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PeopleSoft HCM 9.1 PeopleBook Update: Org Chart Viewer Features Copyright 2012, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
PeopleBook Update
Contents
Introduction ......................................................................................................................................................5 Common Terms and Elements Used in this Document ...............................................................................5 Understanding the Org Chart Viewer Features and Functionality ...............................................................6 The Org Chart Viewer Component ...........................................................................................................7 Hierarchical Reporting Structures .............................................................................................................9 Tree-Based Hierarchies ........................................................................................................................9 Non-Tree-Based Hierarchy .................................................................................................................10 Related Actions .......................................................................................................................................10 Delivered Manager and Employee Self Service Transactions for the Org Chart Viewer ...................11 Org Chart Viewer Permission Lists and Roles .......................................................................................13 Setting Up the Org Chart Viewer ................................................................................................................14 Prerequisites ...........................................................................................................................................14 Understanding the Org Chart Viewer Setup Steps .................................................................................15 Defining Hierarchical Reporting Structures Using the Tree Builder Process .........................................16 Pages Used to Define Hierarchical Reporting Structures ...................................................................16 Running the Job Tree Builder Process ...............................................................................................17 Setting Up the Org Chart Viewer Pages .................................................................................................19 Understanding Setting Up the Pages for Each Org View Type ..........................................................19 Pages Used to Set Up Org Chart Viewer ............................................................................................20 Defining the Org Chart and Profile Page Field Mappings ...................................................................21 Defining Additional Contact Types for the Org Chart Viewer ..............................................................26 Accessing the Setup Pages for an Org Chart View Type ...................................................................29 Defining General Settings for the Org Chart View Types ...................................................................30 Identifying Fields on the Org Chart Page for the Org Chart View Types ............................................43 Specifying the Export Parameters for the Org Chart Viewer ..............................................................48 Creating Matrix Teams............................................................................................................................50 Understanding Viewing Matrix Teams ................................................................................................50 Pages Used to Create Matrix Teams ..................................................................................................52 Defining Matrix Team Details ..............................................................................................................53
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Associating Manager Self-Service Transactions to a Matrix ..............................................................57 Assigning Transaction Access to Matrix Owners and Leads ..............................................................59 Using the Org Chart Viewer .......................................................................................................................60 Understanding the Org Chart Viewer Tabs and Page Functionality .......................................................60 Pages Used to View the Org Chart Viewer ............................................................................................61 Viewing the Org Chart Viewer ................................................................................................................64 Defining Org Chart Viewer Personal Preferences ..................................................................................66 Searching for a Person in the Org Chart Viewer ....................................................................................67 Exporting Data to Excel and Visio ..........................................................................................................67 Viewing the Org Chart Page ...................................................................................................................68 Viewing the Org Chart as a List ..............................................................................................................69 Viewing the Profile Page .........................................................................................................................70 Managing Instant Messaging Contact Information .................................................................................71 Additional Contacts .............................................................................................................................72 Viewing the Teams Page ........................................................................................................................73
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Introduction
This document provides an overview of the Org Chart Viewer features and functionality, lists common terms and elements, and discusses how to: Set up the Org Chart Viewer. Use the Org Chart Viewer pages.
By Department Manager ID
By Group ID
By Part Posn Mgmt Dept Mgr ID (by partial Position Management department manager ID)
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Definition An access type that defines the reporting relationship based on information in the Reports To field on the Job Information page. The system presents the user with a list of people whose job record indicates that they report to that user's position. An access type that defines the reporting relationship based on information in the Supervisor ID field on the Job Information page. The system presents the user with a list of people whose job records indicate that they are supervised by the user. Denotes the type of organizational view the system will present to the user when in the Org Chart Viewer. These views are company directory, direct-line reports, and matrix teams. A form of real-time direct text-based communication between people using shared clients. A reporting chain or hierarchy that is not a traditional direct-line reporting relationship. Sometimes referred to as dotted-line reporting relationships. The person responsible for a matrix team. This may be the person in the top node of a team org chart or it may be a person that needs to administer the team. Employees that have dotted-line reports. These are defined when creating matrix teams.
By Supervisor ID
Matrix owner
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Note. Access to the Org Chart Viewer component must be granted to users in order to access these pages. The roles are Org Viewer User - Employee and Org Viewer User - Manager.
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The Org Chart Viewer component this user has access to Company Directory page, Direct-Line Reports page, and several team matrix pages.
Within each org view type page of the Org Chart Viewer there are also two tab views: Org Chart View a person within the context of the reporting structure. It displays a three-tiered graphical representation. The hierarchies rendered by the organization chart can be built manually, using access types, or trees. The chart focuses on a person and where he or she fits within the reporting structure. Profile Displays up to five sections: two company related sections on the left side and three personalized sections on the right. The Profile tab of the page provides additional information about a person, such as his or her job details; links to other people with whom he or she is associated, such as direct reports, peers, and the manager; as well as personalized sections, which enable the employee to enter additional contact details, personal links, and free from text.
Note. Organizations not running PeopleTools 8.52 or higher will only have access the Company Directory Profile and Org Chart tab pages.
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Tree-Based Hierarchies
Trees from Tree Manager provide the hierarchical structure for the Company Directory and for Matrix Teams configured using a tree. You can manually create a tree or use the Job Tree Builder, a delivered PeopleSoft batch process that leverages the Direct Reports API, to create a tree of persons based upon their job data. This will enable you to: Effective date each version of the hierarchy you want to expose via the Org Chart Viewer pages. Enforce a very strict hierarchy that is predetermined through your tree setup. Have improved performance at runtime and eliminate the necessity of fetching data from transactional tables (primarily PS_JOB) to derive the reporting relationships. With a Tree, the hierarchy will already exist in the database and not need to be derived at runtime from transactional data.
Note. The Company Directory use trees with the tree structure ID of COMPANY_DIRECTORY only. Matrix Teams use trees with the tree structure ID of MATRIX_BY_JOB only.
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Non-Tree-Based Hierarchy
The Direct Reports UI/API determines the hierarchical structures of persons for the Direct-Line Reports org view type and for Matrix Teams defined by access type. The Direct Reports API also generates the SmartNavigation across the top of the page and the org chart. The Direct Reports API is a common HCM data service used for obtaining a list of employees (including contingent workers and persons of interest) who report to a specific employee job or position number. This data service is primarily leveraged for determining a managers security to specific employee jobs and as the data source for rendering org charts based on a selected employee (Job). For better performance, the PeopleSoft application provides the Direct Reports Table Build, a framework for creating flattened views of reporting structures so that they can be accessed easily. Each access type has its own table that carries the data needed to search and maintain it. These tables are kept up to date using Event Manager as well as a nightly process to update future dated rows that are now current. See Also For access type definitions, see Common Terms and Elements Used in this Document. For more information on trees and Tree Manager, see the PeopleTools 8.51 PeopleBook: PeopleSoft Tree Manager documentation. For more information on SmartNavigation, see the PeopleTools 8.51 PeopleBook: Using PeopleSoft Applications, Working With Browser-Based Applications documentation. For more information on Direct Reports, see the PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, Working with Common Components, Configuring Direct Reports Functionality and People Enterprise HRMS 9.1 Application Fundamentals PeopleBook, Setting Up and Working With Self Service Transactions, Setting Up Access to Direct Reports Data documentation. For more information on Group Build, see the PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, Setting Up and Working with Group Definitions documentation. For more information about security logic for the HCM Direct Reports API, see PeopleTools 8.51 PeopleBook: PeopleTools Portal Technologies, Developing and Configuring Related Content.
Related Actions
As part of the HRMS 9.1 Feature Pack 2 release, PeopleSoft is delivering a number of related actions for Manager Self Service as well as Employee Self Service for different modules. All or a subset of these related actions are being initiated from Org Chart Viewer, Manager Dashboard, Talent Summary and Application Search. In PeopleTools 8.52, PeopleSoft delivers Authorization as a Service (AaaS) framework to provide row level security to different transactions. HCM has leveraged AaaS framework to secure the different related actions using application classes. The Related Actions are listed in the Related Actions in HCM 9.1 FP2 documentation. This document includes details of Related Content Services (RCS) and AaaS implementations for PeopleTools 8.52. It also includes the following information: 1) Defining related content services; 2) Steps for configuring related actions from different sources; 3) HCM implementation of AaaS framework; and 4) Comprehensive list of related actions.
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To view the Related Actions in HCM 9.1 FP2 documentation, visit the PeopleSoft Enterprise Human Capital Management 9.1 Documentation Home Page in My Oracle Support. Find the link to the My Oracle Support page for the feature and the related actions documentation is linked from that page. To view the Authorization as a Service documentation, see PeopleTools PeopleBook: Security Administration, Using Web Services for Object and Row-Level Data Authorization.
Delivered Manager and Employee Self Service Transactions for the Org Chart Viewer
When an individual views his or her content, whether from the Org Chart tab or the Profile tab within the Org Chart Viewer pages, he or she can be granted the ability to access HCM related self service transactions using the Actions menu link. The manager can also be granted the ability to access HCM related manager self service transactions using the Actions menu link for his or her subordinates. This table lists the delivered actions for the Org Chart Viewer for the employees and managers using PeopleTools 8.51 or higher: Self Service Menu Job and Personal Information Employee Self Service Actions Change Name Update Home/Mailing Address Update Emergency Contacts Update Marital Status Review Ethnicity Details View Personal HR Summary Manager Self Service Actions View Employee Personal Info
This table lists the delivered actions for the Org Chart Viewer for the employees and managers when using PeopleTools 8.52 or higher: Self Service Menu Time Management Employee Self Service Actions Request Absence View Absence Balances View Absence History Request Extended Absence View Extended Absence History Donate Leave Receive Donated Leave Return Unused Leave Terminate Participation in Program View Leave Transfer Request History Manager Self Service Actions Request Absence View Absence Balances View Absence History
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Employee Self Service Actions View Personal Info Summary Update Home/Mailing Address Update Emergency Contacts Update Marital Status Change Name Review Ethnicity Details
Manager Self Service Actions View Employee Personal Info Request Reporting Change Transfer Employee Promote Employee Request Location Change Change Full/Part Time Status Retire Employee Terminate Employee Request Ad Hoc Salary Change View Total Rewards View Compensation History View Employee Stock Option Summary
View My Total Rewards View Compensation History View Stock Option Summary
Payroll
View Paycheck Maintain Direct Deposit Change W-4 Tax Information Maintain Voluntary Deductions Indicate W-2/W-2c Consent Indicate T4/T4A Consent View W-2/W-2c Forms View T4/T4A Slips Request W-2 Reissue View Payslip View Payslip UK Maintain Personal Bank Accounts Maintain Net Pay Distribution Update Year End Adjustment Data Japan View Benefits Summary View Dependent and Beneficiary Info View My Current Profile View My Historical Profile View My Job Profiles View My Interest List
N/A
Benefits
N/A
Development
View Current Team Profiles View Team Historical Profiles View Team Interest Lists
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Employee Self Service Actions Create My Performance Document Create My Development Document
Manager Self Service Actions Create Performance Document Create Development Document View Performance Document View Development Document Manage Career Plans View Career Progression Chart Manage Succession Plans View Succession 360
Career Planning
Succession Planning
N/A
Note. When security access is granted, managers can also use View in Talent Summary when viewing actions for a direct or indirect report. Managers with access can also use the Manager Dashboard link at the top of the Direct-Line Reports org view type page to view a set of management related pagelets that enables managers to quickly and easily view and update human resource information as needed from one page.
Provides the user access to the Direct-Line Reports tab and pages within the Org Chart Viewer. Note. It is possible for a user to have security access and still not see the Direct-Line Reports tab. For example, this might occur when the user does not have direct-line reports for the access type as defined in Configure Direct Report UI for the component named HRCD_CO_DIRECTORY.
Provides the user access to Matrix tabs and pages within the Org Chart Viewer. Note. It is possible for a user to have security access and still not see a particular matrix tab folder. For example, the user may not be a member or owner of the matrix, the matrix definition may be inactive, or the matrix may not be available for viewing.
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The following content references are associated in the Related Content Framework, Manage Related Content Services component for the Org Chart Viewer: PeopleTools 8.51: HC_HRCD_TREE_DTL_GBL (Company Directory Tree Detail) PeopleTools 8.52 or higher: the related content is associated via the CREF HC_HRCD_CO_DIRECTORY_GBL (Company Directory).
Prerequisites
Org Chart Viewer uses the following functionality, which you should ensure is configured and running prior to using the Org Chart Viewer pages: Instant messaging. Configure Direct Reports UI. Direct Reports Table Build. Trees. Related Content Services and Authorization as a Service. Approval Framework Approvals Workflow Engine (AWE). Export to Microsoft Excel/Visio. Groups in Group Build.
Note. The system administrator should confirm that if these folders exist on the server for Excel exporting: - Windows 2008 Server x64 under C:\Windows\SysWOW64\config\systemprofile\Desktop - Windows 2008 Server x86 under C:\Windows\System32\config\systemprofile\Desktop If these do not exist, create them with write permission.
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4. Establish the hierarchy for the Direct-Line Reports tab by configuring the Access Type value for the HRCD_CO_DIRECTORY component. Do this by navigating to Set Up HRMS, Common Definitions, Direct Reports for Managers, Configure Direct Reports UI. 5. Create matrix teams (for customers using PeopleTools 8.52). The combined setup pages enable you to configure the hierarchies and information you want to display on each of the pages. See Also Running the Job Tree Builder Process PeopleTools 8.51 PeopleBook: PeopleTools Portal Technologies, Working With Navigation Pages PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, Working with Common Components, Configuring Direct Reports Functionality
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Tree Build Parameters Element Tree Structure ID Definition Select a Tree Structure ID. The value selected in the Tree Structure ID field determines the fields that are required to uniquely identify a tree, and it tells the process which type of tree it should build when the process is run. For example, Matrix Teams use the MATRIX_BY_JOB tree structure ID and Company Directory trees use the COMPANY_DIRECTORY tree structure ID. Note. If you are building a job tree for the Company Directory or Matrix Teams, you must enter the corresponding Tree Structure ID values. The system uses the HR_JOBTREE_META table to retrieve metadata from the Tree Structure ID to auto-populate the following fields on this page: Set ID, Tree Name, Tree EffDt, Tree Description, Category, Target Record, and Exception Table. The Tree Structure ID also determines the fields that are required in the Tree Definition group box.
Tree Definition Element Set ID and Set Control Value Definition Enter the set ID and set control value of the tree, if applicable. Availability of this field depends on the configuration of the Tree Structure ID value. For example, these fields are not available when using the MATRIX_BY_JOB tree structure required by the Org Chart Viewer, Matrix Teams feature. Tree Name This field is available when the Create/Replace Tree and Update Existing Tree-From Node Build Action values are selected. Enter the name of the tree. These are the default Tree Name values provided by the system: Tree Structure ID MATRIX_BY_JOB COMPANY_DIRECTORY Tree Name MATRIX COMPANY_DIRECTORY
Note. For the Company Directory to work properly, you need to update the portal definition to use the same tree name you have identified here. See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Setting Up the Administer Workforce Business Process," Setting Up the Company Directory, Updating the Portal Folder Definition for the Company Directory.
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Definition Indicates if the tree is to include nodes for both primary and non-primary jobs. If this field is not selected, only nodes for active primary jobs will be included in the tree.
For a complete list of field definitions for the Tree Builder Run Control page, see PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Setting Up the Administer Workforce Business Process," Setting Up the Company Directory, Running the Tree Builder Process.
Use the Chart and Profile Settings component to determine the general settings for the Org Chart and Profile pages for each of the org view types. This component consists of three pages: General Settings, Profile Content, and Org Chart Content.
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HRCD_FLDMAP_SEC
Click the Assign to Feature link on the Chart and Profile Field Map page, Mapping tab. Set Up HRMS, Common Definitions, Org Chart Viewer, Additional Contact Types, Additional Contact Types
HRCD_ADDTL_CNTCT
Define additional contact types that will be available to the user on the Profile, Edit Additional Contacts page of the Company Directory. Define default startup page content and layout settings.
General Settings
HRCD_SETUP_GENERAL
Set Up HRMS, Common Definitions, Org Chart Viewer, Chart and Profile Settings, General Settings Set Up HRMS, Common Definitions, Org Chart Viewer, Chart and Profile Settings, Profile Content
Profile Content
HRCD_SETUP_PROFILE
Select the contact information, company details, and employee personalization field options that should appear on the Profile page for your org view type. Select the organization chart field options that should appear on the Org Chart Content page for your org view type. Specify the export parameters for the Org Chart Viewer.
HRCD_SETUP_OC_NODE
Set Up HRMS, Common Definitions, Org Chart Viewer, Chart and Profile Settings, Org Chart Content Set Up HRMS, Install, Installation Table, Third Party/System
INSTALLATION_TBL4
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Definition Click this link to open the Org View Mapping page and identify which org view types will have access to use this field. If an org view type is not selected, this field will not be available in the Chart and Profile Settings component. Indicate if this field is Active or Inactive. Inactive fields will not be available for selection on the setup pages. Enter the field description that should display in the drop-down list of the setup pages. You select which description to use on the Label tab. Specify the field format the system should use on the Org Chart Viewer pages. Values are: Action Btn Drop-Down Email Link HTML Hyperlink Text Text/Label Action-Btn Drop-Down
Status
Display Type
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Data Source Use this tab to identify the source record information specific to the data element.
Display as Xlat
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Label Set label information for the data element that will display in the Org Chart Viewer.
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Fetch Method The tab is used to assign the code used for fetching and displaying the data element.
Application Class ID
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Definition Displays the method name in the application class ID that resolves the export data for the field mapping element. An Export Method is only required when if the logic in the class assigned to Method Name is not also compatible with export.
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Element Select
Definition Select the contact types that should be available to the user on the Edit Additional Contacts page when the user updates his or her additional contact information on the Company Directory - Profile page. If you deselect an option, this contact type will not be available to the user. The following contact types are delivered selected: EMOT - Other Email EMPE - Personal Email PHHM - Home Phone PHHO - Home Office Phone PHMO - Mobile Phone PHOT - Other Phone USER - Other.
Contact Type
Enter a unique four letter code to identify the contact type. This page sorts the contact types by the code. However the Edit Additional Contacts page from the Company Directory pages sorts them by Label name.
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Element Label
Definition Enter the name of this type of contact. This value will appear in the Contact Type dropdown list and as the Label name on the Edit Additional Contacts page. This label will appear on the Profile pages of the Org Chart Viewer when a user selects and enters a value for this contact type. The following text or email contact types are delivered with the system: BPHO Business Phone EMOT Other Email EMPE Personal Email PHHM Home Phone PHHO Home Office Phone PHMO Mobile Phone PHOT Other Phone USER - Other
The following instant messaging contact types are delivered with the system for customers using PeopleTools 8.52 or higher: IMGT Instant Msg GTALK IMMS Instant Msg MSN IMXP Instant Msg XMPP IMYH Intant Msg YAHOO
These labels are display-only for the user with the exception of the Other field. The contact type Other enables users of the Company Directory to enter their own label or field description for a contact type. Value Format Select the format the system should use for this field. Options are Email, Instant Message, Text, and Text or Email. Identify the IM protocol that should be associated with this IM contact type. Valid values include GTALK, MSN, XMPP, and YAHOO. This field is available when you select Instant Message from the Value Format field. With the delivered IM contact types, the field displays the associated IM protocol type. Add Row Click this button to add additional contact types in the Employee Options group box. This will open up free-form text fields in which the administrator can enter the field labels and determine the value format that will be available to the user.
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Chart and Profile Setting search page (using PeopleTools 8.52 or higher)
You use the Chart and Profile Settings component to identify the setup of the Org Chart Viewer pages for each org view type. This component consists of three pages: General Settings, Profile Content, and Org Chart Content. Each Org View Types uses a similar setup format. However, some fields are hidden, depending upon the Org View Type value you select. Element Org View Type Definition Select from one of the list of valid values to define the setup for that specific org view type: For 8.51 users, select Company Directory - 8.51. For 8.52 users, select from these valid values: Company Directory - 8.52 Direct-Line Reports Matrix Reports
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Chart and Profile Settings General Settings page for the Company Directory - 8.52 org view type
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Field Availability on the General Settings Page by Org View Type This table lists the field elements available on the Chart and Profile Settings General Settings page according to the Org View Type value you select: Element Company Directory 8.51 Company Directory 8.52 Direct-Line Reports Matrix Reports
Display Multiple Jobs Show Doman Name in Emails Display Matrix Teams Start Page Content Search Box Only Show Users Information Show Other Persons Info Layout Profile First Org Chart First Data Export Allow Export to MS Excel-Org Chart Allow Export to MS Excel-Profile Allow Export to MS Visio-Org Chart