(Fluid) Managing Employee Headers

PeopleSoft HCM provides you with the flexibility to configure employee header fields for fluid pages.

To manage the employee headers for fluid pages, use the Header Field Definition (HR_EH_FLDNM_TBL), Header Page Design (HR_EH_TBL), and Header Component Setup (HR_EH_COMPONENTS) components.

This topic provides and overview of employee headers in fluid, lists delivered fluid header field definitions, and discusses how to configure employee headers for fluid pages.

These videos demonstrates the configurable fluid header display feature:

Video: Image Highlights, PeopleSoft HCM Update Image 45: Configurable Fluid Header Display

Video: Image Highlights, PeopleSoft HCM Update Image 46: Configurable Header

Page Name

Definition Name

Usage

Header Field Definition Page

HR_EH_FLDNM_TBL

Maintain fields that will be available in the header design.

Header Page Design Page

HR_EH_TBL

Create header designs by defining the fields that should show in the employee header of a page.

Preview Header Page

HR_EH_PREVIEW_SEC

View how the header will display the configured fields.

Header Component Setup Page

HR_EH_COMP_SETUP

Associate the configurable employee header with a component to override the default header.

Many of the employee-related fluid pages display a header with the employee’s photo, name, job title, and an icon for accessing related actions.

Example of an employee header in fluid

 Example of an employee header in fluid

As delivered, the Employee Photo Header displays the employee's name and job title details in two rows. With the Employee Header Configuration feature, you can determine the field data that should appear in fluid headers, showing up to three rows.

Note: This feature is applicable only to the fluid pages that use the Employee Photo Header sub-page (HR_EMPL_HDR_SBF). HR_EMPL_HDR_SBF is delivered as part of Employee Photo feature in image 9.

To display additional employee information on the classic pages, see Setting Up Mouse Over Popups.

Note: The employee header configuration does not control the display of the employee photo. The photo in the common header is visible if the Display on Self Service option is enabled on the Installation Table - HCM Options Page, Employee Photo section.

Prior to creating your fluid header designs, you must identify the fields that can be included in the header of a component. The PeopleSoft application delivers these predefined fields:

Field Name

Description

BUSIENSS_TITLE

Business Title

BUSINESS_UNIT

Business Unit

COMPANY

Company

DEPTID

Department

EMAIL

Email

EMPLID

Person ID

EMPL_RCD

Employee Record

EMPL_STATUS

Payroll Status

ESTABID

Establishment ID

FULL_PART_TIME

Full/Part Time Status

GRADE

Grade

HR_STATUS

HR Status

JOBTITLE

Job Title

LOCATION

Location

MANAGER_ID

Manager

NAME

Employee Name

PAYGROUP

Pay Group

PER_ORG

Person Type

PHONE

Phone

POSITION_NBR

Position Number

POSITION_TITLE

Position Title

REG_REGION

Regulatory Region

REMOTE_STATUS

Remote Worker Status

SAL_ADMIN_PLAN

Salary Plan

STD_HOURS

Standard Hours

STEP

Salary Step

TIMEZONE

Time Zone

Note: Employees can enter their time zone using the Add Contact or Edit Contact Page in the Company Directory. When the employee has not specified a time zone, the system determines the time using the base time zone from PeopleTools Options.

Use the Header Field Definition page (HR_EH_FLDNM_TBL) to maintain fields that will be available in the header design.

Navigation:

Set Up HCM > Common Definitions > Employee Header Configuration > Header Field Definition > Header Field Definition

This example illustrates the fields and controls on the Header Field Definition page.

Header Field Definition page

The PeopleSoft application delivers several predefined fields for the purpose of designing fluid employee headers. See the Understanding Delivered Header Field Definitions in this topic.

Field or Control

Description

Description

Define a field name that should be available for entry on the Header Page Design Page when creating the header layout.

Label

Enter a label name that will appear in the Label field on the Header Page Design Page.

Select Source

The source for the fields use an application package. Use this section to identify package details.

Field or Control

Description

Package Name

Enter the ID of the application package that contains the action class to display the header.

PeopleSoft HCM delivers the HR_EH_COMMON package for employee headers.

Path

Select the qualified package or path of the application package.

Class Name

Select the class name of the application package.

Method

Select the method within the application class that will be run to display the header.

Supporting Fields for Setup

Field or Control

Description

Show Display Field

Select to show the Display field on Header Page Design Page. This field enables the administrator to configure the field to show the code, description, or both.

Show Type Field

Select to show the Field Type field on Header Page Design Page. This enables the administrator to configure the field to display the field type, such as the business phone or mobile phone.

Note: The Application Class should consider the Show Display Field and Show Type Field options when configured.

Use the Header Page Design page (HR_EH_TBL) to create header designs by defining the fields that should show in the employee header of a page.

Note: PeopleSoft HCM delivers the DEFAULT_HEADER value, which includes the employee name and job title.

Navigation:

Set Up HCM > Common Definitions > Employee Header Configuration > Header Page Design > Header Page Design

This example illustrates the fields and controls on the Header Page Design page.

Header Page Design page

You can display up to three (3) rows of data on an employee header.

  • Row 1 will always display the employee's name. You can choose to include a person's pronouns.

  • Rows 2 and 3 can include up to three fields, but the information will appear in a concatenated manner, meaning they will appear in a linear fashion with the separator you define on this page.

Field or Control

Description

Show Pronoun

Select to show a person's pronouns, if enabled and the person has specified them. If not configured, or an employee has not identified pronouns, the header will not display this field.

To show a person's pronouns in the header, all of the following must be in place:

  • Enable Gender Identity is selected on the Installation Table - HCM Options Page.

  • The employee has identified the pronoun on the Personal Details - Gender Details Page in employee self service.

Sequence

Indicate the order in which the fields should appear, lowest to highest. You can add up to three (3) concatenated fields for a row.

Separator

Identify how you want to separate the different fields on the row. Values include:

  • Colon

  • Comma

  • Hyphen

  • Parentheses

  • Pipe

  • Semicolon

Field Name and Label

Enter a field that should appear in the header for the employee. Valid fields and labels are defined on the Header Field Definition Page.

Field Type

This field is available when Show Type Field is selected on the Header Field Definition Page for this field.

Select how you want the field value to appear in the employee header. Values include:

  • CODE: shows just the code of the field value.

  • DESC: shows the description of the field value.

  • BOTH: shows both the code and description of the field value.

Display

This field is available when Show Display Field is selected on the Header Field Definition Page for this field.

Select the field type that should appear in the employee header. For example, identify whether you want to show the person's business phone number or mobile phone number.

Preview Header button

Select this button to open the Preview Header Page and view how the fields will appear in a header.

Use the Preview Header page (HR_EH_TBL) to view how the header will display the configured fields.

Navigation:

Click the Preview Header button on the Header Page Design Page.

This example illustrates the fields and controls on the Preview Header page.

Preview Header page

Note: The preview page allows you to see how data is getting displayed. However, the page look may be different on fluid transaction pages.

Use the Header Component Setup page (HR_EH_COMP_SETUP) to associate the configurable employee header with a component to override the default header.

Navigation:

Set Up HCM > Common Definitions > Employee Header Configuration > Header Component Setup > Header Component Setup

This example illustrates the fields and controls on the Header Component Setup page.

Header Component Setup page

Use this page to associate components to header IDs when you want to display data differently from that provided with the DEFAULT_HEADER.

Important! If a product page uses a customized header instead of the delivered Employee Photo Header, you must remove the customization first in order for this header to render properly within the component.

If multiple components will use the same header, you will need to enter a row for each component with that the header ID.

Field or Control

Description

Component Name

Enter the fluid component that will use this header.

Market

Indicate the market for the component. When different markets exist with the same component name you can differentiate them by market.

Header ID

Enter the header template ID you created using the Header Page Design Page.