Employee update tasks

This table lists the update tasks available in Employee Self-Service:

Task Definition
Adoption

Employees can communicate the adoption of a child to the employer.

A knowledge sheet is displayed indicating additional update information the employee can specify.

The Placement Date is used to create a family status history. It is also used to determine the benefit change effective date.

Employees can specify any number of dependents with the same placement date. But if an employee adds multiple dependents with different placement dates, they are treated as separate life events.

Beneficiary

Employees can add or maintain beneficiaries for life, disability, defined contributions, and defined benefits plans.

Employees can designate primary or contingent beneficiaries and specify distribution percent or amount. A beneficiary can be an individual or trust.

Benefits Enrollment

Employees can enroll in benefits when newly hired, as the result of a life event, or during annual enrollment.

Employees can view their current benefit elections and make changes to their existing enrollments or elect new benefits.

Birth

Employees can add newborn children to their employee record.

A knowledge sheet is displayed indicating additional update information that the employee can specify.

The birth date is used to create a family status history. It is also used to determine the benefit change effective date.

Employees can specify any number of dependents with the same birth date. But if an employee adds multiple dependents with different birth dates, they are treated as separate life events.

Career Management

Employees can manage their career paths, explore future job opportunities, and plan for career growth.

Employees can create an action plan, view job openings, view and maintain their qualifications, and compare their information and qualifications to specific job or position qualifications.

Certifications Employees can view or maintain certification requirements.
Competencies Employees can view and maintain competencies.
Contact Numbers

Employees can view or maintain contact numbers in addition to their work phone number.

The administrator defines the list of available contact numbers that the employee can select from.

Dependents

Employees can maintain and add dependents, however, this task does not update family status history. Therefore, the employee cannot use this task to update dependent benefits.

Employees cannot delete dependents.

Direct Deposit

Employees can maintain direct deposit information. This task is available to employees in the United States, Canada, and the United Kingdom.

Direct deposit updates are based on the setup program.

The employee must provide online authorization to successfully perform this task.

An update is sent email to the payroll department and employee, depending on how you set up the rules.

Disability

Employees can view and update their disability status. The choices available match those found in the Voluntary Self-Identification of Disability Form (Form CC-305) where the employee can specify their disability status as No, Yes, or I Don’t Wish to Answer.

This assists employers in complying with the latest regulations found in Section 503 of the Rehabilitation Act of 1973 as provided by the US Department of Labor Office.

Divorce

Employees can communicate a marital status or name change to the employer.

A knowledge sheet is displayed indicating additional update information the employee can add.

The Divorce Date/Effective Date is used to create a family status history and to determine the benefit change effective date.

The employees can maintain their dependents' address information.

Education Employees can view and maintain education information.
Emergency Contacts Employees can view and maintain emergency contact information.
Ethnicity Employees can view or update their ethnicity.
GoalView

Employees can view or maintain goals as part of an overall career planning process.

Employees can add goals with specific start and end dates, priority, comments, and percentage completion.

India Investments Indian employees can view or maintain their employee investment details under these groups: Sec 10, Sec 24, Sec 80C, Sec VI-A, and Sec 89.
India HRA Indian employees can maintain employee house rent allowance records in a separate task.
India Direct Deposit

Indian employees can maintain direct deposit information. Direct deposit updates are based on the setup program. The employee must provide online authorization to successfully perform this task.

An update is sent through email to the payroll department and employee, depending on how you set up the rules.

India Reimbursement Indian employees can perform view, add, edit, and change on this task overriding the existing Employee Reimbursement Approvals (C613.6) records.
India Previous Employment Indian employees can view or maintain their previous employment details, including gross salary, total tax deducted at source, and various exemptions or rebates if they have joined the company during the current financial year and have earned any amount from a previous employer in the same time period.
India Voluntary Provident Fund Indian employees can view or maintain their Voluntary Provident Fund contributions. The employee can elect to contribute a fixed amount or a percentage of up to 88% of their salary.
Job Postings

Employees can apply for internal job openings. The employee is associated with the requisition that they applied to.

The system date is used as the application date. The applicant is assigned the status and hire source of Web Applicant.

TAll requisitions are displayed with internal posting dates that match the system date.

Employees can sort data using the column heading hyperlinks.

The employee can view a list of jobs they applied for and can send a follow-up email to the listing's contact person.

Legal Separation

Employees can communicate a marital status or name change to the employer.

A knowledge sheet is displayed indicating additional update information that the employee can add.

The change date is used to create a family status history. It is also used to determine the benefit change effective date.

The employee can maintain dependents' address information.

Marriage

Employees can communicate a marital status or name change to the employer.

A knowledge sheet is displayed indicating additional update information that the employee can add.

The change date is used to create a family status history. The change date is used to determine the benefit change effective date.

The employee is required to maintain dependents' address information.

Marital Status Employees can view or change their marital status.
Military Status Employees can view or maintain their military status.
Move / Home Address

Employees can change their home address. An automatic email is generated informing the employer when an employee changes addresses.

A knowledge sheet is displayed indicating additional update information that the employee can add.

Nickname Employees can view or change their nickname.
Primary Care Physician Employees can view or change their primary care physician.
Registration By Category Employees can register for training courses by category. The employee can view course prerequisites.
Registration By Course Employees can register for training courses by course. The employee can view course prerequisites.
Registration By Track Employees can register for training courses by track. The employee can view course prerequisites.
Spouse Employment

Employees can maintain their spouse's employment information.

A knowledge sheet is displayed indicating additional update information that the employee can add.

Tax Withholding

Employees can maintain tax exemptions or other withholding information. This task determines current filing status from employee deduction with Tax Category = 1.

Employees cannot claim exempt. To do so, they must contact the payroll department.

This task includes a modeling function. Employees can specify various numbers of exemptions and statuses to determine the effect on their net pay. Deduction cycle 1 is used to determine which deduction to use.

State or local tax withholding options might not comply with individual state or local requirements.

Time Entry

Employees can electronically add and edit timecards, and submit them to their manager for approval.

You can define various time card views for managers versus employees. You can add time card data for an entire pay period, a single day, or on an exception-only basis.

Time Off Request

Employees can request paid time off and identify one or more absence plans from which time is paid. You can define rules to enable requests that an employee submits for paid time off, a leave of absence (LP51), or both.

Employees can add comments on a request for their manager. Employees can check available balances and review pending requests.

An email notification is sent to the employee's manager when the employee submits a time off request. Leave of absence requests are routed to an HR administrator's inbasket by LP51.

Veteran Status Employees can view or change their veteran status.
Work Contacts Employees can update office phone number, extension, and work and personal email addresses.