Oracle Self Service HR Document

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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.

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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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Release Information Function
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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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

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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.

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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.

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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.

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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.

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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.

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