Employee Self Service Overview

On-Premise Configuration

After installing the Employee Self Service module, a new Application ID must be specified on the SyteLine Configuration Manager form, so you can set the default theme for the application. Also you must create a configuration for this new application. We recommend copying the configuration of your primary site.

For configuration steps, see Configuring Employee Self Service.

User Setup

For user setup, an SyteLine user account record must be created for each employee who is to have access to Employee Self Service Web forms. Separate permissions groups are provided for staff users and manager or supervisor users, to ensure that users get access to the appropriate forms. Also, each employee's user ID must be added to the Employees form. This association is needed for the employee to access the Employee Self Service Web forms and receive the appropriate data.

The user ID of a Human Resources contact must be added on the Human Resources Parameters form, so emails sent from Employee Self Service can go to the email address associated with that user ID.

For user setup steps, see Setting Up Users for Employee Self Service.

Hyperlink Menu Setup

You can also set up lists of links to important resources for employees. These lists, or menus, can be organized into separate categories and added to selected Employee Self Service Web forms. For example, you can create a menu category titled "Payroll" that includes a list of links to payroll policies, a W-2 form, and a withholding calculator.

These forms are provided for setting up hyperlink menus for Employee Self Service:

• Menu Categories: For creating menu categories.
• Form Menu Categories: For assigning the menu categories to a Web form.
• Menus Maintenance: For creating items to be added to the menu categories. Items are the links to important forms or external sites or tools.
• Menu Category Items: For assigning the menu items to a menu category.
• Position Menu Items: For optionally assigning menu items to a job position. For example, if you have two versions of a benefits document, one for salaried employees and one for hourly employees, you can assign each version to the appropriate job positions.

For hyperlink menu setup steps, see Setting Up Hyperlink Menus for Employee Self Service.

Announcements Setup

You can use the Announcements form to create and maintain announcements. These announcements are displayed on the Employee Self Service Home and Announcements Viewer forms. You can create multiple image and text announcements for display. On the Home form, each is shown for five seconds in a continual loop of messages. Users can click an announcement on the Home form to see more information on the Announcements Viewer form.

For announcement setup steps, see Creating Announcements for Employee Self Service.

Login Information

After setting up your Employee Self Service module, you must provide this information to employee users:

• The Sign In form URL. Typically it follows this format: http://<UtilityServer>/wswebclient/default.aspx?page=FormOnly&notitle=1&config=EmployeeSelfService&form=EmployeeSelfServiceHome.ess

  For cloud environments only: The Employee Self Service link for your tenant was included in your welcome email from Infor.

• The employee's user ID and password from their SyteLine user account record, unless you set up the user for automatic log in using the Use Workstation Login option on the Users form.

• Browsers that are supported by the SyteLine Web client.

Web Forms

These Employee Self Service Web forms are available for employee users:

• Home
• Announcements Viewer
• Contact HR
• Contacts
• Personal Information
• Request Time Off
• Approve Time Off
• Team Time Off
• Time Off History
• Organization Chart
• Insurance Information
• Education/Awards
• Performance Review
• Deductions and Earnings History
• Direct Deposit History
• Hours and Pay History
• Position/Position History
• Payroll Overview
• Paycheck Detail
• Employee Links
• Benefits Connect

The information displayed on each form is taken from SyteLine tables. Only data pertaining to the logged in user is displayed.