Guided Self-Service

PeopleSoft 9.2 delivers a new way to process manager self-service transactions called Guided Self-Service. This is a framework under which various MSS transactions, such as promotion, transfers etc., can be configured in a wizard-like approach. This way of processing HR transactions removes the emphasis on screens and navigations and puts the emphasis on business processes.

The functionality was first introduced in Image 9 and since then has been constantly improved. There are a number of benefits that Guided Self-Service offers over traditional manager self-service.

1. It is developed using Fluid architecture so it delivers a great user experience, irrespective of the device being used. For self-service transactions, this is a must-have feature.
2. It is configurable to show or hide various personal and job information details. This is extremely useful when organizations do not want certain information visible to employees.
3. It is configured to use specific action/reason (instead of showing the entire list of reason codes to employees or adding customizations). There is also a provision to add custom reasons that are not part of Job data. I would not recommend this in most of the circumstances except where the organization wants to collect more finely detailed reasons but does not want to maintain them on the job.
4. Multiple steps can be performed as part of the same transaction. For example, a promotion transaction can supplement a pay change and full/part status change. The steps are configurable.
5. It fully supports Approval Workflow Engine (AWE). Different transactions can be configured for different approvals paths.
6. Oracle delivers the following business processes that can be modified:
   • Change Full / Part Time Status
   • Demote Employee
   • Promote Employee
   • Request Ad Hoc Salary Change
   • Request Location Change (Image 14)
   • Request Leave of Absence (used for unpaid leaves of absence) (Image 21)
   • Request Paid Leave of Absence (Image 21)
   • Request Reporting Change (Image 14)
   • Retire Employee
   • Terminate Employee
   • Transfer Employee
7. Organizations can create and register their own business processes.
8. For position-managed organizations, the functionality updates position data when location or reports-to transactions are processed.
9. It fully supports text catalogs, related actions and simplified analytics.
10. In Image 20, the functionality has been extended to provide attachment functionality. Now managers can attach documents at the initiation of the transaction.
11. In Image 21, the functionality has been extended to provide paid leave of absence.
12. On the administrative side, the functionality allows automatic job updates.

There are various other features and functions that are offered through Guided Self-Service. Click below to access the Video Feature Overview (VFO) of the functionality from Oracle. https://www.youtube.com/watch?v=GyCjjvmws7w

If you are thinking about service delivery optimization and business process improvement, keep Guided Self-Service on your radar. Oracle is going to stop support for traditional manager self-service by the end of this year and will only support Guided Self-Service. Click below to access Oracle statement of direction. https://support.oracle.com/epmos/faces/SearchDocDisplay?_adf.ctrl-state=9e9gpwche_9&_afrLoop=563366102330204

As always – if you have any questions regarding Guided Self-Service or any other PeopleSoft questions do not hesitate to contact us.

Saurav Khandelwal

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