As you learned earlier, role-based permissions control access to employee information.
The Edit Link controls whether the Edit (pencil icon) button is available to the user on the block. The Edit/Insert level is the only relevant permission here.
With proper permissions, you can empower employees and managers to make changes to an employee file without needing the assistance of an HR representative or administrator. Transactions initiated in self-service may include an approval process, also known as a workflow. The configuration of your system ensures that the workflow includes the correct approvers for that particular transaction.
Employee Self-Service
Employee Self Service allows an employee to initiate and complete transactions for an employee file without HR assistance. However, some self-service transactions could still undergo approval before the employee record is updated.
An example of employee self-service could be changing their home phone number.
To ensure the employee can initiate changes only to their record, you must follow the basic concept of role-based permissions. You must define the granted population, the role, and the target population.
Manager Self-Service
Unlike employees, managers are not restricted to making changes only to themselves. Manager self-service allows supervisors to initiate data changes for their employees, such as promotions, transfers, and so on.
To ensure the managers can initiate changes only for their direct report, you must follow the basic concept of role-based permission.
The granted population, the role, and the target population must be defined.
Manager self-service can be initiated directly on the employee’s profile using the Action menu when HR Action permission or the Edit/Pencil icon on each block is granted. When the manager submits the request, the system automatically determines the set of approvers required for this change.
