Building Custom Processes in Self Service

In my current assignment, the client wanted a custom process to be available on SS menu that is not available in the product. This process required users to update the assignment status of the employee and enter other details in a SIT. However, as there is no seeded function that would allow users to perform these two transaction at one place. Users would have had to use one screen to enter the assignment details and switch to the SIT function to enter other details. But, they would have had to move from one process to another, which can be frustrating.

This can be easily be done using the Manage Employment Events functionality in SSHR. It lets you to tie together different assignment related events using a workflow process and build a custom process for use in SS. The events that can be tied together are Assignment, Location, Work Schedule, Change Manager, Employee or Contingent Worker Termination, Employee or Contingent Worker Pay, Individual Compensation Distributions, Special Information Types and Other Employment Information.

In order to build this process I built a new workflow process to tie the events. Once the workflow was ready, I defined the required functions and added them to the menu. To get a better understanding of the menu's refer to my previous post.

How to Define a Custom SSHR Menu Function

To include a new cutom SSHR menu option, use the following instructions.

1. Create the Custom Workflow as per the business process. Create a form function (copy a seeded ESS function) for ESS process. Make the following changes to the definition
a. Change parameter pProcessName so that it refers to the desire workflow process
b. Change parameter pCalledFrom so that it includes the internal name of the function being created
c. Change the value passed to OAFunc (HTML Call) to include the internal name of the function being created

2. Create a Form function for MSS based on any seeded MSS function. Change the value of the parameter pCalledFrom so that it refers to the internal name of the ESS function

3. Include the newly created ESS and MSS form functions in "Global Self Service Functions Custom" menu

4. Include the newly created ESS function in "Manager Actions Menu"

5. If the process is required in the ESS menu Include the newly created ESS form function in the Employee Self Service Menu

6. If the process is required in the MSS menu Include the newly created MSS form function in the Employee Self Service Menu

Please note that these steps are only relevant for SSHR. They may not work for other modules.

Understanding Self Service Menu Functions

In Self Service you define two menu function for accessing the same process from within ESS and MSS menus. The ESS function allows users to perform actions on the person assigned to the logged in user. Whereas the MSS equivalent of the function allows managers to perform actions on a people in their reporting hierarchy.

The ESS function includes information about the workflow, AME and other process related details. The workflow controls the sequence of screen available in the process and AME (if enabled) manages the Approval logic for the function.

The MSS function on itself only displays the Employee Hierarchy page. It needs to be associated to an ESS function, which controls the underlying process flow and approval management. It only includes a reference to the ESS function that controls the process.

All properties of the functions are controlled by the parameter values defined in the function definition. You can control the process by changing the value of any of the parameters. For e.g. if you want to change the underlying workflow for a process, simply change the value of parameter pProcessName in the ESS function definition to view the changes. Similarly, for a MSS function, changing the value of parameter pManagerEnabled to N would prevent manager to perform action on their own records. Every parameter has a specific role and its very intuitive to guess the utility of the parameter.

It took me a while to understand on how SSHR functions behave. These details should certainly help you to understand SSHR functions. I will later explain how you can define a custom process in SSHR and include it SSHR menus.