Managing Configurations for Person and Job Data as an Administrator

This topic lists the pages that Human Resources administrators can access from a single location from the PeopleSoft Fluid User Interface to perform person and job data-related configuration tasks.

For general information about fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Homepages.

Page Name

Definition Name

Usage

Manage Configurations Tile

HC_MANAGE_HR_CONFIG_NAVCOLL (this is the cref for the tile)

Access a navigation collection of the setup pages used to configure Person and Job Data for fluid.

Person and Job Installation Component

HR_INSTALL_PER_REL

HR_INSTALL_JOB

Activate fluid person and organization data, manage employee ID and record displays, and enable approvals and attachments for the different sections and organizational relationship types.

Activate fluid Job Data. Define functionality settings for fluid Job Data to enable access from the Position Management and Guided Self Service (GSS) pages, attachments, approvals, and the review process.

Map Job Staging Records Page

HR_JOB_STG_TAG

Associate staging records to source records.

Configure Job CI Page

HR_JOB_STG_CFG

Add the staging record to the component interface record. The system will use this information to push the data from the staging records to the source records.

Manage Search Configuration Component

EOSF_SRCH_CONFIG_1

EOSF_SRCH_CONFIG_2

Create custom search pages.

Register Transactions Page

EOAW_TXN

Register the approval transaction.

Configure Transactions Page

EOAW_TXN_NOTIFY

Use the Configuration Transactions page to configure how the system uses the particular implementation of approval triggers.

Setup Process Definitions Page

EOAW_PRCS_MAIN

Define approval process stages.

User List Definition Page

EOAW_USER_LIST

Create and maintain user-list definitions used for routing transactions for approval. Also, define user sources for use with steps in the approval process.

If you are using the Query option to define the user list for approval workflow, then, when you are creating the query in the Query Manager component, you must set the Query Type value of the query to Process. Setting the Query Type value to User can cause an error.

User Monitor - Monitor Approvals Page

EOAW_ADM_MON_SRC

Approve and review transactions.

Approval Archive Viewer Page

EOAW_ARCHIVE

View archived approval transactions.

Approval Authorization Page

EOAW_AUTH

Authorize roles and approvers for dynamic paths.

User Monitor - Monitor Approvals Page

EOAW_ADM_MON_SRC

Approve and review transactions.

Approval Monitor Configuration Page

EOAW_MONDIS_CONFIG

Configure the approval monitor.

Transaction Audit Report Page

EOAW_ADT_RUN_CNTL

Generate an approvals audit report that provides a complete list of approval transactions that have passed through the Approval Framework based on your run criteria.

See also Generating an Approvals Audit Report and Approvals Audit Report Page.

Mobile Approval Options Component

HMAP_MBL_TYPE_SET

HMAP_MBL_TYPE_SET2

Configure the general and transaction settings for Mobile Approvals.

Page and Field Configurator Component

EOCC_CONFIG_MASK

EOCC_CONFIG_USER

EOCC_MAP_EVENT

Use these pages to configure masking, capture the list of users to which the configuration page should be applied to, and to map the configuration to the Portal Registry.

Validate Page Configurations Page

EOCC_CONFIG_LOG

Use this page to verify the validity of the configurations defined using the Page Configuration page.

Define Mask Profile Page

EOCC_MASK_PROFILE

Use this page to define Mask profiles.

Define Field Group Page

EOCC_FIELD_GRP

Use this page to assign a default mask profile for a similar set of fields.

Categories Component

AGC_CAT_TBL1

AGC_CAT_TBL6

AGC_CAT_TBL2

AGC_CAT_TBL3

AGC_CAT_TBL4

AGC_CAT_TBL7

AGC_CAT_TBL5

AGC_CAT_TBL8

Create and manage activity guide categories that contain the technical components that are utilized to define an activity guide template.

Templates Component (see Activity Guide Templates Page)

AGC_TMPL_SRCH_FL

Create and manage activity guide templates that identify the steps a user should take to perform a transaction or process.

Define Notifications Page

AGC_CAT_NOTIF_DEFN

Create activity guide notifications.

Process Notifications Page

AGC_NOTIFY

Process a batch or individual template notifications.

My Processes Page

AGC_MYAG_DETAIL_FL

View and manage activity guide processes.

Define Authorization Page

HR_ATT_AUTH

Enter and maintain attachment authorization IDs which specify the level of user access for attachments.

Define Authorization Entries Page

HR_ATT_AUTH_ENT

Associate attachment authorizations with user roles.

Define Attachments Page

HR_ATT_CNFG

Associate attachments and their authorizations and create links on the page displayed in the target application.

Configure Keys Page

HR_ATT_KEYS_HDR

Define the prompt tables and key fields used by an application.

Maintain Definitions Page

HR_ATT_DEFN

Specify the attachment types available to an application. The context keys that appear on this page are determined by the Configure Keys component and are used to retrieve a list of valid Configuration IDs.

Configure Transaction Summary Component

HRTS_CONFIGURE

HRTS_EVENT_MAPPING

Configure the fields that need appear on summary pages and select the portal registries to which this configuration applies.

Configure Drop Zones Page

PTCS_CFG_SUBPAGE

Configure components containing configurable drop zones, including unregistered components.

(See PeopleTools documentation Application Designer Developer’s Guide, “Creating Page Definitions”, Configuring Drop Zones)

Define Related Content Service Page

PTCSSERVICES

Link application pages with contextually relevant collaborative content, which creates opportunities for the user to view or quickly access information that supports, extends, and augments any PeopleSoft transaction.

(See PeopleTools documentation Portal Technology, “Using the PeopleSoft Related Content Framework”)

Manage Related Content Service Component

PTCS_SRVCFG_SRCH

Manage related content for content references, pivot grids, and MAP layouts.

(See PeopleTools documentation Portal Technology, “Using the PeopleSoft Related Content Framework”, Managing related Content Configurations and Data)

Administrators use the Manage Configurations tile to access a navigation collection of setup pages used to configure Person and Job Data for fluid.

Navigation:

The Manage Configurations tile is delivered as part of the Manage Human Resources Dashboard, but the location can change if you change the delivered home pages or if administrators personalize their home pages.

This example illustrates the Manage Configurations tile.

Manage Configurations Tile

Select the Manage Configurations tile to access the Manage Configurations navigation collection.

This example illustrates the Manage Configurations application start page for the tablet.

 Manage Configurations application start page

This application start page is a navigation collection that enables administrators to access frequently-used HR administration setup components for fluid Person and Job Data from one location.

The application start page lists the components collected under these categories:

  • Person and Job Installation

  • Configurable Search

  • Approvals

  • Page and Field Configuration

  • Activity Guide Composer

  • Attachments

  • Transaction Summary

  • Drop Zones

  • Manage Related Content

Rows that display a downward facing arrow are category headers. Select a category row to expand and view the component collection associated with that category.

When using a large form factor device, the right panel displays the component selected in the left panel.

For small form factor devices, the application start page displays the categories and components. Select a component item to have the system take you to that component. Use the back button to return to the HR Administration application start page to select a new component.