
  paper-based employee reviews
• Can be tailored specifically to existing
  corporate formats
• Generally represent the subjective component of
  employee reviews vs. assessments (which assess
  specific competencies)

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IMPLEMENTATION Web Appraisal Setup

• Key Configuration Steps
• Define what the organization currently uses for
  employee reviews
• Incorporate a standardized format to be used for
  specific employee groups possibly multiple
  formats
• Make design/layout adjustments to make them web
  savvy
• Code the HTML using a HTML editor
• Copy code to Oracle and register

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IMPLEMENTATION Web Appraisal Setup Appraisal
Sample
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IMPLEMENTATION Web Appraisal Setup Sample HTML

• ltHEADgt
• lt/HEADgt
• ltBODYgt
• ltFORM action"" method"POST"gt
• ltpgt
• lttextarea name"Objnextyr1" rows"5"
  cols"40"gt
• lt/textareagtTarget Date
• ltinput type"text" size"12"
  name"Objnextyrdt1"gt Ex. 01-JAN-2000
• lt/pgt
• lt/FORMgt
• lt/BODYgt
• lt/HTMLgt

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IMPLEMENTATION Where is it template stored??
HR_QUESTIONNAIRES
HR_QUEST_FIELDS
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IMPLEMENTATION How can I report on the data??
HR_QUEST_ANSWERS
HR_QUEST_ANSWER_VALUES
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IMPLEMENTATION Other Uses for Questionaires

• Exit Interviews
• Applicants
• Class Surveys
• Corporate Suggestion Box

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IMPLEMENTATION Configuration Options

• Applications Dictionary
• Use AK Developer responsibility to access the
  applications dictionary
• Allows certain items on self service forms to be
  modified
• Fields can be removed, field labels can be
  changed, fields can be made required, fields can
  be made bold
• Can be used to create business specific functions
  not effected by upgrades

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IMPLEMENTATION Configuration Options AK Developer
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IMPLEMENTATION Configuration Options AK Developer
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IMPLEMENTATION Global Considerations

• Multi Language
• Need to apply the appropriate language patch from
  Oracle Support
• Set the user profile option for ICXLanguage that
  is tied to the specific responsibility
• Need to create multiple Appraisal forms for each
  language implemented

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Tips and Tricks

• Make sure to apply ALL the correct patches
• Use the Oracle position diagrammer for complex
  hierarchies
• Keep profile names short problems encountered
  with long names
• Make sure the View All Positions checkbox is
  NOT checked
• Dont forget to tie the Profile and
  Responsibility together in the System Profile
  Options
• Keep the questionnaires simple during first tests

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Conclusion

• Additional functionality offered by Self Service
  for entire organization
• Relatively easy to implement
• Easy to train end users based on the
  Self-Evident web-based interface
• Great option for increasing line managers access
  to HR data
• Removes more of the mundane requests from HR,
  allowing them to focus on other higher value
  activities
• New configuration options with Application
  Dictionary

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Questions and Answers
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The End.